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CIK: 0001719739
Total reported value
$837.9M
$837.9M
277 檔
34.0%
According to the latest 13F quarterly dataset, Security National Bank managed an equity portfolio of $837.9M at the end of Q1 2024, spanning 277 distinct U.S. exchange-listed positions.
During Q1 2024, Security National Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.70% | +0.01% | +4062.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.96% | -0.79% | -11.12% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.90% | -0.94% | — | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.37% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.22% | -0.64% | -1.08% | |
| 6 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 3.20% | -0.22% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.18% | -0.29% | -1.55% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.36% | +0.02% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.06% | +0.73% | |
| 10 | ROAD | Construction Partners Inc-a | Stock-Industrials | 1.90% | — | — | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.82% | -0.27% | +1.11% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.70% | +1.52% | +0.16% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | -0.01% | +0.89% | |
| 14 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.57% | +0.13% | +4.87% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.47% | — | +0.47% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.43% | +0.59% | +4.27% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.38% | -0.20% | +2.17% | |
| 18 | MUR | Murphy Oil CORP | Stock-Energy | 1.37% | -0.42% | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | — | +1.12% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 1.22% | -0.04% | +1.30% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.01% | +0.48% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.09% | -0.07% | EXIT | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.08% | — | +1.78% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.04% | -0.01% | +2.14% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.00% | -0.06% | +2.33% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.98% | -0.01% | +1.23% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 0.95% | — | +1.88% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.87% | -0.19% | +5.03% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.87% | -0.01% | -0.77% | |
| 30 | CTRA | Coterra Energy Inc | Stock-Energy | 0.86% | -0.01% | EXIT | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.86% | -0.10% | +171.41% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 0.83% | +0.06% | +4.00% | |
| 33 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 0.77% | — | +3.45% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.01% | EXIT | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.70% | -0.02% | — | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.70% | +0.07% | -0.91% | |
| 37 | GRBK | Green Brick Partners Inc | Stock-Other | 0.67% | +0.13% | +258.34% | |
| 38 | TRMB | Trimble Inc | Stock-Tech | 0.66% | -0.16% | +5.81% | |
| 39 | SCCO | Southern Copper CORP | Stock-Materials | 0.64% | -0.14% | +13.39% | |
| 40 | BR | Broadridge Financial Solutio | Stock-Tech | 0.62% | -0.39% | -0.23% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.08% | +0.50% | |
| 42 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.58% | -0.01% | EXIT | |
| 43 | WIREEUR | Encore Wire CORP | Stock-Other | 0.57% | — | +1.36% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.05% | -4.31% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.36% | +885.71% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.04% | +11.69% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.09% | -1.10% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.10% | +1.58% | |
| 49 | VMI | Valmont Industries | Stock-Industrials | 0.37% | +0.38% | — | |
| 50 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.36% | — | +18.09% |
According to official SEC Form 13F filings, Security National Bank reported a total U.S. public equity portfolio value of $837.9M across 277 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, BRK-A) accounted for 34.0% of total reported equity market value during Q1 2024.
During Q1 2024, Security National Bank's top holdings by market value included IVV (21.7%)、NVDA (8.0%)、BRK-A (4.9%). The largest single position, IVV, represented 21.7% of total portfolio value.
In Q1 2024, Security National Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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