13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001719739
Total reported value
$837.9M
$837.9M
316 檔
22.3%
As reported in its official Q1 2025 Form 13F filing, Security National Bank's tracked investment portfolio stood at $837.9M with 316 total positions.
In Q1 2025, Security National Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.86% | -0.79% | -1.55% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 9.35% | -0.94% | +16.98% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.54% | -0.64% | -1.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.89% | -0.29% | -0.68% | |
| 5 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 4.72% | -0.22% | +5.94% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.36% | +11.65% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.06% | +3.65% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | -0.01% | +0.94% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.50% | +1.52% | +1.78% | |
| 10 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 2.28% | -0.34% | +0.75% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.13% | -0.10% | -0.08% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.99% | -0.27% | +0.62% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.86% | -0.20% | +2.60% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | — | +0.72% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.01% | +4.13% | |
| 16 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.65% | +0.13% | +108.44% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 1.56% | -0.04% | +4.48% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.29% | -0.01% | +0.60% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.26% | -0.13% | — | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.25% | +0.59% | +1.02% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.14% | +10.63% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.24% | -0.19% | +1.70% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.13% | +638.47% | |
| 24 | MUR | Murphy Oil CORP | Stock-Energy | 1.07% | -0.42% | +0.71% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.96% | -0.01% | EXIT | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.01% | -96.37% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | -0.01% | -0.84% | |
| 28 | BR | Broadridge Financial Solutio | Stock-Tech | 0.88% | -0.39% | -2.21% | |
| 29 | FANG | Diamondback Energy Inc | Stock-Energy | 0.86% | -0.06% | +1.65% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.86% | -0.02% | -0.23% | |
| 31 | GRBK | Green Brick Partners Inc | Stock-Other | 0.84% | +0.13% | +4.58% | |
| 32 | TRMB | Trimble Inc | Stock-Tech | 0.82% | -0.16% | -0.23% | |
| 33 | SNPS | Synopsys Inc | Stock-Tech | 0.81% | +0.06% | +7.31% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.80% | -0.44% | +20.71% | |
| 35 | SCCO | Southern Copper CORP | Stock-Materials | 0.79% | -0.14% | -7.62% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.75% | -0.07% | +1744.11% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.05% | +2.80% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.71% | +0.07% | +30.22% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.36% | +5.49% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.70% | +1.05% | +18.02% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.08% | -3.36% | |
| 42 | VMI | Valmont Industries | Stock-Industrials | 0.61% | +0.38% | +4.40% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.23% | +1283.58% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.04% | +0.30% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.09% | -0.77% | |
| 46 | HUBB | Hubbell Inc | Stock-Industrials | 0.50% | +0.05% | +18.24% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | — | -59.01% | |
| 48 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.47% | -0.11% | +9.75% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.06% | -2.08% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.46% | -0.07% | +3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | MUSA | Murphy USA Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 10 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | — | NEW | New buy |
| 11 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 12 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 13 | SYK | Stryker CORP | — | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | MTH | Meritage Homes CORP | — | NEW | New buy |
| 17 | ZTS | Zoetis Inc | — | NEW | New buy |
| 18 | BX | Blackstone Inc | — | NEW | New buy |
| 19 | BLK | Blackrock Inc | — | NEW | New buy |
| 20 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 24 | MUR | Murphy Oil CORP | — | NEW | New buy |
| 25 | ACN | Accenture plc | — | NEW | New buy |
| 26 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 27 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 28 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 29 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 30 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 31 | GRBK | Green Brick Partners Inc | — | NEW | New buy |
| 32 | TRMB | Trimble Inc | — | NEW | New buy |
| 33 | SNPS | Synopsys Inc | — | NEW | New buy |
| 34 | NOW | Servicenow Inc | — | NEW | New buy |
| 35 | SCCO | Southern Copper CORP | — | NEW | New buy |
| 36 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 37 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 38 | DE | Deere & Co | — | NEW | New buy |
| 39 | AVGO | Broadcom Inc | — | NEW | New buy |
| 40 | KLAC | Kla CORP | — | NEW | New buy |
| 41 | PEP | Pepsico Inc | — | NEW | New buy |
| 42 | VMI | Valmont Industries | — | NEW | New buy |
| 43 | RTX | Rtx CORP | — | NEW | New buy |
| 44 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 45 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 46 | HUBB | Hubbell Inc | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 49 | MA | Mastercard Inc - A | — | NEW | New buy |
| 50 | CB | Chubb Limited | — | NEW | New buy |
According to official SEC Form 13F filings, Security National Bank reported a total U.S. public equity portfolio value of $837.9M across 316 disclosed positions in Q1 2025.
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 NVDA, BRK-A, BRK-B) accounted for 22.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $52.2M
During Q1 2025, Security National Bank's top holdings by market value included NVDA (9.9%)、BRK-A (9.3%)、BRK-B (6.5%). The largest single position, NVDA, represented 9.9% of total portfolio value.
In Q1 2025, Security National Bank made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.