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
315 檔
23.6%
In Q2 2025, Security National Bank's U.S. equity holdings reached a combined market value of $837.9M, distributed across 315 disclosed stock positions.
In Q2 2025, Security National Bank displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 315 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.73% | -0.79% | -3.34% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.82% | -0.94% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.59% | -0.64% | +2.15% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | -0.36% | -0.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.29% | -4.96% | |
| 6 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 3.71% | -0.22% | -1.01% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.06% | -0.83% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.76% | +1.52% | +0.41% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.39% | -0.01% | +0.39% | |
| 10 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 1.99% | -0.34% | -4.58% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.97% | -0.10% | +1.33% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.01% | +1.88% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.85% | -0.20% | +2.08% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.70% | -0.27% | -2.07% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.49% | +0.59% | +7.09% | |
| 16 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.43% | +0.13% | — | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 1.39% | -0.04% | +2.77% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.14% | +1.82% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.28% | -0.13% | +0.26% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.26% | -0.01% | -0.74% | |
| 21 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.24% | -0.38% | +348.25% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.24% | -0.23% | +120.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.01% | +23.11% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.19% | +0.30% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.13% | +5.47% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.44% | +14.52% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.36% | -0.20% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 0.97% | +0.06% | +8.47% | |
| 29 | KLAC | Kla CORP | Stock-Tech | 0.91% | +1.05% | +7.33% | |
| 30 | TRMB | Trimble Inc | Stock-Tech | 0.89% | -0.16% | +2.13% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.88% | -0.02% | — | |
| 32 | GRBK | Green Brick Partners Inc | Stock-Other | 0.87% | +0.13% | +4.14% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.84% | -0.07% | +15.58% | |
| 34 | SCCO | Southern Copper CORP | Stock-Materials | 0.83% | -0.14% | +6.12% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.81% | -0.01% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.05% | +8.87% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.79% | -0.14% | +11196.73% | |
| 38 | MUR | Murphy Oil CORP | Stock-Energy | 0.78% | -0.42% | — | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.78% | +0.07% | +10.34% | |
| 40 | BR | Broadridge Financial Solutio | Stock-Tech | 0.72% | -0.39% | -10.75% | |
| 41 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.71% | -0.01% | EXIT | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.01% | +2.42% | |
| 43 | FANG | Diamondback Energy Inc | Stock-Energy | 0.69% | -0.06% | +1.17% | |
| 44 | HUBB | Hubbell Inc | Stock-Industrials | 0.67% | +0.05% | +17.53% | |
| 45 | VMI | Valmont Industries | Stock-Industrials | 0.64% | +0.38% | — | |
| 46 | NVT | nVent Electric plc | Stock-Industrials | 0.57% | +0.04% | -3.79% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.04% | +3.37% | |
| 48 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.52% | -0.11% | +3.12% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.06% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.42% | -0.07% | +2.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | -3.34% | Trim |
| 2 | OUNZ | Vaneck Merk Gold ETF | +1% | +348.25% | Add |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.8% | +11196.73% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | -0.80% | Trim |
| 5 | RTX | Rtx CORP | +0.7% | +120.39% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -0.20% | Trim |
| 7 | ABT | Abbott Laboratories | +0.3% | +441.55% | Add |
| 8 | GXO | Gxo Logistics Inc | +0.3% | +57.64% | Add |
| 9 | PG | Procter & Gamble Co/the | +0.3% | +1630.16% | Add |
| 10 | NOW | Servicenow Inc | +0.3% | +14.52% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +0.41% | Add |
| 12 | ASML | ASML Holding N.V. | +0.2% | +7.09% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +23.11% | Add |
| 14 | KLAC | Kla CORP | +0.2% | +7.33% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +1.88% | Add |
| 16 | HUBB | Hubbell Inc | +0.2% | +17.53% | Add |
| 17 | SNPS | Synopsys Inc | +0.2% | +8.47% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.83% | Trim |
| 19 | NVT | nVent Electric plc | +0.1% | -3.79% | Trim |
| 20 | BSX | Boston Scientific CORP | +0.1% | +15.58% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +35.99% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.82% | Add |
| 23 | TRMB | Trimble Inc | +0.1% | +2.13% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.87% | Add |
| 25 | DE | Deere & Co | +0.1% | +10.34% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +28.72% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +1.08% | Add |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +3.12% | Add |
| 29 | SCCO | Southern Copper CORP | 0% | +6.12% | Add |
| 30 | GRBK | Green Brick Partners Inc | 0% | +4.14% | Add |
| 31 | VMI | Valmont Industries | 0% | — | Unchanged |
| 32 | BLK | Blackrock Inc | 0% | +0.26% | Add |
| 33 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 34 | COST | Costco Wholesale CORP | 0% | +5.47% | Add |
| 35 | SYK | Stryker CORP | 0% | +2.08% | Add |
| 36 | HYD | Vaneck High Yield Muni ETF | -0.1% | EXIT | Sold out |
| 37 | BR | Broadridge Financial Solutio | -0.2% | -10.75% | Trim |
| 38 | FANG | Diamondback Energy Inc | -0.2% | +1.17% | Add |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.42% | Add |
| 40 | MTH | Meritage Homes CORP | -0.2% | — | Unchanged |
| 41 | MUR | Murphy Oil CORP | -0.3% | — | Unchanged |
| 42 | LOW | Lowe's Cos Inc | -0.3% | -2.07% | Trim |
| 43 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | -0.3% | -4.58% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.5% | -92.90% | Trim |
| 45 | PEP | Pepsico Inc | -0.5% | -69.73% | Trim |
| 46 | AAPL | Apple Inc | -1% | -4.96% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | +2.15% | Add |
| 48 | MUSA | Murphy USA Inc | -1% | -1.01% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1.4% | -64.04% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.5% | — | Unchanged |
According to official SEC Form 13F filings, Security National Bank reported a total U.S. public equity portfolio value of $837.9M across 315 disclosed positions in Q2 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 23.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
HYD
前期市值: $511.8K
During Q2 2025, Security National Bank's top holdings by market value included NVDA (12.7%)、BRK-A (7.8%)、BRK-B (5.6%). The largest single position, NVDA, represented 12.7% of total portfolio value.
In Q2 2025, Security National Bank made 45 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 13 holdings, and fully liquidating 1 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.