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CIK: 0001719739
Total reported value
$837.9M
$837.9M
411 檔
24.6%
At the close of Q1 2026, Security National Bank disclosed equity holdings valued at approximately $837.9M, spread across 411 reported holdings.
In Q1 2026, Security National Bank displayed an active expansion posture, initiating 25 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.77% | -0.79% | -1.84% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.48% | -0.94% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.83% | -0.64% | -0.83% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.12% | -0.29% | -0.73% | |
| 5 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 3.78% | -0.22% | -0.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.36% | +0.73% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | -0.06% | +1.03% | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 2.26% | +0.59% | +0.63% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.05% | -0.23% | +2.20% | |
| 10 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 1.99% | -0.57% | -7.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.14% | +2.18% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.93% | +1.52% | +0.24% | |
| 13 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.86% | -0.38% | +5.83% | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 1.81% | -0.34% | +2.40% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | -0.01% | +2.64% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | +0.01% | +2.47% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.59% | +0.94% | +10.61% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.58% | -0.27% | +1.39% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 1.43% | +1.05% | +1.21% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.38% | -0.20% | +1.36% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.37% | -0.19% | +2.09% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.01% | +6.20% | |
| 23 | BINV | Brandes International ETF | ETF-Other | 1.36% | -0.08% | +6.85% | |
| 24 | SCCO | Southern Copper CORP | Stock-Materials | 1.36% | -0.14% | +1.78% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.25% | -0.13% | +18.96% | |
| 26 | MUR | Murphy Oil CORP | Stock-Energy | 1.19% | -0.42% | -0.82% | |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.15% | -0.11% | +2.84% | |
| 28 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.11% | +0.13% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.13% | +3.73% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.36% | -1.43% | |
| 31 | FANG | Diamondback Energy Inc | Stock-Energy | 0.96% | -0.06% | +11.22% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.95% | -0.14% | +8.18% | |
| 33 | GRBK | Green Brick Partners Inc | Stock-Other | 0.87% | +0.13% | +3.38% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | -0.01% | +1.53% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.17% | +8.73% | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.84% | +0.07% | +3.42% | |
| 37 | NVT | nVent Electric plc | Stock-Industrials | 0.83% | +0.04% | +8.63% | |
| 38 | HUBB | Hubbell Inc | Stock-Industrials | 0.83% | +0.05% | +4.71% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.79% | -0.02% | -0.19% | |
| 40 | SNPS | Synopsys Inc | Stock-Tech | 0.74% | +0.06% | +1.73% | |
| 41 | TRMB | Trimble Inc | Stock-Tech | 0.73% | -0.16% | +3.74% | |
| 42 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.69% | -0.11% | +1.32% | |
| 43 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.68% | -0.24% | +9.68% | |
| 44 | VMI | Valmont Industries | Stock-Industrials | 0.65% | +0.38% | -0.55% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.13% | -1.01% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.57% | -0.10% | +4.97% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.09% | +0.74% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.05% | -17.20% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.04% | +1.03% | |
| 50 | TE | T1 Energy Inc | Stock-Other | 0.50% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA Inc | +0.7% | -0.05% | Trim |
| 2 | GLW | Corning Inc | +0.7% | +10.61% | Add |
| 3 | ASML | ASML Holding N.V. | +0.5% | +0.63% | Add |
| 4 | FANG | Diamondback Energy Inc | +0.3% | +11.22% | Add |
| 5 | MUR | Murphy Oil CORP | +0.3% | -0.82% | Trim |
| 6 | KLAC | Kla CORP | +0.3% | +1.21% | Add |
| 7 | SCCO | Southern Copper CORP | +0.3% | +1.78% | Add |
| 8 | OUNZ | Vaneck Merk Gold ETF | +0.3% | +5.83% | Add |
| 9 | NEE | Nextera Energy Inc | +0.2% | +2.09% | Add |
| 10 | MO | Altria Group Inc | +0.2% | +184.79% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +3.73% | Add |
| 12 | CASY | Casey's General Stores Inc | +0.2% | +1.32% | Add |
| 13 | NVT | nVent Electric plc | +0.2% | +8.63% | Add |
| 14 | DE | Deere & Co | +0.2% | +3.42% | Add |
| 15 | RTX | Rtx CORP | +0.2% | +2.20% | Add |
| 16 | HBAN | Huntington Bancshares Inc | +0.2% | +552.56% | Add |
| 17 | BINV | Brandes International ETF | +0.1% | +6.85% | Add |
| 18 | HUBB | Hubbell Inc | +0.1% | +4.71% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -1.01% | Trim |
| 20 | SN | SharkNinja, Inc. | +0.1% | +35.86% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.74% | Add |
| 22 | BLK | Blackrock Inc | +0.1% | +18.96% | Add |
| 23 | JPST | Jpmorgan Ultra-short Income | +0.1% | +8.18% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +34.65% | Add |
| 25 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | +0.1% | +2.40% | Add |
| 26 | BSV | Vanguard Short-term Bond ETF | +0.1% | +163.30% | Add |
| 27 | MSI | Motorola Solutions Inc | +0.1% | +9.90% | Add |
| 28 | GRBK | Green Brick Partners Inc | +0.1% | +3.38% | Add |
| 29 | FTRI | First Trust Indxx Global Nat | +0.1% | +45.29% | Add |
| 30 | XOM | Exxon Mobil CORP | +0.1% | +1.53% | Add |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +2.84% | Add |
| 32 | IAU | Ishares Gold Trust | +0.1% | +2947.79% | Add |
| 33 | HELO | Jpmorgan Hedged Equity ETF | 0% | +21.53% | Add |
| 34 | CDX | Simplify High Yield ETF | 0% | +9.68% | Add |
| 35 | WM | Waste Management Inc | 0% | +1.86% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +6.20% | Add |
| 37 | DVN | Devon Energy CORP | 0% | -0.50% | Trim |
| 38 | CVX | Chevron CORP | 0% | +0.40% | Add |
| 39 | WEC | Wec Energy Group Inc | 0% | +1.37% | Add |
| 40 | CB | Chubb Limited | 0% | +1.27% | Add |
| 41 | JEPI | Jpmorgan Equity Premium Inco | 0% | +4.97% | Add |
| 42 | PG | Procter & Gamble Co/the | 0% | +7.61% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +40.46% | Add |
| 44 | AM | Antero Midstream CORP | 0% | +17.71% | Add |
| 45 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 46 | PHYS | Sprott Physical Gold Trust | 0% | — | Unchanged |
| 47 | META | Meta Platforms Inc-class A | 0% | +46.56% | Add |
| 48 | GDX | Vaneck Gold Miners ETF | 0% | +20.85% | Add |
| 49 | LOW | Lowe's Cos Inc | 0% | +1.39% | Add |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +96.63% | Add |
According to official SEC Form 13F filings, Security National Bank reported a total U.S. public equity portfolio value of $837.9M across 411 disclosed positions in Q1 2026.
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 24.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
WDEF
市值: $2.3M
Top Position Liquidated / Trimmed
CADE
前期市值: $1.3M
During Q1 2026, Security National Bank's top holdings by market value included NVDA (10.8%)、BRK-A (6.5%)、BRK-B (4.8%). The largest single position, NVDA, represented 10.8% of total portfolio value.
In Q1 2026, Security National Bank made 159 total portfolio adjustments, initiating 25 new buys, adding to 81 positions, trimming 41 holdings, and fully liquidating 12 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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