Filed: 4/16/2026ACC: 0001719739-26-000002
📋 What this filing means
SECURITY NATIONAL BANK filed this quarterly 13F‑HR report disclosing 411 equity positions with a total reported market value of $686.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
411
Positions
$686.66M
Total AUM (reported)
7.35M
Total Shares
Allocation by class
COM$405.61M59.1%
CL A$49.75M7.2%
CL B NEW$33.15M4.8%
COM NEW$17.00M2.5%
N Y REGISTRY SHS$15.53M2.3%
INTL HDGD EQT LA$13.68M2.0%
CAP STK CL A$13.67M2.0%
Portfolio Concentration
Top 3$151.63M22.1%
4–10$132.78M19.3%
11–25$163.09M23.8%
Rest$239.17M34.8%
Top 3 weight
22.1%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 7.35M
Sole
Full voting authority
7.35M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole298
Shared0
Other113
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings411
Rows:
NVIDIA CORPORATION
DFNDShares424.08K
TypeSH
Market value$73.96M
10.77%
Sole
424.08K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares62.00
TypeSH
Market value$44.52M
6.48%
Sole
62.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares69.18K
TypeSH
Market value$33.15M
4.83%
Sole
69.18K
Shared
0.00
None
0.00
APPLE INC
DFNDShares111.58K
TypeSH
Market value$28.32M
4.12%
Sole
111.58K
Shared
0.00
None
0.00
MURPHY USA INC
DFNDShares52.59K
TypeSH
Market value$25.98M
3.78%
Sole
52.59K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares50.22K
TypeSH
Market value$18.59M
2.71%
Sole
50.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares79.67K
TypeSH
Market value$16.59M
2.42%
Sole
79.67K
Shared
0.00
None
0.00
ASML HLDG NV
DFNDShares11.76K
TypeSH
Market value$15.53M
2.26%
Sole
11.76K
Shared
0.00
None
0.00
RTX CORPORATION
DFNDShares73.02K
TypeSH
Market value$14.09M
2.05%
Sole
73.02K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
DFNDShares260.01K
TypeSH
Market value$13.68M
1.99%
Sole
260.01K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares47.53K
TypeSH
Market value$13.67M
1.99%
Sole
47.53K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares82.57K
TypeSH
Market value$13.24M
1.93%
Sole
82.57K
Shared
0.00
None
0.00
VANECK MERK GOLD ETF
DFNDShares283.03K
TypeSH
Market value$12.75M
1.86%
Sole
283.03K
Shared
0.00
None
0.00
SPDR SERIES TRUST
DFNDShares648.66K
TypeSH
Market value$12.45M
1.81%
Sole
648.66K
Shared
0.00
None
0.00
VISA INC
DFNDShares40.84K
TypeSH
Market value$12.34M
1.80%
Sole
40.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares39.51K
TypeSH
Market value$11.62M
1.69%
Sole
39.51K
Shared
0.00
None
0.00
CORNING INC
DFNDShares80.22K
TypeSH
Market value$10.91M
1.59%
Sole
80.22K
Shared
0.00
None
0.00
LOWES COS INC
DFNDShares45.81K
TypeSH
Market value$10.82M
1.58%
Sole
45.81K
Shared
0.00
None
0.00
KLA CORP
DFNDShares6.67K
TypeSH
Market value$9.82M
1.43%
Sole
6.67K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares28.89K
TypeSH
Market value$9.49M
1.38%
Sole
28.89K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares101.53K
TypeSH
Market value$9.43M
1.37%
Sole
101.53K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares14.31K
TypeSH
Market value$9.35M
1.36%
Sole
14.31K
Shared
0.00
None
0.00
2023 ETF SERIES TRUST
DFNDShares226.31K
TypeSH
Market value$9.33M
1.36%
Sole
226.31K
Shared
0.00
None
0.00
SOUTHERN COPPER CORP
DFNDShares54.10K
TypeSH
Market value$9.31M
1.36%
Sole
54.10K
Shared
0.00
None
0.00
BLACKROCK INC
DFNDShares8.89K
TypeSH
Market value$8.55M
1.25%
Sole
8.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 424.08K | SH | $73.96M 10.77% | 424.08K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 62.00 | SH | $44.52M 6.48% | 62.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 69.18K | SH | $33.15M 4.83% | 69.18K | 0.00 | 0.00 |
APPLE INCDFND | COM | 111.58K | SH | $28.32M 4.12% | 111.58K | 0.00 | 0.00 |
MURPHY USA INCDFND | COM | 52.59K | SH | $25.98M 3.78% | 52.59K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 50.22K | SH | $18.59M 2.71% | 50.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 79.67K | SH | $16.59M 2.42% | 79.67K | 0.00 | 0.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 11.76K | SH | $15.53M 2.26% | 11.76K | 0.00 | 0.00 |
RTX CORPORATIONDFND | COM | 73.02K | SH | $14.09M 2.05% | 73.02K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDFND | INTL HDGD EQT LA | 260.01K | SH | $13.68M 1.99% | 260.01K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 47.53K | SH | $13.67M 1.99% | 47.53K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 82.57K | SH | $13.24M 1.93% | 82.57K | 0.00 | 0.00 |
VANECK MERK GOLD ETFDFND | GOLD SHS | 283.03K | SH | $12.75M 1.86% | 283.03K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | STATE STRET SPDR | 648.66K | SH | $12.45M 1.81% | 648.66K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 40.84K | SH | $12.34M 1.80% | 40.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 39.51K | SH | $11.62M 1.69% | 39.51K | 0.00 | 0.00 |
CORNING INCDFND | COM | 80.22K | SH | $10.91M 1.59% | 80.22K | 0.00 | 0.00 |
LOWES COS INCDFND | COM | 45.81K | SH | $10.82M 1.58% | 45.81K | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 6.67K | SH | $9.82M 1.43% | 6.67K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | COM | 28.89K | SH | $9.49M 1.38% | 28.89K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 101.53K | SH | $9.43M 1.37% | 101.53K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 14.31K | SH | $9.35M 1.36% | 14.31K | 0.00 | 0.00 |
2023 ETF SERIES TRUSTDFND | BRANDES INTERNAT | 226.31K | SH | $9.33M 1.36% | 226.31K | 0.00 | 0.00 |
SOUTHERN COPPER CORPDFND | COM | 54.10K | SH | $9.31M 1.36% | 54.10K | 0.00 | 0.00 |
BLACKROCK INCDFND | COM | 8.89K | SH | $8.55M 1.25% | 8.89K | 0.00 | 0.00 |
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