Filed: 5/20/2025ACC: 0000894309-25-000005
📋 What this filing means
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $137.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$137.62M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COMMON STOCK$128.24M93.2%
OTHER$9.38M6.8%
Portfolio Concentration
Top 3$19.84M14.4%
4–10$25.73M18.7%
11–25$34.45M25.0%
Rest$57.59M41.8%
Top 3 weight
14.4%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
1.20M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
839.00
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole0
Shared0
Other88
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings88
Rows:
APPLE INC
DFNDShares31.38K
TypeSH
Market value$6.97M
5.07%
Sole
31.34K
Shared
0.00
None
48.00
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares13.05K
TypeSH
Market value$6.95M
5.05%
Sole
12.66K
Shared
0.00
None
390.00
MICROSOFT CORP
DFNDShares15.77K
TypeSH
Market value$5.92M
4.30%
Sole
15.77K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares7.00
TypeSH
Market value$5.59M
4.06%
Sole
7.00
Shared
0.00
None
0.00
ALPHABET INC CL A
DFNDShares23.53K
TypeSH
Market value$3.64M
2.64%
Sole
23.53K
Shared
0.00
None
0.00
AFLAC INC
DFNDShares32.56K
TypeSH
Market value$3.62M
2.63%
Sole
32.56K
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares23.48K
TypeSH
Market value$3.28M
2.39%
Sole
23.48K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC.
DFNDShares6.53K
TypeSH
Market value$3.25M
2.36%
Sole
6.53K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares27.10K
TypeSH
Market value$3.22M
2.34%
Sole
27.02K
Shared
0.00
None
75.00
WALMART INC
DFNDShares35.68K
TypeSH
Market value$3.13M
2.28%
Sole
35.53K
Shared
0.00
None
150.00
QUALCOMM INC
DFNDShares19.10K
TypeSH
Market value$2.93M
2.13%
Sole
19.10K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
DFNDShares9.26K
TypeSH
Market value$2.83M
2.05%
Sole
9.26K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares13.39K
TypeSH
Market value$2.81M
2.04%
Sole
13.39K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares14.40K
TypeSH
Market value$2.39M
1.74%
Sole
14.40K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
DFNDShares17.23K
TypeSH
Market value$2.33M
1.69%
Sole
17.23K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares6.30K
TypeSH
Market value$2.31M
1.68%
Sole
6.30K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares17.18K
TypeSH
Market value$2.28M
1.66%
Sole
17.18K
Shared
0.00
None
0.00
GENERAL MLS INC
DFNDShares36.36K
TypeSH
Market value$2.17M
1.58%
Sole
36.36K
Shared
0.00
None
0.00
BOOZ ALLEN HAMILTON HOLDING CO
DFNDShares20.29K
TypeSH
Market value$2.12M
1.54%
Sole
20.29K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares46.49K
TypeSH
Market value$2.11M
1.53%
Sole
46.49K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares35.74K
TypeSH
Market value$2.07M
1.51%
Sole
35.74K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
DFNDShares14.26K
TypeSH
Market value$2.04M
1.48%
Sole
14.26K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
DFNDShares14.44K
TypeSH
Market value$2.04M
1.48%
Sole
14.44K
Shared
0.00
None
0.00
UNION PAC CORP
DFNDShares8.52K
TypeSH
Market value$2.01M
1.46%
Sole
8.48K
Shared
0.00
None
40.00
CUMMINS INC
DFNDShares6.41K
TypeSH
Market value$2.01M
1.46%
Sole
6.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COMMON STOCK | 31.38K | SH | $6.97M 5.07% | 31.34K | 0.00 | 48.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 13.05K | SH | $6.95M 5.05% | 12.66K | 0.00 | 390.00 |
MICROSOFT CORPDFND | COMMON STOCK | 15.77K | SH | $5.92M 4.30% | 15.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 7.00 | SH | $5.59M 4.06% | 7.00 | 0.00 | 0.00 |
ALPHABET INC CL ADFND | COMMON STOCK | 23.53K | SH | $3.64M 2.64% | 23.53K | 0.00 | 0.00 |
AFLAC INCDFND | COMMON STOCK | 32.56K | SH | $3.62M 2.63% | 32.56K | 0.00 | 0.00 |
ORACLE CORPDFND | COMMON STOCK | 23.48K | SH | $3.28M 2.39% | 23.48K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC.DFND | COMMON STOCK | 6.53K | SH | $3.25M 2.36% | 6.53K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COMMON STOCK | 27.10K | SH | $3.22M 2.34% | 27.02K | 0.00 | 75.00 |
WALMART INCDFND | COMMON STOCK | 35.68K | SH | $3.13M 2.28% | 35.53K | 0.00 | 150.00 |
QUALCOMM INCDFND | COMMON STOCK | 19.10K | SH | $2.93M 2.13% | 19.10K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCDFND | COMMON STOCK | 9.26K | SH | $2.83M 2.05% | 9.26K | 0.00 | 0.00 |
ABBVIE INCDFND | COMMON STOCK | 13.39K | SH | $2.81M 2.04% | 13.39K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 14.40K | SH | $2.39M 1.74% | 14.40K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCDFND | COMMON STOCK | 17.23K | SH | $2.33M 1.69% | 17.23K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COMMON STOCK | 6.30K | SH | $2.31M 1.68% | 6.30K | 0.00 | 0.00 |
ABBOTT LABSDFND | COMMON STOCK | 17.18K | SH | $2.28M 1.66% | 17.18K | 0.00 | 0.00 |
GENERAL MLS INCDFND | COMMON STOCK | 36.36K | SH | $2.17M 1.58% | 36.36K | 0.00 | 0.00 |
BOOZ ALLEN HAMILTON HOLDING CODFND | COMMON STOCK | 20.29K | SH | $2.12M 1.54% | 20.29K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COMMON STOCK | 46.49K | SH | $2.11M 1.53% | 46.49K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COMMON STOCK | 35.74K | SH | $2.07M 1.51% | 35.74K | 0.00 | 0.00 |
DIGITAL RLTY TR INCDFND | COMMON STOCK | 14.26K | SH | $2.04M 1.48% | 14.26K | 0.00 | 0.00 |
TE CONNECTIVITY PLCDFND | COMMON STOCK | 14.44K | SH | $2.04M 1.48% | 14.44K | 0.00 | 0.00 |
UNION PAC CORPDFND | COMMON STOCK | 8.52K | SH | $2.01M 1.46% | 8.48K | 0.00 | 40.00 |
CUMMINS INCDFND | COMMON STOCK | 6.41K | SH | $2.01M 1.46% | 6.41K | 0.00 | 0.00 |
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