Filed: 10/14/2025ACC: 0000894309-25-000006
📋 What this filing means
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $153.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$153.59M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
COMMON STOCK$142.57M92.8%
OTHER$11.03M7.2%
Portfolio Concentration
Top 3$23.01M15.0%
4–10$33.07M21.5%
11–25$39.33M25.6%
Rest$58.18M37.9%
Top 3 weight
15.0%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
1.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
390.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other84
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
MICROSOFT CORP
DFNDShares16.46K
TypeSH
Market value$8.52M
5.55%
Sole
16.46K
Shared
0.00
None
0.00
APPLE INC
DFNDShares31.24K
TypeSH
Market value$7.96M
5.18%
Sole
31.24K
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares23.20K
TypeSH
Market value$6.53M
4.25%
Sole
23.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares12.52K
TypeSH
Market value$6.29M
4.10%
Sole
12.13K
Shared
0.00
None
390.00
ALPHABET INC CL A
DFNDShares23.46K
TypeSH
Market value$5.70M
3.71%
Sole
23.46K
Shared
0.00
None
0.00
WALMART INC
DFNDShares52.09K
TypeSH
Market value$5.37M
3.49%
Sole
52.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares7.00
TypeSH
Market value$5.28M
3.44%
Sole
7.00
Shared
0.00
None
0.00
AFLAC INC
DFNDShares32.59K
TypeSH
Market value$3.64M
2.37%
Sole
32.59K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares15.38K
TypeSH
Market value$3.56M
2.32%
Sole
15.38K
Shared
0.00
None
0.00
QUALCOMM INC
DFNDShares19.39K
TypeSH
Market value$3.23M
2.10%
Sole
19.39K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
DFNDShares17.02K
TypeSH
Market value$3.22M
2.09%
Sole
17.02K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC.
DFNDShares6.51K
TypeSH
Market value$3.16M
2.06%
Sole
6.51K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
DFNDShares14.39K
TypeSH
Market value$3.16M
2.06%
Sole
14.39K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares27.16K
TypeSH
Market value$3.06M
1.99%
Sole
27.16K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
DFNDShares9.33K
TypeSH
Market value$2.74M
1.78%
Sole
9.33K
Shared
0.00
None
0.00
CUMMINS INC
DFNDShares6.42K
TypeSH
Market value$2.71M
1.76%
Sole
6.42K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares14.44K
TypeSH
Market value$2.68M
1.74%
Sole
14.44K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares6.34K
TypeSH
Market value$2.57M
1.67%
Sole
6.34K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
DFNDShares14.34K
TypeSH
Market value$2.48M
1.61%
Sole
14.34K
Shared
0.00
None
0.00
STATE STR CORP
DFNDShares20.69K
TypeSH
Market value$2.40M
1.56%
Sole
20.69K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares17.32K
TypeSH
Market value$2.32M
1.51%
Sole
17.32K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.08K
TypeSH
Market value$2.23M
1.45%
Sole
7.08K
Shared
0.00
None
0.00
NIKE INC CL B
DFNDShares31.79K
TypeSH
Market value$2.22M
1.44%
Sole
31.79K
Shared
0.00
None
0.00
JACOBS SOLUTIONS INC
DFNDShares14.74K
TypeSH
Market value$2.21M
1.44%
Sole
14.74K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares35.91K
TypeSH
Market value$2.18M
1.42%
Sole
35.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON STOCK | 16.46K | SH | $8.52M 5.55% | 16.46K | 0.00 | 0.00 |
APPLE INCDFND | COMMON STOCK | 31.24K | SH | $7.96M 5.18% | 31.24K | 0.00 | 0.00 |
ORACLE CORPDFND | COMMON STOCK | 23.20K | SH | $6.53M 4.25% | 23.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 12.52K | SH | $6.29M 4.10% | 12.13K | 0.00 | 390.00 |
ALPHABET INC CL ADFND | COMMON STOCK | 23.46K | SH | $5.70M 3.71% | 23.46K | 0.00 | 0.00 |
WALMART INCDFND | COMMON STOCK | 52.09K | SH | $5.37M 3.49% | 52.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 7.00 | SH | $5.28M 3.44% | 7.00 | 0.00 | 0.00 |
AFLAC INCDFND | COMMON STOCK | 32.59K | SH | $3.64M 2.37% | 32.59K | 0.00 | 0.00 |
ABBVIE INCDFND | COMMON STOCK | 15.38K | SH | $3.56M 2.32% | 15.38K | 0.00 | 0.00 |
QUALCOMM INCDFND | COMMON STOCK | 19.39K | SH | $3.23M 2.10% | 19.39K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCDFND | COMMON STOCK | 17.02K | SH | $3.22M 2.09% | 17.02K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC.DFND | COMMON STOCK | 6.51K | SH | $3.16M 2.06% | 6.51K | 0.00 | 0.00 |
TE CONNECTIVITY PLCDFND | COMMON STOCK | 14.39K | SH | $3.16M 2.06% | 14.39K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COMMON STOCK | 27.16K | SH | $3.06M 1.99% | 27.16K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCDFND | COMMON STOCK | 9.33K | SH | $2.74M 1.78% | 9.33K | 0.00 | 0.00 |
CUMMINS INCDFND | COMMON STOCK | 6.42K | SH | $2.71M 1.76% | 6.42K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 14.44K | SH | $2.68M 1.74% | 14.44K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COMMON STOCK | 6.34K | SH | $2.57M 1.67% | 6.34K | 0.00 | 0.00 |
DIGITAL RLTY TR INCDFND | COMMON STOCK | 14.34K | SH | $2.48M 1.61% | 14.34K | 0.00 | 0.00 |
STATE STR CORPDFND | COMMON STOCK | 20.69K | SH | $2.40M 1.56% | 20.69K | 0.00 | 0.00 |
ABBOTT LABSDFND | COMMON STOCK | 17.32K | SH | $2.32M 1.51% | 17.32K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 7.08K | SH | $2.23M 1.45% | 7.08K | 0.00 | 0.00 |
NIKE INC CL BDFND | COMMON STOCK | 31.79K | SH | $2.22M 1.44% | 31.79K | 0.00 | 0.00 |
JACOBS SOLUTIONS INCDFND | COMMON STOCK | 14.74K | SH | $2.21M 1.44% | 14.74K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COMMON STOCK | 35.91K | SH | $2.18M 1.42% | 35.91K | 0.00 | 0.00 |
Page 1 of 4