Filed: 2/13/2026ACC: 0000894309-26-000001
📋 What this filing means
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $155.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$155.78M
Total AUM (reported)
1.21M
Total Shares
Allocation by class
COMMON STOCK$142.85M91.7%
OTHER$12.93M8.3%
Portfolio Concentration
Top 3$23.74M15.2%
4–10$32.77M21.0%
11–25$39.95M25.6%
Rest$59.32M38.1%
Top 3 weight
15.2%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
1.21M
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
Other90
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
APPLE INC
DFNDShares31.61K
TypeSH
Market value$8.59M
5.52%
Sole
31.61K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares16.30K
TypeSH
Market value$7.88M
5.06%
Sole
16.30K
Shared
0.00
None
0.00
ALPHABET INC CL A
DFNDShares23.19K
TypeSH
Market value$7.26M
4.66%
Sole
23.19K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares13.19K
TypeSH
Market value$6.63M
4.25%
Sole
12.80K
Shared
0.00
None
390.00
WALMART INC
DFNDShares51K
TypeSH
Market value$5.68M
3.65%
Sole
51K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares7.00
TypeSH
Market value$5.28M
3.39%
Sole
7.00
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares22.22K
TypeSH
Market value$4.33M
2.78%
Sole
22.22K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC.
DFNDShares6.49K
TypeSH
Market value$3.76M
2.41%
Sole
6.49K
Shared
0.00
None
0.00
AFLAC INC
DFNDShares32.53K
TypeSH
Market value$3.59M
2.30%
Sole
32.53K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares15.33K
TypeSH
Market value$3.50M
2.25%
Sole
15.33K
Shared
0.00
None
0.00
QUALCOMM INC
DFNDShares19.31K
TypeSH
Market value$3.30M
2.12%
Sole
19.31K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares27.32K
TypeSH
Market value$3.29M
2.11%
Sole
27.32K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
DFNDShares14.33K
TypeSH
Market value$3.26M
2.09%
Sole
14.33K
Shared
0.00
None
0.00
CUMMINS INC
DFNDShares6.38K
TypeSH
Market value$3.26M
2.09%
Sole
6.38K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
DFNDShares16.96K
TypeSH
Market value$3.06M
1.96%
Sole
16.96K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares14.59K
TypeSH
Market value$3.02M
1.94%
Sole
14.59K
Shared
0.00
None
0.00
STATE STR CORP
DFNDShares20.58K
TypeSH
Market value$2.65M
1.70%
Sole
20.58K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
DFNDShares9.34K
TypeSH
Market value$2.40M
1.54%
Sole
9.34K
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION
DFNDShares13.98K
TypeSH
Market value$2.39M
1.54%
Sole
13.98K
Shared
0.00
None
0.00
NUCOR CORP
DFNDShares14.02K
TypeSH
Market value$2.29M
1.47%
Sole
14.02K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.08K
TypeSH
Market value$2.28M
1.46%
Sole
7.08K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
DFNDShares14.32K
TypeSH
Market value$2.22M
1.42%
Sole
14.32K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares6.35K
TypeSH
Market value$2.18M
1.40%
Sole
6.35K
Shared
0.00
None
0.00
RTX CORP
DFNDShares11.85K
TypeSH
Market value$2.17M
1.40%
Sole
11.85K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MKTS E
DFNDShares34.76K
TypeSH
Market value$2.17M
1.39%
Sole
34.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COMMON STOCK | 31.61K | SH | $8.59M 5.52% | 31.61K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COMMON STOCK | 16.30K | SH | $7.88M 5.06% | 16.30K | 0.00 | 0.00 |
ALPHABET INC CL ADFND | COMMON STOCK | 23.19K | SH | $7.26M 4.66% | 23.19K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 13.19K | SH | $6.63M 4.25% | 12.80K | 0.00 | 390.00 |
WALMART INCDFND | COMMON STOCK | 51K | SH | $5.68M 3.65% | 51K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON STOCK | 7.00 | SH | $5.28M 3.39% | 7.00 | 0.00 | 0.00 |
ORACLE CORPDFND | COMMON STOCK | 22.22K | SH | $4.33M 2.78% | 22.22K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC.DFND | COMMON STOCK | 6.49K | SH | $3.76M 2.41% | 6.49K | 0.00 | 0.00 |
AFLAC INCDFND | COMMON STOCK | 32.53K | SH | $3.59M 2.30% | 32.53K | 0.00 | 0.00 |
ABBVIE INCDFND | COMMON STOCK | 15.33K | SH | $3.50M 2.25% | 15.33K | 0.00 | 0.00 |
QUALCOMM INCDFND | COMMON STOCK | 19.31K | SH | $3.30M 2.12% | 19.31K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COMMON STOCK | 27.32K | SH | $3.29M 2.11% | 27.32K | 0.00 | 0.00 |
TE CONNECTIVITY PLCDFND | COMMON STOCK | 14.33K | SH | $3.26M 2.09% | 14.33K | 0.00 | 0.00 |
CUMMINS INCDFND | COMMON STOCK | 6.38K | SH | $3.26M 2.09% | 6.38K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCDFND | COMMON STOCK | 16.96K | SH | $3.06M 1.96% | 16.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 14.59K | SH | $3.02M 1.94% | 14.59K | 0.00 | 0.00 |
STATE STR CORPDFND | COMMON STOCK | 20.58K | SH | $2.65M 1.70% | 20.58K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCDFND | COMMON STOCK | 9.34K | SH | $2.40M 1.54% | 9.34K | 0.00 | 0.00 |
LAM RESEARCH CORPORATIONDFND | COMMON STOCK | 13.98K | SH | $2.39M 1.54% | 13.98K | 0.00 | 0.00 |
NUCOR CORPDFND | COMMON STOCK | 14.02K | SH | $2.29M 1.47% | 14.02K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 7.08K | SH | $2.28M 1.46% | 7.08K | 0.00 | 0.00 |
DIGITAL RLTY TR INCDFND | COMMON STOCK | 14.32K | SH | $2.22M 1.42% | 14.32K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COMMON STOCK | 6.35K | SH | $2.18M 1.40% | 6.35K | 0.00 | 0.00 |
RTX CORPDFND | COMMON STOCK | 11.85K | SH | $2.17M 1.40% | 11.85K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MKTS EDFND | OTHER | 34.76K | SH | $2.17M 1.39% | 34.76K | 0.00 | 0.00 |
Page 1 of 4