2026 Q2 Portfolio Activity
In 2026 Q2, SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ maintained a portfolio of 323 distinct positions. The most significant new addition was ISHARES TR, now representing 1.04% of the total fund value. They heavily accumulated shares in LAM RESEARCH CORP, increasing the position by 24.9%. Conversely, SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ completely exited their position in NIKE INC CL B.
Position History
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Total Positions
323
Quarter
2026 Q2
Top Holding
BKMI (4.9%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 323
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BKMI
BNY MELLON ETF ...
|
Bond/Debt | 4.88% | 6.89% |
#1
Prev: #1
|
4.5 |
—
|
2,771 | 0.6% |
P
S
|
449,497 | $11,885,554 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
AAPL
APPLE INC
|
Technology | 4.35% | 4.60% |
#2
Prev: #2
|
5.2 |
—
|
5,989 | 19.6% |
P
S
|
36,623 | $10,597,231 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.03% | 3.65% |
#3
1
Prev: #4
|
5.1 |
—
|
5,965 | 27.8% |
P
S
|
27,451 | $9,810,164 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.42% | 3.60% |
#4
1
Prev: #5
|
4.4 |
—
|
5,905 | 35.9% |
P
S
|
22,364 | $8,342,033 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.24% | 3.93% |
#5
2
Prev: #3
|
3.8 |
—
|
1,927 | 13.9% |
P
S
|
15,788 | $7,899,908 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.80% | 1.59% |
#6
10
Prev: #16
|
3.6 |
—
|
3,140 | 24.9% |
P
S
|
15,734 | $6,818,014 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.21% | 3.17% |
#7
1
Prev: #6
|
2.9 |
—
|
4,480 | 10.4% |
P
S
|
47,571 | $5,387,892 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.15% | 2.97% |
#8
1
Prev: #7
|
1.9 |
—
|
no change | no change |
P
S
|
7 | $5,241,950 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
CMI
CUMMINS INC
|
Industrials | 1.98% | 1.86% |
#9
4
Prev: #13
|
2.8 |
—
|
928 | 15.9% |
P
S
|
6,781 | $4,836,277 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
QCOM
QUALCOMM INC
|
Technology | 1.98% | 1.46% |
#10
10
Prev: #20
|
3.3 |
—
|
6,900 | 35.9% |
P
S
|
26,140 | $4,830,410 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.91% | 1.95% |
#11
Prev: #11
|
3.3 |
—
|
9,424 | 42.1% |
P
S
|
31,833 | $4,665,127 | 2001 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
AFL
AFLAC INC
|
Financial Services | 1.90% | 2.06% |
#12
3
Prev: #9
|
3.3 |
—
|
7,752 | 24.4% |
P
S
|
39,570 | $4,639,583 | 2008 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.89% | 2.06% |
#13
3
Prev: #10
|
3.3 |
—
|
3,878 | 27.2% |
P
S
|
18,143 | $4,607,778 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.75% | 1.92% |
#14
2
Prev: #12
|
2.7 |
—
|
1,995 | 13.3% |
P
S
|
16,964 | $4,268,821 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.75% | 2.60% |
#15
7
Prev: #8
|
2.7 |
—
|
5,154 | 19.8% |
P
S
|
31,120 | $4,254,658 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
STT
STATE STR CORP
|
Financial Services | 1.74% | 1.47% |
#16
3
Prev: #19
|
3.2 |
—
|
5,313 | 27.0% |
P
S
|
24,958 | $4,232,877 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.60% | 1.81% |
#17
3
Prev: #14
|
3.1 |
—
|
1,560 | 25.1% |
P
S
|
7,783 | $3,901,835 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 1.48% | 1.75% |
#18
3
Prev: #15
|
3.1 |
—
|
3,765 | 26.6% |
P
S
|
17,918 | $3,612,347 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.39% | 1.53% |
#19
1
Prev: #18
|
2.6 |
—
|
6,887 | 17.0% |
P
S
|
47,396 | $3,376,965 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
NUE
NUCOR CORP
|
Basic Materials | 1.32% | 1.23% |
#20
4
Prev: #24
|
2.5 |
—
|
2,090 | 17.0% |
P
S
|
14,393 | $3,205,929 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.26% | 1.09% |
#21
12
Prev: #33
|
3.0 |
—
|
3,980 | 44.9% |
P
S
|
12,849 | $3,062,311 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 1.24% | 1.44% |
#22
1
Prev: #21
|
3.0 |
—
|
3,307 | 24.4% |
P
S
|
16,851 | $3,026,102 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.23% | 0.48% |
#23
39
Prev: #62
|
3.5 |
—
|
29,817 | 272.4% |
P
S
|
40,764 | $2,992,485 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.20% | 1.22% |
#24
1
Prev: #25
|
3.0 |
—
|
1,928 | 27.4% |
P
S
|
8,952 | $2,930,258 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.18% | 1.20% |
#25
1
Prev: #26
|
3.0 |
—
|
2,180 | 26.0% |
P
S
|
10,566 | $2,873,952 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.17% | 1.20% |
#26
1
Prev: #27
|
3.0 |
—
|
1,909 | 30.9% |
P
S
|
8,093 | $2,854,239 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 1.13% | 0.93% |
#27
14
Prev: #41
|
3.0 |
—
|
6,817 | 39.2% |
P
S
|
24,211 | $2,752,548 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 1.13% | 1.12% |
#28
3
Prev: #31
|
3.0 |
—
|
2,965 | 31.9% |
P
S
|
12,262 | $2,746,075 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.09% | 1.40% |
#29
7
Prev: #22
|
2.9 |
—
|
15,714 | 33.2% |
P
S
|
63,011 | $2,667,886 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
O
REALTY INCOME C...
|
Real Estate | 1.07% | 1.20% |
#30
2
Prev: #28
|
2.9 |
—
|
9,040 | 27.2% |
P
S
|
42,266 | $2,618,801 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
TGRW
T ROWE PRICE EX...
|
ETF | 1.05% | 0.70% |
#31
23
Prev: #54
|
3.4 |
—
|
24,231 | 82.5% |
P
S
|
53,618 | $2,558,651 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
CGXU
CAPITAL GROUP I...
|
Unknown | 1.04% | 1.00% |
#32
5
Prev: #37
|
2.9 |
—
|
16,243 | 28.4% |
P
S
|
73,533 | $2,545,712 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
EFA
ISHARES TR
|
ETF | 1.04% | — |
#33
Prev: #—
|
3.9 |
—
|
24,400 | — |
NEW
|
24,400 | $2,534,672 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
WAB
WABTEC
|
Industrials | 1.04% | 1.17% |
#34
5
Prev: #29
|
2.4 |
—
|
1,495 | 18.9% |
P
S
|
9,396 | $2,533,162 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.03% | 0.77% |
#35
16
Prev: #51
|
3.4 |
—
|
19,109 | 1023.5% |
P
S
|
20,976 | $2,507,052 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.02% | 1.28% |
#36
13
Prev: #23
|
2.4 |
—
|
1,832 | 16.3% |
P
S
|
13,048 | $2,475,502 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.99% | 1.13% |
#37
7
Prev: #30
|
2.9 |
—
|
788 | 20.5% |
P
S
|
4,633 | $2,403,989 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
IBB
ISHARES TR
|
ETF | 0.95% | 0.92% |
#38
4
Prev: #42
|
2.9 |
—
|
2,939 | 31.8% |
P
S
|
12,187 | $2,317,750 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
TKR
TIMKEN CO
|
Industrials | 0.95% | 0.83% |
#39
6
Prev: #45
|
2.4 |
—
|
2,005 | 14.4% |
P
S
|
15,921 | $2,313,640 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
QGRO
AMERICAN CENTY ...
|
ETF | 0.94% | 0.59% |
#40
18
Prev: #58
|
3.4 |
—
|
9,866 | 103.2% |
P
S
|
19,426 | $2,293,239 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
J
JACOBS SOLUTION...
|
Industrials | 0.92% | 1.07% |
#41
6
Prev: #35
|
2.9 |
—
|
3,695 | 26.1% |
P
S
|
17,869 | $2,251,431 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
LDOS
LEIDOS HOLDINGS...
|
Technology | 0.92% | 1.54% |
#42
25
Prev: #17
|
2.9 |
—
|
5,120 | 30.6% |
P
S
|
21,836 | $2,248,453 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.90% | 1.09% |
#43
9
Prev: #34
|
2.9 |
—
|
6,268 | 34.9% |
P
S
|
24,246 | $2,200,082 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
LOPE
GRAND CANYON ED...
|
Consumer Defensive | 0.89% | 1.10% |
#44
12
Prev: #32
|
2.9 |
—
|
4,145 | 37.9% |
P
S
|
15,074 | $2,157,240 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.86% | 0.97% |
#45
7
Prev: #38
|
2.8 |
—
|
2,360 | 27.2% |
P
S
|
11,037 | $2,102,328 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.84% | 0.81% |
#46
1
Prev: #47
|
2.8 |
—
|
6,052 | 37.5% |
P
S
|
22,198 | $2,035,112 | 2005 Q2 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
PRU
PRUDENTIAL FINL...
|
Financial Services | 0.79% | 0.74% |
#47
5
Prev: #52
|
2.8 |
—
|
4,915 | 38.2% |
P
S
|
17,781 | $1,919,049 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
SNA
SNAP ON INC
|
Industrials | 0.78% | 0.82% |
#48
2
Prev: #46
|
2.8 |
—
|
930 | 24.5% |
P
S
|
4,732 | $1,903,956 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.75% | 0.81% |
#49
1
Prev: #48
|
2.8 |
—
|
5,229 | 33.8% |
P
S
|
20,684 | $1,834,257 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-09-18 | |||
|
SLB
SLB LIMITED
|
Energy | 0.73% | 0.94% |
#50
10
Prev: #40
|
2.8 |
—
|
7,260 | 23.5% |
P
S
|
38,177 | $1,774,849 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-09-18 |
Showing 1-50 of 323 holdings