SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Sector Allocation
- Technology25.0%$61.0M
- Other24.3%$59.1M
- Financials13.1%$31.9M
- Industrials10.1%$24.6M
- Healthcare7.5%$18.3M
- Consumer Staples4.9%$11.9M
- Consumer Discretionary4.0%$9.7M
- Materials3.5%$8.4M
- Energy2.7%$6.6M
- Real Estate2.3%$5.7M
AUM History
13fpro.ai/research/fund/security-national-bank-of-sioux-city-iowa-ia-894309
Conviction and streaks
Diversifying · top 10 = 31.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- BNY$11.9M
AAPL
$10.6MGOOGL
$9.8MMSFT
$8.3MBRK.B
$7.9MLRCX
$6.8MWMT
$5.4MBRK.A
$5.2MCMI
$4.8MQCOM
$4.8MORCL
$4.7MAFL
$4.6MJNJ
$4.6MABBV
$4.3MXOM.R34088
$4.3MSTT
$4.2MTMO
$3.9MTEL
$3.6M- VANGUARD$3.4M
NUE
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/security-national-bank-of-sioux-city-iowa-ia-894309
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 13F holdings — Q2 2026
$243.7M portfolio (+44.1% QoQ) · 321 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
- 1
BNY MELLON ETF TRUST II - MUNICIPAL INTER
$11.9M
4.9% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $10.6M
4.3% of stocks
+20%This quarter+2.3%Since filed2+ qtrsHeld$9.8M
4.0% of stocks
+28%This quarter-8.8%Since filed2+ qtrsHeld$8.3M
3.4% of stocks
+36%This quarter+7.9%Since filed2+ qtrsHeld$7.9M
3.2% of stocks
+14%This quarter—Since filed2+ qtrsHeld$6.8M
2.8% of stocks
+25%This quarter-17.6%Since filed2+ qtrsHeld$5.4M
2.2% of stocks
+10%This quarter+12.7%Since filed2+ qtrsHeld$5.2M
2.1% of stocks
No changeThis quarter—Since filed2+ qtrsHeld$4.8M
2.0% of stocks
+16%This quarter-1.9%Since filed2+ qtrsHeld$4.8M
2.0% of stocks
+36%This quarter+1.1%Since filed2+ qtrsHeld
All holdings — SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ (Q2 2026)
321 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ORACLE CORP | Technology | $4.7M | 1.9% | 32K | +42% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AFLAC INC | Financials | $4.6M | 1.9% | 40K | +24% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JOHNSON & JOHNSON | Healthcare | $4.6M | 1.9% | 18K | +27% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AbbVie Inc. | Healthcare | $4.3M | 1.8% | 17K | +13% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | EXXON MOBIL CORP | Energy | $4.3M | 1.8% | 31K | +20% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | STATE STREET CORP | Financials | $4.2M | 1.7% | 25K | +27% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.9M | 1.6% | 7,783 | +25% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TE Connectivity plc | Technology | $3.6M | 1.5% | 18K | +27% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $3.4M | 1.4% | 47K | +17% | — | — | 13F |
| 20 | NUCOR CORP | Materials | $3.2M | 1.3% | 14K | +17% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMAZON COM INC | Consumer Discretionary | $3.1M | 1.3% | 13K | +45% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DIGITAL REALTY TRUST, INC. | Real Estate | $3.0M | 1.2% | 17K | +24% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $3.0M | 1.2% | 41K | +272% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $2.9M | 1.2% | 8,952 | +27% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | UNION PACIFIC CORP | Industrials | $2.9M | 1.2% | 11K | +26% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.9M | 1.2% | 8,093 | +31% | |||
| 27 | $TROW | PRICE T ROWE GROUP INC | Financials | $2.8M | 1.1% | 24K | +39% | |||
| 28 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.7M | 1.1% | 12K | +32% | |||
| 29 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.7M | 1.1% | 63K | +33% | |||
| 30 | $O | REALTY INCOME CORP | Real Estate | $2.6M | 1.1% | 42K | +27% | |||
| 31 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE GRW STOCK | — | $2.6M | 1.1% | 54K | +82% | |||
| 32 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $2.5M | 1.0% | 74K | +28% | |||
| 33 | — | ISHARES TR - MSCI EAFE ETF | — | $2.5M | 1.0% | 24K | New | |||
| 34 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $2.5M | 1.0% | 9,396 | +19% | |||
| 35 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.5M | 1.0% | 21K | +1024% | |||
| 36 | $RTX | RTX Corp | Industrials | $2.5M | 1.0% | 13K | +16% | |||
| 37 | $LIN | LINDE PLC | Materials | $2.4M | 1.0% | 4,633 | +20% | |||
| 38 | — | ISHARES TR - ISHARES BIOTECH | — | $2.3M | 0.9% | 12K | +32% | |||
| 39 | $TKR | TIMKEN CO | Industrials | $2.3M | 0.9% | 16K | +14% | |||
| 40 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $2.3M | 0.9% | 19K | +103% | |||
| 41 | $J | JACOBS SOLUTIONS INC. | Industrials | $2.3M | 0.9% | 18K | +26% | |||
| 42 | $LDOS | Leidos Holdings, Inc. | Technology | $2.2M | 0.9% | 22K | +31% | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.2M | 0.9% | 24K | +35% | |||
| 44 | $LOPE | Grand Canyon Education, Inc. | Consumer Discretionary | $2.2M | 0.9% | 15K | +38% | |||
| 45 | $DHR | DANAHER CORP /DE/ | Healthcare | $2.1M | 0.9% | 11K | +27% | |||
| 46 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.0M | 0.8% | 22K | +37% | |||
| 47 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $1.9M | 0.8% | 18K | +38% | |||
| 48 | $SNA | Snap-on Inc | Industrials | $1.9M | 0.8% | 4,732 | +24% | |||
| 49 | $VLTO | Veralto Corp | Technology | $1.8M | 0.8% | 21K | +34% | |||
| 50 | $SLB | SLB LIMITED/NV | Energy | $1.8M | 0.7% | 38K | +23% | |||
| 51 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $1.8M | 0.7% | 29K | +39% | |||
| 52 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.7% | 22K | +54% | |||
| 53 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.6M | 0.7% | 6,006 | +27% | |||
| 54 | $CCZ | COMCAST CORP | Communication Services | $1.6M | 0.7% | 64K | +39% | |||
| 55 | $PEP | PEPSICO INC | Consumer Staples | $1.6M | 0.6% | 11K | +24% | |||
| 56 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $1.4M | 0.6% | 36K | +41% | |||
| 57 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $1.4M | 0.6% | 14K | +30% | |||
| 58 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.4M | 0.6% | 16K | +714% | |||
| 59 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $1.4M | 0.6% | 18K | New | |||
| 60 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.3M | 0.6% | 24K | +0.1% | |||
| 61 | $KMB | KIMBERLY CLARK CORP | Materials | $1.3M | 0.5% | 12K | +38% | |||
| 62 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.3M | 0.5% | 15K | +95% | |||
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.5% | 1,878 | +38% | |||
| 64 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.5% | 1,131 | +10% | |||
| 65 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.5% | 17K | New | |||
| 66 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $1.1M | 0.5% | 21K | +60% | |||
| 67 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $1.1M | 0.4% | 11K | New | |||
| 68 | — | VANGUARD INDEX FDS - VALUE ETF | — | $982K | 0.4% | 4,506 | +52% | |||
| 69 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $972K | 0.4% | 25K | +112% | |||
| 70 | — | NOMURA ETF TR - FOCU EM MKTS ETF | — | $911K | 0.4% | 13K | +43% | |||
| 71 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $910K | 0.4% | 24K | +23% | |||
| 72 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $875K | 0.4% | 11K | +94% | |||
| 73 | $FTV | Fortive Corp | Industrials | $852K | 0.3% | 14K | +28% | |||
| 74 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $706K | 0.3% | 7,323 | +61% | |||
| 75 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $696K | 0.3% | 15K | New | |||
| 76 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $694K | 0.3% | 8,616 | +575% | |||
| 77 | $LMT | LOCKHEED MARTIN CORP | Industrials | $574K | 0.2% | 1,126 | — | |||
| 78 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $568K | 0.2% | 11K | — | |||
| 79 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | — | $537K | 0.2% | 12K | +77% | |||
| 80 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $511K | 0.2% | 1,687 | +52% | |||
| 81 | — | PIMCO ETF TR - MULTISECTOR BD | — | $511K | 0.2% | 19K | New | |||
| 82 | — | VANGUARD MALVERN FDS - CORE BD ETF | — | $511K | 0.2% | 6,611 | New | |||
| 83 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $510K | 0.2% | 8,548 | +33% | |||
| 84 | $NVDA | NVIDIA CORP | Technology | $483K | 0.2% | 2,415 | — | |||
| 85 | $AMTM | Amentum Holdings, Inc. | Industrials | $482K | 0.2% | 23K | +31% | |||
| 86 | $LNT | ALLIANT ENERGY CORP | Utilities | $481K | 0.2% | 6,304 | — | |||
| 87 | $GLW | CORNING INC /NY | Materials | $480K | 0.2% | 1,880 | — | |||
| 88 | $MRK | Merck & Co., Inc. | Healthcare | $452K | 0.2% | 3,514 | +7% | |||
| 89 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $446K | 0.2% | 1,836 | +57% | |||
| 90 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $420K | 0.2% | 3,899 | New | |||
| 91 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $400K | 0.2% | 11K | +62% | |||
| 92 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $398K | 0.2% | 13K | +15% | |||
| 93 | $SPY | SPDR S&P 500 ETF TRUST | — | $396K | 0.2% | 530 | — | |||
| 94 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $385K | 0.2% | 3,991 | +15% | |||
| 95 | — | ISHARES TR - SELECT DIVID ETF | — | $384K | 0.2% | 2,455 | +29% | |||
| 96 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $381K | 0.2% | 2,000 | — | |||
| 97 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $379K | 0.2% | 9,265 | — | |||
| 98 | $CSCO | CISCO SYSTEMS, INC. | Technology | $371K | 0.1% | 3,156 | New | |||
| 99 | — | PIMCO ETF TR - MTG BKD SECS ACT | — | $339K | 0.1% | 6,870 | New | |||
| 100 | $GOOG | Alphabet Inc. | Technology | $334K | 0.1% | 945 | -2% | |||
| 101 | $TSN | TYSON FOODS, INC. | Consumer Staples | $297K | 0.1% | 5,191 | -13% | |||
| 102 | $META | Meta Platforms, Inc. | Technology | $293K | 0.1% | 520 | -9% | |||
| 103 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $283K | 0.1% | 3,425 | New | |||
| 104 | — | ISHARES TR - ISHS 5-10YR INVT | — | $282K | 0.1% | 5,299 | New | |||
| 105 | $NNI | NELNET INC | Financials | $280K | 0.1% | 2,100 | — | |||
| 106 | $HSY | HERSHEY CO | Consumer Staples | $268K | 0.1% | 1,525 | New | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | — | $255K | 0.1% | 4,894 | New | |||
| 108 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $255K | 0.1% | 5,428 | New | |||
| 109 | $DE | DEERE & CO | Industrials | $250K | 0.1% | 394 | — | |||
| 110 | — | ISHARES TR - CORE S&P500 ETF | — | $240K | 0.1% | 321 | New | |||
| 111 | $V | VISA INC. | Financials | $239K | 0.1% | 696 | — | |||
| 112 | — | ISHARES TR - RUS 1000 VAL ETF | — | $230K | 0.1% | 947 | New | |||
| 113 | $AVGO | Broadcom Inc. | Technology | $227K | 0.1% | 600 | New | |||
| 114 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | — | $224K | 0.1% | 5,424 | New | |||
| 115 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $210K | 0.1% | 225 | — | |||
| 116 | — | ISHARES TR - RUS 1000 GRW ETF | — | $206K | 0.1% | 1,660 | New | |||
| 117 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $197K | 0.1% | 4,050 | — | |||
| 118 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $177K | 0.1% | 1,210 | New | |||
| 119 | $META | Meta Platforms, Inc. | Technology | $175K | 0.1% | 2,245 | New | |||
| 120 | $SNPS | SYNOPSYS INC | Technology | $169K | 0.1% | 2,508 | New | |||
| 121 | $DUK | Duke Energy CORP | Utilities | $152K | 0.1% | 1,199 | New | |||
| 122 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | — | $150K | 0.1% | 1,642 | New | |||
| 123 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $139K | 0.1% | 3,445 | New | |||
| 124 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $133K | 0.1% | 1,519 | New | |||
| 125 | — | ISHARES TR - INTL SEL DIV ETF | — | $131K | 0.1% | 3,165 | New | |||
| 126 | $CVX | CHEVRON CORP | Energy | $130K | 0.1% | 782 | New | |||
| 127 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | — | $127K | 0.1% | 586 | New | |||
| 128 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | — | $124K | 0.1% | 1,992 | New | |||
| 129 | $CASH | PATHWARD FINANCIAL, INC. | Financials | $122K | 0.1% | 1,404 | New | |||
| 130 | $LLY | ELI LILLY & Co | Healthcare | $120K | 0.1% | 100 | New | |||
| 131 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $119K | 0.1% | 150 | New | |||
| 132 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $118K | 0.1% | 2,077 | New | |||
| 133 | $ATI | ATI INC | Materials | $118K | 0.1% | 600 | New | |||
| 134 | — | BLACKROCK ETF TRUST II - ISHA HIGH YI ETF | — | $114K | 0.1% | 2,225 | New | |||
| 135 | — | JANUS DETROIT STR TR - HEND EM DEBT ETF | — | $113K | 0.1% | 2,102 | New | |||
| 136 | — | SPDR SERIES TRUST - ST STR SP500FF | — | $110K | 0.1% | 1,800 | New | |||
| 137 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $107K | 0.0% | 185 | New | |||
| 138 | $TGT | TARGET CORP | Consumer Staples | $107K | 0.0% | 821 | New | |||
| 139 | $USB | US BANCORP \DE\ | Financials | $105K | 0.0% | 1,739 | New | |||
| 140 | — | ISHARES TR - RUS 1000 ETF | — | $98K | 0.0% | 240 | New | |||
| 141 | $AXP | AMERICAN EXPRESS CO | Financials | $96K | 0.0% | 283 | New | |||
| 142 | $GE | GENERAL ELECTRIC CO | Industrials | $95K | 0.0% | 255 | New | |||
| 143 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $93K | 0.0% | 295 | New | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH | — | $91K | 0.0% | 1,151 | New | |||
| 145 | — | ISHARES TR - PFD AND INCM SEC | — | $88K | 0.0% | 2,900 | New | |||
| 146 | $MA | Mastercard Inc | Financials | $88K | 0.0% | 171 | New | |||
| 147 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $87K | 0.0% | 236 | New | |||
| 148 | $XEL | XCEL ENERGY INC | Utilities | $85K | 0.0% | 1,055 | New | |||
| 149 | $FISV | FISERV INC | Financials | $83K | 0.0% | 1,700 | New | |||
| 150 | — | ISHARES TR - IBOXX INV CP ETF | — | $81K | 0.0% | 739 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 219 new, 80 added to, 4 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (219)
- ISHARES TR - MSCI EAFE ETF$2.5M
first bought this quarter
$SCISERVICE CORP INTERNATIONAL$1.4M
first bought this quarter
$NFLXNETFLIX INC$1.2M
first bought this quarter
- PIMCO ETF TR - ACTIVE BD ETF$1.1M
first bought this quarter
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF$696K
first bought this quarter
- PIMCO ETF TR - MULTISECTOR BD$511K
first bought this quarter
+213 more in the Excel export
Added to (80)
- VANGUARD WORLD FD - INF TECH ETF+1024%
now $2.5M
now $8.3M · held 2+ qtrs
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+272%
now $3.0M
now $9.8M · held 2+ qtrs
now $10.6M · held 2+ qtrs
now $4.7M · held 2+ qtrs
+74 more in the Excel export
Trimmed (4)
Holdings by quarter
Every 13F SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Sep 18, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SECURITY NATIONAL BANK OF SIOUX CITY IOWA's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ disclosed 321 positions worth $243.7M in its Form 13F-HR for Q2 2026, followed by $AAPL and $GOOGL. During the quarter the fund opened 219 new positions and exited 3 and a full exit from $PYPL. The portfolio is most concentrated in Technology (25.0% of disclosed assets). All figures are sourced directly from SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/’s Form 13F-HR filing with the SEC under CIK 894309.
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AI-Powered Hedge Fund Analysis: SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
13F Pro is an AI hedge fund tracker and stock research platform. For SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ (SEC CIK: 894309), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.