Security National Bank
Sector Allocation
- Technology37.0%$320.5M
- Financials18.6%$160.7M
- Other16.1%$139.2M
- Consumer Discretionary7.9%$68.4M
- Industrials7.1%$61.5M
- Healthcare4.1%$35.8M
- Materials3.2%$28.0M
- Energy2.4%$21.0M
- Utilities1.7%$14.4M
- Consumer Staples1.5%$13.3M
AUM History
13fpro.ai/research/fund/security-national-bank-1719739
Conviction and streaks
Concentrating · top 10 = 42.0%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 — Q3 2026
NVDA
$94.4MBRK.A
$46.3MAAPL
$37.8MBRK.B
$35.3MPANW
$33.3MMSFT
$28.0MMUSA
$27.8MASML
$21.7MAMZN
$21.2MGOOGL
$17.9MV
$16.0MRTX
$15.0MJPM
$14.7MKLAC
$13.8MGLW
$13.2MSCCO
$12.4M- ISHARES$12.3M
- J$12.1M
- 2023$11.8M
- SPDR$11.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/security-national-bank-1719739
Security National Bank 13F holdings — Q3 2026
$865.0M portfolio (+3.2% QoQ) · 473 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
$94.4M
10.9% of stocks
-1%This quarter0.0%Since filed8+ qtrsHeld$46.3M
5.3% of stocks
No changeThis quarter—Since filed8+ qtrsHeld$37.8M
4.4% of stocks
+2%This quarter0.0%Since filed8+ qtrsHeld$35.3M
4.1% of stocks
+1%This quarter—Since filed8+ qtrsHeld$33.3M
3.9% of stocks
-1%This quarter0.0%Since filed8+ qtrsHeld$28.0M
3.2% of stocks
+3%This quarter0.0%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$27.8M
3.2% of stocks
-0.5%This quarter0.0%Since filed8+ qtrsHeld$21.7M
2.5% of stocks
-0.1%This quarter0.0%Since filed8+ qtrsHeld$21.2M
2.5% of stocks
+3%This quarter0.0%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$17.9M
2.1% of stocks
+4%This quarter0.0%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 7 qtrs in a row
All holdings — Security National Bank (Q3 2026)
473 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 | VISA INC. | Financials | $16.0M | 1.9% | 45K | +2% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | RTX Corp | Industrials | $15.0M | 1.7% | 81K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $14.7M | 1.7% | 45K | +2% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | KLA CORP | Technology | $13.8M | 1.6% | 71K | +3% | 8+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CORNING INC /NY | Materials | $13.2M | 1.5% | 86K | +3% | 8+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SOUTHERN COPPER CORP/ | Materials | $12.4M | 1.4% | 61K | +4% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $12.3M | 1.4% | 16K | +4% | — | — | 13F |
| 18 | — | J P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA | — | $12.1M | 1.4% | 218K | +2% | — | — | 13F |
| 19 | — | 2023 ETF SERIES TRUST - BRANDES INTL ETFetf/fund | — | $11.8M | 1.4% | 274K | +7% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - STATE STRET SPDRetf/fund | — | $11.5M | 1.3% | 631K | -3% | — | — | 13F |
| 21 | Broadcom Inc. | Technology | $11.2M | 1.3% | 32K | +3% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BlackRock, Inc. | Financials | $10.7M | 1.2% | 10K | +3% | 7 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $10.1M | 1.2% | 201K | +50% | — | — | 13F |
| 24 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $9.8M | 1.1% | 15K | +3% | 8+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | AMPLIFY ETF TR - CWP ENHANCED DIVetf/fund | — | $9.6M | 1.1% | 207K | +9% | — | — | 13F |
| 26 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $9.4M | 1.1% | 51K | +3% | |||
| 27 | $OUNZ | VanEck Merk Gold ETF | Financials | $9.3M | 1.1% | 234K | -27% | |||
| 28 | $SYK | STRYKER CORP | Healthcare | $9.1M | 1.1% | 33K | +5% | |||
| 29 | $NEE | NEXTERA ENERGY INC | Utilities | $8.9M | 1.0% | 118K | +4% | |||
| 30 | $DE | DEERE & CO | Industrials | $8.4M | 1.0% | 13K | +4% | |||
| 31 | $FANG | Diamondback Energy, Inc. | Energy | $8.3M | 0.9% | 45K | +5% | |||
| 32 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.0M | 0.9% | 8,830 | +5% | |||
| 33 | $FPS | Forgent Power Solutions, Inc. | Technology | $8.0M | 0.9% | 214K | +7% | |||
| 34 | $SN | SharkNinja, Inc. | Technology | $7.8M | 0.9% | 43K | +4% | |||
| 35 | $MTH | Meritage Homes CORP | Industrials | $7.8M | 0.9% | 124K | — | |||
| 36 | $MUR | MURPHY OIL CORP | Energy | $7.3M | 0.8% | 198K | — | |||
| 37 | $GRBK | Green Brick Partners, Inc. | Industrials | $7.2M | 0.8% | 109K | +4% | |||
| 38 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.0M | 0.8% | 32K | +6% | |||
| 39 | $VMI | VALMONT INDUSTRIES INC | Industrials | $7.0M | 0.8% | 15K | +2% | |||
| 40 | $HUBB | HUBBELL INC | Technology | $6.8M | 0.8% | 15K | +7% | |||
| 41 | $NVT | nVent Electric plc | Industrials | $6.6M | 0.8% | 41K | -5% | |||
| 42 | $SNPS | SYNOPSYS INC | Technology | $6.5M | 0.8% | 15K | -1% | |||
| 43 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $6.3M | 0.7% | 80K | +16% | |||
| 44 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $6.1M | 0.7% | 26K | — | |||
| 45 | $TRMB | TRIMBLE INC. | Technology | $5.7M | 0.7% | 100K | +7% | |||
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.7M | 0.5% | 6,667 | +12% | |||
| 47 | $GLDM | World Gold Trust | Financials | $4.3M | 0.5% | 53K | New | |||
| 48 | $CAT | CATERPILLAR INC | Industrials | $4.3M | 0.5% | 5,343 | -4% | |||
| 49 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $4.2M | 0.5% | 28K | New | |||
| 50 | — | ISHARES TR - MSCI ACWI EX US | — | $4.1M | 0.5% | 54K | +13% | |||
| 51 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $4.1M | 0.5% | 11K | +2% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.0M | 0.5% | 15K | -0.7% | |||
| 53 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $3.9M | 0.5% | 6,377 | +3% | |||
| 54 | — | GOLDMAN SACHS ETF TR - DATA EN INTL ETF | — | $3.6M | 0.4% | 88K | New | |||
| 55 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.6M | 0.4% | 4,826 | +30% | |||
| 56 | — | ISHARES TR - ULTRA SHORT DUR | — | $3.5M | 0.4% | 70K | New | |||
| 57 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $3.5M | 0.4% | 48K | New | |||
| 58 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $3.4M | 0.4% | 115K | New | |||
| 59 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $3.3M | 0.4% | 75K | +0.3% | |||
| 60 | $CB | Chubb Ltd | Financials | $3.3M | 0.4% | 10K | -0.3% | |||
| 61 | $FOSL | Fossil Group, Inc. | Technology | $3.2M | 0.4% | 493K | — | |||
| 62 | $MA | Mastercard Inc | Financials | $3.2M | 0.4% | 5,832 | +0.3% | |||
| 63 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.2M | 0.4% | 22K | +2% | |||
| 64 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $3.0M | 0.3% | 49K | +7% | |||
| 65 | $WM | WASTE MANAGEMENT INC | Utilities | $2.8M | 0.3% | 14K | +0.2% | |||
| 66 | $WT | WisdomTree, Inc. | Financials | $2.7M | 0.3% | 46K | +25% | |||
| 67 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 0.3% | 2,161 | -7% | |||
| 68 | $MSI | Motorola Solutions, Inc. | Technology | $2.5M | 0.3% | 5,537 | +2% | |||
| 69 | $GOOG | Alphabet Inc. | Technology | $2.3M | 0.3% | 6,841 | +3% | |||
| 70 | — | PGIM ETF TR - AAA CLO ETF | — | $2.2M | 0.3% | 44K | +71% | |||
| 71 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.1M | 0.2% | 31K | +0.1% | |||
| 72 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 0.2% | 21K | +0.9% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $2.1M | 0.2% | 30K | -8% | |||
| 74 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.2% | 5,835 | +3% | |||
| 75 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.0M | 0.2% | 13K | +2% | |||
| 76 | $UNP | UNION PACIFIC CORP | Industrials | $1.9M | 0.2% | 6,863 | +2% | |||
| 77 | — | ISHARES TR - CORE MSCI PAC | — | $1.9M | 0.2% | 22K | +9% | |||
| 78 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.8M | 0.2% | 6,769 | +268% | |||
| 79 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.8M | 0.2% | 17K | +0.1% | |||
| 80 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 0.2% | 19K | +17% | |||
| 81 | $PHYS | Sprott Physical Gold Trust | Financials | $1.6M | 0.2% | 52K | — | |||
| 82 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $1.6M | 0.2% | 16K | +2% | |||
| 83 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.5M | 0.2% | 15K | New | |||
| 84 | $TE | T1 Energy Inc. | Technology | $1.5M | 0.2% | 391K | — | |||
| 85 | $MPLX | MPLX LP | Energy | $1.5M | 0.2% | 27K | +2% | |||
| 86 | $AZN | ASTRAZENECA PLC | Healthcare | $1.5M | 0.2% | 9,198 | +3% | |||
| 87 | — | WISDOMTREE TR - EUROP DEFEN FD | — | $1.5M | 0.2% | 53K | +1% | |||
| 88 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NAT RE ETF | — | $1.5M | 0.2% | 88K | +11% | |||
| 89 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.1% | 4,163 | +0.6% | |||
| 90 | $SIVR | abrdn Silver ETF Trust | Financials | $1.2M | 0.1% | 21K | — | |||
| 91 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.1M | 0.1% | 3,061 | — | |||
| 92 | — | ISHARES INC - MSCI EMRG CHN | — | $1.1M | 0.1% | 11K | +19% | |||
| 93 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $1.0M | 0.1% | 66K | -22% | |||
| 94 | $SPY | SPDR S&P 500 ETF TRUST | — | $917K | 0.1% | 1,203 | +0.7% | |||
| 95 | — | ISHARES TR - CORE S&P MCP ETF | — | $892K | 0.1% | 12K | — | |||
| 96 | — | ISHARES TR - CORE S&P SCP ETF | — | $872K | 0.1% | 6,412 | +4% | |||
| 97 | $BNO | United States Brent Oil Fund, LP | Financials | $872K | 0.1% | 15K | — | |||
| 98 | $USO | United States Oil Fund, LP | Financials | $865K | 0.1% | 5,938 | — | |||
| 99 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $812K | 0.1% | 1,779 | — | |||
| 100 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $810K | 0.1% | 3,047 | — | |||
| 101 | $DVN | DEVON ENERGY CORP/DE | Energy | $788K | 0.1% | 17K | — | |||
| 102 | $CVX | CHEVRON CORP | Energy | $786K | 0.1% | 3,849 | +0.3% | |||
| 103 | $CAI | Caris Life Sciences, Inc. | Healthcare | $779K | 0.1% | 25K | New | |||
| 104 | $AMGN | AMGEN INC | Healthcare | $722K | 0.1% | 1,713 | — | |||
| 105 | $META | Meta Platforms, Inc. | Technology | $690K | 0.1% | 9,030 | — | |||
| 106 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $676K | 0.1% | 7,193 | — | |||
| 107 | — | ISHARES TR - RUS 1000 ETF | — | $636K | 0.1% | 1,528 | — | |||
| 108 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $620K | 0.1% | 1,524 | +0.7% | |||
| 109 | $CRM | Salesforce, Inc. | Technology | $604K | 0.1% | 2,632 | — | |||
| 110 | — | ISHARES TR - S&P 500 VAL ETF | — | $588K | 0.1% | 2,577 | +12% | |||
| 111 | $META | Meta Platforms, Inc. | Technology | $582K | 0.1% | 803 | +0.6% | |||
| 112 | — | ISHARES TR - INTL SEL DIV ETF | — | $578K | 0.1% | 14K | — | |||
| 113 | $VLO | VALERO ENERGY CORP/TX | Energy | $574K | 0.1% | 1,481 | — | |||
| 114 | $ETN | Eaton Corp plc | Industrials | $562K | 0.1% | 1,309 | — | |||
| 115 | — | VANGUARD WORLD FD - INF TECH ETF | — | $549K | 0.1% | 4,368 | — | |||
| 116 | $TXN | TEXAS INSTRUMENTS INC | Technology | $512K | 0.1% | 1,829 | — | |||
| 117 | $RYN | RAYONIER INC | Real Estate | $499K | 0.1% | 27K | -25% | |||
| 118 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $499K | 0.1% | 11K | — | |||
| 119 | $SKYH | Sky Harbour Group Corp | Real Estate | $493K | 0.1% | 52K | — | |||
| 120 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $436K | 0.1% | 4,965 | +4% | |||
| 121 | $FETH | Fidelity Ethereum Fund | Financials | $431K | 0.1% | 16K | New | |||
| 122 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $427K | 0.1% | 7,849 | +0.2% | |||
| 123 | — | ISHARES TR - RUS 1000 GRW ETF | — | $390K | 0.1% | 3,116 | +56% | |||
| 124 | $NUE | NUCOR CORP | Materials | $390K | 0.1% | 1,668 | — | |||
| 125 | $ARLP | ALLIANCE RESOURCE PARTNERS LP | Energy | $387K | 0.0% | 16K | — | |||
| 126 | $MCD | MCDONALDS CORP | Consumer Discretionary | $383K | 0.0% | 1,657 | +3% | |||
| 127 | $AM | Antero Midstream Corp | Energy | $367K | 0.0% | 18K | — | |||
| 128 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $361K | 0.0% | 7,950 | — | |||
| 129 | $PEP | PEPSICO INC | Consumer Staples | $354K | 0.0% | 2,794 | +0.7% | |||
| 130 | $GLTR | abrdn Precious Metals Basket ETF Trust | Financials | $351K | 0.0% | 1,882 | — | |||
| 131 | $C | CITIGROUP INC | Financials | $343K | 0.0% | 2,648 | -12% | |||
| 132 | $RF | REGIONS FINANCIAL CORP | Financials | $341K | 0.0% | 13K | -25% | |||
| 133 | $QCOM | QUALCOMM INC/DE | Technology | $337K | 0.0% | 1,832 | -0.3% | |||
| 134 | $GEV | GE Vernova Inc. | Industrials | $328K | 0.0% | 345 | -2% | |||
| 135 | — | VANGUARD INDEX FDS - VALUE ETF | — | $323K | 0.0% | 1,497 | — | |||
| 136 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $308K | 0.0% | 1,717 | — | |||
| 137 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | — | $298K | 0.0% | 2,834 | +93% | |||
| 138 | $KO | COCA COLA CO | Consumer Staples | $297K | 0.0% | 3,450 | — | |||
| 139 | $WMT | Walmart Inc. | Consumer Staples | $292K | 0.0% | 2,808 | +0.7% | |||
| 140 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $286K | 0.0% | 10K | — | |||
| 141 | $USB | US BANCORP \DE\ | Financials | $275K | 0.0% | 4,754 | -0.0% | |||
| 142 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $274K | 0.0% | 3,883 | -13% | |||
| 143 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $272K | 0.0% | 1,297 | — | |||
| 144 | $PSX | Phillips 66 | Energy | $269K | 0.0% | 1,054 | — | |||
| 145 | $IAU | ISHARES GOLD TRUST | Financials | $264K | 0.0% | 3,375 | -9% | |||
| 146 | $HPE | Hewlett Packard Enterprise Co | Technology | $263K | 0.0% | 4,112 | — | |||
| 147 | $ABBV | AbbVie Inc. | Healthcare | $260K | 0.0% | 993 | -16% | |||
| 148 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $254K | 0.0% | 2,814 | — | |||
| 149 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $246K | 0.0% | 3,168 | — | |||
| 150 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $242K | 0.0% | 1,562 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 95 new, 110 added to, 41 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (95)
$GLDMWorld Gold Trust$4.3M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$4.2Mfirst bought this quarter
- GOLDMAN SACHS ETF TR - DATA EN INTL ETF$3.6M
first bought this quarter
- ISHARES TR - ULTRA SHORT DUR$3.5M
first bought this quarter
$FBTCFidelity Wise Origin Bitcoin Fund$3.5M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.4M
first bought this quarter
+89 more in the Excel export
Added to (110)
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+50%
now $10.1M
$CRWDCrowdStrike Holdings, Inc.+268%
now $1.8M · held 8+ qtrs
- PGIM ETF TR - AAA CLO ETF+71%
now $2.2M
now $28.0M · held 8+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - MID CAP ETF+16%
now $6.3M
now $37.8M · held 8+ qtrs
+104 more in the Excel export
Trimmed (41)
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-95%
now $200K
$OUNZVanEck Merk Gold ETF-27%
now $9.3M · held 8+ qtrs
now $94.4M · held 8+ qtrs, 7 trims in a row
now $33.3M · held 8+ qtrs
- SPDR SERIES TRUST - STATE STRET SPDR-3%
now $11.5M
$NVTnVent Electric plc-5%
now $6.6M · held 8+ qtrs, 2 trims in a row
+35 more in the Excel export
Sold out (15)
- SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETFwas $3.7M
$IBITiShares Bitcoin Trust ETFwas $2.5M
held 1 qtr
$XOM.R34088EXXON MOBIL CORPwas $1.2M
held 10+ qtrs
- VANECK ETF TRUST - URANIUM AND NUCLwas $280K
$ETHAiShares Ethereum Trust ETFwas $254K
held 1 qtr
- ISHARES TR - U.S. MED DVC ETFwas $135K
+9 more in the Excel export
Holdings by quarter
Every 13F Security National Bank has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Security National Bank?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Security National Bank's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
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 Q4 2024 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 disclosed 473 positions worth $865.0M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 10.9% of the equity portfolio, followed by $BRK.A and $AAPL. During the quarter the fund opened 95 new positions and exited 15 — including a new stake in $GLDM. The portfolio is most concentrated in Technology (37.0% of disclosed assets). All figures are sourced directly from Security National Bank’s Form 13F-HR filing with the SEC under CIK 1719739.
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