Q3 2026 13F · SEC CIK 1719739

Security National Bank

Bank & trustFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $865.0M
Reported positions: 473
Top holdings a year, 3 yrs: +20.6%
Average holding period: 8.6 yrs

Security National Bank is a bank & trust that reported 473 positions worth $865.0M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Nvidia Corporation (NVDA, 10.9%), Berkshire Hathaway Inc Del (BRK-A, 5.4%), Apple Inc (AAPL, 4.4%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Security National Bank holdings largest 50 of 473 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Security National Bank 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	10.9%	10.0%	413,286	-1.2%	$94.4M
BRK-ABerkshire Hathaway Inc Del	5.4%	5.5%	62	+0.0%	$46.3M
AAPLApple Inc	4.4%	3.8%	113,554	+2.3%	$37.8M
BRK-BBerkshire Hathaway Inc Del	4.1%	4.2%	70,894	+1.0%	$35.3M
PANWPalo Alto Networks Inc	3.9%	3.5%	83,886	-1.2%	$33.3M
MSFTMicrosoft Corp	3.2%	2.3%	54,514	+3.4%	$28.0M
MUSAMurphy USA Inc	3.2%	3.6%	55,093	-0.5%	$27.8M
ASMLAsml Hldg NV	2.5%	2.8%	11,984	-0.1%	$21.7M
AMZNAmazon Com Inc	2.5%	2.4%	85,170	+2.7%	$21.2M
GOOGLAlphabet Inc	2.1%	2.1%	51,983	+4.3%	$17.9M
VVisa Inc	1.9%	1.8%	44,633	+2.1%	$16.0M
RTXRtx Corporation	1.7%	1.8%	80,864	+0.7%	$15.0M
JPMJpmorgan Chase & Co	1.7%	1.7%	44,501	+2.0%	$14.7M
KLACKla Corp	1.6%	2.5%	71,028	+2.9%	$13.8M
GLWCorning Inc	1.5%	2.5%	85,673	+3.1%	$13.2M
SCCOSouthern Copper Corp	1.4%	1.2%	61,045	+3.8%	$12.4M
IVVIshares Tr	1.4%	1.4%	16,011	+4.3%	$12.3M
HOLAJ P Morgan Exchange Traded F	1.4%	1.4%	218,262	+1.7%	$12.1M
BINV2023 ETF Series Trust	1.4%	1.3%	274,494	+7.1%	$11.8M
TIPXSpdr Series Trust	1.3%	1.5%	630,773	-3.0%	$11.5M
AVGOBroadcom Inc	1.3%	1.4%	31,766	+2.9%	$11.2M
BLKBlackrock Inc	1.2%	1.1%	10,099	+3.4%	$10.7M
JPSTJ P Morgan Exchange Traded F	1.2%	0.8%	201,479	+49.9%	$10.1M
TMOThermo Fisher Scientific Inc	1.1%	0.8%	14,584	+3.5%	$9.8M
DIVOAmplify ETF Tr	1.1%	1.0%	206,948	+8.9%	$9.6M
LOWLowes Cos Inc	1.1%	1.3%	51,239	+2.8%	$9.4M
OUNZVaneck Merk Gold Trust	1.1%	1.5%	233,627	-27.4%	$9.3M
SYKStryker Corporation	1.1%	1.2%	33,017	+5.1%	$9.1M
NEENextera Energy Inc	1.0%	1.2%	117,562	+4.4%	$8.9M
DEDeere & Co	1.0%	0.9%	12,570	+4.2%	$8.4M
FANGDiamondback Energy Inc	1.0%	0.9%	44,907	+4.9%	$8.3M
COSTCostco Wholesale Corporation	0.9%	0.9%	8,830	+5.4%	$8.0M
FPSForgent Power Solutions Inc	0.9%	1.3%	214,350	+7.3%	$8.0M
SNSharkninja Inc	0.9%	0.8%	43,305	+3.8%	$7.8M
MTHMeritage Homes Corp (MTH)	0.9%	1.2%	123,500	+0.0%	$7.8M
MURMurphy Oil Corp	0.8%	0.8%	198,384	+0.0%	$7.3M
GRBKGreen Brick Partners Inc	0.8%	1.0%	108,766	+3.8%	$7.2M
IBMInternational Business Machs	0.8%	1.0%	32,045	+6.4%	$7.0M
VMIValmont Inds Inc Com	0.8%	1.0%	15,208	+1.5%	$7.0M
HUBBHubbell Inc	0.8%	0.9%	14,994	+6.7%	$6.8M
NVTNvent Elec PLC	0.8%	0.9%	40,916	-5.1%	$6.6M
SNPSSynopsys Inc	0.7%	0.8%	14,900	-1.2%	$6.5M
VOVanguard Index Fds	0.7%	0.7%	79,929	+16.1%	$6.3M
VXFVanguard Index Fds	0.7%	0.8%	26,187	+0.0%	$6.1M
TRMBTrimble Inc	0.7%	0.6%	100,186	+7.5%	$5.7M
VOOVanguard Index Fds	0.5%	0.5%	6,667	+11.5%	$4.7M
GLDMWorld Gold Tr	0.5%	—	52,735	—	$4.3M
CATCaterpillar Inc	0.5%	0.7%	5,343	-3.7%	$4.3M
SPCXSpace Exploration Techn Corp	0.5%	—	28,141	—	$4.2M
ACWXIshares Tr	0.5%	—	54,102	—	$4.1M

What Security National Bank bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +12.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$865.0M	473
Q2 2026	$837.9M	392
Q1 2026	$686.7M	411
Q4 2025	$697.5M	373
Q3 2025	$652.9M	378
Q2 2025	$577.7M	315
Q1 2025	$529.4M	316
Q4 2024	$700.9M	319
Q3 2024	$736.0M	283
Q2 2024	$688.7M	288
Q1 2024	$660.6M	277
Q4 2023	$442.8M	313

Questions about Security National Bank's portfolio

What stocks does Security National Bank own?

Security National Bank's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 473 positions worth $865.0M. The largest are Nvidia Corporation (NVDA) at 10.9%, Berkshire Hathaway Inc Del (BRK-A) at 5.4%, Apple Inc (AAPL) at 4.4%, Berkshire Hathaway Inc Del (BRK-B) at 4.1% and Palo Alto Networks Inc (PANW) at 3.9%.

What did Security National Bank buy last quarter?

In Q3 2026, Security National Bank added J P Morgan Exchange Traded F (JPST) (+49.9% shares), Vanguard Index Fds (VO) (+16.1% shares) and Vanguard Index Fds (VOO) (+11.5% shares), compared with its Q2 2026 filing.

What did Security National Bank sell last quarter?

In Q3 2026, Security National Bank cut from its top 50 Caseys Gen Stores Inc (CASY), cut from its top 50 Vanguard Index Fds (VTI), cut from its top 50 J P Morgan Exchange Traded F (JEPI), Vaneck Merk Gold Trust (OUNZ) (-27.4% shares) and Nvent Elec PLC (NVT) (-5.1% shares), compared with its Q2 2026 filing.

How has Security National Bank's portfolio performed?

A portfolio copying Security National Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +12.5% a year against +11.6%.

When is Security National Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. Security National Bank's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.