Q1 2026 13F · SEC CIK 894309

Security National Bank of Sioux City Iowa /ia/

Bank & trustFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $169.2M
Reported positions: 104
Top holdings a year, 3 yrs: +15.4%
Average holding period: 8.6 yrs

Security National Bank of Sioux City Iowa /ia/ is a bank & trust that reported 104 positions worth $169.2M in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Bny Mellon Muni Int ETF (BKMI, 6.9%), Apple Inc (AAPL, 4.6%), Berkshire Hathaway Inc Del (BRK-B, 3.9%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 21.8% for the S&P 500.

Security National Bank of Sioux City Iowa /ia/ holdings largest 50 of 104 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. 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 of Sioux City Iowa /ia/ 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
BKMIBny Mellon Muni Int ETF	6.9%	—	446,726	—	$11.7M
AAPLApple Inc	4.6%	5.5%	30,634	-3.1%	$7.8M
BRK-BBerkshire Hathaway Inc Del	3.9%	4.3%	13,861	+5.1%	$6.6M
GOOGLAlphabet Inc	3.7%	4.7%	21,486	-7.4%	$6.2M
MSFTMicrosoft Corp	3.6%	5.1%	16,459	+1.0%	$6.1M
WMTWalmart Inc	3.2%	3.6%	43,091	-15.5%	$5.4M
BRK-ABerkshire Hathaway Inc Del	3.0%	3.4%	7	+0.0%	$5.0M
XOMExxon Mobil Corp	2.6%	2.1%	25,966	-4.9%	$4.4M
AFLAflac Inc	2.1%	2.3%	31,818	-2.2%	$3.5M
JNJJohnson & Johnson	2.1%	1.9%	14,265	-2.2%	$3.5M
ORCLOracle Corp	1.9%	2.8%	22,409	+0.9%	$3.3M
ABBVAbbvie Inc	1.9%	2.2%	14,969	-2.4%	$3.3M
CMICummins Inc	1.9%	2.1%	5,853	-8.3%	$3.1M
TMOThermo Fisher Scientific Inc	1.8%	2.4%	6,223	-4.1%	$3.1M
TELTe Connectivity PLC	1.7%	2.1%	14,153	-1.2%	$3.0M
LRCXLam Research Corp	1.6%	1.5%	12,594	-9.9%	$2.7M
LDOSLeidos Holdings Inc	1.5%	2.0%	16,716	-1.5%	$2.6M
VEAVanguard Tax-Managed Fds	1.5%	1.4%	40,509	+16.5%	$2.6M
STTState Str Corp	1.5%	1.7%	19,645	-4.5%	$2.5M
QCOMQualcomm Inc	1.5%	2.1%	19,240	-0.4%	$2.5M
DLRDigital Realty Trust Inc	1.4%	1.4%	13,544	-5.5%	$2.4M
VZVerizon Communications Inc Com	1.4%	1.2%	47,297	+0.1%	$2.4M
RTXRtx Corporation Com	1.3%	1.4%	11,216	-5.4%	$2.2M
NUENucor Corp	1.2%	1.5%	12,303	-12.2%	$2.1M
JPMJpmorgan Chase & Co	1.2%	1.5%	7,024	-0.8%	$2.1M
UNPUnion Pac Corp	1.2%	1.3%	8,386	-2.8%	$2.0M
HDHome Depot Inc Com	1.2%	1.4%	6,184	-2.6%	$2.0M
ORealty Income Corp	1.2%	1.3%	33,226	-7.1%	$2.0M
WABWabtec Corp	1.2%	1.1%	7,901	-4.2%	$2.0M
LINLinde PLC	1.1%	1.1%	3,845	-3.9%	$1.9M
ADPAutomatic Data Processing Inc Com	1.1%	1.5%	9,297	-0.4%	$1.9M
LOPEGrand Canyon Ed Inc	1.1%	1.2%	10,929	-0.3%	$1.9M
AMZNAmazon Com Inc Com	1.1%	0.8%	8,869	+55.3%	$1.8M
ABTAbbott Laboratories	1.1%	1.4%	17,978	+5.0%	$1.8M
JJacobs Solutions Inc	1.1%	1.2%	14,174	-3.0%	$1.8M
NKENike Inc Cl B	1.0%	1.3%	32,730	+3.0%	$1.7M
CGXUCapital Group Intl Focus Eqt	1.0%	—	57,290	—	$1.7M
DHRDanaher Corporation	1.0%	1.3%	8,677	-2.6%	$1.6M
BAHBooz Allen Hamilton Hldg Cor	1.0%	1.1%	20,940	+1.7%	$1.6M
SLBSlb Limited	0.9%	0.8%	30,917	-5.0%	$1.6M
TROWT. Rowe Price Group Inc.	0.9%	1.1%	17,394	+6.0%	$1.6M
IBBIshares Tr	0.9%	1.1%	9,248	-4.7%	$1.6M
CTSHCognizant Technology Solutions Corp	0.9%	1.3%	25,452	+2.3%	$1.6M
PEPPepsico Inc	0.8%	0.9%	9,200	-0.9%	$1.4M
TKRTimken Co	0.8%	0.8%	13,916	-8.2%	$1.4M
SNASnap-on Inc.	0.8%	0.9%	3,802	-2.7%	$1.4M
CLColgate Palmolive Co	0.8%	0.8%	16,146	-0.6%	$1.4M
VLTOVeralto Corp	0.8%	1.0%	15,455	-1.9%	$1.4M
JEPIJpmorgan Equity Premium Income ETF	0.8%	0.9%	23,765	+0.5%	$1.3M
CMCSAComcast Corp New	0.8%	0.9%	46,120	-1.4%	$1.3M

What Security National Bank of Sioux City Iowa /ia/ bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 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: +14.7% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +21.8%
5 years: +8.6% /yr; S&P 500 +11.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Q1 2026	$169.2M	104
Q4 2025	$155.8M	90
Q3 2025	$153.6M	84
Q2 2025	$142.5M	87
Q1 2025	$137.6M	88
Q4 2024	$142.9M	92
Q3 2024	$163.8M	105
Q2 2024	$138.7M	92
Q1 2024	$141.9M	90
Q4 2023	$132.5M	91
Q3 2023	$128.2M	92
Q2 2023	$132.6M	93

Questions about Security National Bank of Sioux City Iowa /ia/'s portfolio

What stocks does Security National Bank of Sioux City Iowa /ia/ own?

Security National Bank of Sioux City Iowa /ia/'s latest 13F, for Q1 2026 and filed May 15, 2026, lists 104 positions worth $169.2M. The largest are Bny Mellon Muni Int ETF (BKMI) at 6.9%, Apple Inc (AAPL) at 4.6%, Berkshire Hathaway Inc Del (BRK-B) at 3.9%, Alphabet Inc (GOOGL) at 3.7% and Microsoft Corp (MSFT) at 3.6%.

What did Security National Bank of Sioux City Iowa /ia/ buy last quarter?

In Q1 2026, Security National Bank of Sioux City Iowa /ia/ added Amazon Com Inc Com (AMZN) (+55.3% shares), Vanguard Tax-Managed Fds (VEA) (+16.5% shares) and T. Rowe Price Group Inc. (TROW) (+6.0% shares), compared with its Q4 2025 filing.

What did Security National Bank of Sioux City Iowa /ia/ sell last quarter?

In Q1 2026, Security National Bank of Sioux City Iowa /ia/ cut from its top 50 Prudential Finl Inc Com (PRU), cut from its top 50 Paypal Hldgs Inc (PYPL), Walmart Inc (WMT) (-15.5% shares), Nucor Corp (NUE) (-12.2% shares) and Lam Research Corp (LRCX) (-9.9% shares), compared with its Q4 2025 filing.

How has Security National Bank of Sioux City Iowa /ia/'s portfolio performed?

A portfolio copying Security National Bank of Sioux City Iowa /ia/'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +14.7% against +20.1%. Over 5 years: +8.6% a year against +11.8%.

When is Security National Bank of Sioux City Iowa /ia/'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Security National Bank of Sioux City Iowa /ia/'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.