account_balance

Investment manager · 13F filer · SEC CIK 894309

Security National Bank of Sioux City Iowa

Reported value$169Mas of Mar 31, 2026
Positions104
Top 10 weight35.5%BKMI alone is 7%
FiledMay 1545 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BKMI Bny Mellon Muni Int ETF 6.9%
AAPL Apple Inc. 4.6% BRK-B Berkshire Hathaway Inc 3.9% GOOGL Alphabet Inc. 3.7% MSFT Microsoft Corp 3.6% WMT Walmart Inc. 3.2%
Berkshire Hathaway Inc Del Cl 3.0%
XOM ExxonMobil Holdings Corp 2.6% AFL Aflac Inc 2.1% JNJ Johnson & Johnson 2.1% ORCL Oracle Corp 1.9% ABBV AbbVie Inc. 1.9%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist