Security National Bank Portfolio Holdings

Security National Bank

  • $636 Million
  • Q3 2025

Security National Bank has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $636 Million distributed in 474 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $85.4M, Berkshire Hathaway Inc with a value of $46.8M, Berkshire Hathaway Inc Class B with a value of $35.1M, Apple Inc. with a value of $28.6M, and Microsoft Corp with a value of $25.7M.

Examining the 13F form we can see an increase of $71.9M in the current position value, from $564M to 636M.

Below you can find more details about Security National Bank portfolio as well as his latest detailed transactions.

Portfolio value $636 Million
Technology: $216 Million
Financial Services: $127 Million
ETFs: $83.9 Million
Consumer Cyclical: $70.5 Million
Industrials: $42 Million
Healthcare: $37.3 Million
Communication Services: $14.7 Million
Energy: $13.7 Million
Other: $30.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$85.4 Million 13.43% of portfolio
457,635
Q3 2025 Reduced 1.67%
$453B
$46.8 Million 7.36% of portfolio
62
Q1 2025 Added 16.98%
$662B
$35.1 Million 5.52% of portfolio
69,736
Q3 2025 Added 4.94%
$4.3T
$28.6 Million 4.49% of portfolio
112,169
Q3 2025 Added 1.18%
$3.78T
$25.7 Million 4.04% of portfolio
49,568
Q3 2025 Added 1.8%
$8.06B
$20.4 Million 3.21% of portfolio
52,620
Q3 2025 Reduced 0.1%
$2.39T
$17 Million 2.67% of portfolio
77,241
Q3 2025 Added 4.71%
$61.4B
$16.8 Million 2.65% of portfolio
82,666
Q3 2025 Added 6.21%
$533B
$13.4 Million 2.11% of portfolio
39,303
Q3 2025 Added 1.23%
$881B
$12.1 Million 1.91% of portfolio
38,497
Q3 2025 Added 2.7%
$140B
$11.4 Million 1.79% of portfolio
45,362
Q3 2025 Added 2.63%
$405B
$11.2 Million 1.77% of portfolio
11,603
Q3 2025 Added 8.36%
$1.65T
$11.1 Million 1.75% of portfolio
45,842
Q3 2025 Added 5.12%
$136B
$10.4 Million 1.64% of portfolio
28,122
Q3 2025 Added 4.03%
$258B
$9.37 Million 1.47% of portfolio
55,984
Q3 2025 Added 14.18%
$2.44B
$8.95 Million 1.41% of portfolio
123,500
Q1 2025 Added 108.44%
$55.6B
$7.88 Million 1.24% of portfolio
53,870
Q3 2025 Added 4.75%
$139B
$7.63 Million 1.2% of portfolio
23,117
Q3 2025 Added 4.05%
$168B
$7.4 Million 1.16% of portfolio
98,008
Q3 2025 Added 5.53%
$161B
$6.94 Million 1.09% of portfolio
6,432
Q3 2025 Added 10.12%
$169B
$6.63 Million 1.04% of portfolio
7,207
Q3 2025 Added 18.38%
$101B
$6.33 Million 1.0% of portfolio
52,185
Q3 2025 Added 9.5%
$404B
$6.36 Million 1.0% of portfolio
6,875
Q3 2025 Added 7.12%
$59.7B
$6.04 Million 0.95% of portfolio
12,245
Q3 2025 Added 12.22%
$19.2B
$5.99 Million 0.94% of portfolio
73,344
Q3 2025 Added 8.35%
$4.74B
$5.67 Million 0.89% of portfolio
199,471
Q3 2025 Reduced 0.19%
$222B
$5.48 Million 0.86% of portfolio
11,302
Q3 2025 Added 12.31%
$147B
$4.86 Million 0.76% of portfolio
49,797
Q3 2025 Added 10.0%
$5.88B
$4.79 Million 0.75% of portfolio
90,570
Q3 2025 Added 7.12%
$2.57B
$4.76 Million 0.75% of portfolio
85,309
Q3 2025 Added 7.3%
$23.2B
$4.56 Million 0.72% of portfolio
10,595
Q3 2025 Added 12.26%
$266B
$4.48 Million 0.71% of portfolio
15,889
Q3 2025 Added 1,089.3%
$8.49B
$4.36 Million 0.69% of portfolio
11,240
Q1 2025 Added 4.4%
$144B
$4.4 Million 0.69% of portfolio
9,632
Q3 2025 Added 9.26%
$17.7B
$4.36 Million 0.69% of portfolio
44,215
Q3 2025 Reduced 1.31%
$26.5B
$4.31 Million 0.68% of portfolio
30,106
Q3 2025 Added 3.99%
$34.9B
$4.01 Million 0.63% of portfolio
16,852
Q3 2025 Reduced 2.18%
$20.1B
$3.32 Million 0.52% of portfolio
5,867
Q3 2025 Added 0.27%
$512B
$2.98 Million 0.47% of portfolio
5,246
Q3 2025 Added 17.33%
$522B
$2.9 Million 0.46% of portfolio
15,621
Q3 2025 Reduced 0.59%
$85.9B
$2.66 Million 0.42% of portfolio
12,045
Q3 2025 Added 3,711.71%
$123B
$2.55 Million 0.4% of portfolio
9,018
Q3 2025 Added 8.22%
$228B
$2.4 Million 0.38% of portfolio
17,930
Q3 2025 Added 1.31%
$291B
$2.26 Million 0.35% of portfolio
4,728
Q3 2025 Added 17.79%
$136B
$2.19 Million 0.34% of portfolio
9,266
Q3 2025 Reduced 1.36%
$63.4B
$1.82 Million 0.29% of portfolio
3,986
Q3 2025 Added 2.26%
$346B
$1.82 Million 0.29% of portfolio
11,855
Q3 2025 Reduced 1.13%
$1.74T
$1.63 Million 0.26% of portfolio
6,673
Q3 2025 Reduced 0.95%
$13.8B
$1.6 Million 0.25% of portfolio
13,614
Q3 2025 Added 1.43%

Summary

  • Portfolio
  • No. of Stocks 474
  • Current Value $636 Million
  • Prior Value $564 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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