Security National Bank of Sioux City, Iowa, has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on June 30, 2026. The filing, dated September 18, 2026, was submitted by Cindy J. Schubert, Sr. Vice President, on behalf of the bank.
The report details a portfolio consisting of 358 individual equity positions. The largest holding in the portfolio is Apple Inc., for which the bank holds 10,574,082 shares. Other significant positions include Alphabet Inc. Class A with 9,785,148 shares and Amazon.com Inc. with 3,062,311 shares. The bank also holds substantial stakes in Microsoft Corporation (2,739,356 shares) and Alibaba Group Holding Ltd (1,440 shares).
The portfolio is diversified across various sectors. Major holdings include Berkshire Hathaway Inc. Class B (7,877,390 shares) and Visa Inc. (2,193,730 shares). Financial sector exposure is present through positions in J.P. Morgan Chase & Co. (1,387,967 shares) and Bank of America Corp. (118,347 shares). The filing also lists positions in UnitedHealth Group Inc. (1,202,777 shares) and Coca-Cola Co. (1,739,503 shares).
In addition to individual stocks, the bank holds several exchange-traded funds (ETFs). Significant ETF holdings include the SPDR S&P 500 ETF Trust (240,394 shares), the iShares Core S&P 500 ETF (383,717 shares), and the iShares MSCI EAFE ETF (2,534,672 shares). The filing provides a comprehensive list of all securities held by the institution during the specified period.
