Sponsored

The Analysis of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Holdings & P&L

Currently, SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ holds 104 types of securities in its portfolio with a total value $169.2M. In the most recent quarter, they have increased their positions in N/A (+446.7K shares, valued at $11.7M), CGXU (+57.3K shares, valued at $1.7M), TGRW (+29.4K shares, valued at $1.2M); decreased their positions in WMT (-7.9K shares, valued at $982.8K), N/A (-1.7K shares, valued at $490.9K), N/A (-1.4K shares, valued at $296.3K); initiated new positions in N/A (+446.7K shares, valued at $11.7M), CGXU (+57.3K shares, valued at $1.7M), TGRW (+29.4K shares, valued at $1.2M).

1M P&L

+5.3M+3.74%

3M P&L

-8.9M-5.70%

HY P&L

-10.1M-6.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A25.4M

18.8%

2Software - Infrastructure9.4M

6.9%

3Consumer Electronics7.8M

5.7%

Top Industries by Stock Count

1N/A29 stocks

30.9%

2Biotechnology3 stocks

3.2%

3Credit Services3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BNY MELLON MUNI INT ETF BNY MELLON MUNI INT ETF446.7K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC30.6K shares-3.09%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL CL BERKSHIRE HATHAWAY INC DEL CL13.9K shares5.11%2026-03-312026-05-15

ALPHABET INC CL A ALPHABET INC CL A21.5K shares-7.36%2026-03-312026-05-15

MSFT MICROSOFT CORP16.5K shares0.95%2026-03-312026-05-15

WMT WALMART INC43.1K shares-15.51%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL CL7 shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP26.0K shares-4.94%2026-03-312026-05-15

Sponsored

AFL AFLAC INC31.8K shares-2.18%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON14.3K shares-2.21%2026-03-312026-05-15

ORCL ORACLE CORP22.4K shares0.86%2026-03-312026-05-15

ABBV ABBVIE INC15.0K shares-2.37%2026-03-312026-05-15

CMI CUMMINS INC5.9K shares-8.33%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC.6.2K shares-4.10%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC14.2K shares-1.22%2026-03-312026-05-15

LAM RESEARCH CORPORATION LAM RESEARCH CORPORATION12.6K shares-9.92%2026-03-312026-05-15

Sponsored

LDOS LEIDOS HOLDINGS INC16.7K shares-1.47%2026-03-312026-05-15

VEA VANGUARD FTSE DEVELOPED MKTS E40.5K shares16.53%2026-03-312026-05-15

STT STATE STR CORP19.6K shares-4.53%2026-03-312026-05-15

QCOM QUALCOMM INC19.2K shares-0.38%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC13.5K shares-5.45%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC47.3K shares0.10%2026-03-312026-05-15

RTX RTX CORP11.2K shares-5.36%2026-03-312026-05-15

NUE NUCOR CORP12.3K shares-12.25%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO7.0K shares-0.79%2026-03-312026-05-15

UNP UNION PAC CORP8.4K shares-2.78%2026-03-312026-05-15

HD HOME DEPOT INC6.2K shares-2.57%2026-03-312026-05-15

O REALTY INCOME CORP33.2K shares-7.10%2026-03-312026-05-15

WAB WABTEC CORP7.9K shares-4.22%2026-03-312026-05-15

LINDE PLC LINDE PLC3.8K shares-3.92%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING INC9.3K shares-0.43%2026-03-312026-05-15

LOPE GRAND CANYON ED INC10.9K shares-0.28%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC8.9K shares55.30%2026-03-312026-05-15

ABT ABBOTT LABS18.0K shares4.98%2026-03-312026-05-15

J JACOBS SOLUTIONS INC14.2K shares-2.95%2026-03-312026-05-15

NKE NIKE INC CL B32.7K shares3.00%2026-03-312026-05-15

CGXU CAPITAL GROUP INTL FOCUS57.3K sharesnew addition2026-03-312026-05-15

DHR DANAHER CORP8.7K shares-2.57%2026-03-312026-05-15

BAH BOOZ ALLEN HAMILTON HOLDING CO20.9K shares1.74%2026-03-312026-05-15

SLB SLB LIMITED30.9K shares-5.01%2026-03-312026-05-15

Sponsored

TROW T ROWE PRICE GROUP INC17.4K shares6.04%2026-03-312026-05-15

IBB ISHARES BIOTECHNOLOGY ETF9.2K shares-4.73%2026-03-312026-05-15

CTSH COGNIZANT TECHNOLOGY SOLUTIONS25.5K shares2.29%2026-03-312026-05-15

PEP PEPSICO INC9.2K shares-0.85%2026-03-312026-05-15

TKR TIMKEN CO13.9K shares-8.20%2026-03-312026-05-15

SNA SNAP-ON INC3.8K shares-2.66%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO16.1K shares-0.65%2026-03-312026-05-15

VLTO VERALTO CORPORATION15.5K shares-1.95%2026-03-312026-05-15

Sponsored

JEPI JP MORGAN EQUITY PREMIUM ETF23.8K shares0.51%2026-03-312026-05-15

CMCSA COMCAST CORP NEW CL A46.1K shares-1.42%2026-03-312026-05-15

VGT VANGUARD INFO TECH ETF1.9K shares18.54%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC12.9K shares4.75%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC4.7K shares-2.37%2026-03-312026-05-15

TGRW T ROWE PRICE GROWTH STOCK ETF29.4K sharesnew addition2026-03-312026-05-15

KO COCA-COLA CO13.9K shares-2.15%2026-03-312026-05-15

MINT PIMCO ENHANCED SHORT MATURITY10.4K shares0.00%2026-03-312026-05-15

Sponsored

PYPL PAYPAL HOLDINGS INC22.9K shares6.86%2026-03-312026-05-15

QGRO AMERICAN CENTURY U.S. QUALITY9.6K sharesnew addition2026-03-312026-05-15

VUG VANGUARD GROWTH ETF1.9K shares60.73%2026-03-312026-05-15

KMB KIMBERLY CLARK CORP8.7K shares19.36%2026-03-312026-05-15

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.4K shares234.15%2026-03-312026-05-15

BND VANGUARD TOTAL BOND MARKET ETF10.9K shares6.50%2026-03-312026-05-15

CAT CATERPILLAR INC1.0K shares-3.20%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO19.4K shares-6.98%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2026-03-312026-05-15

FNDF SCHWAB FNDMN INTL LRG CO ETF13.4K sharesnew addition2026-03-312026-05-15

FTV FORTIVE CORP10.9K shares1.46%2026-03-312026-05-15

VXUS VANGUARD TOTAL INTL STOCK ETF7.8K sharesnew addition2026-03-312026-05-15

VTV VANGUARD VALUE ETF3.0K shares41.64%2026-03-312026-05-15

MUNI PIMCO INTERMEDIATE MUNI BOND E10.8K shares0.00%2026-03-312026-05-15

AMTM AMENTUM HOLDINGS INC17.8K shares-7.92%2026-03-312026-05-15

LNT ALLIANT ENERGY CORP6.3K shares0.00%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORP2.4K shares-2.03%2026-03-312026-05-15

DFLV DIM US LARGE CAP VALUE ETF11.6K sharesnew addition2026-03-312026-05-15

JAVA JPMORGAN ACTIVE VALUE ETF5.7K sharesnew addition2026-03-312026-05-15

VNQ VANGUARD REAL ESTATE ETF4.6K shares99.43%2026-03-312026-05-15

MERCK & CO INC NEW MERCK & CO INC NEW3.3K shares-3.32%2026-03-312026-05-15

EMEQ NOMURA FOCUSED EMERGING MARKET8.7K sharesnew addition2026-03-312026-05-15

TSN TYSON FOODS INC6.0K shares-6.28%2026-03-312026-05-15

ORI OLD REP INTL CORP9.3K shares0.00%2026-03-312026-05-15

Sponsored

VO VANGUARD MID CAP ETF1.3K sharesnew addition2026-03-312026-05-15

EA ELECTRONIC ARTS INC1.7K shares-10.42%2026-03-312026-05-15

VWO VANGUARD FTSE EMERGING MARKETS6.5K shares19.29%2026-03-312026-05-15

SPY STATE STREET SPDR S&P 500 ETF530 shares0.00%2026-03-312026-05-15

SCHD SCHWAB US DVD EQUITY ETF10.9K shares-1.26%2026-03-312026-05-15

STATE STREET SPDR BLOOMBERG HI STATE STREET SPDR BLOOMBERG HI3.5K shares10.05%2026-03-312026-05-15

META META PLATFORMS, INC570 shares-8.06%2026-03-312026-05-15

VB VANGUARD SMALL-CAP ETF1.1K shares20.26%2026-03-312026-05-15

Sponsored

DVY ISHARES DOW JONES SELECT DIV I1.9K shares0.00%2026-03-312026-05-15

ALPHABET INC CL C ALPHABET INC CL C965 shares-7.66%2026-03-312026-05-15

NNI NELNET INC CL A2.1K shares0.00%2026-03-312026-05-15

XLK STATE STREET TECHNOLOGY SELECT2.0K shares0.00%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP4.0K sharesnew addition2026-03-312026-05-15

GLW CORNING INC1.9K sharesnew addition2026-03-312026-05-15

TMSL T.ROWE PRC SMALL-MID CAP ETF6.9K sharesnew addition2026-03-312026-05-15

VBR VANGUARD SMALL-CAP VALUE ETF1.2K sharesnew addition2026-03-312026-05-15

Sponsored

DFIS DIMENSIONAL INTERNATIONAL SM E7.0K sharesnew addition2026-03-312026-05-15

COST COSTCO WHSL CORP NEW225 sharesnew addition2026-03-312026-05-15

DE DEERE & CO394 sharesnew addition2026-03-312026-05-15

V VISA INC - CLASS A696 shares-2.11%2026-03-312026-05-15

CGEN COMPUGEN LTD25.0K shares0.00%2026-03-312026-05-15

CRDL CARDIOL THERAPEUTICS INC CL A33.0K shares0.00%2026-03-312026-05-15

LXRX LEXICON PHARMACEUTICALS INC26.6K shares0.00%2026-03-312026-05-15

ONCY ONCOLYTICS BIOTECH INC33.3K shares0.00%2026-03-312026-05-15

Sponsored

BNY MELLON MUNI INT ETF

New

Shares446.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-3.09%

Shares30.6K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL CL

5.11%

Shares13.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CL A

-7.36%

Shares21.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.95%

Shares16.5K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-15.51%

Shares43.1K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL CL

0.00%

Shares7

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-4.94%

Shares26.0K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

-2.18%

Shares31.8K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.21%

Shares14.3K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

0.86%

Shares22.4K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-2.37%

Shares15.0K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-8.33%

Shares5.9K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC.

-4.10%

Shares6.2K

Event2026-03-31

Filed2026-05-15

TE CONNECTIVITY PLC

-1.22%

Shares14.2K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORPORATION

-9.92%

Shares12.6K

Event2026-03-31

Filed2026-05-15

LDOS

LEIDOS HOLDINGS INC

-1.47%

Shares16.7K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE DEVELOPED MKTS E

16.53%

Shares40.5K

Event2026-03-31

Filed2026-05-15

STT

STATE STR CORP

-4.53%

Shares19.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-0.38%

Shares19.2K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

-5.45%

Shares13.5K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

0.10%

Shares47.3K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORP

-5.36%

Shares11.2K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

-12.25%

Shares12.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.79%

Shares7.0K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-2.78%

Shares8.4K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-2.57%

Shares6.2K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-7.10%

Shares33.2K

Event2026-03-31

Filed2026-05-15

WAB

WABTEC CORP

-4.22%

Shares7.9K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-3.92%

Shares3.8K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING INC

-0.43%

Shares9.3K

Event2026-03-31

Filed2026-05-15

LOPE

GRAND CANYON ED INC

-0.28%

Shares10.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

55.30%

Shares8.9K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABS

4.98%

Shares18.0K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

-2.95%

Shares14.2K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC CL B

3.00%

Shares32.7K

Event2026-03-31

Filed2026-05-15

CGXU

CAPITAL GROUP INTL FOCUS

New

Shares57.3K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP

-2.57%

Shares8.7K

Event2026-03-31

Filed2026-05-15

BAH

BOOZ ALLEN HAMILTON HOLDING CO

1.74%

Shares20.9K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

-5.01%

Shares30.9K

Event2026-03-31

Filed2026-05-15

TROW

T ROWE PRICE GROUP INC

6.04%

Shares17.4K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES BIOTECHNOLOGY ETF

-4.73%

Shares9.2K

Event2026-03-31

Filed2026-05-15

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS

2.29%

Shares25.5K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-0.85%

Shares9.2K

Event2026-03-31

Filed2026-05-15

TKR

TIMKEN CO

-8.20%

Shares13.9K

Event2026-03-31

Filed2026-05-15

SNA

SNAP-ON INC

-2.66%

Shares3.8K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-0.65%

Shares16.1K

Event2026-03-31

Filed2026-05-15

VLTO

VERALTO CORPORATION

-1.95%

Shares15.5K

Event2026-03-31

Filed2026-05-15

JEPI

JP MORGAN EQUITY PREMIUM ETF

0.51%

Shares23.8K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW CL A

-1.42%

Shares46.1K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD INFO TECH ETF

18.54%

Shares1.9K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

4.75%

Shares12.9K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-2.37%

Shares4.7K

Event2026-03-31

Filed2026-05-15

TGRW

T ROWE PRICE GROWTH STOCK ETF

New

Shares29.4K

Event2026-03-31

Filed2026-05-15

COCA-COLA CO

-2.15%

Shares13.9K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ENHANCED SHORT MATURITY

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HOLDINGS INC

6.86%

Shares22.9K

Event2026-03-31

Filed2026-05-15

QGRO

AMERICAN CENTURY U.S. QUALITY

New

Shares9.6K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD GROWTH ETF

60.73%

Shares1.9K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY CLARK CORP

19.36%

Shares8.7K

Event2026-03-31

Filed2026-05-15

VANGUARD S&P 500 ETF

234.15%

Shares1.4K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD TOTAL BOND MARKET ETF

6.50%

Shares10.9K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-3.20%

Shares1.0K

Event2026-03-31

Filed2026-05-15

INTERNATIONAL PAPER CO

-6.98%

Shares19.4K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB FNDMN INTL LRG CO ETF

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

FTV

FORTIVE CORP

1.46%

Shares10.9K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD TOTAL INTL STOCK ETF

New

Shares7.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD VALUE ETF

41.64%

Shares3.0K

Event2026-03-31

Filed2026-05-15

MUNI

PIMCO INTERMEDIATE MUNI BOND E

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-15

AMTM

AMENTUM HOLDINGS INC

-7.92%

Shares17.8K

Event2026-03-31

Filed2026-05-15

LNT

ALLIANT ENERGY CORP

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORP

-2.03%

Shares2.4K

Event2026-03-31

Filed2026-05-15

DFLV

DIM US LARGE CAP VALUE ETF

New

Shares11.6K

Event2026-03-31

Filed2026-05-15

JAVA

JPMORGAN ACTIVE VALUE ETF

New

Shares5.7K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD REAL ESTATE ETF

99.43%

Shares4.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC NEW

-3.32%

Shares3.3K

Event2026-03-31

Filed2026-05-15

EMEQ

NOMURA FOCUSED EMERGING MARKET

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

TSN

TYSON FOODS INC

-6.28%

Shares6.0K

Event2026-03-31

Filed2026-05-15

ORI

OLD REP INTL CORP

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-15

VANGUARD MID CAP ETF

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

ELECTRONIC ARTS INC

-10.42%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD FTSE EMERGING MARKETS

19.29%

Shares6.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STREET SPDR S&P 500 ETF

0.00%

Shares530

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB US DVD EQUITY ETF

-1.26%

Shares10.9K

Event2026-03-31

Filed2026-05-15

STATE STREET SPDR BLOOMBERG HI

10.05%

Shares3.5K

Event2026-03-31

Filed2026-05-15