SECURITY NATIONAL BANK OF SO DAK

Q4 2025 13F-HR Holdings

Location
Sioux City, IA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$202,984
Net value change ($000)
+4,056 (2.0%)
New positions
6
Sold out positions
4
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 2,088 27.5%
VGT 1,799 NEW
VT 1,537 27.0%
LOPE 1,442 NEW
TMO 794 19.0%
AAPL 714 6.3%
CMI 650 20.4%
NUE 416 19.8%
CTSH 401 24.1%
LRCX 377 26.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,209 -36.3%
GIS -1,605 -100.0%
EA -1,000 -56.6%
MSFT -778 -7.1%
HD -451 -14.9%
J -412 -12.3%
ADP -374 -12.1%
LIN -338 -10.7%
BAH -304 -16.7%
DLR -282 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type