Security National Bank

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
392
Total value ($000)
$837,912
Net value change ($000)
+151,249 (22.0%)
New positions
38
Sold out positions
56
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 15,704 118.6%
FPS 11,156 NEW
KLAC 10,997 112.0%
GLW 10,311 94.5%
NVDA 9,700 13.1%
ASML 8,325 53.6%
VO 5,545 NEW
AVGO 4,594 65.1%
VMI 4,187 93.8%
GOOGL 4,143 30.3%
Top Reduces (Value $000, Stocks/ETFs)
NOW -2,981 -99.4%
BR -2,671 -96.6%
HOLA -1,799 -13.2%
MUR -1,702 -20.9%
CDX -998 -21.4%
WDEF -855 -37.5%
VTS -667 -97.8%
HON -496 -100.0%
PEP -434 -53.6%
UNP -384 -17.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type