SN
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Security National Bank13F | |
| Security National Bank | |
| Last update 2026-04-16 | 410 Stocks (64 new) |
| Value $684.00 Mil | Turnover 3 % |
Security National Bank Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 424,077 | 73,959.0 | -1.84% | 10.810 | -0.21% | 0.000 | +12.56% | +3.36% | 4,663,269.1 | Semiconductors | |
BRK.A | Berkshire Hathaway Inc | 62 | 44,524.7 | 0% | 6.510 | 0% | 0.000 | +4.58% | -1.28% | 1,074,095.7 | Insurance | |
BRK.B | Berkshire Hathaway Inc | 69,176 | 33,149.1 | -0.83% | 4.840 | -0.04% | 0.000 | +4.92% | -0.79% | 1,074,095.7 | Insurance | |
AAPL | Apple Inc | 111,575 | 28,316.6 | -0.73% | 4.140 | -0.03% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
MUSA | Murphy USA Inc | 52,593 | 25,979.4 | -0.05% | 3.800 | 0% | 0.280 | +6.41% | +30.79% | 9,721.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 50,219 | 18,589.6 | +0.73% | 2.720 | +0.02% | 0.000 | +2.13% | -22.54% | 2,770,583.3 | Software | |
AMZN | Amazon.com Inc | 79,672 | 16,593.3 | +1.03% | 2.420 | +0.02% | 0.000 | +12.12% | +0.81% | 2,503,071.8 | Retail - Cyclical | |
ASML | ASML Holding NV | 11,761 | 15,534.3 | +0.63% | 2.270 | +0.01% | 0.000 | +35.28% | +68.33% | 691,682.4 | Semiconductors | |
RTX | RTX Corp | 73,023 | 14,086.1 | +2.20% | 2.060 | +0.04% | 0.010 | -2.11% | +3.27% | 253,163.0 | Aerospace & Defense | |
HOLA |
JPMorgan International Hedged Equity Laddered Overlay ETF
JPMorgan International Hedged Equity Laddered Overlay ETF
| 260,015 | 13,676.8 | -7.76% | 2.000 | -0.16% | 5.000 | +6.19% | +4.95% | 276.8 |
Security National Bank's Historical Top Holdings Breakdowns
Security National Bank's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BX | Blackstone Inc | 2026-03-31 | Reduce Reduce | -1.08% | 102.12 ($130.1) 163.5 | $115.40 | -11.30% | Reduce -97.62% | 1,196 | -49,068 | |
GXO | GXO Logistics Inc | 2026-03-31 | Reduce Reduce | -0.69% | 48.86 ($57.29) 65.59 | $50.19 | -12.39% | Reduce -98.35% | 1,534 | -91,290 | |
NOW | ServiceNow Inc | 2026-03-31 | Reduce Reduce | -0.24% | 99.41 ($117.65) 150.9 | $98.34 | -16.41% | Reduce -27.5% | 28,680 | -10,876 | |
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -0.21% | 165.17 ($183.46) 195.56 | $192.53 | 4.94% | Reduce -1.84% | 424,077 | -7,932 | |
BLK | BlackRock Inc | 2026-03-31 | Add Add | +0.20% | 922.9 ($1052.09) 1163.17 | $964.71 | -8.31% | Add 18.96% | 8,895 | 1,418 | |
MO | Altria Group Inc | 2026-03-31 | Add Add | +0.19% | 54.72 ($64.34) 69.7 | $73.79 | 14.69% | Add 184.79% | 31,147 | 20,210 | |
| CADE Unlock Delisted | Cadence Bank | 2026-03-31 | Sold Out Sold Out | -0.18% | 42.11 ($43.96) 46.46 | $42.11 | -4.21% | Sold Out | 0 | -29,829 | |
HBAN | Huntington Bancshares Inc | 2026-03-31 | Add Add | +0.16% | 15.02 ($17.08) 19.27 | $17.81 | 4.27% | Add 552.56% | 84,931 | 71,916 | |
HOLA |
JPMorgan International Hedged Equity Laddered Overlay ETF
JPMorgan International Hedged Equity Laddered Overlay ETF
| 2026-03-31 | Reduce Reduce | -0.16% | 51.47 ($53.65) 55.34 | $54.82 | 2.19% | Reduce -7.76% | 260,015 | -21,884 | |
GLW | Corning Inc | 2026-03-31 | Add Add | +0.15% | 85.23 ($120.6) 160.43 | $221.05 | 83.29% | Add 10.61% | 80,221 | 7,698 |
Security National Bank Total Holding History ($B)
Security National Bank's Asset Allocation
Security National Bank Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Security National Bank's Hypothetical Growth since 2026-03-31
Security National Bank's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Security National Bank's Holdings Heat Map
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Security National Bank's Holdings Bubble Chart
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