Security National Bank
•CIK: 1719739•Filing: Q4 2025
**Security National Bank** manages $698M across a diversified portfolio of 373 positions. The fund exhibits significant conviction in technology and established value names, notably allocating $80.6M to NVDA and $30.6M to AAPL. Core holdings also include substantial positions in BRK/A ($46.8M), BRK/B ($35.1M), and MSFT ($24.1M). This concentration suggests a strategy balancing high-growth technology exposure with defensive, blue-chip value anchors.
Total AUM
$697.5M
QoQ Performance
+6.8%
Positions
316
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
BRK/A
BRK/B
NVDA11.6%
BRK/A6.7%
BRK/B5.0%
AAPL4.4%
MSFT3.5%
MUSA3.0%
AMZN2.6%
PANW2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.5%
Technology24.3%
Financial17.8%
Consumer5.9%
Industrial3.4%
Healthcare2.3%
ETF2.1%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+178 more exited positions
Changes from Q3 2025
NEW5 new positions
↑83 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023