SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
•CIK: 894309•Filing: Q4 2025
**SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/** This fund manages $156M across a diversified portfolio of 90 positions. Top holdings reveal a significant allocation to mega-cap technology names, including AAPL ($8.6M), MSFT ($7.9M), and GOOGL ($7.3M). The strategy maintains notable exposure to defensive value via BRK/B ($6.6M) and BRK/A ($5.3M). The concentration in established tech and blue-chip names suggests a focus on resilient, market-leading enterprises.
Total AUM
$155.8M
QoQ Performance
+1.4%
Positions
89
Top 10 Concentration
36.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL5.5%
MSFT5.1%
GOOGL4.7%
BRK/B4.3%
WMT3.6%
BRK/A3.4%
ORCL2.8%
TMO2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.2%
Technology22.7%
Financial11.4%
Healthcare9.5%
Consumer7.2%
Industrial3.4%
Energy2.9%
Materials2.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑20 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023