SECURITY NATIONAL BANK OF SO DAK
โขCIK: 1105909โขFiling: Q4 2025
**SECURITY NATIONAL BANK OF SO DAK** manages $203M across a diversified portfolio of 111 positions. The fund exhibits a clear tilt toward mega-cap technology and established industrials, evidenced by top holdings including AAPL ($12.0M), MSFT ($10.2M), and GOOGL ($9.7M). Notable allocations also include defensive anchors like BRK/B ($8.0M) and broad market exposure via VT ($7.2M). This structure suggests a core focus on market leaders within technology and stable, blue-chip sectors.
Total AUM
$203.0M
QoQ Performance
+2.0%
Positions
111
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL5.9%
MSFT5.0%
GOOGL4.8%
BRK.B4.0%
VT3.6%
ORCL2.8%
WMT2.5%
TMO2.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other42.3%
Technology25.5%
Healthcare9.4%
Consumer6.7%
Financial4.0%
Industrial3.5%
Materials2.6%
Energy2.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ16 increased
โ52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q4 2022