$310 Million is the total value of SECURITY NATIONAL TRUST CO's 567 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TPR | New | TAPESTRY INC | $281,000 | – | 6,360 | +100.0% | 0.09% | – |
CRM | New | SALESFORCE COM INC | $23,000 | – | 225 | +100.0% | 0.01% | – |
EQT | New | EQT CORP | $22,000 | – | 379 | +100.0% | 0.01% | – |
CDW | New | CDW CORP | $5,000 | – | 74 | +100.0% | 0.00% | – |
KLAC | New | KLA-TENCOR | $7,000 | – | 64 | +100.0% | 0.00% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $3,000 | – | 45 | +100.0% | 0.00% | – |
VGK | New | VANGUARD INTL EQUITY INDEx fftse europe etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-30
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORP | 34 | Q3 2021 | 4.9% |
HOME DEPOT INC | 34 | Q3 2021 | 3.5% |
ISHARES TR | 34 | Q3 2021 | 3.9% |
MICROSOFT CORP | 34 | Q3 2021 | 5.1% |
JOHNSON & JOHNSON | 34 | Q3 2021 | 3.0% |
JPMORGAN CHASE & CO | 34 | Q3 2021 | 4.1% |
3M CO | 34 | Q3 2021 | 2.3% |
PROCTER & GAMBLE CO | 34 | Q3 2021 | 2.2% |
DISNEY WALT CO | 34 | Q3 2021 | 2.0% |
PEPSICO INC | 34 | Q3 2021 | 1.9% |
View SECURITY NATIONAL TRUST CO's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-10-04 |
13F-HR | 2021-08-09 |
13F-HR | 2021-05-04 |
13F-HR | 2021-01-26 |
13F-HR | 2020-11-10 |
13F-HR | 2020-08-13 |
13F-HR | 2020-05-11 |
13F-HR | 2020-01-27 |
13F-HR | 2019-11-01 |
13F-HR | 2019-08-15 |
View SECURITY NATIONAL TRUST CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.