$137 Million is the total value of Security National Bank's 66 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC CL B | $10,270,000 | -3.5% | 60,640 | -5.0% | 7.48% | -6.1% |
| NVDA | Sell | NVIDIA CORP COM | $4,705,000 | -3.6% | 32,550 | -27.4% | 3.43% | -6.3% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC CL-A COM | $2,802,000 | -37.7% | 11 | -38.9% | 2.04% | -39.4% |
| CB | Sell | CHUBB LTD | $1,891,000 | +5.7% | 13,008 | -0.9% | 1.38% | +2.8% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED DELAWARE | $1,714,000 | +7.3% | 12,124 | -1.3% | 1.25% | +4.3% |
| KR | Exit | KROGER CO | $0 | – | -48,379 | -100.0% | -1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 30 | Q2 2024 | 9.4% |
| BERKSHIRE HATHAWAY INC DEL | 30 | Q2 2024 | 8.7% |
| NVIDIA CORP COM | 30 | Q2 2024 | 9.5% |
| MICROSOFT CORP COM | 30 | Q2 2024 | 4.4% |
| MURPHY USA INC | 30 | Q2 2024 | 4.7% |
| LOWES COS INC COM | 30 | Q2 2024 | 3.4% |
| BERKSHIRE HATHAWAY INC DEL | 30 | Q2 2024 | 6.2% |
| UNION PACIFIC CORP COM | 30 | Q2 2024 | 3.4% |
| VISA INC | 30 | Q2 2024 | 2.9% |
| MURPHY OIL CORP | 30 | Q2 2024 | 4.2% |
View Security National Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-25 |
View Security National Bank'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.