$190 Million is the total value of Security National Bank's 67 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOGI | New | LOGITECH INTERNATIONAL SA | $3,604,000 | – | 84,051 | +100.0% | 1.89% | – |
| SBUX | New | STARBUCKS CORP COM | $3,155,000 | – | 47,997 | +100.0% | 1.66% | – |
| ACWI | New | ISHARES MSCI ACWI ETFexchange traded fund | $566,000 | – | 9,053 | +100.0% | 0.30% | – |
| IEI | New | ISHARES TR | $313,000 | – | 2,344 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-21
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.