$242 Million is the total value of Security National Bank's 66 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | Exit | J P MORGAN CHASE & CO COM | $0 | – | -2,939 | -100.0% | -0.14% | – |
| ACWI | Exit | ISHARES MSCI ACWI ETFexchange traded fund | $0 | – | -9,053 | -100.0% | -0.30% | – |
| HTBK | Exit | HERITAGE COMMERCE CORP | $0 | – | -263,195 | -100.0% | -1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-11
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.