$90.1 Million is the total value of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s 142 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Buy | EXXON MOBIL CORP | $2,433,000 | +26.4% | 26,324 | +28.6% | 2.72% | +26.6% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DEL CL | $2,260,000 | +36.6% | 10 | +25.0% | 2.53% | +36.7% |
| IRET | New | INVESTORS REAL ESTATE TRUST | $1,388,000 | – | 169,858 | +100.0% | 1.55% | – |
| DHR | New | DANAHER CORP | $1,251,000 | – | 14,595 | +100.0% | 1.40% | – |
| VT | New | VANGUARD TOT WORLD STK ETFother | $1,225,000 | – | 20,375 | +100.0% | 1.37% | – |
| HI | New | HILLENBRAND INC | $975,000 | – | 28,257 | +100.0% | 1.09% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $893,000 | – | 19,090 | +100.0% | 1.00% | – |
| EFA | Buy | ISHARES TR MSCI EAFE INDEX FDother | $807,000 | +24.3% | 13,263 | +31.1% | 0.90% | +24.5% |
| TWI | Buy | TITAN INTL INC | $213,000 | +29.1% | 20,000 | +42.9% | 0.24% | +29.9% |
| DNP | New | DNP SELECT INCOME FUND INCother | $212,000 | – | 20,024 | +100.0% | 0.24% | – |
| MFC | New | MANULIFE FINL CORP | $207,000 | – | 10,863 | +100.0% | 0.23% | – |
| PDM | New | PIEDMONT OFFICE REALTY TR CL A | $192,000 | – | 10,188 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | 41 | Q3 2023 | 5.7% |
| THERMO FISHER SCIENTIFIC INC. | 41 | Q3 2023 | 5.5% |
| NIKE INC CL B | 41 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 41 | Q3 2023 | 5.0% |
| EXXON MOBIL CORP | 41 | Q3 2023 | 3.7% |
| JOHNSON & JOHNSON | 41 | Q3 2023 | 3.0% |
| UNION PAC CORP | 41 | Q3 2023 | 2.7% |
| DIGITAL RLTY TR INC | 41 | Q3 2023 | 2.6% |
| PEPSICO INC | 41 | Q3 2023 | 2.3% |
| GENERAL MLS INC | 41 | Q3 2023 | 2.7% |
View SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | February 12, 2008 | 294,493 | 11.0% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | March 04, 2005 | 273,523 | 11.0% |
View SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-16 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-16 |
| 13F-HR | 2021-11-16 |
View SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'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.