$103 Million is the total value of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s 144 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL CL | $4,075,000 | +1.9% | 16 | 0.0% | 4.00% | +1.3% | |
| DVY | ISHARES DOW JONES SELECT DIV Iother | $1,436,000 | +1.2% | 15,575 | 0.0% | 1.41% | +0.6% | |
| TD | TORONTO DOMINION BK | $1,032,000 | +0.6% | 20,483 | 0.0% | 1.01% | +0.1% | |
| LMT | LOCKHEED MARTIN CORP | $555,000 | +3.7% | 2,000 | 0.0% | 0.54% | +3.2% | |
| ES | EVERSOURCE ENERGY | $268,000 | +3.1% | 4,416 | 0.0% | 0.26% | +2.3% | |
| SPY | SPDR S&P 500 ETF TRUSTother | $261,000 | +2.4% | 1,080 | 0.0% | 0.26% | +1.6% | |
| TWI | TITAN INTL INC | $240,000 | +15.9% | 20,000 | 0.0% | 0.24% | +15.2% | |
| SDS | PROSHARES ULTRASHORT S&P 500other | $228,000 | -5.8% | 18,000 | 0.0% | 0.22% | -6.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-15
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 | 2024-02-16 |
| 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 |
| 13F-HR | 2021-08-16 |
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.