$86.4 Million is the total value of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s 144 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNK | Exit | SPDR BLOOMBERG BARCLAYS HIGH Yother | $0 | – | -6,679 | -100.0% | -0.28% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -3,500 | -100.0% | -0.28% | – |
| VDE | Exit | VANGUARD ENERGY ETFother | $0 | – | -3,560 | -100.0% | -0.37% | – |
| AIG | Exit | AMERICAN INTL GROUP | $0 | – | -11,500 | -100.0% | -0.57% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -15,693 | -100.0% | -0.98% | – |
| VT | Exit | VANGUARD TOT WORLD STK ETFother | $0 | – | -17,897 | -100.0% | -1.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | 44 | Q2 2024 | 5.7% |
| THERMO FISHER SCIENTIFIC INC. | 44 | Q2 2024 | 5.5% |
| MICROSOFT CORP | 44 | Q2 2024 | 5.2% |
| NIKE INC CL B | 44 | Q2 2024 | 3.9% |
| EXXON MOBIL CORP | 44 | Q2 2024 | 3.7% |
| JOHNSON & JOHNSON | 44 | Q2 2024 | 3.0% |
| UNION PAC CORP | 44 | Q2 2024 | 2.7% |
| DIGITAL RLTY TR INC | 44 | Q2 2024 | 2.6% |
| PEPSICO INC | 44 | Q2 2024 | 2.3% |
| ORACLE CORP | 44 | Q2 2024 | 2.4% |
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 | 2024-08-15 |
| 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 |
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.