SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
SEC Form 13F institutional filer · CIK 0000894309
13F-HR · 68 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
38.9%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ — $133M AUM allocation strategy
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ files SEC Form 13F and reports $133M of long US equity value across 68 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.0%, followed by Financials 9.9% and Industrials 8.1%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$133M
total across 68 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TROW +37.3K sh · +$1.33M+$SCHW +13.3K sh · +$687K+$AMZN +3.16K sh · +$529K
Biggest trims (shares)
−$WMT −7.91K sh · −$326K−$O −2.54K sh · +$16.7K−$NUE −1.72K sh · −$206K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals5.8%—
- Multi-Sector Holdings5.0%—
- Interactive Media & Services4.6%—
- Systems Software4.6%—
- Consumer Staples Merchandise Retail4.0%—
- Aerospace & Defense3.8%—
- Integrated Oil & Gas3.3%—
- Life & Health Insurance2.6%—
- Other holdings66.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 30.6K | $7.77M | -976 | 5.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 13.9K | $6.64M | +674 | 5.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 21.5K | $6.18M | -1.71K | 4.6% |
| $MSFT | Microsoft Corporation | 16.5K | $6.09M | +155 | 4.6% |
| $WMT | Walmart Inc | 43.1K | $5.36M | -7.91K | 4.0% |
| $HONA | Honeywell Aerospace Inc | 7 | $5.03M | +0 | 3.8% |
| $XOM | ExxonMobil Holdings Corporation | 26K | $4.41M | -1.35K | 3.3% |
| $AFL | AFLAC Incorporated | 31.8K | $3.49M | -708 | 2.6% |
| $JNJ | Johnson & Johnson | 14.3K | $3.49M | -322 | 2.6% |
| $ORCL | Oracle Corporation | 22.4K | $3.3M | +190 | 2.5% |
…and 58 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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