SECURITY NATIONAL BANK OF SO DAK
SEC Form 13F institutional filer · CIK 0001105909
13F-HR · 83 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
37.2%
SECURITY NATIONAL BANK OF SO DAK — $165M AUM allocation strategy
SECURITY NATIONAL BANK OF SO DAK files SEC Form 13F and reports $165M of long US equity value across 83 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.2%, followed by Financials 8.6% and Industrials 8.1%.
The top 10 holdings account for 37% 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 SO DAK — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$165M
total across 83 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TROW +17.9K sh · +$594K+$SCHW +6.87K sh · +$224K+$AMZN +1.86K sh · +$113K
Exited to nil (held last quarter, gone now)
$CVNA ($310K last qtr)$UNH ($286K last qtr)$IWM ($255K last qtr)$IBM ($229K last qtr)
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 & Peripherals6.6%—
- Interactive Media & Services5.3%—
- Systems Software4.7%—
- Multi-Sector Holdings4.6%—
- Semiconductors4.1%—
- Consumer Staples Merchandise Retail3.2%—
- Application Software2.6%—
- Life Sciences Tools & Services2.6%—
- Other holdings66.2%—
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 | 43.4K | $11M | -745 | 6.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 30.3K | $8.71M | -620 | 5.3% |
| $MSFT | Microsoft Corporation | 21.1K | $7.81M | -51 | 4.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 15.9K | $7.62M | -107 | 4.6% |
| $WMT | Walmart Inc | 43.4K | $5.4M | -2.82K | 3.3% |
| $ORCL | Oracle Corporation | 29.3K | $4.31M | +357 | 2.6% |
| $TMO | Thermo Fisher Scientific Inc | 8.58K | $4.22M | -3 | 2.6% |
| $RTX | RTX Corporation | 21.5K | $4.15M | -1.71K | 2.5% |
| $XOM | ExxonMobil Holdings Corporation | 24.4K | $4.14M | -1.15K | 2.5% |
| $JNJ | Johnson & Johnson | 16.8K | $4.1M | -388 | 2.5% |
…and 73 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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