SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

CIK 0000894309 • 5 13F filings • May 20, 2025 – May 15, 2026

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Filer information

Filed by: SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/, Director of Trust Operations & Tax
Address: PO BOX 147, 601 PIERCE ST, SIOUX CITY, IA, 51102
Phone: 712-277-6672
AUM: $155.8M

AUM over time

$169.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2025

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $169.2M103 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COMMON STOCK	$1.8M	1.1%Prev: 1.7%	17,978 SH	Decreased+798 SH
ABBVIE INC	COMMON STOCK	$3.3M	1.9%Prev: 2.0%	14,969 SH	Increased+1,580 SH
AFLAC INC	COMMON STOCK	$3.5M	2.1%Prev: 2.6%	31,818 SH	Decreased-743 SH
ALLIANT ENERGY CORP	COMMON STOCK	$452K	0.3%	6,304 SH	New
ALPHABET INC CL A	COMMON STOCK	$6.2M	3.7%Prev: 2.6%	21,486 SH	Increased-2,043 SH
ALPHABET INC CL C	COMMON STOCK	$277K	0.2%	965 SH	New
AMAZON COM INC	COMMON STOCK	$1.8M	1.1%	8,869 SH	New
AMENTUM HOLDINGS INC	COMMON STOCK	$463K	0.3%Prev: 0.2%	17,761 SH	Increased+692 SH
AMERICAN CENTURY U.S. QUALITY	OTHER	$1.0M	0.6%	9,560 SH	New
APPLE INC	COMMON STOCK	$7.8M	4.6%Prev: 5.1%	30,634 SH	Increased-750 SH
AUTOMATIC DATA PROCESSING INC	COMMON STOCK	$1.9M	1.1%Prev: 2.1%	9,297 SH	Decreased+42 SH
BERKSHIRE HATHAWAY INC DEL CL	COMMON STOCK	$11.7M	6.9%Prev: 9.1%	13,868 SH	Decreased+810 SH
BNY MELLON MUNI INT ETF	OTHER	$11.7M	6.9%	446,726 SH	New
BOOZ ALLEN HAMILTON HOLDING CO	COMMON STOCK	$1.6M	1.0%Prev: 1.5%	20,940 SH	Decreased+653 SH
CAPITAL GROUP INTL FOCUS	OTHER	$1.7M	1.0%	57,290 SH	New
CARDIOL THERAPEUTICS INC CL A	COMMON STOCK	$45K	0.0%	33,000 SH	New
CATERPILLAR INC	COMMON STOCK	$730K	0.4%Prev: 0.2%	1,030 SH	Increased+166 SH
COCA-COLA CO	COMMON STOCK	$1.1M	0.6%Prev: 0.8%	13,947 SH	Decreased-2,212 SH
COGNIZANT TECHNOLOGY SOLUTIONS	COMMON STOCK	$1.6M	0.9%Prev: 1.4%	25,452 SH	Decreased+760 SH
COLGATE PALMOLIVE CO	COMMON STOCK	$1.4M	0.8%Prev: 1.1%	16,146 SH	Decreased-5 SH
COMCAST CORP NEW CL A	COMMON STOCK	$1.3M	0.8%Prev: 1.2%	46,120 SH	Decreased-19 SH
COMPUGEN LTD	COMMON STOCK	$53K	0.0%	25,000 SH	New
CORNING INC	COMMON STOCK	$256K	0.2%	1,880 SH	New
COSTCO WHSL CORP NEW	COMMON STOCK	$224K	0.1%	225 SH	New
CUMMINS INC	COMMON STOCK	$3.1M	1.9%Prev: 1.5%	5,853 SH	Increased-561 SH
DANAHER CORP	COMMON STOCK	$1.6M	1.0%Prev: 1.3%	8,677 SH	Decreased-298 SH
DEERE & CO	COMMON STOCK	$222K	0.1%Prev: 0.1%	394 SH	Increased-42 SH
DIGITAL RLTY TR INC	COMMON STOCK	$2.4M	1.4%Prev: 1.5%	13,544 SH	Increased-711 SH
DIM US LARGE CAP VALUE ETF	OTHER	$415K	0.2%	11,618 SH	New
DIMENSIONAL INTERNATIONAL SM E	OTHER	$237K	0.1%	7,038 SH	New
ELECTRONIC ARTS INC	COMMON STOCK	$350K	0.2%Prev: 1.0%	1,719 SH	Decreased-7,695 SH
EXXON MOBIL CORP	COMMON STOCK	$4.4M	2.6%Prev: 2.3%	25,966 SH	Increased-1,131 SH
FORTIVE CORP	COMMON STOCK	$603K	0.4%Prev: 0.6%	10,902 SH	Decreased+135 SH
GRAND CANYON ED INC	COMMON STOCK	$1.9M	1.1%	10,929 SH	New
HOME DEPOT INC	COMMON STOCK	$2.0M	1.2%Prev: 1.7%	6,184 SH	Decreased-121 SH
ILLINOIS TOOL WKS INC	COMMON STOCK	$1.2M	0.7%Prev: 0.9%	4,747 SH	Increased-86 SH
INTERNATIONAL PAPER CO	COMMON STOCK	$693K	0.4%Prev: 0.8%	19,405 SH	Decreased-1,275 SH
ISHARES BIOTECHNOLOGY ETF	OTHER	$1.6M	0.9%Prev: 0.9%	9,248 SH	Increased-411 SH
ISHARES DOW JONES SELECT DIV I	OTHER	$288K	0.2%Prev: 0.2%	1,905 SH	Decreased-650 SH
JACOBS SOLUTIONS INC	COMMON STOCK	$1.8M	1.1%Prev: 1.3%	14,174 SH	Increased-679 SH
JOHNSON & JOHNSON	COMMON STOCK	$3.5M	2.1%Prev: 1.7%	14,265 SH	Increased-139 SH
JP MORGAN EQUITY PREMIUM ETF	OTHER	$1.3M	0.8%Prev: 0.4%	23,765 SH	Increased+13,920 SH
JPMORGAN ACTIVE VALUE ETF	OTHER	$407K	0.2%	5,671 SH	New
JPMORGAN CHASE & CO	COMMON STOCK	$2.1M	1.2%Prev: 1.3%	7,024 SH	Increased-5 SH
KIMBERLY CLARK CORP	COMMON STOCK	$841K	0.5%Prev: 0.7%	8,713 SH	Decreased+1,493 SH
LAM RESEARCH CORPORATION	COMMON STOCK	$2.7M	1.6%Prev: 0.6%	12,594 SH	Increased+878 SH
LEIDOS HOLDINGS INC	COMMON STOCK	$2.6M	1.5%Prev: 1.7%	16,716 SH	Increased-519 SH
LEXICON PHARMACEUTICALS INC	COMMON STOCK	$42K	0.0%	26,650 SH	New
LINDE PLC	COMMON STOCK	$1.9M	1.1%Prev: 1.4%	3,845 SH	Increased-243 SH
LOCKHEED MARTIN CORP	COMMON STOCK	$681K	0.4%Prev: 0.4%	1,126 SH	Increased
MERCK & CO INC NEW	COMMON STOCK	$396K	0.2%Prev: 0.2%	3,289 SH	Increased+406 SH
META PLATFORMS, INC	COMMON STOCK	$326K	0.2%Prev: 0.3%	570 SH	Decreased-75 SH
MICROSOFT CORP	COMMON STOCK	$6.1M	3.6%Prev: 4.3%	16,459 SH	Increased+690 SH
NELNET INC CL A	COMMON STOCK	$271K	0.2%Prev: 0.2%	2,100 SH	Increased
NIKE INC CL B	COMMON STOCK	$1.7M	1.0%Prev: 1.4%	32,730 SH	Decreased+2,506 SH
NOMURA FOCUSED EMERGING MARKET	OTHER	$394K	0.2%	8,732 SH	New
NUCOR CORP	COMMON STOCK	$2.1M	1.2%Prev: 1.2%	12,303 SH	Increased-1,794 SH
NVIDIA CORP	COMMON STOCK	$421K	0.2%Prev: 0.6%	2,415 SH	Decreased-5,455 SH
OCCIDENTAL PETE CORP	COMMON STOCK	$263K	0.2%Prev: 0.9%	4,050 SH	Decreased-21,058 SH
OLD REP INTL CORP	COMMON STOCK	$370K	0.2%Prev: 0.3%	9,265 SH	Increased
ONCOLYTICS BIOTECH INC	COMMON STOCK	$28K	0.0%	33,255 SH	New
ORACLE CORP	COMMON STOCK	$3.3M	1.9%Prev: 2.4%	22,409 SH	Increased-1,068 SH
PAYPAL HOLDINGS INC	COMMON STOCK	$1.0M	0.6%Prev: 0.9%	22,854 SH	Decreased+3,252 SH
PEPSICO INC	COMMON STOCK	$1.4M	0.8%Prev: 1.0%	9,200 SH	Increased-24 SH
PIMCO ENHANCED SHORT MATURITY	OTHER	$1.0M	0.6%Prev: 0.8%	10,398 SH	Decreased
PIMCO INTERMEDIATE MUNI BOND E	OTHER	$564K	0.3%	10,800 SH	New
PRUDENTIAL FINL INC	COMMON STOCK	$1.3M	0.7%Prev: 1.0%	12,866 SH	Decreased+684 SH
QUALCOMM INC	COMMON STOCK	$2.5M	1.5%Prev: 2.1%	19,240 SH	Decreased+143 SH
REALTY INCOME CORP	COMMON STOCK	$2.0M	1.2%Prev: 1.5%	33,226 SH	Decreased-2,519 SH
RTX CORP	COMMON STOCK	$2.2M	1.3%Prev: 1.2%	11,216 SH	Increased-867 SH
SCHWAB FNDMN INTL LRG CO ETF	OTHER	$655K	0.4%	13,390 SH	New
SCHWAB US DVD EQUITY ETF	OTHER	$335K	0.2%Prev: 0.2%	10,930 SH	Increased-140 SH
SLB LIMITED	COMMON STOCK	$1.6M	0.9%	30,917 SH	New
SNAP-ON INC	COMMON STOCK	$1.4M	0.8%Prev: 1.0%	3,802 SH	Increased-101 SH
STATE STR CORP	COMMON STOCK	$2.5M	1.5%Prev: 1.3%	19,645 SH	Increased-1,101 SH
STATE STREET SPDR BLOOMBERG HI	OTHER	$331K	0.2%	3,459 SH	New
STATE STREET SPDR S&P 500 ETF	OTHER	$345K	0.2%	530 SH	New
STATE STREET TECHNOLOGY SELECT	OTHER	$266K	0.2%	2,000 SH	New
T ROWE PRICE GROUP INC	COMMON STOCK	$1.6M	0.9%Prev: 1.1%	17,394 SH	Increased+1,660 SH
T ROWE PRICE GROWTH STOCK ETF	OTHER	$1.2M	0.7%	29,387 SH	New
T.ROWE PRC SMALL-MID CAP ETF	OTHER	$254K	0.2%	6,939 SH	New
TE CONNECTIVITY PLC	COMMON STOCK	$3.0M	1.7%Prev: 1.5%	14,153 SH	Increased-287 SH
THERMO FISHER SCIENTIFIC INC.	COMMON STOCK	$3.1M	1.8%Prev: 2.4%	6,223 SH	Decreased-304 SH
TIMKEN CO	COMMON STOCK	$1.4M	0.8%Prev: 0.8%	13,916 SH	Increased-1,379 SH
TYSON FOODS INC	COMMON STOCK	$382K	0.2%Prev: 1.1%	5,970 SH	Decreased-16,721 SH
UNION PAC CORP	COMMON STOCK	$2.0M	1.2%Prev: 1.5%	8,386 SH	Increased-134 SH
VANGUARD FTSE DEVELOPED MKTS E	OTHER	$2.6M	1.5%Prev: 1.3%	40,509 SH	Increased+4,253 SH
VANGUARD FTSE EMERGING MARKETS	OTHER	$349K	0.2%Prev: 0.2%	6,451 SH	Increased+911 SH
VANGUARD GROWTH ETF	OTHER	$847K	0.5%Prev: 0.3%	1,940 SH	Increased+707 SH
VANGUARD INFO TECH ETF	OTHER	$1.3M	0.8%	1,867 SH	New
VANGUARD MID CAP ETF	OTHER	$366K	0.2%	1,276 SH	New
VANGUARD REAL ESTATE ETF	OTHER	$404K	0.2%Prev: 0.2%	4,555 SH	Increased+2,265 SH
VANGUARD S&P 500 ETF	OTHER	$813K	0.5%Prev: 0.2%	1,360 SH	Increased+929 SH
VANGUARD SMALL-CAP ETF	OTHER	$291K	0.2%Prev: 0.2%	1,110 SH	Increased+170 SH
VANGUARD SMALL-CAP VALUE ETF	OTHER	$253K	0.1%	1,166 SH	New
VANGUARD TOTAL BOND MARKET ETF	OTHER	$806K	0.5%Prev: 0.6%	10,947 SH	Increased+597 SH
VANGUARD TOTAL INTL STOCK ETF	OTHER	$600K	0.4%	7,777 SH	New
VANGUARD VALUE ETF	OTHER	$582K	0.3%Prev: 0.3%	2,966 SH	Increased+848 SH
VERALTO CORPORATION	COMMON STOCK	$1.4M	0.8%Prev: 1.1%	15,455 SH	Decreased-251 SH
VERIZON COMMUNICATIONS INC	COMMON STOCK	$2.4M	1.4%Prev: 1.5%	47,297 SH	Increased+811 SH
VISA INC - CLASS A	COMMON STOCK	$210K	0.1%Prev: 0.2%	696 SH	Decreased-65 SH
WABTEC CORP	COMMON STOCK	$2.0M	1.2%Prev: 1.1%	7,901 SH	Increased-399 SH
WALMART INC	COMMON STOCK	$5.4M	3.2%Prev: 2.3%	43,091 SH	Increased+7,408 SH

Sold (vs prior filing)

ENERGY TRANSFER LP — $610K
ENTERPRISE PRODS PARTNERS L P — $370K
FISERV INC — $380K
GENERAL MLS INC — $2.2M
NGL ENERGY PARTNERS LP — $96K
PLAINS ALL AMERN PIPELINE L P — $248K
PROCTER & GAMBLE CO — $207K
SCHLUMBERGER LTD — $1.3M
SPDR BLOOMBERG HIGH YIELD BOND — $316K
SPDR S&P 500 ETF TRUST — $296K
SUNOCO LP — $406K
TARGET CORP — $1.1M
TECHNOLOGY SELECT SECT SPDR — $206K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0000894309-26-000001	$155.8M	View
Oct 14, 2025	Q3 2025	13F-HR	0000894309-25-000006	$153.6M	View
Aug 15, 2025