SECURITY NATIONAL BANK OF SO DAK

CIK 0001105909 • 5 13F filings • Apr 29, 2025 – May 15, 2026

Import this data to Google Sheets with:

=jivedata("security-national-bank-of-so-dak-0001105909-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: SECURITY NATIONAL BANK OF SO DAK, Director of Trust Operations & Tax
Address: C/O SECURITY NATIONAL BANK, P.O. BOX 147, SIOUX CITY, IA, 51102
Phone: 712-277-6672
AUM: $203.0M

AUM over time

$216.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $198.9M109 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COMMON STOCK	$3.3M	1.6%	24,442 SH	New
ABBVIE INC	COMMON STOCK	$3.8M	1.9%	16,587 SH	New
AFLAC INC	COMMON STOCK	$3.9M	2.0%	34,969 SH	New
ALNYLAM PHARMACEUTICALS INC	COMMON STOCK	$912K	0.5%	2,000 SH	New
ALPHABET INC CL A	COMMON STOCK	$7.6M	3.8%	31,213 SH	New
ALPHABET INC CL C	COMMON STOCK	$1.1M	0.5%	4,388 SH	New
AMAZON COM INC	COMMON STOCK	$2.7M	1.3%	12,155 SH	New
AMENTUM HOLDINGS INC	COMMON STOCK	$642K	0.3%	26,786 SH	New
AMERICAN EXPRESS CO	COMMON STOCK	$731K	0.4%	2,200 SH	New
ANALOG DEVICES INC	COMMON STOCK	$239K	0.1%	971 SH	New
APPLE INC	COMMON STOCK	$11.3M	5.7%	44,286 SH	New
AUTOMATIC DATA PROCESSING INC	COMMON STOCK	$3.1M	1.6%	10,543 SH	New
BERKSHIRE HATHAWAY INC DEL CL	COMMON STOCK	$8.1M	4.1%	16,083 SH	New
BOOZ ALLEN HAMILTON HOLDING CO	COMMON STOCK	$1.8M	0.9%	18,184 SH	New
BROADCOM INC	COMMON STOCK	$1.5M	0.8%	4,674 SH	New
CARVANA CO CL A	COMMON STOCK	$277K	0.1%	735 SH	New
CASEYS GEN STORES INC	COMMON STOCK	$615K	0.3%	1,088 SH	New
CATERPILLAR INC	COMMON STOCK	$243K	0.1%	510 SH	New
CH ROBINSON WORLDWIDE INC	COMMON STOCK	$225K	0.1%	1,700 SH	New
CHEVRON CORPORATION	COMMON STOCK	$312K	0.2%	2,010 SH	New
CISCO SYS INC	COMMON STOCK	$397K	0.2%	5,799 SH	New
COCA-COLA CO	COMMON STOCK	$1.6M	0.8%	24,403 SH	New
COGNIZANT TECHNOLOGY SOLUTIONS	COMMON STOCK	$1.7M	0.8%	24,785 SH	New
COLGATE PALMOLIVE CO	COMMON STOCK	$2.0M	1.0%	24,886 SH	New
COMCAST CORP NEW CL A	COMMON STOCK	$1.1M	0.6%	35,327 SH	New
CORNING INC	COMMON STOCK	$466K	0.2%	5,683 SH	New
COSTCO WHSL CORP NEW	COMMON STOCK	$473K	0.2%	511 SH	New
CUMMINS INC	COMMON STOCK	$3.2M	1.6%	7,547 SH	New
DANAHER CORP	COMMON STOCK	$2.3M	1.2%	11,558 SH	New
DIGITAL RLTY TR INC	COMMON STOCK	$2.6M	1.3%	15,273 SH	New
ELECTRONIC ARTS INC	COMMON STOCK	$1.8M	0.9%	8,754 SH	New
EXXON MOBIL CORP	COMMON STOCK	$2.9M	1.5%	25,700 SH	New
FASTENAL CO	COMMON STOCK	$202K	0.1%	4,123 SH	New
FORTIVE CORP	COMMON STOCK	$617K	0.3%	12,600 SH	New
GENERAL MLS INC	COMMON STOCK	$1.6M	0.8%	31,829 SH	New
HEICO CORP	COMMON STOCK	$279K	0.1%	864 SH	New
HOME DEPOT INC	COMMON STOCK	$3.0M	1.5%	7,495 SH	New
HONEYWELL INTL INC	COMMON STOCK	$224K	0.1%	1,063 SH	New
ILLINOIS TOOL WKS INC	COMMON STOCK	$1.9M	1.0%	7,271 SH	New
INTERNATIONAL BUSINESS MACHS C	COMMON STOCK	$237K	0.1%	839 SH	New
INTERNATIONAL PAPER CO	COMMON STOCK	$923K	0.5%	19,894 SH	New
INVESCO QQQ TRUST SERIES 1	OTHER	$340K	0.2%	567 SH	New
ISHARES BIOTECHNOLOGY ETF	OTHER	$1.5M	0.7%	10,225 SH	New
ISHARES CORE S&P 500 ETF	OTHER	$744K	0.4%	1,111 SH	New
ISHARES DOW JONES SELECT DIV I	OTHER	$1.0M	0.5%	7,130 SH	New
ISHARES S&P MIDCAP 400 GROWTH	OTHER	$307K	0.2%	3,200 SH	New
ISHARES S&P SMALL CAP 600 GRWT	OTHER	$260K	0.1%	1,838 SH	New
ISHARES TR MSCI EAFE INDEX FD	OTHER	$576K	0.3%	6,170 SH	New
JACOBS SOLUTIONS INC	COMMON STOCK	$3.3M	1.7%	22,325 SH	New
JOHNSON & JOHNSON	COMMON STOCK	$3.2M	1.6%	17,259 SH	New
JP MORGAN EQUITY PREMIUM ETF	OTHER	$1.7M	0.9%	29,885 SH	New
JPMORGAN CHASE & CO	COMMON STOCK	$3.0M	1.5%	9,471 SH	New
KIMBERLY CLARK CORP	COMMON STOCK	$938K	0.5%	7,547 SH	New
LAM RESEARCH CORPORATION	COMMON STOCK	$1.4M	0.7%	10,465 SH	New
LEIDOS HOLDINGS INC	COMMON STOCK	$3.3M	1.7%	17,607 SH	New
LILLY ELI & CO	COMMON STOCK	$563K	0.3%	738 SH	New
LINDE PLC	COMMON STOCK	$3.2M	1.6%	6,668 SH	New
META PLATFORMS, INC	COMMON STOCK	$543K	0.3%	740 SH	New
MICROSOFT CORP	COMMON STOCK	$11.0M	5.5%	21,251 SH	New
NETFLIX INC	COMMON STOCK	$317K	0.2%	264 SH	New
NIKE INC CL B	COMMON STOCK	$2.4M	1.2%	34,139 SH	New
NORFOLK SOUTHN CORP	COMMON STOCK	$461K	0.2%	1,533 SH	New
NUCOR CORP	COMMON STOCK	$2.1M	1.1%	15,480 SH	New
NVIDIA CORP	COMMON STOCK	$3.7M	1.9%	19,944 SH	New
OLD REP INTL CORP	COMMON STOCK	$579K	0.3%	13,625 SH	New
ORACLE CORP	COMMON STOCK	$8.8M	4.4%	31,452 SH	New
PARKER HANNIFIN CORP	COMMON STOCK	$445K	0.2%	587 SH	New
PAYPAL HOLDINGS INC	COMMON STOCK	$899K	0.5%	13,406 SH	New
PEPSICO INC	COMMON STOCK	$1.8M	0.9%	13,161 SH	New
PRINCIPAL FINANCIAL GROUP INC	COMMON STOCK	$249K	0.1%	3,000 SH	New
PROCTER & GAMBLE CO	COMMON STOCK	$353K	0.2%	2,300 SH	New
PRUDENTIAL FINL INC	COMMON STOCK	$1.5M	0.7%	14,175 SH	New
QUALCOMM INC	COMMON STOCK	$4.6M	2.3%	27,657 SH	New
REALTY INCOME CORP	COMMON STOCK	$1.5M	0.8%	25,348 SH	New
RTX CORP	COMMON STOCK	$3.9M	2.0%	23,281 SH	New
S&P GLOBAL INC	COMMON STOCK	$231K	0.1%	474 SH	New
SCHLUMBERGER LTD	COMMON STOCK	$956K	0.5%	27,821 SH	New
SCHWAB U.S. LARGE-CAP GROWTH E	OTHER	$1.6M	0.8%	49,413 SH	New
SCHWAB US DVD EQUITY ETF	OTHER	$353K	0.2%	12,930 SH	New
SCHWAB US LARGE CAP VALUE	OTHER	$256K	0.1%	8,781 SH	New
SNAP-ON INC	COMMON STOCK	$1.5M	0.8%	4,425 SH	New
SPDR MSCI ACWI EX-US ETF	OTHER	$453K	0.2%	12,977 SH	New
STATE STR CORP	COMMON STOCK	$2.5M	1.2%	21,423 SH	New
T ROWE PRICE GROUP INC	COMMON STOCK	$1.4M	0.7%	14,052 SH	New
T-MOBILE US INC	COMMON STOCK	$226K	0.1%	944 SH	New
TE CONNECTIVITY PLC	COMMON STOCK	$2.4M	1.2%	10,860 SH	New
TESLA INC	COMMON STOCK	$541K	0.3%	1,216 SH	New
THERMO FISHER SCIENTIFIC INC.	COMMON STOCK	$4.2M	2.1%	8,616 SH	New
TIMKEN CO	COMMON STOCK	$1.4M	0.7%	19,213 SH	New
TRAVELERS COMPANIES INC	COMMON STOCK	$223K	0.1%	800 SH	New
UNION PAC CORP	COMMON STOCK	$2.6M	1.3%	11,015 SH	New
UNITEDHEALTH GROUP INC	COMMON STOCK	$301K	0.2%	871 SH	New
VANGUARD FTSE DEVELOPED MKTS E	OTHER	$1.4M	0.7%	22,949 SH	New
VANGUARD FTSE EMERGING MARKETS	OTHER	$428K	0.2%	7,897 SH	New
VANGUARD GROWTH ETF	OTHER	$1.8M	0.9%	3,813 SH	New
VANGUARD MID CAP ETF	OTHER	$639K	0.3%	2,177 SH	New
VANGUARD REAL ESTATE ETF	OTHER	$292K	0.1%	3,190 SH	New
VANGUARD S&P 500 ETF	OTHER	$260K	0.1%	425 SH	New
VANGUARD SMALL-CAP ETF	OTHER	$1.1M	0.5%	4,173 SH	New
VANGUARD TOT WORLD STK ETF	OTHER	$5.7M	2.9%	41,275 SH	New
VANGUARD TOTAL BOND MARKET ETF	OTHER	$250K	0.1%	3,366 SH	New
VANGUARD VALUE ETF	OTHER	$1.1M	0.5%	5,654 SH	New
VERALTO CORPORATION	COMMON STOCK	$2.1M	1.0%	19,397 SH	New
VERIZON COMMUNICATIONS INC	COMMON STOCK	$1.6M	0.8%	36,506 SH	New
VISA INC - CLASS A	COMMON STOCK	$597K	0.3%	1,750 SH	New
WABTEC CORP	COMMON STOCK	$2.0M	1.0%	10,036 SH	New
WALMART INC	COMMON STOCK	$4.8M	2.4%	46,610 SH	New
WASTE CONNECTIONS INC	COMMON STOCK	$819K	0.4%	4,658 SH	New
WELLS FARGO & CO NEW	COMMON STOCK	$478K	0.2%	5,699 SH	New

Sold (vs prior filing)

3M CO — $32K
ABBOTT LABORATORIES — $2.2M
ABBVIE INC — $3.9M
ACCENTURE PLC IRELAND — $11K
ADAMS DIVERSIFIED EQUITY FD — $69K
ADVANCED MICRO DEVICES INC — $157K
AFLAC INC — $3.8M
AGNICO EAGLE MINES LTD — $42K
AIR PRODUCTS AND CHEMICALS I — $9K
ALAMOS GOLD INC — $1K
ALLIANT ENERGY CORP — $201K
ALLSTATE CORP — $23K
ALNYLAM PHARMACEUTICALS INC — $602K
ALPHABET INC — $10.5M
ALPHABET INC — $925K
ALTRIA GROUP INC — $128K
AMAZON COM INC — $2.3M
AMDOCS LTD — $2K
AMENTUM HOLDINGS INC — $537K
AMERICAN CENTY ETF TR — $1.3M
… and 267 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001105909-26-000001	$203.0M	View
Oct 14, 2025	Q3 2025	13F-HR	0001105909-25-000005	$198.9M	View
Sep 18, 2026