Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
SECURITY NATIONAL BANK OF SO DAK (CIK 1105909) reported $216.6M across 287 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BKMI ($12.5M, 5.75%), AAPL ($11.1M, 5.14%), GOOGL ($10.5M, 4.87%), MSFT ($7.1M, 3.26%), VT ($6.4M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKMI | BNY MELLON ETF TRUST II | $12.5M | 5.75% | 471,246 | Added |
| 2 | AAPL | APPLE INC | $11.1M | 5.14% | 38,468 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $10.5M | 4.87% | 29,509 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $7.1M | 3.26% | 18,949 | Trimmed |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | $6.4M | 2.97% | 40,990 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.2M | 2.86% | 12,365 | Trimmed |
| 7 | QCOM | QUALCOMM INC | $5.0M | 2.32% | 27,224 | Trimmed |
| 8 | WMT | WALMART INC | $4.6M | 2.12% | 40,445 | Trimmed |
| 9 | CMI | CUMMINS INC | $4.5M | 2.08% | 6,305 | Trimmed |
| 10 | LRCX | LAM RESEARCH CORP | $4.3M | 1.98% | 9,900 | Added |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $4.3M | 1.97% | 8,489 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.93% | 16,469 | Trimmed |
| 13 | ORCL | ORACLE CORP | $4.1M | 1.88% | 27,803 | Trimmed |
| 14 | ABBV | ABBVIE INC | $3.9M | 1.80% | 15,494 | Trimmed |
| 15 | AFL | AFLAC INC | $3.8M | 1.73% | 32,010 | Trimmed |
| 16 | RTX | RTX CORPORATION | $3.7M | 1.70% | 19,430 | Trimmed |
| 17 | NUE | NUCOR CORP | $3.5M | 1.60% | 15,569 | Trimmed |
| 18 | STT | STATE STR CORP | $3.4M | 1.56% | 19,905 | Trimmed |
| 19 | LIN | LINDE PLC | $3.2M | 1.47% | 6,143 | Trimmed |
| 20 | XOMXXXX | EXXON MOBIL CORP | $3.2M | 1.46% | 23,062 | Trimmed |
| 21 | UNP | UNION PAC CORP | $2.9M | 1.36% | 10,813 | Trimmed |
| 22 | J | JACOBS SOLUTIONS INC | $2.8M | 1.28% | 21,969 | Added |
| 23 | DLR | DIGITAL RLTY TR INC | $2.6M | 1.20% | 14,482 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.18% | 7,839 | Trimmed |
| 25 | HD | HOME DEPOT INC | $2.5M | 1.14% | 7,021 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30