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Home > Institutional Investor > Security National Bank Of Sioux City Iowa > Profile

Instuitional Investor - Security National Bank Of Sioux City Iowa

Fund Profile
Filing Period:
Fund Name: Security National Bank Of Sioux City Iowa
Portfolio Value $169,162,786
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bny Mellon Muni Int Etf
 446,726 $11,659,817 6.89%
2.
Apple Inc.
 AAPL 30,634 $7,774,603 4.6%
3.
Berkshire Hathaway Inc
 BRK-B 13,861 $6,642,191 3.93%
4.
Alphabet Inc.
 GOOGL 21,486 $6,178,514 3.65%
5.
Microsoft Corp
 MSFT 16,459 $6,092,629 3.6%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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