Security National Bank of Sioux City Iowa
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$169.2M
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BKMI
BNY MELLON MUNI INT ETF
Held since at least Q1 2024
6.9%
02
$AAPL
APPLE INC
Held since at least Q1 2024
4.6%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL
Held since at least Q1 2024
3.9%
04
$GOOGL
ALPHABET INC CL A
Held since at least Q1 2024
3.7%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 36.9% (1.15M → 725.6k shares)
3.6%
06
$WMT
WALMART INC
Q1 2026: Exited (was 17.2k shares)
3.2%
07
$BRK/A
BERKSHIRE HATHAWAY INC DEL CL
Held since at least Q1 2024
3.0%
08
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
2.6%
09
$AFL
AFLAC INC
Held since at least Q1 2024
2.1%
10
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.