Security National Bank
413 holdingsFiling period: 2026-03-31Current AUM: $748.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 424.1K | $74.0M | $85.1M | 11.37% | -7,932 | 2026-03-31 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 62 | $44.5M | $44.5M | 5.95% | -- | 2026-03-31 |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 69.2K | $33.1M | $33.1M | 4.43% | -581 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 111.6K | $28.3M | $34.5M | 4.60% | -821 | 2026-03-31 |
| 5 | MUSA | MURPHY USA INC | 52.6K | $26.0M | $32.0M | 4.27% | -27 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 50.2K | $18.6M | $23.3M | 3.12% | +364 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 79.7K | $16.6M | $21.6M | 2.89% | +812 | 2026-03-31 |
| 8 | — | ASML HLDG NV | 11.8K | $15.5M | $15.5M | 2.07% | +74 | 2026-03-31 |
| 9 | RTX | RTX CORPORATION | 73.0K | $14.1M | $15.7M | 2.10% | +1.6K | 2026-03-31 |
| 10 | HOLA | J P MORGAN EXCHANGE TRADED F | 260.0K | $13.7M | $14.6M | 1.95% | -21,884 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 47.5K | $13.7M | $16.9M | 2.26% | +1.0K | 2026-03-31 |
| 12 | PANW | PALO ALTO NETWORKS INC | 82.6K | $13.2M | $27.4M | 3.66% | +195 | 2026-03-31 |
| 13 | OUNZ | VANECK MERK GOLD ETF | 283.0K | $12.7M | $11.0M | 1.47% | +15.6K | 2026-03-31 |
| 14 | TIPX | SPDR SERIES TRUST | 648.7K | $12.4M | $12.1M | 1.62% | +15.2K | 2026-03-31 |
| 15 | V | VISA INC | 40.8K | $12.3M | $15.0M | 2.00% | +1.1K | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 39.5K | $11.6M | $13.9M | 1.86% | +954 | 2026-03-31 |
| 17 | GLW | CORNING INC | 80.2K | $10.9M | $11.1M | 1.48% | +7.7K | 2026-03-31 |
| 18 | LOW | LOWES COS INC | 45.8K | $10.8M | $9.5M | 1.27% | +626 | 2026-03-31 |
| 19 | KLAC | KLA CORP | 6.7K | $9.8M | $1.2M | 0.16% | +80 | 2026-03-31 |
| 20 | SYK | STRYKER CORPORATION | 28.9K | $9.5M | $9.4M | 1.26% | +389 | 2026-03-31 |
| 21 | NEE | NEXTERA ENERGY INC | 101.5K | $9.4M | $8.8M | 1.18% | +2.1K | 2026-03-31 |
| 22 | IVV | ISHARES TR | 14.3K | $9.3M | $10.7M | 1.43% | +836 | 2026-03-31 |
| 23 | BINV | 2023 ETF SERIES TRUST | 226.3K | $9.3M | $10.2M | 1.36% | +14.5K | 2026-03-31 |
| 24 | SCCO | SOUTHERN COPPER CORP | 54.1K | $9.3M | $9.9M | 1.32% | +948 | 2026-03-31 |
| 25 | BLK | BLACKROCK INC | 8.9K | $8.6M | $9.7M | 1.30% | +1.4K | 2026-03-31 |
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