Security National Bank Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
|
+$14.8M |
| 2 |
Brandes International ETF
BINV
|
+$8.31M |
| 3 |
Corning
GLW
|
+$4.83M |
| 4 |
RTX Corp
RTX
|
+$2.69M |
| 5 |
SharkNinja
SN
|
+$2.18M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoetis
ZTS
|
+$6.59M |
| 2 |
NVIDIA
NVDA
|
+$4.77M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.44M |
| 4 |
Vitesse Energy
VTS
|
+$1.11M |
| 5 |
Camden Property Trust
CPT
|
+$857K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.35% |
| 2 | Financials | 19.37% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Industrials | 7.51% |
| 5 | Healthcare | 4.65% |
Similar funds
Security National Bank's Q4 2025 Portfolio in Review
As of Q4 2025, Security National Bank held 402 positions worth $698M, up 6.8% from $653M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Security National Bank deployed $32.1M of net new capital in Q4 2025, opening 24 new positions and adding to 89 existing holdings. Its largest new stake was JPMorgan International Hedged Equity Laddered Overlay ETF: 281,899 shares worth $14.7M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Zoetis, an estimated $6.59M trimmed.
- Security National Bank's largest Q4 2025 buy was JPMorgan International Hedged Equity Laddered Overlay ETF: 281,899 shares worth $14.7M.
- Security National Bank added most to Corning in Q4 2025, an estimated $4.83M increase.
- Security National Bank's biggest Q4 2025 reduction was Zoetis, cutting an estimated $6.59M.
- Security National Bank fully exited Camden Property Trust in Q4 2025, selling an estimated $857K.
- Security National Bank's ten largest holdings make up 43% of its $698M portfolio in Q4 2025.
- Security National Bank opened 24 new positions and closed 29 in Q4 2025.
- Security National Bank's portfolio value rose 6.8% quarter-over-quarter to $698M.
Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.