CIK 1719739
Security National Bank
Institutional 13F holdings & portfolio
Holdings
373
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 373
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UGI | UGI CORP NEW | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 1K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 1K | $100K–$500K | SH |
| ILCB | ISHARES TR | 1K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 320 | $100K–$500K | SH |
| ISTB | ISHARES TR | 2K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 1K | $100K–$500K | SH |
| COLD | AMERICOLD REALTY TRUST INC | 8K | $100K–$500K | SH |
| T | AT&T INC | 4K | $100K–$500K | SH |
| PCAR | PACCAR INC | 920 | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 4K | $50K–$100K | SH |
| PH | PARKER-HANNIFIN CORP | 111 | $50K–$100K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 2K | $50K–$100K | SH |
| BOND | PIMCO ETF TR | 1K | $50K–$100K | SH |
| AMP | AMERIPRISE FINL INC | 191 | $50K–$100K | SH |
| IWR | ISHARES TR | 960 | $50K–$100K | SH |
| AGG | ISHARES TR | 924 | $50K–$100K | SH |
| FSV | FIRSTSERVICE CORP NEW | 553 | $50K–$100K | SH |
| DLX | DELUXE CORP | 4K | $50K–$100K | SH |
| LIN | LINDE PLC | 200 | $50K–$100K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 960 | $50K–$100K | SH |
| WFC | WELLS FARGO CO NEW | 896 | $50K–$100K | SH |
| CIGI | COLLIERS INTL GROUP INC | 553 | $50K–$100K | SH |
| FISV | FISERV INC | 1K | $50K–$100K | SH |
| XLU | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| IDEV | ISHARES TR | 976 | $50K–$100K | SH |
| VTEB | VANGUARD MUN BD FDS | 2K | $50K–$100K | SH |
| OMC | OMNICOM GROUP INC | 947 | $50K–$100K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 1K | $50K–$100K | SH |
| PAYX | PAYCHEX INC | 640 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 1K | $50K–$100K | SH |
| WEN | WENDYS CO | 8K | $50K–$100K | SH |
| HTGC | HERCULES CAPITAL INC | 4K | $50K–$100K | SH |
| IGSB | ISHARES TR | 1K | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 426 | $50K–$100K | SH |
| XLRE | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| SFD | SMITHFIELD FOODS INC | 3K | $50K–$100K | SH |
| AMCR | AMCOR PLC | 8K | $50K–$100K | SH |
| KBDC | KAYNE ANDERSON BDC INC | 4K | $50K–$100K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 130 | $50K–$100K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 2K | $50K–$100K | SH |
| LQD | ISHARES TR | 560 | $50K–$100K | SH |
| ARCC | ARES CAPITAL CORP | 3K | $50K–$100K | SH |
| TROW | PRICE T ROWE GROUP INC | 600 | $50K–$100K | SH |
| CGBD | CARLYLE SECURED LENDING INC | 5K | $50K–$100K | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 4K | $50K–$100K | SH |
| APLE | APPLE HOSPITALITY REIT INC | 5K | $50K–$100K | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 5K | $50K–$100K | SH |
| BDX | BECTON DICKINSON & CO | 295 | $50K–$100K | SH |
| NKE | NIKE INC | 894 | $50K–$100K | SH |