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Home > Institutional Investor > Security National Bank Of So Dak > Profile

Instuitional Investor - Security National Bank Of So Dak

Fund Profile
Filing Period:
Fund Name: Security National Bank Of So Dak
Portfolio Value $135,758,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 49,553 $8,483,969 6.24%
2.
Microsoft Corp
 MSFT 20,592 $6,501,924 4.78%
3.
Berkshire Hathaway Inc
 BRK.A 14,904 $5,220,872 3.84%
4.
Thermo Fisher Scientific Inc.
 TMO 8,439 $4,271,569 3.14%
5.
Alphabet Inc.
 GOOG 29,354 $3,841,265 2.82%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)