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Home > Institutional Investor > Security National Bank > Profile

Instuitional Investor - Security National Bank

Fund Profile
Filing Period:
Fund Name: Security National Bank
Portfolio Value $700,925,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 248,667 $146,385,290 20.88%
2.
Nvidia Corp
 NVDA 489,066 $65,676,674 9.36%
3.
Berkshire Hathaway Inc
 BRK.A 53 $36,088,760 5.14%
4.
Berkshire Hathaway Inc
 BRK.A 65,787 $29,819,931 4.25%
5.
Apple Inc.
 AAPL 117,433 $29,407,572 4.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)