Fund Holdings

Security National Bank

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 410 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
J P MORGAN EXCHANGE TRADED F0281,899+281,899014,726,404+14,726,404
2023 ETF SERIES TRUST0211,795+211,79508,501,451+8,501,451
CORNING INC16,46772,523+56,0561,350,7886,350,114+4,999,326
SIMPLIFY EXCHANGE TRADED FUN0199,112+199,11204,434,224+4,434,224
RTX CORPORATION55,98471,452+15,4689,367,80313,104,297+3,736,494
T1 ENERGY INC781,315781,31501,703,2675,219,184+3,515,917
ALPHABET INC45,84246,515+67311,144,19114,559,195+3,415,004
SHARKNINJA INC022,117+22,11702,474,892+2,474,892
VANECK MERK GOLD ETF235,510267,425+31,9158,758,61711,092,789+2,334,172
INTERNATIONAL BUSINESS MACHS15,88922,011+6,1224,483,2416,519,878+2,036,637
APPLE INC112,169112,396+22728,561,59330,555,976+1,994,383
ISHARES TR11,03713,474+2,4377,387,0649,228,882+1,841,818
SPROTT ASSET MANAGEMENT LP050,943+50,94301,682,138+1,682,138
THERMO FISHER SCIENTIFIC INC11,30211,711+4095,481,6966,785,939+1,304,243
SOUTHERN COPPER CORP52,18553,155+9706,333,1727,626,148+1,292,976
ASML HOLDING N V11,60311,687+8411,232,74812,503,454+1,270,706
AMAZON COM INC77,24178,860+1,61916,959,80618,202,465+1,242,659
T1 ENERGY INC1,035,4841,035,484082,8391,206,339+1,123,500
KLA CORP6,4326,589+1576,937,5558,006,163+1,068,608
ELI LILLY & CO1,7602,172+4121,342,8802,334,205+991,325
CATERPILLAR INC4,7285,648+9202,255,9663,235,570+979,604
MURPHY USA INC52,62052,620020,430,24121,233,222+802,981
WEC ENERGY GROUP INC9,55517,027+7,4721,094,9071,795,667+700,760
FIRST TR EXCHANGE TRADED FD39643,343+42,9476,017679,142+673,125
CHUBB LIMITED9,01810,045+1,0272,545,3313,135,245+589,914
ISHARES TR15,50019,933+4,4331,871,1602,456,941+585,781
NEXTERA ENERGY INC98,00899,450+1,4427,398,6247,983,846+585,222
MURPHY OIL CORP199,471199,47105,666,9726,233,469+566,497
MARRIOTT INTL INC NEW1,7283,187+1,459450,041988,735+538,694
VISA INC39,30339,792+48913,417,25813,955,453+538,195
ALPHABET INC6,6736,873+2001,625,2092,156,747+531,538
INTUITIVE SURGICAL INC8521,521+669381,040861,433+480,393
ABRDN SILVER ETF TRUST20,46820,534+66910,4171,388,920+478,503
INVESCO QQQ TR2,6453,255+6101,587,9781,999,579+411,601
MASTERCARD INCORPORATED5,2465,940+6942,983,9773,391,027+407,050
SALESFORCE INC1,2402,638+1,398293,880698,833+404,953
ROYAL CARIBBEAN GROUP1,5033,128+1,625486,341872,462+386,121
BROADCOM INC23,11723,149+327,626,5308,011,869+385,339
HUBBELL INC10,59511,053+4584,559,1354,908,748+349,613
GOLDMAN SACHS ETF TR5,8749,918+4,044499,525844,220+344,695
STARBUCKS CORP3,9957,772+3,777337,977654,480+316,503
DEVON ENERGY CORP NEW8,38716,311+7,924294,048597,472+303,424
SPDR SERIES TRUST611,789633,464+21,67511,801,41012,086,494+285,084
J P MORGAN EXCHANGE TRADED F33,61638,106+4,4901,933,5922,214,721+281,129
JPMORGAN CHASE & CO.38,49738,558+6112,143,10912,424,159+281,050
JOHNSON & JOHNSON15,62115,213-4082,896,4453,148,331+251,886
J P MORGAN EXCHANGE TRADED F19,89123,250+3,3591,292,9151,544,498+251,583
AMPLIFY ETF TR165,499171,320+5,8217,376,2907,623,740+247,450
J P MORGAN EXCHANGE TRADED F114,002118,610+4,6085,783,3216,000,479+217,158
ISHARES TR5691,559+990117,504330,617+213,113
CASEYS GEN STORES INC5,8676,383+5163,316,7323,527,948+211,216
DIAMONDBACK ENERGY INC30,10630,057-494,308,1684,518,469+210,301
DEERE & CO9,6329,897+2654,404,3284,607,746+203,418
ISHARES TR8,54611,268+2,722555,575756,421+200,846
ISHARES TR100491+39146,841232,390+185,549
ISHARES TR2,9715,431+2,460218,161397,604+179,443
VALMONT INDS INC11,24011,24004,358,0854,522,077+163,992
NVENT ELECTRIC PLC44,21544,332+1174,361,3684,520,534+159,166
CADENCE BANK29,82929,82901,119,7811,277,874+158,093
BANK AMERICA CORP3,4885,978+2,490179,946328,790+148,844
WASTE MGMT INC DEL12,04512,769+7242,659,8972,805,477+145,580
ISHARES SILVER TR4,8754,925+50206,554317,269+110,715
ENERGY TRANSFER L P4006,996+6,5966,864115,364+108,500
ANTERO MIDSTREAM CORP7,50014,209+6,709145,800252,778+106,978
AMERICOLD REALTY TRUST INC07,994+7,9940102,803+102,803
GXO LOGISTICS INCORPORATED90,57092,824+2,2544,790,2474,886,256+96,009
ISHARES TR0924+924092,289+92,289
GE VERNOVA INC190306+116116,831199,992+83,161
AMGEN INC1,7591,7590496,390575,738+79,348
ABRDN PRECIOUS METALS BASKET1,8651,882+17308,564386,939+78,375
OMNICOM GROUP INC0947+947076,470+76,470
SPDR S&P 500 ETF TR1,0441,129+85695,492769,888+74,396
TAIWAN SEMICONDUCTOR MFG LTD653823+170182,376250,101+67,725
ARES CAPITAL CORP03,041+3,041061,519+61,519
CARLYLE SECURED LENDING INC04,911+4,911061,338+61,338
BAIN CAP SPECIALTY FIN INC04,353+4,353060,550+60,550
ISHARES TR360960+60034,75892,419+57,661
VANECK ETF TRUST4,1024,311+209313,393369,755+56,362
NUCOR CORP1,6681,6680225,897272,067+46,170
CITIGROUP INC3,0003,0000304,500350,070+45,570
FLEXSHARES TR0945+945043,328+43,328
AB ACTIVE ETFS INC0411+411042,913+42,913
DANAHER CORPORATION770850+80152,660194,582+41,922
FLEXSHARES TR0500+500040,480+40,480
ISHARES TR13,69713,6970500,625540,347+39,722
BERKSHIRE HATHAWAY INC DEL6262046,760,40046,797,600+37,200
ISHARES TR11,85012,222+372773,331806,652+33,321
HOME DEPOT INC3,1773,836+6591,287,2891,319,968+32,679
EXXON MOBIL CORP8,8628,562-300999,1911,030,351+31,160
SPDR SERIES TRUST0353+353029,123+29,123
ORACLE CORP73253+18020,53149,312+28,781
ISHARES TR0301+301026,927+26,927
US BANCORP DEL5,3355,3350257,841284,676+26,835
VANGUARD MUN BD FDS1,0581,565+50752,97478,704+25,730
MERCK & CO INC1,7731,632-141148,808171,784+22,976
WALMART INC2,7032,7030278,571301,141+22,570
FLEXSHARES TR0350+350021,179+21,179
OLD DOMINION FREIGHT LINE IN1,1801,1800166,120185,024+18,904
AMERICAN EXPRESS CO4644640154,122171,657+17,535
CRESCENT ENERGY COMPANY01,919+1,919016,100+16,100
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