Security National Bank
CIK 1719739 · Holdings on Sep 30, 2023 · First reported Oct 20, 2023
Top ten holdings
Q3 2023- NVDA8.04%
- BRK.B6.40%
- AAPL5.87%
- MUSA4.69%
- MSFT3.92%
- LOW2.75%
- PANW2.58%
- AMZN2.58%
- V2.48%
- MUR2.46%
Share classes counted separately41.77%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPCommon Stock View history and evidence | $28.64M | 8.04% | 66.47K shares | — | ↗▾ | |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCommon Stock View history and evidence | $22.82M | 6.40% | 63.92K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INCCommon Stock View history and evidence | $20.93M | 5.87% | 122.60K shares | — | ↗▾ | |
| 04 | MUSAMURPHY USA INCCommon Stock View history and evidence | $16.71M | 4.69% | 48.41K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $13.96M | 3.92% | 44.52K shares | — | ↗▾ | |
| 06 | LOWLOWE'S COS INCCommon Stock View history and evidence | $9.78M | 2.75% | 47.09K shares | — | ↗▾ | |
| 07 | PANWPALO ALTO NETWORKS INCCommon Stock View history and evidence | $9.20M | 2.58% | 39.10K shares | — | ↗▾ | |
| 08 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $9.18M | 2.58% | 72.85K shares | — | ↗▾ | |
| 09 | VVISA INC-CLASS A SHARESCommon Stock View history and evidence | $8.83M | 2.48% | 38.13K shares | — | ↗▾ | |
| 10 | MURMURPHY OIL CORPCommon Stock View history and evidence | $8.75M | 2.46% | 189.39K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RMD RESMED INC | Non-derivative | — | — | SEC filing ↗ | |
| SH PROSHARES SHORT S&P500 | Non-derivative | — | — | SEC filing ↗ | |
| DVN DEVON ENERGY CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1719739 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 356363876
}Research all 102 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.