Security National Bank holds a diversified book of 392 stocks worth $837.9M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Forgent Power Solutions Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Security National Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $529.2B |
| Royal Bank Of Canada | 79 / 80 | $156.9B |
| Wells Fargo & Company | 79 / 80 | $152.8B |
| LPL Financial LLC | 79 / 80 | $69.7B |
| Osaic Holdings, Inc. | 79 / 80 | $15.8B |
| Envestnet Asset Management Inc | 78 / 80 | $80.1B |
| Integrated Wealth Concepts LLC | 78 / 80 | $3.5B |
| JPMorgan Chase & Co | 77 / 80 | $494.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Security National Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $83.7M | 418.1K | 10.0% | ▼−1.4% Reduced · −6K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $46.4M | 62 | 5.5% | —Held | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $35.1M | 70.2K | 4.2% | ▲+1.5% Added · +1K sh | |
| 4 | Apple Inc COM | $32.1M | 111.0K | 3.8% | ▼−0.5% Reduced · −567 sh | |
| 5 | Murphy USA Inc COM | $29.8M | 55.3K | 3.6% | ▲+5.2% Added · +3K sh | |
| 6 | Palo Alto Networks Inc COM | $28.9M | 84.9K | 3.5% | ▲+2.8% Added · +2K sh | |
| 7 | ASML Hldg NV N Y REGISTRY SHS | $23.9M | 12.0K | 2.8% | ▲+2.0% Added · +232 sh | |
| 8 | Corning Inc COM | $21.2M | 83.1K | 2.5% | ▲+3.5% Added · +3K sh | |
| 9 | Kla Corp COM NEW | $20.8M | 69.0K | 2.5% | ▲10× Added · +62K sh | |
| 10 | Amazon Com Inc COM | $19.8M | 82.9K | 2.4% | ▲+4.0% Added · +3K sh | |
| 11 | Microsoft Corp COM | $19.7M | 52.7K | 2.3% | ▲+5.0% Added · +3K sh | |
| 12 | Alphabet Inc CAP STK CL A | $17.8M | 49.8K | 2.1% | ▲+4.8% Added · +2K sh | |
| 13 | RTX Corporation COM | $15.2M | 80.3K | 1.8% | ▲+10.0% Added · +7K sh | |
| 14 | Visa Inc COM CL A | $15.0M | 43.7K | 1.8% | ▲+7.0% Added · +3K sh | |
| 15 | JPMorgan Chase & Co COM | $14.3M | 43.6K | 1.7% | ▲+10% Added · +4K sh | |
| 16 | Vaneck Merk Gold ETF GOLD SHS | $12.4M | 322.0K | 1.5% | ▲+14% Added · +39K sh | |
| 17 | SPDR Series Trust STATE STRET SPDR | $12.3M | 650.3K | 1.5% | ▲+0.2% Added · +2K sh | |
| 18 | J P Morgan Exchange Traded F INTL HDGD EQT LA | $11.9M | 214.5K | 1.4% | ▼−17% Reduced · −45K sh | |
| 19 | Broadcom Inc COM | $11.7M | 30.9K | 1.4% | ▲+35% Added · +8K sh | |
| 20 | Ishares TR CORE S&P500 ETF | $11.5M | 15.3K | 1.4% | ▲+7.3% Added · +1K sh | |
| 21 | Forgent Power Solutions Inc COM SHS CL A | $11.2M | 199.7K | 1.3% | ▲New New position | |
| 22 | Lowes Cos Inc COM | $11.0M | 49.9K | 1.3% | ▲+8.8% Added · +4K sh | |
| 23 | 2023 ETF Series Trust BRANDES INTERNAT | $10.8M | 256.4K | 1.3% | ▲+13% Added · +30K sh | |
| 24 | Meritage Homes Corp COM | $10.4M | 123.5K | 1.2% | —Held | |
| 25 | Southern Copper Corp COM | $10.2M | 58.8K | 1.2% | ▲+8.7% Added · +5K sh | |
| 26 | Stryker Corporation COM | $9.9M | 31.4K | 1.2% | ▲+8.7% Added · +3K sh | |
| 27 | NextEra Energy Inc COM | $9.9M | 112.6K | 1.2% | ▲+11% Added · +11K sh | |
| 28 | BlackRock Inc COM | $9.4M | 9.8K | 1.1% | ▲+9.8% Added · +876 sh | |
| 29 | Amplify ETF TR CWP ENHANCED DIV | $8.7M | 190.0K | 1.0% | ▲+7.8% Added · +14K sh | |
| 30 | Valmont Inds Inc COM | $8.7M | 15.0K | 1.0% | ▲+34% Added · +4K sh | |
| 31 | International Business Machs COM | $8.5M | 30.1K | 1.0% | ▲+26% Added · +6K sh | |
| 32 | Green Brick Partners Inc COM | $8.4M | 104.8K | 1.0% | ▲+13% Added · +12K sh | |
| 33 | Costco Wholesale Corporation COM | $7.8M | 8.4K | 0.9% | ▲+14% Added · +1K sh | |
| 34 | Deere & Co COM | $7.7M | 12.1K | 0.9% | ▲+18% Added · +2K sh | |
| 35 | Diamondback Energy Inc COM | $7.5M | 42.8K | 0.9% | ▲+28% Added · +9K sh | |
| 36 | Hubbell Inc COM | $7.4M | 14.1K | 0.9% | ▲+21% Added · +2K sh | |
| 37 | Nvent Elec PLC SHS | $7.3M | 43.1K | 0.9% | ▼−10% Reduced · −5K sh | |
| 38 | Thermo Fisher Scientific Inc COM | $7.1M | 14.1K | 0.8% | ▲+19% Added · +2K sh | |
| 39 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $6.8M | 134.4K | 0.8% | ▲+4.8% Added · +6K sh | |
| 40 | Synopsys Inc COM | $6.7M | 15.1K | 0.8% | ▲+17% Added · +2K sh | |
| 41 | Murphy Oil Corp COM | $6.5M | 198.4K | 0.8% | ▲+0.3% Added · +550 sh | |
| 42 | Vanguard Index FDS EXTEND MKT ETF | $6.4M | 26.2K | 0.8% | ▼−0.5% Reduced · −119 sh | |
| 43 | Sharkninja Inc COM SHS | $6.4M | 41.7K | 0.8% | ▲+39% Added · +12K sh | |
| 44 | Caterpillar Inc COM | $5.9M | 5.5K | 0.7% | ▼−0.8% Reduced · −42 sh | |
| 45 | Vanguard Index FDS MID CAP ETF | $5.5M | 68.8K | 0.7% | ▲New New position | |
| 46 | Caseys Gen Stores Inc COM | $4.9M | 6.2K | 0.6% | ▼−4.7% Reduced · −304 sh | |
| 47 | Trimble Inc COM | $4.8M | 93.2K | 0.6% | ▲+22% Added · +17K sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $4.1M | 6.0K | 0.5% | ▼−3.5% Reduced · −216 sh | |
| 49 | Vanguard Index FDS TOTAL STK MKT | $4.0M | 10.7K | 0.5% | ▼−2.0% Reduced · −224 sh | |
| 50 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.9M | 69.4K | 0.5% | ▼−0.1% Reduced · −64 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1719739/holdings"
Use Arkolith to show Security National Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.