SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Diversified Active

CIK: 0000894309 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 18, 2016

Total Value ($000): $88,393 (100.0% shares, 0.0% debt)

Holdings (70)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 3.4%
Value ($000) $3,009 Shares 20,777 Est. Cost $111.30 Unrealized +28.4%
XOM EXXON MOBIL CORP 3.1%
Value ($000) $2,780 Shares 29,665 Est. Cost $55.26 Unrealized +4.7%
TMO THERMO FISHER SCIENTIFIC INC. 3.1%
Value ($000) $2,740 Shares 18,543 Est. Cost $79.76 Unrealized +80.0%
FISV FISERV INC 3.0%
Value ($000) $2,629 Shares 24,184 Est. Cost $24.52 Unrealized +109.9%
MDT MEDTRONIC PLC 2.9%
Value ($000) $2,533 Shares 29,197 Est. Cost $58.89 Unrealized +7.9%
DHR DANAHER CORP 2.8%
Value ($000) $2,517 Shares 24,920 Est. Cost $33.92 Unrealized +18.2%
T AT & T INC 2.8%
Value ($000) $2,490 Shares 57,631 Est. Cost $11.75 Unrealized +28.6%
NKE NIKE INC CL B 2.8%
Value ($000) $2,482 Shares 44,969 Est. Cost $41.67 Unrealized +20.7%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $2,393 Shares 19,722 Est. Cost $60.97 Unrealized +42.8%
DLR DIGITAL RLTY TR INC 2.6%
Value ($000) $2,258 Shares 20,714 Est. Cost $37.23 Unrealized +82.2%
AWK AMERICAN WTR WKS CO INC 2.5%
Value ($000) $2,212 Shares 26,175 Est. Cost $32.32 Unrealized +91.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 2.5%
Value ($000) $2,170 Shares 10 Est. Cost $183672.33 Unrealized +16.8%
GENERAL ELEC CO 2.1%
Value ($000) $1,863 Shares 59,205 Est. Cost $24.34 Unrealized
LABORATORY CORP AMER HLDGS 2.1%
Value ($000) $1,846 Shares 14,171 Est. Cost $99.05 Unrealized
PEP PEPSICO INC 2.1%
Value ($000) $1,834 Shares 17,311 Est. Cost $57.29 Unrealized +34.5%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $1,794 Shares 32,122 Est. Cost $27.93 Unrealized +12.7%
JACOBS ENGR GROUP INC 2.0%
Value ($000) $1,739 Shares 34,902 Est. Cost $49.60 Unrealized
KO COCA-COLA CO 1.7%
Value ($000) $1,530 Shares 33,766 Est. Cost $27.77 Unrealized +19.9%
XRAY DENTSPLY SIRONA INC 1.7%
Value ($000) $1,460 Shares 23,520 Est. Cost $58.93 Unrealized +4.4%
OXY OCCIDENTAL PETE CORP 1.6%
Value ($000) $1,458 Shares 19,300 Est. Cost $58.23 Unrealized -2.6%
MKC MCCORMICK & CO INC 1.6%
Value ($000) $1,454 Shares 13,630 Est. Cost $27.95 Unrealized +45.5%
UNP UNION PAC CORP 1.6%
Value ($000) $1,431 Shares 16,404 Est. Cost $66.07 Unrealized +3.3%
DVY ISHARES DOW JONES SELECT DIV I 1.6%
Value ($000) $1,418 Shares 16,625 Est. Cost $64.66 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $1,391 Shares 27,189 Est. Cost $27.62 Unrealized +66.5%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $1,370 Shares 18,712 Est. Cost $45.07 Unrealized +26.2%
GIS GENERAL MLS INC 1.5%
Value ($000) $1,356 Shares 19,001 Est. Cost $32.44 Unrealized +40.1%
DU PONT E I DE NEMOURS & CO 1.5%
Value ($000) $1,338 Shares 20,653 Est. Cost $54.72 Unrealized
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $1,258 Shares 12,079 Est. Cost $49.85 Unrealized +67.1%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $1,246 Shares 12,157 Est. Cost $95.89 Unrealized
AEGION CORP 1.4%
Value ($000) $1,242 Shares 63,684 Est. Cost $20.41 Unrealized
APACHE CORP 1.4%
Value ($000) $1,198 Shares 21,510 Est. Cost $65.30 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $1,198 Shares 12,539 Est. Cost $18.36 Unrealized +23.2%
AFL AFLAC INC 1.3%
Value ($000) $1,183 Shares 16,387 Est. Cost $21.15 Unrealized +29.0%
HD HOME DEPOT INC 1.3%
Value ($000) $1,170 Shares 9,164 Est. Cost $57.76 Unrealized +81.7%
ORCL ORACLE CORP 1.3%
Value ($000) $1,167 Shares 28,509 Est. Cost $27.81 Unrealized +24.4%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,153 Shares 4,643 Est. Cost $72.34 Unrealized +152.1%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $1,144 Shares 10,918 Est. Cost $70.15 Unrealized -4.8%
AAP ADVANCE AUTO PARTS INC 1.2%
Value ($000) $1,028 Shares 6,364 Est. Cost $72.02 Unrealized +87.8%
STT STATE STR CORP 1.1%
Value ($000) $1,009 Shares 18,717 Est. Cost $45.31 Unrealized -0.4%
WMT WAL MART STORES INC 1.1%
Value ($000) $1,004 Shares 13,753 Est. Cost $19.91 Unrealized -2.0%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $999 Shares 12,635 Est. Cost $69.93 Unrealized -16.7%
OMC OMNICOM GROUP INC 1.1%
Value ($000) $988 Shares 12,125 Est. Cost $42.88 Unrealized +39.1%
ABBV ABBVIE INC 1.1%
Value ($000) $973 Shares 15,722 Est. Cost $27.65 Unrealized +48.1%
INVESTORS REAL ESTATE TRUST 1.1%
Value ($000) $970 Shares 149,858 Est. Cost $8.17 Unrealized
WAB WABTEC CORP 1.1%
Value ($000) $929 Shares 13,240 Est. Cost $73.44 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 1.0%
Value ($000) $912 Shares 12,510 Est. Cost $50.88 Unrealized +3.0%
MCK MCKESSON CORP 1.0%
Value ($000) $868 Shares 4,650 Est. Cost $208.42 Unrealized -22.0%
PRAXAIR INC 1.0%
Value ($000) $864 Shares 7,689 Est. Cost $117.04 Unrealized
CMI CUMMINS INC 1.0%
Value ($000) $849 Shares 7,557 Est. Cost $92.37 Unrealized -5.1%
IBM INTERNATIONAL BUSINESS MACHS C 0.9%
Value ($000) $831 Shares 5,473 Est. Cost $103.63 Unrealized -8.2%
HILLENBRAND INC 0.9%
Value ($000) $823 Shares 27,414 Est. Cost $33.96 Unrealized
TD TORONTO DOMINION BK 0.9%
Value ($000) $792 Shares 18,445 Est. Cost $42.86 Unrealized +1.6%
IBB ISHARES NASDAQ BIOTECH INDEX 0.9%
Value ($000) $787 Shares 3,057 Est. Cost $175.03 Unrealized
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $765 Shares 9,815 Est. Cost $60.27 Unrealized 0.0%
TKR TIMKEN CO 0.8%
Value ($000) $727 Shares 23,687 Est. Cost $36.74 Unrealized -8.7%
CA INC 0.8%
Value ($000) $726 Shares 22,110 Est. Cost $31.51 Unrealized
EMR EMERSON ELEC CO 0.8%
Value ($000) $694 Shares 13,306 Est. Cost $41.06 Unrealized +1.2%
ACH OWENS & MINOR INC 0.8%
Value ($000) $684 Shares 18,315 Est. Cost $27.62 Unrealized +20.8%
IP INTERNATIONAL PAPER CO 0.7%
Value ($000) $658 Shares 15,534 Est. Cost $28.35 Unrealized -7.3%
TGT TARGET CORP 0.7%
Value ($000) $656 Shares 9,404 Est. Cost $44.54 Unrealized +26.0%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $529 Shares 7,419 Est. Cost $52.01 Unrealized -5.8%
QCOM QUALCOMM INC 0.6%
Value ($000) $518 Shares 9,672 Est. Cost $46.95 Unrealized -14.2%
PII POLARIS INDS INC 0.5%
Value ($000) $471 Shares 5,760 Est. Cost $135.24 Unrealized -34.5%
BAKER HUGHES INC 0.5%
Value ($000) $466 Shares 10,326 Est. Cost $47.35 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.4%
Value ($000) $378 Shares 9,475 Est. Cost $38.22 Unrealized
PROSHARES ULTRASHORT S&P 500 0.4%
Value ($000) $321 Shares 18,000 Est. Cost $28.33 Unrealized
SUNOCO LOGISTICS PARTNERS L P 0.4%
Value ($000) $312 Shares 10,850 Est. Cost $55.49 Unrealized
ES EVERSOURCE ENERGY 0.3%
Value ($000) $278 Shares 4,636 Est. Cost $36.21 Unrealized +12.1%
TWI TITAN INTL INC 0.1%
Value ($000) $124 Shares 20,000 Est. Cost $13.10 Unrealized -53.2%
ABT ABBOTT LABS 0.0%
Value ($000) $6 Shares 140 Est. Cost $28.85 Unrealized +15.6%