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

Location: Sioux City, IA

CIK: 0000894309 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 15, 2016

Total Value: $89.51M (100.0% shares, 0.0% debt)

Holdings (74)

BRK/A BERKSHIRE HATHAWAY INC DEL CL 3.9%
Value $3.46M Shares 16 Share Price $216250.00 Est. Cost/Share $197051.33 Unrealized @ Report Date +9.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 3.4%
Value $3.023M Shares 20,925 Share Price $144.47 Est. Cost/Share $111.30 Unrealized @ Report Date +29.8%
TMO THERMO FISHER SCIENTIFIC INC. 3.2%
Value $2.896M Shares 18,211 Share Price $159.02 * Est. Cost/Share $79.76 Unrealized @ Report Date +94.4%
XOM EXXON MOBIL CORP 2.9%
Value $2.565M Shares 29,383 Share Price $87.30 * Est. Cost/Share $55.26 Unrealized @ Report Date +4.6%
MDT MEDTRONIC PLC 2.8%
Value $2.519M Shares 29,150 Share Price $86.42 * Est. Cost/Share $58.89 Unrealized @ Report Date +16.4%
FISV FISERV INC 2.6%
Value $2.346M Shares 23,584 Share Price $99.47 * Est. Cost/Share $24.52 Unrealized @ Report Date +102.8%
NKE NIKE INC CL B 2.6%
Value $2.325M Shares 44,159 Share Price $52.65 * Est. Cost/Share $41.67 Unrealized @ Report Date +12.1%
JNJ JOHNSON & JOHNSON 2.6%
Value $2.291M Shares 19,390 Share Price $118.15 * Est. Cost/Share $60.97 Unrealized @ Report Date +50.0%
DLR DIGITAL RLTY TR INC 2.2%
Value $1.969M Shares 20,274 Share Price $97.12 * Est. Cost/Share $37.23 Unrealized @ Report Date +89.4%
LABORATORY CORP AMER HLDGS 2.2%
Value $1.927M Shares 14,016 Share Price $137.49 Est. Cost/Share $99.05 Unrealized @ Report Date
DHR DANAHER CORP 2.1%
Value $1.924M Shares 24,545 Share Price $78.39 * Est. Cost/Share $33.92 Unrealized @ Report Date +95.8%
PEP PEPSICO INC 2.1%
Value $1.87M Shares 17,195 Share Price $108.75 * Est. Cost/Share $57.29 Unrealized @ Report Date +43.5%
CVS CVS HEALTH CORP 2.1%
Value $1.844M Shares 20,727 Share Price $88.97 * Est. Cost/Share $70.89 Unrealized @ Report Date -5.7%
JACOBS ENGR GROUP INC 2.0%
Value $1.786M Shares 34,527 Share Price $51.73 Est. Cost/Share $49.60 Unrealized @ Report Date
T AT & T INC 2.0%
Value $1.766M Shares 43,477 Share Price $40.62 * Est. Cost/Share $11.75 Unrealized @ Report Date +34.6%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value $1.662M Shares 31,969 Share Price $51.99 * Est. Cost/Share $27.93 Unrealized @ Report Date +14.1%
UNP UNION PAC CORP 1.8%
Value $1.633M Shares 16,744 Share Price $97.53 * Est. Cost/Share $66.27 Unrealized @ Report Date +19.9%
GENERAL ELEC CO 1.7%
Value $1.554M Shares 52,440 Share Price $29.63 Est. Cost/Share $24.34 Unrealized @ Report Date
MSFT MICROSOFT CORP 1.7%
Value $1.554M Shares 26,973 Share Price $57.61 * Est. Cost/Share $27.62 Unrealized @ Report Date +86.4%
KO COCA-COLA CO 1.6%
Value $1.427M Shares 33,722 Share Price $42.32 * Est. Cost/Share $27.77 Unrealized @ Report Date +13.9%
ITW ILLINOIS TOOL WKS INC 1.6%
Value $1.414M Shares 11,799 Share Price $119.84 * Est. Cost/Share $49.85 Unrealized @ Report Date +93.3%
OXY OCCIDENTAL PETE CORP 1.6%
Value $1.407M Shares 19,300 Share Price $72.90 * Est. Cost/Share $58.23 Unrealized @ Report Date -3.3%
DVY ISHARES DOW JONES SELECT DIV I 1.6%
Value $1.39M Shares 16,225 Share Price $85.67 Est. Cost/Share $65.32 Unrealized @ Report Date +31.2%
XRAY DENTSPLY SIRONA INC 1.5%
Value $1.383M Shares 23,265 Share Price $59.45 Est. Cost/Share $58.93 Unrealized @ Report Date +0.8%
AAPL APPLE INC 1.5%
Value $1.372M Shares 12,133 Share Price $113.08 * Est. Cost/Share $18.36 Unrealized @ Report Date +41.2%
APACHE CORP 1.5%
Value $1.365M Shares 21,371 Share Price $63.87 Est. Cost/Share $65.30 Unrealized @ Report Date
CL COLGATE PALMOLIVE CO 1.5%
Value $1.365M Shares 18,412 Share Price $74.14 * Est. Cost/Share $45.07 Unrealized @ Report Date +32.3%
DU PONT E I DE NEMOURS & CO 1.5%
Value $1.361M Shares 20,328 Share Price $66.95 Est. Cost/Share $54.72 Unrealized @ Report Date
MKC MCCORMICK & CO INC 1.5%
Value $1.347M Shares 13,480 Share Price $99.93 * Est. Cost/Share $27.95 Unrealized @ Report Date +49.6%
STT STATE STR CORP 1.5%
Value $1.302M Shares 18,702 Share Price $69.62 * Est. Cost/Share $45.31 Unrealized @ Report Date +17.5%
UNITED TECHNOLOGIES CORP 1.4%
Value $1.228M Shares 12,087 Share Price $101.60 Est. Cost/Share $95.89 Unrealized @ Report Date
AEGION CORP 1.4%
Value $1.21M Shares 63,479 Share Price $19.06 Est. Cost/Share $20.41 Unrealized @ Report Date
GIS GENERAL MLS INC 1.3%
Value $1.194M Shares 18,696 Share Price $63.86 * Est. Cost/Share $32.44 Unrealized @ Report Date +41.6%
HD HOME DEPOT INC 1.3%
Value $1.167M Shares 9,069 Share Price $128.68 * Est. Cost/Share $57.76 Unrealized @ Report Date +78.4%
AFL AFLAC INC 1.3%
Value $1.151M Shares 16,017 Share Price $71.86 * Est. Cost/Share $21.15 Unrealized @ Report Date +36.9%
CVX CHEVRON CORPORATION 1.3%
Value $1.139M Shares 11,064 Share Price $102.95 * Est. Cost/Share $70.13 Unrealized @ Report Date -1.1%
ORCL ORACLE CORP 1.3%
Value $1.12M Shares 28,504 Share Price $39.29 * Est. Cost/Share $27.81 Unrealized @ Report Date +22.8%
WAB WABTEC CORP 1.2%
Value $1.113M Shares 13,634 Share Price $81.63 * Est. Cost/Share $73.33 Unrealized @ Report Date +5.4%
OMC OMNICOM GROUP INC 1.1%
Value $1.017M Shares 11,970 Share Price $84.96 * Est. Cost/Share $42.88 Unrealized @ Report Date +43.9%
SLB SCHLUMBERGER LTD 1.1%
Value $992K Shares 12,610 Share Price $78.67 * Est. Cost/Share $69.93 Unrealized @ Report Date -13.7%
WMT WAL MART STORES INC 1.1%
Value $988K Shares 13,693 Share Price $72.15 * Est. Cost/Share $19.91 Unrealized @ Report Date +2.8%
CMI CUMMINS INC 1.1%
Value $987K Shares 7,708 Share Price $128.05 * Est. Cost/Share $92.42 Unrealized @ Report Date +8.7%
ABBV ABBVIE INC 1.1%
Value $979K Shares 15,522 Share Price $63.07 * Est. Cost/Share $27.65 Unrealized @ Report Date +54.9%
PRAXAIR INC 1.0%
Value $932K Shares 7,712 Share Price $120.85 Est. Cost/Share $117.04 Unrealized @ Report Date
AAP ADVANCE AUTO PARTS INC 1.0%
Value $930K Shares 6,234 Share Price $149.18 * Est. Cost/Share $72.02 Unrealized @ Report Date +81.5%
INVESTORS REAL ESTATE TRUST 1.0%
Value $892K Shares 149,858 Share Price $5.95 Est. Cost/Share $8.17 Unrealized @ Report Date
IBB ISHARES NASDAQ BIOTECH INDEX 1.0%
Value $877K Shares 3,032 Share Price $289.25 * Est. Cost/Share $58.17 Unrealized @ Report Date +65.9%
HILLENBRAND INC 1.0%
Value $870K Shares 27,489 Share Price $31.65 Est. Cost/Share $33.96 Unrealized @ Report Date
IBM INTERNATIONAL BUSINESS MACHS C 0.9%
Value $834K Shares 5,252 Share Price $158.80 * Est. Cost/Share $103.63 Unrealized @ Report Date -1.4%
TKR TIMKEN CO 0.9%
Value $829K Shares 23,582 Share Price $35.15 Est. Cost/Share $36.74 Unrealized @ Report Date -4.4%
TROW T ROWE PRICE GROUP INC 0.9%
Value $828K Shares 12,455 Share Price $66.48 * Est. Cost/Share $50.88 Unrealized @ Report Date -6.7%
TD TORONTO DOMINION BK 0.9%
Value $803K Shares 18,095 Share Price $44.38 Est. Cost/Share $42.86 Unrealized @ Report Date +3.6%
INTC INTEL CORP 0.9%
Value $797K Shares 21,135 Share Price $37.71 * Est. Cost/Share $28.62 Unrealized @ Report Date +6.9%
MCK MCKESSON CORP 0.9%
Value $775K Shares 4,650 Share Price $166.67 * Est. Cost/Share $208.42 Unrealized @ Report Date -25.6%
CAH CARDINAL HEALTH INC 0.8%
Value $745K Shares 9,588 Share Price $77.70 * Est. Cost/Share $60.27 Unrealized @ Report Date -1.4%
IP INTERNATIONAL PAPER CO 0.8%
Value $739K Shares 15,409 Share Price $47.96 * Est. Cost/Share $28.35 Unrealized @ Report Date +7.7%
EMR EMERSON ELEC CO 0.8%
Value $728K Shares 13,351 Share Price $54.53 * Est. Cost/Share $41.06 Unrealized @ Report Date +5.2%
CA INC 0.8%
Value $720K Shares 21,765 Share Price $33.08 Est. Cost/Share $31.51 Unrealized @ Report Date
QCOM QUALCOMM INC 0.7%
Value $652K Shares 9,517 Share Price $68.51 * Est. Cost/Share $46.95 Unrealized @ Report Date +13.1%
TGT TARGET CORP 0.7%
Value $647K Shares 9,424 Share Price $68.65 * Est. Cost/Share $44.54 Unrealized @ Report Date +17.4%
ACH OWENS & MINOR INC 0.7%
Value $645K Shares 18,565 Share Price $34.74 * Est. Cost/Share $27.67 Unrealized @ Report Date +13.1%
MAN MANPOWERGROUP INC 0.7%
Value $640K Shares 8,860 Share Price $72.23 * Est. Cost/Share $68.93 Unrealized @ Report Date 0.0%
FTV FORTIVE CORP 0.7%
Value $631K Shares 12,394 Share Price $50.91 * Est. Cost/Share $30.87 Unrealized @ Report Date +0.1%
PRU PRUDENTIAL FINL INC 0.7%
Value $585K Shares 7,168 Share Price $81.61 * Est. Cost/Share $52.01 Unrealized @ Report Date +3.3%
BAKER HUGHES INC 0.6%
Value $523K Shares 10,361 Share Price $50.48 Est. Cost/Share $47.35 Unrealized @ Report Date
LMT LOCKHEED MARTIN CORP 0.5%
Value $479K Shares 2,000 Share Price $239.50 * Est. Cost/Share $72.34 Unrealized @ Report Date +159.1%
PII POLARIS INDS INC 0.5%
Value $437K Shares 5,645 Share Price $77.41 * Est. Cost/Share $135.24 Unrealized @ Report Date -35.8%
PFF ISHARES S&P PREF STK INDX FN 0.4%
Value $374K Shares 9,464 Share Price $39.52 Est. Cost/Share $38.41 Unrealized @ Report Date +2.8%
SUNOCO LOGISTICS PARTNERS L P 0.3%
Value $308K Shares 10,850 Share Price $28.39 Est. Cost/Share $55.49 Unrealized @ Report Date
PROSHARES ULTRASHORT S&P 500 0.3%
Value $295K Shares 18,000 Share Price $16.39 Est. Cost/Share $28.33 Unrealized @ Report Date
ES EVERSOURCE ENERGY 0.3%
Value $251K Shares 4,636 Share Price $54.14 * Est. Cost/Share $36.21 Unrealized @ Report Date +8.9%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value $205K Shares 950 Share Price $215.79 Est. Cost/Share $216.15 Unrealized @ Report Date +0.1%
TWI TITAN INTL INC 0.2%
Value $202K Shares 20,000 Share Price $10.10 * Est. Cost/Share $13.10 Unrealized @ Report Date -37.9%
ABT ABBOTT LABS 0.0%
Value $6,000 Shares 140 Share Price $42.86 * Est. Cost/Share $28.85 Unrealized @ Report Date +23.7%