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

CIK: 0000894309 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 15, 2016

Total Value ($000): $89,511 (100.0% shares, 0.0% debt)

Holdings (74)

BRK/A BERKSHIRE HATHAWAY INC DEL CL 3.9%
Value ($000) $3,460 Shares 16 Est. Cost $197051.33 Unrealized +11.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 3.4%
Value ($000) $3,023 Shares 20,925 Est. Cost $111.30 Unrealized +31.4%
TMO THERMO FISHER SCIENTIFIC INC. 3.2%
Value ($000) $2,896 Shares 18,211 Est. Cost $79.76 Unrealized +88.2%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $2,565 Shares 29,383 Est. Cost $55.26 Unrealized +5.9%
MDT MEDTRONIC PLC 2.8%
Value ($000) $2,519 Shares 29,150 Est. Cost $58.89 Unrealized +16.8%
FISV FISERV INC 2.6%
Value ($000) $2,346 Shares 23,584 Est. Cost $24.52 Unrealized +113.8%
NKE NIKE INC CL B 2.6%
Value ($000) $2,325 Shares 44,159 Est. Cost $41.67 Unrealized +20.0%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $2,291 Shares 19,390 Est. Cost $60.97 Unrealized +53.5%
DLR DIGITAL RLTY TR INC 2.2%
Value ($000) $1,969 Shares 20,274 Est. Cost $37.23 Unrealized +97.0%
LABORATORY CORP AMER HLDGS 2.2%
Value ($000) $1,927 Shares 14,016 Est. Cost $99.05 Unrealized
DHR DANAHER CORP 2.1%
Value ($000) $1,924 Shares 24,545 Est. Cost $33.92 Unrealized +98.3%
PEP PEPSICO INC 2.1%
Value ($000) $1,870 Shares 17,195 Est. Cost $57.29 Unrealized +41.5%
CVS CVS HEALTH CORP 2.1%
Value ($000) $1,844 Shares 20,727 Est. Cost $70.89 Unrealized 0.0%
JACOBS ENGR GROUP INC 2.0%
Value ($000) $1,786 Shares 34,527 Est. Cost $49.60 Unrealized
T AT & T INC 2.0%
Value ($000) $1,766 Shares 43,477 Est. Cost $11.75 Unrealized +38.6%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $1,662 Shares 31,969 Est. Cost $27.93 Unrealized +17.8%
UNP UNION PAC CORP 1.8%
Value ($000) $1,633 Shares 16,744 Est. Cost $66.27 Unrealized +14.6%
GENERAL ELEC CO 1.7%
Value ($000) $1,554 Shares 52,440 Est. Cost $24.34 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $1,554 Shares 26,973 Est. Cost $27.62 Unrealized +82.1%
KO COCA-COLA CO 1.6%
Value ($000) $1,427 Shares 33,722 Est. Cost $27.77 Unrealized +17.2%
ITW ILLINOIS TOOL WKS INC 1.6%
Value ($000) $1,414 Shares 11,799 Est. Cost $49.85 Unrealized +86.3%
OXY OCCIDENTAL PETE CORP 1.6%
Value ($000) $1,407 Shares 19,300 Est. Cost $58.23 Unrealized -1.4%
DVY ISHARES DOW JONES SELECT DIV I 1.6%
Value ($000) $1,390 Shares 16,225 Est. Cost $64.66 Unrealized
XRAY DENTSPLY SIRONA INC 1.5%
Value ($000) $1,383 Shares 23,265 Est. Cost $58.93 Unrealized +4.3%
AAPL APPLE INC 1.5%
Value ($000) $1,372 Shares 12,133 Est. Cost $18.36 Unrealized +32.0%
APACHE CORP 1.5%
Value ($000) $1,365 Shares 21,371 Est. Cost $65.30 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $1,365 Shares 18,412 Est. Cost $45.07 Unrealized +31.8%
DU PONT E I DE NEMOURS & CO 1.5%
Value ($000) $1,361 Shares 20,328 Est. Cost $54.72 Unrealized
MKC MCCORMICK & CO INC 1.5%
Value ($000) $1,347 Shares 13,480 Est. Cost $27.95 Unrealized +51.7%
STT STATE STR CORP 1.5%
Value ($000) $1,302 Shares 18,702 Est. Cost $45.31 Unrealized +9.7%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $1,228 Shares 12,087 Est. Cost $95.89 Unrealized
AEGION CORP 1.4%
Value ($000) $1,210 Shares 63,479 Est. Cost $20.41 Unrealized
GIS GENERAL MLS INC 1.3%
Value ($000) $1,194 Shares 18,696 Est. Cost $32.44 Unrealized +54.1%
HD HOME DEPOT INC 1.3%
Value ($000) $1,167 Shares 9,069 Est. Cost $57.76 Unrealized +84.1%
AFL AFLAC INC 1.3%
Value ($000) $1,151 Shares 16,017 Est. Cost $21.15 Unrealized +38.2%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $1,139 Shares 11,064 Est. Cost $70.13 Unrealized -2.4%
ORCL ORACLE CORP 1.3%
Value ($000) $1,120 Shares 28,504 Est. Cost $27.81 Unrealized +27.4%
WAB WABTEC CORP 1.2%
Value ($000) $1,113 Shares 13,634 Est. Cost $73.33 Unrealized -5.3%
OMC OMNICOM GROUP INC 1.1%
Value ($000) $1,017 Shares 11,970 Est. Cost $42.88 Unrealized +41.1%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $992 Shares 12,610 Est. Cost $69.93 Unrealized -13.2%
WMT WAL MART STORES INC 1.1%
Value ($000) $988 Shares 13,693 Est. Cost $19.91 Unrealized +3.4%
CMI CUMMINS INC 1.1%
Value ($000) $987 Shares 7,708 Est. Cost $92.42 Unrealized +2.5%
ABBV ABBVIE INC 1.1%
Value ($000) $979 Shares 15,522 Est. Cost $27.65 Unrealized +58.8%
PRAXAIR INC 1.0%
Value ($000) $932 Shares 7,712 Est. Cost $117.04 Unrealized
AAP ADVANCE AUTO PARTS INC 1.0%
Value ($000) $930 Shares 6,234 Est. Cost $72.02 Unrealized +94.5%
INVESTORS REAL ESTATE TRUST 1.0%
Value ($000) $892 Shares 149,858 Est. Cost $8.17 Unrealized
IBB ISHARES NASDAQ BIOTECH INDEX 1.0%
Value ($000) $877 Shares 3,032 Est. Cost $175.03 Unrealized
HILLENBRAND INC 1.0%
Value ($000) $870 Shares 27,489 Est. Cost $33.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.9%
Value ($000) $834 Shares 5,252 Est. Cost $103.63 Unrealized -1.8%
TKR TIMKEN CO 0.9%
Value ($000) $829 Shares 23,582 Est. Cost $36.74 Unrealized -10.4%
TROW T ROWE PRICE GROUP INC 0.9%
Value ($000) $828 Shares 12,455 Est. Cost $50.88 Unrealized -2.9%
TD TORONTO DOMINION BK 0.9%
Value ($000) $803 Shares 18,095 Est. Cost $42.86 Unrealized +2.2%
INTC INTEL CORP 0.9%
Value ($000) $797 Shares 21,135 Est. Cost $28.62 Unrealized 0.0%
MCK MCKESSON CORP 0.9%
Value ($000) $775 Shares 4,650 Est. Cost $208.42 Unrealized -17.0%
CAH CARDINAL HEALTH INC 0.8%
Value ($000) $745 Shares 9,588 Est. Cost $60.27 Unrealized +2.0%
IP INTERNATIONAL PAPER CO 0.8%
Value ($000) $739 Shares 15,409 Est. Cost $28.35 Unrealized +4.1%
EMR EMERSON ELEC CO 0.8%
Value ($000) $728 Shares 13,351 Est. Cost $41.06 Unrealized +3.0%
CA INC 0.8%
Value ($000) $720 Shares 21,765 Est. Cost $31.51 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $652 Shares 9,517 Est. Cost $46.95 Unrealized -0.1%
TGT TARGET CORP 0.7%
Value ($000) $647 Shares 9,424 Est. Cost $44.54 Unrealized +22.0%
ACH OWENS & MINOR INC 0.7%
Value ($000) $645 Shares 18,565 Est. Cost $27.67 Unrealized +13.1%
MAN MANPOWERGROUP INC 0.7%
Value ($000) $640 Shares 8,860 Est. Cost $68.93 Unrealized 0.0%
FTV FORTIVE CORP 0.7%
Value ($000) $631 Shares 12,394 Est. Cost $30.87 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $585 Shares 7,168 Est. Cost $52.01 Unrealized -3.4%
BAKER HUGHES INC 0.6%
Value ($000) $523 Shares 10,361 Est. Cost $47.35 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $479 Shares 2,000 Est. Cost $72.34 Unrealized +169.3%
PII POLARIS INDS INC 0.5%
Value ($000) $437 Shares 5,645 Est. Cost $135.24 Unrealized -35.8%
PFF ISHARES S&P PREF STK INDX FN 0.4%
Value ($000) $374 Shares 9,464 Est. Cost $38.22 Unrealized
SUNOCO LOGISTICS PARTNERS L P 0.3%
Value ($000) $308 Shares 10,850 Est. Cost $55.49 Unrealized
PROSHARES ULTRASHORT S&P 500 0.3%
Value ($000) $295 Shares 18,000 Est. Cost $28.33 Unrealized
ES EVERSOURCE ENERGY 0.3%
Value ($000) $251 Shares 4,636 Est. Cost $36.21 Unrealized +12.6%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $205 Shares 950 Est. Cost $215.79 Unrealized
TWI TITAN INTL INC 0.2%
Value ($000) $202 Shares 20,000 Est. Cost $13.10 Unrealized -37.9%
ABT ABBOTT LABS 0.0%
Value ($000) $6 Shares 140 Est. Cost $28.85 Unrealized +25.3%