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

Location: Sioux City, IA

CIK: 0000894309 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 15, 2017

Total Value: $102M (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 4.0%
Value $4.127M Shares 24,368 Share Price $169.36 Est. Cost/Share $118.43 Unrealized @ Report Date +43.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 4.0%
Value $4.075M Shares 16 Share Price $254687.50 Est. Cost/Share $197051.33 Unrealized @ Report Date +29.3%
XOM EXXON MOBIL CORP 3.6%
Value $3.71M Shares 45,959 Share Price $80.72 * Est. Cost/Share $55.57 Unrealized @ Report Date -1.1%
TMO THERMO FISHER SCIENTIFIC INC. 3.0%
Value $3.075M Shares 17,628 Share Price $174.44 * Est. Cost/Share $79.76 Unrealized @ Report Date +113.8%
MDT MEDTRONIC PLC 2.5%
Value $2.587M Shares 29,150 Share Price $88.75 * Est. Cost/Share $58.89 Unrealized @ Report Date +20.9%
NKE NIKE INC CL B 2.5%
Value $2.564M Shares 43,462 Share Price $58.99 * Est. Cost/Share $41.67 Unrealized @ Report Date +26.9%
JNJ JOHNSON & JOHNSON 2.4%
Value $2.495M Shares 18,857 Share Price $132.31 * Est. Cost/Share $60.97 Unrealized @ Report Date +71.4%
DLR DIGITAL RLTY TR INC 2.1%
Value $2.164M Shares 19,158 Share Price $112.96 * Est. Cost/Share $37.23 Unrealized @ Report Date +126.1%
LABORATORY CORP AMER HLDGS 2.1%
Value $2.138M Shares 13,871 Share Price $154.13 Est. Cost/Share $99.05 Unrealized @ Report Date
DHR DANAHER CORP 2.0%
Value $2.037M Shares 24,140 Share Price $84.38 * Est. Cost/Share $34.30 Unrealized @ Report Date +109.5%
AAPL APPLE INC 1.9%
Value $1.893M Shares 13,142 Share Price $144.04 * Est. Cost/Share $19.46 Unrealized @ Report Date +72.0%
PEP PEPSICO INC 1.8%
Value $1.833M Shares 15,867 Share Price $115.52 * Est. Cost/Share $57.29 Unrealized @ Report Date +55.6%
JACOBS ENGR GROUP INC 1.8%
Value $1.825M Shares 33,540 Share Price $54.41 Est. Cost/Share $49.60 Unrealized @ Report Date
MSFT MICROSOFT CORP 1.8%
Value $1.789M Shares 25,957 Share Price $68.92 * Est. Cost/Share $27.62 Unrealized @ Report Date +127.2%
ORCL ORACLE CORP 1.6%
Value $1.612M Shares 32,141 Share Price $50.15 * Est. Cost/Share $29.34 Unrealized @ Report Date +50.4%
STT STATE STR CORP 1.6%
Value $1.603M Shares 17,859 Share Price $89.76 * Est. Cost/Share $45.31 Unrealized @ Report Date +53.5%
ITW ILLINOIS TOOL WKS INC 1.6%
Value $1.602M Shares 11,183 Share Price $143.25 * Est. Cost/Share $49.85 Unrealized @ Report Date +134.5%
UNP UNION PAC CORP 1.6%
Value $1.585M Shares 14,560 Share Price $108.86 * Est. Cost/Share $66.27 Unrealized @ Report Date +36.3%
DU PONT E I DE NEMOURS & CO 1.6%
Value $1.58M Shares 19,579 Share Price $80.70 Est. Cost/Share $54.72 Unrealized @ Report Date
FISV FISERV INC 1.5%
Value $1.534M Shares 12,539 Share Price $122.34 * Est. Cost/Share $24.52 Unrealized @ Report Date +149.4%
CVX CHEVRON CORPORATION 1.5%
Value $1.533M Shares 14,702 Share Price $104.27 * Est. Cost/Share $72.07 Unrealized @ Report Date +0.5%
KO COCA-COLA CO 1.5%
Value $1.522M Shares 33,953 Share Price $44.83 * Est. Cost/Share $27.89 Unrealized @ Report Date +23.3%
T AT & T INC 1.5%
Value $1.52M Shares 40,308 Share Price $37.71 * Est. Cost/Share $11.75 Unrealized @ Report Date +31.1%
XRAY DENTSPLY SIRONA INC 1.5%
Value $1.497M Shares 23,081 Share Price $64.86 Est. Cost/Share $58.93 Unrealized @ Report Date +10.0%
UNITED TECHNOLOGIES CORP 1.4%
Value $1.445M Shares 11,834 Share Price $122.11 Est. Cost/Share $95.89 Unrealized @ Report Date
VZ VERIZON COMMUNICATIONS INC 1.4%
Value $1.438M Shares 32,211 Share Price $44.64 * Est. Cost/Share $28.05 Unrealized @ Report Date +1.0%
DVY ISHARES DOW JONES SELECT DIV I 1.4%
Value $1.436M Shares 15,575 Share Price $92.20 Est. Cost/Share $65.61 Unrealized @ Report Date +40.5%
HD HOME DEPOT INC 1.4%
Value $1.404M Shares 9,148 Share Price $153.48 * Est. Cost/Share $60.99 Unrealized @ Report Date +104.9%
GENERAL ELEC CO 1.4%
Value $1.403M Shares 51,962 Share Price $27.00 Est. Cost/Share $24.38 Unrealized @ Report Date
CL COLGATE PALMOLIVE CO 1.3%
Value $1.364M Shares 18,398 Share Price $74.14 * Est. Cost/Share $45.07 Unrealized @ Report Date +34.5%
MKC MCCORMICK & CO INC 1.3%
Value $1.339M Shares 13,727 Share Price $97.54 * Est. Cost/Share $28.12 Unrealized @ Report Date +47.1%
AEGION CORP 1.3%
Value $1.335M Shares 61,021 Share Price $21.88 Est. Cost/Share $20.42 Unrealized @ Report Date
CVS CVS HEALTH CORP 1.3%
Value $1.329M Shares 16,520 Share Price $80.45 * Est. Cost/Share $69.95 Unrealized @ Report Date -12.0%
NUE NUCOR CORP 1.2%
Value $1.249M Shares 21,597 Share Price $57.83 * Est. Cost/Share $50.16 Unrealized @ Report Date -4.1%
PRAXAIR INC 1.2%
Value $1.221M Shares 9,208 Share Price $132.60 Est. Cost/Share $117.14 Unrealized @ Report Date
APACHE CORP 1.2%
Value $1.212M Shares 25,294 Share Price $47.92 Est. Cost/Share $63.02 Unrealized @ Report Date
MCK MCKESSON CORP 1.2%
Value $1.211M Shares 7,360 Share Price $164.54 * Est. Cost/Share $182.10 Unrealized @ Report Date -15.5%
WAB WABTEC CORP 1.2%
Value $1.19M Shares 13,015 Share Price $91.43 * Est. Cost/Share $73.33 Unrealized @ Report Date +18.6%
AFL AFLAC INC 1.1%
Value $1.169M Shares 15,052 Share Price $77.66 * Est. Cost/Share $21.15 Unrealized @ Report Date +50.6%
ABBV ABBVIE INC 1.1%
Value $1.107M Shares 15,261 Share Price $72.54 * Est. Cost/Share $27.65 Unrealized @ Report Date +83.3%
OXY OCCIDENTAL PETE CORP 1.1%
Value $1.102M Shares 18,400 Share Price $59.89 * Est. Cost/Share $58.23 Unrealized @ Report Date -17.8%
SLB SCHLUMBERGER LTD 1.1%
Value $1.089M Shares 16,547 Share Price $65.81 * Est. Cost/Share $68.16 Unrealized @ Report Date -24.4%
WMT WAL MART STORES INC 1.1%
Value $1.08M Shares 14,273 Share Price $75.67 * Est. Cost/Share $19.91 Unrealized @ Report Date +10.2%
TKR TIMKEN CO 1.0%
Value $1.064M Shares 22,997 Share Price $46.27 Est. Cost/Share $36.75 Unrealized @ Report Date +25.9%
TROW T ROWE PRICE GROUP INC 1.0%
Value $1.064M Shares 14,343 Share Price $74.18 * Est. Cost/Share $50.89 Unrealized @ Report Date +6.5%
GIS GENERAL MLS INC 1.0%
Value $1.04M Shares 18,758 Share Price $55.44 * Est. Cost/Share $32.68 Unrealized @ Report Date +24.8%
CAH CARDINAL HEALTH INC 1.0%
Value $1.033M Shares 13,255 Share Price $77.93 * Est. Cost/Share $58.88 Unrealized @ Report Date +3.0%
TD TORONTO DOMINION BK 1.0%
Value $1.032M Shares 20,483 Share Price $50.38 Est. Cost/Share $43.34 Unrealized @ Report Date +16.2%
QCOM QUALCOMM INC 1.0%
Value $1.028M Shares 18,617 Share Price $55.22 * Est. Cost/Share $47.10 Unrealized @ Report Date -6.6%
OMC OMNICOM GROUP INC 1.0%
Value $983K Shares 11,858 Share Price $82.90 * Est. Cost/Share $42.88 Unrealized @ Report Date +43.1%
MAN MANPOWERGROUP INC 1.0%
Value $980K Shares 8,775 Share Price $111.68 * Est. Cost/Share $70.79 Unrealized @ Report Date +45.9%
IBM INTERNATIONAL BUSINESS MACHS C 0.9%
Value $964K Shares 6,264 Share Price $153.90 * Est. Cost/Share $103.50 Unrealized @ Report Date -1.8%
INVESTORS REAL ESTATE TRUST 0.9%
Value $931K Shares 149,858 Share Price $6.21 Est. Cost/Share $8.17 Unrealized @ Report Date
IBB ISHARES NASDAQ BIOTECH INDEX 0.9%
Value $925K Shares 2,981 Share Price $310.30 * Est. Cost/Share $58.17 Unrealized @ Report Date +77.7%
CA INC 0.9%
Value $922K Shares 26,759 Share Price $34.46 Est. Cost/Share $31.55 Unrealized @ Report Date
CMI CUMMINS INC 0.9%
Value $915K Shares 5,639 Share Price $162.26 * Est. Cost/Share $93.60 Unrealized @ Report Date +38.7%
EMR EMERSON ELEC CO 0.9%
Value $887K Shares 14,881 Share Price $59.61 * Est. Cost/Share $41.30 Unrealized @ Report Date +17.3%
CCL CARNIVAL CORP 0.9%
Value $878K Shares 13,390 Share Price $65.57 * Est. Cost/Share $50.33 Unrealized @ Report Date +18.4%
TUPPERWARE BRANDS CORPORATION 0.8%
Value $843K Shares 12,000 Share Price $70.25 Est. Cost/Share $62.73 Unrealized @ Report Date
INTC INTEL CORP 0.7%
Value $761K Shares 22,577 Share Price $33.71 * Est. Cost/Share $28.68 Unrealized @ Report Date -2.6%
IP INTERNATIONAL PAPER CO 0.7%
Value $759K Shares 13,408 Share Price $56.61 * Est. Cost/Share $28.64 Unrealized @ Report Date +29.3%
FTV FORTIVE CORP 0.7%
Value $738K Shares 11,654 Share Price $63.33 * Est. Cost/Share $30.87 Unrealized @ Report Date +25.0%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.7%
Value $724K Shares 21,788 Share Price $33.23 Est. Cost/Share $34.13 Unrealized @ Report Date -2.7%
AAP ADVANCE AUTO PARTS INC 0.7%
Value $712K Shares 6,107 Share Price $116.59 * Est. Cost/Share $72.55 Unrealized @ Report Date +41.1%
BAKER HUGHES INC 0.7%
Value $711K Shares 13,050 Share Price $54.48 Est. Cost/Share $50.70 Unrealized @ Report Date
PII POLARIS INDS INC 0.7%
Value $706K Shares 7,649 Share Price $92.30 * Est. Cost/Share $121.54 Unrealized @ Report Date -29.4%
TGT TARGET CORP 0.7%
Value $698K Shares 13,341 Share Price $52.32 * Est. Cost/Share $45.54 Unrealized @ Report Date -10.1%
USB US BANCORP DEL 0.7%
Value $675K Shares 13,000 Share Price $51.92 * Est. Cost/Share $38.07 Unrealized @ Report Date -1.6%
ACH OWENS & MINOR INC 0.6%
Value $607K Shares 18,871 Share Price $32.17 * Est. Cost/Share $27.70 Unrealized @ Report Date +8.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value $555K Shares 2,000 Share Price $277.50 * Est. Cost/Share $72.34 Unrealized @ Report Date +206.2%
PRU PRUDENTIAL FINL INC 0.5%
Value $549K Shares 5,075 Share Price $108.18 * Est. Cost/Share $53.42 Unrealized @ Report Date +36.0%
PFF ISHARES S&P PREF STK INDX FN 0.5%
Value $489K Shares 12,480 Share Price $39.18 Est. Cost/Share $38.42 Unrealized @ Report Date +1.9%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value $425K Shares 7,627 Share Price $55.72 * Est. Cost/Share $39.93 Unrealized @ Report Date +2.3%
PFE PFIZER INC 0.3%
Value $298K Shares 8,863 Share Price $33.62 * Est. Cost/Share $21.41 Unrealized @ Report Date +2.4%
ES EVERSOURCE ENERGY 0.3%
Value $268K Shares 4,416 Share Price $60.69 * Est. Cost/Share $36.21 Unrealized @ Report Date +24.9%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value $261K Shares 1,080 Share Price $241.67 Est. Cost/Share $218.10 Unrealized @ Report Date +10.9%
TWI TITAN INTL INC 0.2%
Value $240K Shares 20,000 Share Price $12.00 * Est. Cost/Share $13.10 Unrealized @ Report Date -18.7%
PROSHARES ULTRASHORT S&P 500 0.2%
Value $228K Shares 18,000 Share Price $12.67 Est. Cost/Share $28.33 Unrealized @ Report Date
ABT ABBOTT LABS 0.0%
Value $3,000 Shares 70 Share Price $42.86 * Est. Cost/Share $28.85 Unrealized @ Report Date +44.9%