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

CIK: 0000894309 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 15, 2017

Total Value ($000): $101,919 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 4.0%
Value ($000) $4,127 Shares 24,368 Est. Cost $118.43 Unrealized +40.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 4.0%
Value ($000) $4,075 Shares 16 Est. Cost $197051.33 Unrealized +26.7%
XOM EXXON MOBIL CORP 3.6%
Value ($000) $3,710 Shares 45,959 Est. Cost $55.57 Unrealized -0.2%
TMO THERMO FISHER SCIENTIFIC INC. 3.0%
Value ($000) $3,075 Shares 17,628 Est. Cost $79.76 Unrealized +105.7%
MDT MEDTRONIC PLC 2.5%
Value ($000) $2,587 Shares 29,150 Est. Cost $58.89 Unrealized +14.9%
NKE NIKE INC CL B 2.5%
Value ($000) $2,564 Shares 43,462 Est. Cost $41.67 Unrealized +15.8%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $2,495 Shares 18,857 Est. Cost $60.97 Unrealized +64.6%
DLR DIGITAL RLTY TR INC 2.1%
Value ($000) $2,164 Shares 19,158 Est. Cost $37.23 Unrealized +127.7%
LABORATORY CORP AMER HLDGS 2.1%
Value ($000) $2,138 Shares 13,871 Est. Cost $99.05 Unrealized
DHR DANAHER CORP 2.0%
Value ($000) $2,037 Shares 24,140 Est. Cost $34.30 Unrealized +109.3%
AAPL APPLE INC 1.9%
Value ($000) $1,893 Shares 13,142 Est. Cost $19.46 Unrealized +76.3%
PEP PEPSICO INC 1.8%
Value ($000) $1,833 Shares 15,867 Est. Cost $57.29 Unrealized +53.9%
JACOBS ENGR GROUP INC 1.8%
Value ($000) $1,825 Shares 33,540 Est. Cost $49.60 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $1,789 Shares 25,957 Est. Cost $27.62 Unrealized +125.6%
ORCL ORACLE CORP 1.6%
Value ($000) $1,612 Shares 32,141 Est. Cost $29.34 Unrealized +36.7%
STT STATE STR CORP 1.6%
Value ($000) $1,603 Shares 17,859 Est. Cost $45.31 Unrealized +41.7%
ITW ILLINOIS TOOL WKS INC 1.6%
Value ($000) $1,602 Shares 11,183 Est. Cost $49.85 Unrealized +127.3%
UNP UNION PAC CORP 1.6%
Value ($000) $1,585 Shares 14,560 Est. Cost $66.27 Unrealized +36.0%
DU PONT E I DE NEMOURS & CO 1.6%
Value ($000) $1,580 Shares 19,579 Est. Cost $54.72 Unrealized
FISV FISERV INC 1.5%
Value ($000) $1,534 Shares 12,539 Est. Cost $24.52 Unrealized +146.6%
CVX CHEVRON CORPORATION 1.5%
Value ($000) $1,533 Shares 14,702 Est. Cost $72.07 Unrealized +1.6%
KO COCA-COLA CO 1.5%
Value ($000) $1,522 Shares 33,953 Est. Cost $27.89 Unrealized +20.7%
T AT & T INC 1.5%
Value ($000) $1,520 Shares 40,308 Est. Cost $11.75 Unrealized +35.5%
XRAY DENTSPLY SIRONA INC 1.5%
Value ($000) $1,497 Shares 23,081 Est. Cost $58.93 Unrealized +7.2%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $1,445 Shares 11,834 Est. Cost $95.89 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $1,438 Shares 32,211 Est. Cost $28.05 Unrealized +5.3%
DVY ISHARES DOW JONES SELECT DIV I 1.4%
Value ($000) $1,436 Shares 15,575 Est. Cost $64.96 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $1,404 Shares 9,148 Est. Cost $60.99 Unrealized +104.1%
GENERAL ELEC CO 1.4%
Value ($000) $1,403 Shares 51,962 Est. Cost $24.38 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $1,364 Shares 18,398 Est. Cost $45.07 Unrealized +34.6%
MKC MCCORMICK & CO INC 1.3%
Value ($000) $1,339 Shares 13,727 Est. Cost $28.12 Unrealized +52.7%
AEGION CORP 1.3%
Value ($000) $1,335 Shares 61,021 Est. Cost $20.42 Unrealized
CVS CVS HEALTH CORP 1.3%
Value ($000) $1,329 Shares 16,520 Est. Cost $69.95 Unrealized -13.8%
NUE NUCOR CORP 1.2%
Value ($000) $1,249 Shares 21,597 Est. Cost $50.16 Unrealized -3.4%
PRAXAIR INC 1.2%
Value ($000) $1,221 Shares 9,208 Est. Cost $117.14 Unrealized
APACHE CORP 1.2%
Value ($000) $1,212 Shares 25,294 Est. Cost $63.02 Unrealized
MCK MCKESSON CORP 1.2%
Value ($000) $1,211 Shares 7,360 Est. Cost $182.10 Unrealized -22.3%
WAB WABTEC CORP 1.2%
Value ($000) $1,190 Shares 13,015 Est. Cost $73.33 Unrealized +8.0%
AFL AFLAC INC 1.1%
Value ($000) $1,169 Shares 15,052 Est. Cost $21.15 Unrealized +45.3%
ABBV ABBVIE INC 1.1%
Value ($000) $1,107 Shares 15,261 Est. Cost $27.65 Unrealized +69.8%
OXY OCCIDENTAL PETE CORP 1.1%
Value ($000) $1,102 Shares 18,400 Est. Cost $58.23 Unrealized -16.7%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $1,089 Shares 16,547 Est. Cost $68.16 Unrealized -18.1%
WMT WAL MART STORES INC 1.1%
Value ($000) $1,080 Shares 14,273 Est. Cost $19.91 Unrealized +10.6%
TKR TIMKEN CO 1.0%
Value ($000) $1,064 Shares 22,997 Est. Cost $36.75 Unrealized +25.0%
TROW T ROWE PRICE GROUP INC 1.0%
Value ($000) $1,064 Shares 14,343 Est. Cost $50.89 Unrealized +2.0%
GIS GENERAL MLS INC 1.0%
Value ($000) $1,040 Shares 18,758 Est. Cost $32.68 Unrealized +28.5%
CAH CARDINAL HEALTH INC 1.0%
Value ($000) $1,033 Shares 13,255 Est. Cost $58.88 Unrealized -0.8%
TD TORONTO DOMINION BK 1.0%
Value ($000) $1,032 Shares 20,483 Est. Cost $43.34 Unrealized +11.3%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,028 Shares 18,617 Est. Cost $47.10 Unrealized -6.1%
OMC OMNICOM GROUP INC 1.0%
Value ($000) $983 Shares 11,858 Est. Cost $42.88 Unrealized +43.2%
MAN MANPOWERGROUP INC 1.0%
Value ($000) $980 Shares 8,775 Est. Cost $70.79 Unrealized +45.9%
IBM INTERNATIONAL BUSINESS MACHS C 0.9%
Value ($000) $964 Shares 6,264 Est. Cost $103.50 Unrealized +0.3%
INVESTORS REAL ESTATE TRUST 0.9%
Value ($000) $931 Shares 149,858 Est. Cost $8.17 Unrealized
IBB ISHARES NASDAQ BIOTECH INDEX 0.9%
Value ($000) $925 Shares 2,981 Est. Cost $175.03 Unrealized
CA INC 0.9%
Value ($000) $922 Shares 26,759 Est. Cost $31.55 Unrealized
CMI CUMMINS INC 0.9%
Value ($000) $915 Shares 5,639 Est. Cost $93.60 Unrealized +32.3%
EMR EMERSON ELEC CO 0.9%
Value ($000) $887 Shares 14,881 Est. Cost $41.30 Unrealized +16.2%
CCL CARNIVAL CORP 0.9%
Value ($000) $878 Shares 13,390 Est. Cost $50.33 Unrealized +12.1%
TUPPERWARE BRANDS CORPORATION 0.8%
Value ($000) $843 Shares 12,000 Est. Cost $62.73 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $761 Shares 22,577 Est. Cost $28.68 Unrealized +3.1%
IP INTERNATIONAL PAPER CO 0.7%
Value ($000) $759 Shares 13,408 Est. Cost $28.64 Unrealized +21.3%
FTV FORTIVE CORP 0.7%
Value ($000) $738 Shares 11,654 Est. Cost $30.87 Unrealized +23.1%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.7%
Value ($000) $724 Shares 21,788 Est. Cost $32.12 Unrealized
AAP ADVANCE AUTO PARTS INC 0.7%
Value ($000) $712 Shares 6,107 Est. Cost $72.55 Unrealized +66.0%
BAKER HUGHES INC 0.7%
Value ($000) $711 Shares 13,050 Est. Cost $50.70 Unrealized
PII POLARIS INDS INC 0.7%
Value ($000) $706 Shares 7,649 Est. Cost $121.54 Unrealized -29.4%
TGT TARGET CORP 0.7%
Value ($000) $698 Shares 13,341 Est. Cost $45.54 Unrealized -6.5%
USB US BANCORP DEL 0.7%
Value ($000) $675 Shares 13,000 Est. Cost $38.07 Unrealized -2.9%
ACH OWENS & MINOR INC 0.6%
Value ($000) $607 Shares 18,871 Est. Cost $27.70 Unrealized +8.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $555 Shares 2,000 Est. Cost $72.34 Unrealized +201.8%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $549 Shares 5,075 Est. Cost $53.42 Unrealized +33.1%
PFF ISHARES S&P PREF STK INDX FN 0.5%
Value ($000) $489 Shares 12,480 Est. Cost $38.28 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $425 Shares 7,627 Est. Cost $39.93 Unrealized -0.1%
PFE PFIZER INC 0.3%
Value ($000) $298 Shares 8,863 Est. Cost $21.41 Unrealized +0.9%
ES EVERSOURCE ENERGY 0.3%
Value ($000) $268 Shares 4,416 Est. Cost $36.21 Unrealized +24.4%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $261 Shares 1,080 Est. Cost $218.24 Unrealized
TWI TITAN INTL INC 0.2%
Value ($000) $240 Shares 20,000 Est. Cost $13.10 Unrealized -18.7%
PROSHARES ULTRASHORT S&P 500 0.2%
Value ($000) $228 Shares 18,000 Est. Cost $28.33 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $3 Shares 70 Est. Cost $28.85 Unrealized +34.9%