SECURITY NATIONAL BANK OF SO DAK Diversified Active

Location: Sioux City, IA

CIK: 0001105909 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value: $60.89M (100.0% shares, 0.0% debt)

Holdings (66)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 4.9%
Value $2.964M Shares 21,775 Share Price $136.12 Est. Cost/Share $110.15 Unrealized @ Report Date +23.6%
NKE NIKE INC CL B 3.6%
Value $2.187M Shares 20,251 Share Price $107.99 * Est. Cost/Share $26.87 Unrealized @ Report Date +76.0%
TMO THERMO FISHER SCIENTIFIC INC. 3.1%
Value $1.866M Shares 14,380 Share Price $129.76 * Est. Cost/Share $80.98 Unrealized @ Report Date +55.4%
IBB ISHARES NASDAQ BIOTECH INDEX 2.7%
Value $1.644M Shares 4,458 Share Price $368.78 * Est. Cost/Share $58.06 Unrealized @ Report Date +111.8%
GIS GENERAL MLS INC 2.6%
Value $1.6M Shares 28,714 Share Price $55.72 * Est. Cost/Share $32.23 Unrealized @ Report Date +19.8%
JNJ JOHNSON & JOHNSON 2.5%
Value $1.523M Shares 15,631 Share Price $97.43 * Est. Cost/Share $60.07 Unrealized @ Report Date +21.2%
PEP PEPSICO INC 2.4%
Value $1.487M Shares 15,928 Share Price $93.36 * Est. Cost/Share $56.35 Unrealized @ Report Date +20.7%
AAPL APPLE INC 2.4%
Value $1.464M Shares 11,673 Share Price $125.42 * Est. Cost/Share $18.22 Unrealized @ Report Date +53.9%
XOM EXXON MOBIL CORP 2.4%
Value $1.451M Shares 17,441 Share Price $83.19 * Est. Cost/Share $54.24 Unrealized @ Report Date -2.8%
GENERAL ELEC CO 2.3%
Value $1.411M Shares 53,076 Share Price $26.58 Est. Cost/Share $23.34 Unrealized @ Report Date
DHR DANAHER CORP 2.3%
Value $1.409M Shares 16,468 Share Price $85.56 * Est. Cost/Share $33.76 Unrealized @ Report Date +3.9%
FISV FISERV INC 2.2%
Value $1.358M Shares 16,399 Share Price $82.81 * Est. Cost/Share $24.51 Unrealized @ Report Date +69.0%
CL COLGATE PALMOLIVE CO 2.0%
Value $1.245M Shares 19,029 Share Price $65.43 * Est. Cost/Share $44.85 Unrealized @ Report Date +14.0%
UNP UNION PAC CORP 2.0%
Value $1.23M Shares 12,899 Share Price $95.36 * Est. Cost/Share $65.90 Unrealized @ Report Date +14.2%
UNITED TECHNOLOGIES CORP 1.9%
Value $1.179M Shares 10,627 Share Price $110.94 Est. Cost/Share $93.92 Unrealized @ Report Date
T AT & T INC 1.9%
Value $1.175M Shares 33,103 Share Price $35.50 * Est. Cost/Share $11.43 Unrealized @ Report Date +11.0%
LMT LOCKHEED MARTIN CORP 1.9%
Value $1.17M Shares 6,291 Share Price $185.98 * Est. Cost/Share $73.07 Unrealized @ Report Date +91.9%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value $1.167M Shares 25,029 Share Price $46.63 * Est. Cost/Share $27.46 Unrealized @ Report Date -1.7%
PRAXAIR INC 1.9%
Value $1.145M Shares 9,578 Share Price $119.54 Est. Cost/Share $116.02 Unrealized @ Report Date
ORCL ORACLE CORP 1.9%
Value $1.136M Shares 28,188 Share Price $40.30 * Est. Cost/Share $27.60 Unrealized @ Report Date +24.6%
LABORATORY CORP AMER HLDGS 1.9%
Value $1.135M Shares 9,370 Share Price $121.13 Est. Cost/Share $101.02 Unrealized @ Report Date
ITW ILLINOIS TOOL WKS INC 1.8%
Value $1.109M Shares 12,081 Share Price $91.80 * Est. Cost/Share $50.12 Unrealized @ Report Date +43.1%
WOR WORTHINGTON INDUSTRIES 1.8%
Value $1.075M Shares 35,770 Share Price $30.05 * Est. Cost/Share $20.47 Unrealized @ Report Date -9.5%
MCK MCKESSON CORP 1.7%
Value $1.028M Shares 4,573 Share Price $224.80 * Est. Cost/Share $213.12 Unrealized @ Report Date -2.7%
SLB SCHLUMBERGER LTD 1.6%
Value $989K Shares 11,475 Share Price $86.19 * Est. Cost/Share $71.60 Unrealized @ Report Date -10.6%
STT STATE STR CORP 1.6%
Value $946K Shares 12,278 Share Price $77.05 * Est. Cost/Share $45.33 Unrealized @ Report Date +26.3%
KO COCA-COLA CO 1.5%
Value $932K Shares 23,761 Share Price $39.22 * Est. Cost/Share $27.86 Unrealized @ Report Date +1.2%
AFL AFLAC INC 1.5%
Value $930K Shares 14,942 Share Price $62.24 * Est. Cost/Share $20.69 Unrealized @ Report Date +17.4%
DU PONT E I DE NEMOURS & CO 1.5%
Value $930K Shares 14,539 Share Price $63.97 Est. Cost/Share $52.99 Unrealized @ Report Date
CVX CHEVRON CORPORATION 1.5%
Value $920K Shares 9,535 Share Price $96.49 * Est. Cost/Share $70.88 Unrealized @ Report Date -13.4%
IBM INTERNATIONAL BUSINESS MACHS C 1.5%
Value $905K Shares 5,565 Share Price $162.62 * Est. Cost/Share $117.60 Unrealized @ Report Date -15.0%
JACOBS ENGR GROUP INC 1.5%
Value $898K Shares 22,095 Share Price $40.64 Est. Cost/Share $51.65 Unrealized @ Report Date
DLR DIGITAL RLTY TR INC 1.4%
Value $880K Shares 13,191 Share Price $66.71 * Est. Cost/Share $39.93 Unrealized @ Report Date +14.8%
AWK AMERICAN WTR WKS CO INC 1.4%
Value $873K Shares 17,965 Share Price $48.59 * Est. Cost/Share $32.73 Unrealized @ Report Date +21.0%
MSFT MICROSOFT CORP 1.4%
Value $871K Shares 19,714 Share Price $44.18 * Est. Cost/Share $26.91 Unrealized @ Report Date +41.8%
DENTSPLY INTL INC NEW 1.4%
Value $865K Shares 16,781 Share Price $51.55 Est. Cost/Share $42.01 Unrealized @ Report Date
WMT WAL MART STORES INC 1.4%
Value $843K Shares 11,876 Share Price $70.98 * Est. Cost/Share $20.12 Unrealized @ Report Date -3.5%
MCD MCDONALDS CORP 1.4%
Value $829K Shares 8,728 Share Price $94.98 * Est. Cost/Share $71.75 Unrealized @ Report Date +2.2%
ABBV ABBVIE INC 1.4%
Value $826K Shares 12,286 Share Price $67.23 * Est. Cost/Share $26.83 Unrealized @ Report Date +62.5%
QCOM QUALCOMM INC 1.3%
Value $812K Shares 12,976 Share Price $62.58 * Est. Cost/Share $45.80 Unrealized @ Report Date +1.3%
HD HOME DEPOT INC 1.3%
Value $799K Shares 7,191 Share Price $111.11 * Est. Cost/Share $56.72 Unrealized @ Report Date +53.0%
MKC MCCORMICK & CO INC 1.3%
Value $772K Shares 9,533 Share Price $80.98 * Est. Cost/Share $28.25 Unrealized @ Report Date +17.1%
AAP ADVANCE AUTO PARTS INC 1.2%
Value $752K Shares 4,719 Share Price $159.36 * Est. Cost/Share $72.35 Unrealized @ Report Date +92.6%
AEGION CORP 1.2%
Value $751K Shares 39,642 Share Price $18.94 Est. Cost/Share $20.32 Unrealized @ Report Date
BAX BAXTER INTL INC 1.2%
Value $734K Shares 10,498 Share Price $69.92 * Est. Cost/Share $29.52 Unrealized @ Report Date +8.9%
APACHE CORP 1.1%
Value $671K Shares 11,646 Share Price $57.62 Est. Cost/Share $74.03 Unrealized @ Report Date
TD TORONTO DOMINION BK 1.0%
Value $613K Shares 14,412 Share Price $42.53 Est. Cost/Share $42.97 Unrealized @ Report Date -1.1%
IP INTERNATIONAL PAPER CO 1.0%
Value $599K Shares 12,591 Share Price $47.57 * Est. Cost/Share $28.69 Unrealized @ Report Date +0.2%
DVY ISHARES DOW JONES SELECT DIV I 1.0%
Value $594K Shares 7,900 Share Price $75.19 Est. Cost/Share $65.05 Unrealized @ Report Date +15.5%
BAKER HUGHES INC 0.9%
Value $564K Shares 9,129 Share Price $61.78 Est. Cost/Share $46.38 Unrealized @ Report Date
OMC OMNICOM GROUP INC 0.9%
Value $556K Shares 8,004 Share Price $69.47 * Est. Cost/Share $42.17 Unrealized @ Report Date +15.7%
EMR EMERSON ELEC CO 0.9%
Value $532K Shares 9,588 Share Price $55.49 * Est. Cost/Share $40.68 Unrealized @ Report Date +2.9%
CA INC 0.8%
Value $510K Shares 17,396 Share Price $29.32 Est. Cost/Share $30.97 Unrealized @ Report Date
PRU PRUDENTIAL FINL INC 0.8%
Value $500K Shares 5,711 Share Price $87.55 * Est. Cost/Share $52.19 Unrealized @ Report Date +5.6%
TKR TIMKEN CO 0.8%
Value $486K Shares 13,288 Share Price $36.57 Est. Cost/Share $39.72 Unrealized @ Report Date -7.9%
ACH OWENS & MINOR INC 0.8%
Value $460K Shares 13,532 Share Price $33.99 * Est. Cost/Share $27.42 Unrealized @ Report Date +6.0%
HILLENBRAND INC 0.8%
Value $460K Shares 14,977 Share Price $30.71 Est. Cost/Share $34.29 Unrealized @ Report Date
TGT TARGET CORP 0.7%
Value $438K Shares 5,364 Share Price $81.66 * Est. Cost/Share $45.18 Unrealized @ Report Date +32.3%
WFC WELLS FARGO & CO NEW 0.6%
Value $379K Shares 6,734 Share Price $56.28 * Est. Cost/Share $27.36 Unrealized @ Report Date +52.9%
MMM 3M CO 0.5%
Value $319K Shares 2,070 Share Price $154.11 * Est. Cost/Share $61.26 Unrealized @ Report Date +49.4%
JPM JPMORGAN CHASE & CO 0.5%
Value $276K Shares 4,071 Share Price $67.80 * Est. Cost/Share $36.68 Unrealized @ Report Date +39.0%
ORI OLD REP INTL CORP 0.3%
Value $213K Shares 13,625 Share Price $15.63 * Est. Cost/Share $5.60 Unrealized @ Report Date +31.0%
INTREXON CORP 0.3%
Value $208K Shares 4,264 Share Price $48.78 Est. Cost/Share $48.78 Unrealized @ Report Date
PG PROCTER & GAMBLE CO 0.3%
Value $200K Shares 2,558 Share Price $78.19 * Est. Cost/Share $55.00 Unrealized @ Report Date +6.2%
ABT ABBOTT LABS 0.1%
Value $75,000 Shares 1,520 Share Price $49.34 * Est. Cost/Share $29.51 Unrealized @ Report Date +36.3%
KEY ENERGY SERVICES INC 0.0%
Value $18,000 Shares 10,000 Share Price $1.80 Est. Cost/Share $1.80 Unrealized @ Report Date