SECURITY NATIONAL BANK OF SO DAK Diversified Active

CIK: 0001105909 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $70,745 (100.0% shares, 0.0% debt)

Holdings (71)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 4.7%
Value ($000) $3,291 Shares 23,194 Est. Cost $111.54 Unrealized +18.9%
NKE NIKE INC CL B 3.4%
Value ($000) $2,392 Shares 38,906 Est. Cost $41.88 Unrealized +27.0%
TMO THERMO FISHER SCIENTIFIC INC. 3.0%
Value ($000) $2,089 Shares 14,757 Est. Cost $82.83 Unrealized +57.3%
DHR DANAHER CORP 2.6%
Value ($000) $1,834 Shares 19,332 Est. Cost $34.28 Unrealized +6.3%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $1,769 Shares 16,347 Est. Cost $60.78 Unrealized +29.6%
PEP PEPSICO INC 2.4%
Value ($000) $1,723 Shares 16,813 Est. Cost $57.17 Unrealized +28.2%
FISV FISERV INC 2.3%
Value ($000) $1,662 Shares 16,198 Est. Cost $25.36 Unrealized +87.0%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $1,492 Shares 17,842 Est. Cost $54.17 Unrealized -4.1%
GENERAL ELEC CO 2.1%
Value ($000) $1,476 Shares 46,422 Est. Cost $23.38 Unrealized
CL COLGATE PALMOLIVE CO 2.1%
Value ($000) $1,464 Shares 20,729 Est. Cost $45.43 Unrealized +16.4%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $1,411 Shares 6,370 Est. Cost $74.01 Unrealized +123.2%
AAPL APPLE INC 1.9%
Value ($000) $1,375 Shares 12,614 Est. Cost $18.70 Unrealized +20.6%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $1,360 Shares 25,161 Est. Cost $27.49 Unrealized +9.3%
T AT & T INC 1.9%
Value ($000) $1,315 Shares 33,561 Est. Cost $11.51 Unrealized +20.3%
LABORATORY CORP AMER HLDGS 1.8%
Value ($000) $1,293 Shares 11,032 Est. Cost $104.01 Unrealized
ITW ILLINOIS TOOL WKS INC 1.8%
Value ($000) $1,291 Shares 12,606 Est. Cost $51.17 Unrealized +43.1%
AWK AMERICAN WTR WKS CO INC 1.8%
Value ($000) $1,291 Shares 18,735 Est. Cost $33.55 Unrealized +60.5%
DLR DIGITAL RLTY TR INC 1.8%
Value ($000) $1,282 Shares 14,490 Est. Cost $40.84 Unrealized +40.4%
ORCL ORACLE CORP 1.8%
Value ($000) $1,257 Shares 30,723 Est. Cost $28.05 Unrealized +13.9%
WOR WORTHINGTON INDUSTRIES 1.8%
Value ($000) $1,246 Shares 34,972 Est. Cost $18.61 Unrealized +2.7%
UNITED TECHNOLOGIES CORP 1.7%
Value ($000) $1,226 Shares 12,247 Est. Cost $94.27 Unrealized
JACOBS ENGR GROUP INC 1.7%
Value ($000) $1,216 Shares 27,925 Est. Cost $49.66 Unrealized
PRAXAIR INC 1.7%
Value ($000) $1,203 Shares 10,508 Est. Cost $115.33 Unrealized
KO COCA-COLA CO 1.7%
Value ($000) $1,201 Shares 25,904 Est. Cost $28.08 Unrealized +13.4%
MSFT MICROSOFT CORP 1.6%
Value ($000) $1,155 Shares 20,906 Est. Cost $28.02 Unrealized +64.4%
UNP UNION PAC CORP 1.6%
Value ($000) $1,144 Shares 14,376 Est. Cost $66.12 Unrealized -6.3%
MCD MCDONALDS CORP 1.6%
Value ($000) $1,130 Shares 8,989 Est. Cost $72.58 Unrealized +29.4%
AFL AFLAC INC 1.6%
Value ($000) $1,121 Shares 17,749 Est. Cost $21.24 Unrealized +11.1%
DU PONT E I DE NEMOURS & CO 1.6%
Value ($000) $1,097 Shares 17,324 Est. Cost $54.24 Unrealized
DVY ISHARES DOW JONES SELECT DIV I 1.5%
Value ($000) $1,096 Shares 13,419 Est. Cost $71.18 Unrealized
GIS GENERAL MLS INC 1.5%
Value ($000) $1,082 Shares 17,086 Est. Cost $32.23 Unrealized +27.8%
XRAY DENTSPLY SIRONA INC 1.5%
Value ($000) $1,073 Shares 17,416 Est. Cost $58.93 Unrealized 0.0%
MKC MCCORMICK & CO INC 1.5%
Value ($000) $1,032 Shares 10,372 Est. Cost $28.74 Unrealized +29.7%
IBM INTERNATIONAL BUSINESS MACHS C 1.5%
Value ($000) $1,030 Shares 6,805 Est. Cost $110.71 Unrealized -24.1%
HD HOME DEPOT INC 1.5%
Value ($000) $1,030 Shares 7,723 Est. Cost $59.15 Unrealized +66.3%
WMT WAL MART STORES INC 1.4%
Value ($000) $963 Shares 14,066 Est. Cost $19.65 Unrealized -6.8%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $924 Shares 12,542 Est. Cost $65.78 Unrealized -19.2%
AEGION CORP 1.3%
Value ($000) $920 Shares 43,597 Est. Cost $20.32 Unrealized
APACHE CORP 1.3%
Value ($000) $910 Shares 18,650 Est. Cost $62.25 Unrealized
STT STATE STR CORP 1.3%
Value ($000) $909 Shares 15,528 Est. Cost $45.40 Unrealized -6.1%
TROW T ROWE PRICE GROUP INC 1.3%
Value ($000) $905 Shares 12,320 Est. Cost $50.88 Unrealized -4.7%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $873 Shares 9,156 Est. Cost $69.79 Unrealized -17.7%
AAP ADVANCE AUTO PARTS INC 1.2%
Value ($000) $832 Shares 5,189 Est. Cost $79.37 Unrealized +65.9%
ABBV ABBVIE INC 1.2%
Value ($000) $816 Shares 14,295 Est. Cost $28.30 Unrealized +31.2%
OMC OMNICOM GROUP INC 1.1%
Value ($000) $810 Shares 9,733 Est. Cost $43.93 Unrealized +22.4%
QCOM QUALCOMM INC 1.1%
Value ($000) $804 Shares 15,726 Est. Cost $44.46 Unrealized -17.0%
MCK MCKESSON CORP 1.1%
Value ($000) $778 Shares 4,944 Est. Cost $182.66 Unrealized -18.1%
TKR TIMKEN CO 1.1%
Value ($000) $744 Shares 22,213 Est. Cost $36.12 Unrealized -19.7%
TD TORONTO DOMINION BK 1.0%
Value ($000) $688 Shares 15,958 Est. Cost $42.42 Unrealized -9.0%
IBB ISHARES NASDAQ BIOTECH INDEX 1.0%
Value ($000) $687 Shares 2,633 Est. Cost $182.99 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $678 Shares 12,460 Est. Cost $39.83 Unrealized -6.1%
CMI CUMMINS INC 1.0%
Value ($000) $674 Shares 6,128 Est. Cost $83.11 Unrealized -10.7%
ACH OWENS & MINOR INC 0.9%
Value ($000) $669 Shares 16,566 Est. Cost $28.18 Unrealized +16.6%
HILLENBRAND INC 0.9%
Value ($000) $621 Shares 20,741 Est. Cost $32.74 Unrealized
TGT TARGET CORP 0.9%
Value ($000) $609 Shares 7,399 Est. Cost $48.04 Unrealized +17.4%
IP INTERNATIONAL PAPER CO 0.9%
Value ($000) $608 Shares 14,821 Est. Cost $26.99 Unrealized -15.5%
CA INC 0.8%
Value ($000) $599 Shares 19,468 Est. Cost $30.80 Unrealized
BAKER HUGHES INC 0.8%
Value ($000) $534 Shares 12,184 Est. Cost $45.94 Unrealized
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $482 Shares 6,679 Est. Cost $52.27 Unrealized -14.3%
PII POLARIS INDS INC 0.7%
Value ($000) $467 Shares 4,740 Est. Cost $115.06 Unrealized -24.6%
TSN TYSON FOODS INC 0.6%
Value ($000) $447 Shares 6,702 Est. Cost $33.31 Unrealized +41.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $430 Shares 5,196 Est. Cost $82.76 Unrealized
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $428 Shares 3,528 Est. Cost $121.32 Unrealized
MMM 3M CO 0.5%
Value ($000) $343 Shares 2,060 Est. Cost $61.26 Unrealized +51.4%
VB VANGUARD SMALL-CAP ETF 0.5%
Value ($000) $333 Shares 2,989 Est. Cost $111.41 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $319 Shares 6,597 Est. Cost $27.36 Unrealized +35.6%
ORI OLD REP INTL CORP 0.4%
Value ($000) $249 Shares 13,625 Est. Cost $5.60 Unrealized +55.0%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $241 Shares 2,874 Est. Cost $83.86 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $237 Shares 4,005 Est. Cost $36.68 Unrealized +22.3%
ABT ABBOTT LABS 0.1%
Value ($000) $61 Shares 1,470 Est. Cost $29.51 Unrealized +11.8%
KEY ENERGY SERVICES INC 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $1.80 Unrealized