SECURITY NATIONAL BANK OF SO DAK Diversified Active

Location: Sioux City, IA

CIK: 0001105909 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value: $77.32M (100.0% shares, 0.0% debt)

Holdings (78)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 4.6%
Value $3.52M Shares 24,364 Share Price $144.48 Est. Cost/Share $113.13 Unrealized @ Report Date +27.7%
TMO THERMO FISHER SCIENTIFIC INC. 3.1%
Value $2.394M Shares 15,052 Share Price $159.05 * Est. Cost/Share $84.37 Unrealized @ Report Date +83.8%
NKE NIKE INC CL B 2.7%
Value $2.097M Shares 39,826 Share Price $52.65 * Est. Cost/Share $42.04 Unrealized @ Report Date +11.2%
JNJ JOHNSON & JOHNSON 2.4%
Value $1.879M Shares 15,909 Share Price $118.11 * Est. Cost/Share $60.78 Unrealized @ Report Date +50.5%
PEP PEPSICO INC 2.4%
Value $1.879M Shares 17,278 Share Price $108.75 * Est. Cost/Share $57.71 Unrealized @ Report Date +42.5%
FISV FISERV INC 2.2%
Value $1.664M Shares 16,728 Share Price $99.47 * Est. Cost/Share $26.17 Unrealized @ Report Date +90.0%
XOM EXXON MOBIL CORP 2.1%
Value $1.613M Shares 18,484 Share Price $87.26 * Est. Cost/Share $54.29 Unrealized @ Report Date +6.5%
GENERAL ELEC CO 2.1%
Value $1.607M Shares 54,232 Share Price $29.63 Est. Cost/Share $24.31 Unrealized @ Report Date
DHR DANAHER CORP 2.0%
Value $1.584M Shares 20,216 Share Price $78.35 * Est. Cost/Share $35.40 Unrealized @ Report Date +87.6%
CL COLGATE PALMOLIVE CO 2.0%
Value $1.53M Shares 20,629 Share Price $74.17 * Est. Cost/Share $45.43 Unrealized @ Report Date +31.2%
LABORATORY CORP AMER HLDGS 2.0%
Value $1.509M Shares 10,977 Share Price $137.47 Est. Cost/Share $104.01 Unrealized @ Report Date
ITW ILLINOIS TOOL WKS INC 1.9%
Value $1.492M Shares 12,451 Share Price $119.83 * Est. Cost/Share $51.17 Unrealized @ Report Date +88.3%
UNP UNION PAC CORP 1.9%
Value $1.47M Shares 15,074 Share Price $97.52 * Est. Cost/Share $66.44 Unrealized @ Report Date +19.6%
JACOBS ENGR GROUP INC 1.9%
Value $1.466M Shares 28,360 Share Price $51.69 Est. Cost/Share $49.69 Unrealized @ Report Date
CVS CVS HEALTH CORP 1.9%
Value $1.453M Shares 16,333 Share Price $88.96 * Est. Cost/Share $70.89 Unrealized @ Report Date -5.7%
DLR DIGITAL RLTY TR INC 1.9%
Value $1.442M Shares 14,850 Share Price $97.10 * Est. Cost/Share $41.38 Unrealized @ Report Date +70.4%
AAPL APPLE INC 1.8%
Value $1.395M Shares 12,336 Share Price $113.08 * Est. Cost/Share $18.70 Unrealized @ Report Date +38.6%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value $1.363M Shares 26,234 Share Price $51.96 * Est. Cost/Share $27.68 Unrealized @ Report Date +15.1%
DVY ISHARES DOW JONES SELECT DIV I 1.7%
Value $1.344M Shares 15,689 Share Price $85.67 Est. Cost/Share $73.84 Unrealized @ Report Date +16.0%
PRAXAIR INC 1.7%
Value $1.318M Shares 10,905 Share Price $120.86 Est. Cost/Share $115.33 Unrealized @ Report Date
UNITED TECHNOLOGIES CORP 1.7%
Value $1.307M Shares 12,867 Share Price $101.58 Est. Cost/Share $94.64 Unrealized @ Report Date
APACHE CORP 1.7%
Value $1.3M Shares 20,350 Share Price $63.88 Est. Cost/Share $62.20 Unrealized @ Report Date
ORCL ORACLE CORP 1.6%
Value $1.241M Shares 31,598 Share Price $39.27 * Est. Cost/Share $28.21 Unrealized @ Report Date +21.1%
MSFT MICROSOFT CORP 1.6%
Value $1.212M Shares 21,041 Share Price $57.60 * Est. Cost/Share $28.02 Unrealized @ Report Date +83.7%
IBM INTERNATIONAL BUSINESS MACHS C 1.6%
Value $1.205M Shares 7,583 Share Price $158.91 * Est. Cost/Share $109.59 Unrealized @ Report Date -6.8%
INTC INTEL CORP 1.5%
Value $1.192M Shares 31,590 Share Price $37.73 * Est. Cost/Share $28.62 Unrealized @ Report Date +6.9%
KO COCA-COLA CO 1.5%
Value $1.168M Shares 27,585 Share Price $42.34 * Est. Cost/Share $28.36 Unrealized @ Report Date +11.6%
DU PONT E I DE NEMOURS & CO 1.5%
Value $1.168M Shares 17,444 Share Price $66.96 Est. Cost/Share $54.24 Unrealized @ Report Date
QCOM QUALCOMM INC 1.5%
Value $1.13M Shares 16,496 Share Price $68.50 * Est. Cost/Share $44.27 Unrealized @ Report Date +20.0%
STT STATE STR CORP 1.5%
Value $1.128M Shares 16,213 Share Price $69.57 * Est. Cost/Share $45.49 Unrealized @ Report Date +17.0%
SLB SCHLUMBERGER LTD 1.4%
Value $1.093M Shares 13,900 Share Price $78.63 * Est. Cost/Share $65.20 Unrealized @ Report Date -7.4%
GIS GENERAL MLS INC 1.4%
Value $1.085M Shares 16,986 Share Price $63.88 * Est. Cost/Share $32.37 Unrealized @ Report Date +41.9%
XRAY DENTSPLY SIRONA INC 1.4%
Value $1.068M Shares 17,971 Share Price $59.43 Est. Cost/Share $59.00 Unrealized @ Report Date +0.7%
AFL AFLAC INC 1.4%
Value $1.058M Shares 14,724 Share Price $71.86 * Est. Cost/Share $21.24 Unrealized @ Report Date +36.3%
WMT WAL MART STORES INC 1.4%
Value $1.051M Shares 14,576 Share Price $72.10 * Est. Cost/Share $19.69 Unrealized @ Report Date +4.0%
CVX CHEVRON CORPORATION 1.3%
Value $1.043M Shares 10,133 Share Price $102.93 * Est. Cost/Share $69.60 Unrealized @ Report Date -0.3%
MKC MCCORMICK & CO INC 1.3%
Value $1.024M Shares 10,257 Share Price $99.83 * Est. Cost/Share $28.94 Unrealized @ Report Date +44.4%
WAB WABTEC CORP 1.3%
Value $1.006M Shares 12,315 Share Price $81.69 * Est. Cost/Share $73.44 Unrealized @ Report Date +5.3%
HD HOME DEPOT INC 1.3%
Value $996K Shares 7,746 Share Price $128.58 * Est. Cost/Share $59.88 Unrealized @ Report Date +72.0%
T AT & T INC 1.2%
Value $952K Shares 23,459 Share Price $40.58 * Est. Cost/Share $11.55 Unrealized @ Report Date +36.9%
CMI CUMMINS INC 1.2%
Value $922K Shares 7,193 Share Price $128.18 * Est. Cost/Share $84.24 Unrealized @ Report Date +19.2%
ABBV ABBVIE INC 1.2%
Value $898K Shares 14,245 Share Price $63.04 * Est. Cost/Share $28.47 Unrealized @ Report Date +50.4%
MCK MCKESSON CORP 1.2%
Value $893K Shares 5,354 Share Price $166.79 * Est. Cost/Share $181.72 Unrealized @ Report Date -14.7%
AEGION CORP 1.1%
Value $880K Shares 46,142 Share Price $19.07 Est. Cost/Share $20.26 Unrealized @ Report Date
TROW T ROWE PRICE GROUP INC 1.1%
Value $868K Shares 13,050 Share Price $66.51 * Est. Cost/Share $50.88 Unrealized @ Report Date -6.7%
OMC OMNICOM GROUP INC 1.1%
Value $826K Shares 9,718 Share Price $85.00 * Est. Cost/Share $43.93 Unrealized @ Report Date +40.5%
TKR TIMKEN CO 1.1%
Value $824K Shares 23,463 Share Price $35.12 Est. Cost/Share $35.96 Unrealized @ Report Date -2.3%
IP INTERNATIONAL PAPER CO 1.0%
Value $779K Shares 16,236 Share Price $47.98 * Est. Cost/Share $27.08 Unrealized @ Report Date +12.7%
CAH CARDINAL HEALTH INC 1.0%
Value $765K Shares 9,845 Share Price $77.70 * Est. Cost/Share $60.27 Unrealized @ Report Date -1.4%
IBB ISHARES NASDAQ BIOTECH INDEX 1.0%
Value $759K Shares 2,623 Share Price $289.36 * Est. Cost/Share $60.81 Unrealized @ Report Date +58.7%
AAP ADVANCE AUTO PARTS INC 1.0%
Value $756K Shares 5,069 Share Price $149.14 * Est. Cost/Share $79.37 Unrealized @ Report Date +64.7%
TD TORONTO DOMINION BK 1.0%
Value $746K Shares 16,813 Share Price $44.37 Est. Cost/Share $42.49 Unrealized @ Report Date +4.5%
HILLENBRAND INC 0.9%
Value $716K Shares 22,651 Share Price $31.61 Est. Cost/Share $32.58 Unrealized @ Report Date
EMR EMERSON ELEC CO 0.9%
Value $715K Shares 13,120 Share Price $54.50 * Est. Cost/Share $39.93 Unrealized @ Report Date +8.1%
CA INC 0.9%
Value $711K Shares 21,488 Share Price $33.09 Est. Cost/Share $31.00 Unrealized @ Report Date
BAKER HUGHES INC 0.8%
Value $638K Shares 12,644 Share Price $50.46 Est. Cost/Share $46.06 Unrealized @ Report Date
PRU PRUDENTIAL FINL INC 0.8%
Value $595K Shares 7,289 Share Price $81.63 * Est. Cost/Share $52.06 Unrealized @ Report Date +3.2%
VO VANGUARD MID CAP ETF 0.8%
Value $590K Shares 4,559 Share Price $129.41 * Est. Cost/Share $29.13 Unrealized @ Report Date +11.1%
MAN MANPOWERGROUP INC 0.8%
Value $584K Shares 8,090 Share Price $72.19 * Est. Cost/Share $68.93 Unrealized @ Report Date 0.0%
TGT TARGET CORP 0.7%
Value $524K Shares 7,624 Share Price $68.73 * Est. Cost/Share $48.21 Unrealized @ Report Date +8.4%
FTV FORTIVE CORP 0.7%
Value $522K Shares 10,265 Share Price $50.85 * Est. Cost/Share $30.87 Unrealized @ Report Date +0.1%
ACH OWENS & MINOR INC 0.6%
Value $497K Shares 14,294 Share Price $34.77 * Est. Cost/Share $28.33 Unrealized @ Report Date +10.4%
VB VANGUARD SMALL-CAP ETF 0.6%
Value $450K Shares 3,680 Share Price $122.28 Est. Cost/Share $106.63 Unrealized @ Report Date +14.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH E 0.6%
Value $440K Shares 7,925 Share Price $55.52 * Est. Cost/Share $6.58 Unrealized @ Report Date +5.4%
PII POLARIS INDS INC 0.6%
Value $427K Shares 5,505 Share Price $77.57 * Est. Cost/Share $111.33 Unrealized @ Report Date -22.0%
MMM 3M CO 0.5%
Value $381K Shares 2,160 Share Price $176.39 * Est. Cost/Share $63.48 Unrealized @ Report Date +70.3%
TSN TYSON FOODS INC 0.5%
Value $379K Shares 5,075 Share Price $74.68 * Est. Cost/Share $33.31 Unrealized @ Report Date +77.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value $362K Shares 4,299 Share Price $84.21 Est. Cost/Share $84.18 Unrealized @ Report Date -0.0%
WOR WORTHINGTON INDUSTRIES 0.5%
Value $352K Shares 7,332 Share Price $48.01 * Est. Cost/Share $18.61 Unrealized @ Report Date +59.1%
VNQ VANGUARD REIT ETF 0.4%
Value $338K Shares 3,898 Share Price $86.71 Est. Cost/Share $80.69 Unrealized @ Report Date +7.5%
WFC WELLS FARGO & CO NEW 0.4%
Value $316K Shares 7,146 Share Price $44.22 * Est. Cost/Share $28.12 Unrealized @ Report Date +21.5%
JPM JPMORGAN CHASE & CO 0.3%
Value $267K Shares 4,005 Share Price $66.67 * Est. Cost/Share $36.68 Unrealized @ Report Date +41.6%
ORI OLD REP INTL CORP 0.3%
Value $240K Shares 13,625 Share Price $17.61 * Est. Cost/Share $5.60 Unrealized @ Report Date +55.5%
RAYTHEON CO 0.3%
Value $218K Shares 1,600 Share Price $136.25 Est. Cost/Share $136.25 Unrealized @ Report Date
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value $216K Shares 1 Share Price $216000.00 Est. Cost/Share $214456.19 Unrealized @ Report Date +0.8%
AMZN AMAZON COM INC 0.3%
Value $215K Shares 257 Share Price $836.58 * Est. Cost/Share $38.27 Unrealized @ Report Date +9.4%
PG PROCTER & GAMBLE CO 0.3%
Value $210K Shares 2,343 Share Price $89.63 * Est. Cost/Share $67.52 Unrealized @ Report Date +3.5%
ABT ABBOTT LABS 0.1%
Value $52,000 Shares 1,220 Share Price $42.62 * Est. Cost/Share $29.51 Unrealized @ Report Date +20.9%