Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $146,074 (100.0% shares, 0.0% debt)

Holdings (67)

AAPL APPLE COMPUTER INC COM 8.1%
Value ($000) $11,814 Shares 76,658 Est. Cost $30.44 Unrealized +18.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 7.6%
Value ($000) $11,128 Shares 60,703 Est. Cost $167.31 Unrealized +5.6%
NVDA NVIDIA CORP COM 3.7%
Value ($000) $5,473 Shares 30,616 Est. Cost $2.62 Unrealized +56.6%
MUR MURPHY OIL CORP 3.5%
Value ($000) $5,145 Shares 193,724 Est. Cost $20.89 Unrealized -11.3%
VMI VALMONT INDS INC COM 3.1%
Value ($000) $4,498 Shares 28,450 Est. Cost $147.68 Unrealized +2.0%
MCHP MICROCHIP TECHNOLOGY INC 2.8%
Value ($000) $4,127 Shares 45,970 Est. Cost $29.93 Unrealized +20.0%
UNP UNION PACIFIC CORP COM 2.8%
Value ($000) $4,101 Shares 35,365 Est. Cost $87.70 Unrealized +1.6%
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $3,625 Shares 48,660 Est. Cost $58.32 Unrealized +14.3%
TXN TEXAS INSTRS INC COM 2.4%
Value ($000) $3,540 Shares 39,494 Est. Cost $60.74 Unrealized +7.3%
ABBV ABBVIE INC 2.4%
Value ($000) $3,503 Shares 39,427 Est. Cost $43.69 Unrealized +22.8%
MUSA MURPHY USA INC 2.3%
Value ($000) $3,354 Shares 48,615 Est. Cost $64.10 Unrealized +5.5%
LMT LOCKHEED MARTIN CORP COM 2.3%
Value ($000) $3,348 Shares 10,790 Est. Cost $207.13 Unrealized +15.2%
HON HONEYWELL INTERNATIONAL INC COM 2.3%
Value ($000) $3,331 Shares 23,501 Est. Cost $92.36 Unrealized +13.0%
DOWDUPONT INC 2.2%
Value ($000) $3,169 Shares 45,782 Est. Cost $69.22 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 2.1%
Value ($000) $3,128 Shares 49,084 Est. Cost $39.98 Unrealized +7.8%
AMGN AMGEN INC COM 2.1%
Value ($000) $3,057 Shares 16,392 Est. Cost $127.25 Unrealized +8.1%
ROST ROSS STORES INC 2.1%
Value ($000) $3,050 Shares 47,245 Est. Cost $60.80 Unrealized -12.9%
BRK/A BERKSHIRE HATHAWAY INC CL-A COM 2.1%
Value ($000) $3,022 Shares 11 Est. Cost $250864.50 Unrealized +5.8%
COLB COLUMBIA BANKING SYSTEM, INC 2.0%
Value ($000) $2,905 Shares 68,982 Est. Cost $27.53 Unrealized -2.8%
AMZN AMAZON.COM 2.0%
Value ($000) $2,890 Shares 3,007 Est. Cost $47.80 Unrealized +2.8%
MRK MERCK AND CO INC NEW 1.9%
Value ($000) $2,842 Shares 44,398 Est. Cost $46.09 Unrealized +1.3%
RMD RESMED, INC 1.9%
Value ($000) $2,826 Shares 36,719 Est. Cost $63.05 Unrealized +11.5%
LOW LOWES COS INC COM 1.9%
Value ($000) $2,810 Shares 35,148 Est. Cost $65.10 Unrealized +0.8%
EOG EOG RES INC COM 1.9%
Value ($000) $2,779 Shares 28,726 Est. Cost $73.81 Unrealized -8.6%
WHR WHIRLPOOL CORPORATION 1.8%
Value ($000) $2,626 Shares 14,238 Est. Cost $177.84 Unrealized +0.5%
ACTIVISION BLIZZARD INC 1.7%
Value ($000) $2,520 Shares 39,072 Est. Cost $64.50 Unrealized
HTBK HERITAGE COMMERCE CORP 1.7%
Value ($000) $2,438 Shares 171,351 Est. Cost $14.02 Unrealized -2.3%
CVS CVS CORP COM 1.6%
Value ($000) $2,393 Shares 29,437 Est. Cost $60.59 Unrealized +0.4%
NKE NIKE INC CLASS B COM 1.6%
Value ($000) $2,278 Shares 43,939 Est. Cost $49.25 Unrealized +2.3%
RED HAT INV 1.4%
Value ($000) $2,053 Shares 18,524 Est. Cost $87.02 Unrealized
ABCB AMERIS BANCORP 1.4%
Value ($000) $2,020 Shares 42,086 Est. Cost $40.64 Unrealized -0.4%
JNJ JOHNSON & JOHNSON COM 1.4%
Value ($000) $1,975 Shares 15,192 Est. Cost $93.82 Unrealized +11.9%
PEP PEPSICO INC COM 1.3%
Value ($000) $1,891 Shares 16,964 Est. Cost $82.11 Unrealized +8.9%
V VISA INC 1.3%
Value ($000) $1,865 Shares 17,723 Est. Cost $81.80 Unrealized +17.0%
CB CHUBB LTD 1.3%
Value ($000) $1,854 Shares 13,007 Est. Cost $114.91 Unrealized +8.6%
ADBE ADOBE SYSTEMS INCORPORATED DELAWARE 1.3%
Value ($000) $1,836 Shares 12,311 Est. Cost $117.85 Unrealized +26.6%
CL COLGATE PALMOLIVE CO COM 1.2%
Value ($000) $1,739 Shares 23,869 Est. Cost $56.99 Unrealized +3.9%
CELGENE CORPORATION 1.2%
Value ($000) $1,696 Shares 11,632 Est. Cost $124.96 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $1,613 Shares 8,524 Est. Cost $149.84 Unrealized +18.2%
TRMB TRIMBLE INC 1.1%
Value ($000) $1,604 Shares 40,876 Est. Cost $31.22 Unrealized +21.9%
ORCL ORACLE CORP COM 1.0%
Value ($000) $1,465 Shares 30,302 Est. Cost $36.64 Unrealized +19.9%
WEC WEC ENERGY CORP 0.9%
Value ($000) $1,310 Shares 20,863 Est. Cost $44.43 Unrealized +9.8%
PANW PALO ALTO NETWORKS, INC 0.9%
Value ($000) $1,263 Shares 8,763 Est. Cost $22.32 Unrealized +2.0%
SRE SEMPRA ENERGY COM 0.9%
Value ($000) $1,262 Shares 11,064 Est. Cost $40.07 Unrealized +10.2%
KMB KIMBERLY CLARK CORP COM 0.8%
Value ($000) $1,125 Shares 9,559 Est. Cost $92.79 Unrealized -1.9%
BANCORPSOUTH INC 0.7%
Value ($000) $956 Shares 29,829 Est. Cost $30.24 Unrealized
DELTIC TIMBER CORP 0.6%
Value ($000) $946 Shares 10,695 Est. Cost $78.07 Unrealized
OPLN KAR AUCTION SVCS INC 0.6%
Value ($000) $900 Shares 18,856 Est. Cost $17.04 Unrealized -3.2%
KO COCA COLA CO COM 0.3%
Value ($000) $459 Shares 10,204 Est. Cost $31.52 Unrealized +10.9%
CAG CONAGRA INC COM 0.3%
Value ($000) $420 Shares 12,448 Est. Cost $28.83 Unrealized -13.9%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $418 Shares 4,241 Est. Cost $103.01 Unrealized -5.9%
BA BOEING CO COM 0.3%
Value ($000) $407 Shares 1,600 Est. Cost $158.76 Unrealized +38.9%
MASTERCARD INCORPORATE 0.2%
Value ($000) $353 Shares 2,500 Est. Cost $112.40 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $325 Shares 2,603 Est. Cost $77.69 Unrealized +23.6%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $274 Shares 4,575 Est. Cost $46.69 Unrealized -4.5%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $258 Shares 16,916 Est. Cost $10.60 Unrealized -1.6%
DE DEERE & CO COM 0.2%
Value ($000) $255 Shares 2,032 Est. Cost $94.37 Unrealized +15.0%
LW LAMB WESTON HOLDINGS INC 0.2%
Value ($000) $248 Shares 5,282 Est. Cost $34.57 Unrealized +14.7%
T AT&T INC 0.2%
Value ($000) $241 Shares 6,130 Est. Cost $16.73 Unrealized -6.8%
CVX CHEVRON TEXACO CORP COM 0.2%
Value ($000) $234 Shares 1,990 Est. Cost $76.76 Unrealized -0.7%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $232 Shares 4,324 Est. Cost $38.07 Unrealized -0.8%
BKH BLACK HILLS CORP COM 0.2%
Value ($000) $220 Shares 3,200 Est. Cost $45.51 Unrealized +11.2%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $213 Shares 222 Est. Cost $45.44 Unrealized +1.7%
GOOGL GOOGLE INC 0.1%
Value ($000) $209 Shares 215 Est. Cost $47.07 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $203 Shares 5,692 Est. Cost $22.25 Unrealized 0.0%
KIEWIT RTY TR OC-SH BEN INT 0.0%
Value ($000) $12 Shares 30,112 Est. Cost $0.46 Unrealized
TRAVELCENTERS OF AMERICA 0.0%
Value ($000) $0 Shares 40,005 Est. Cost Unrealized