Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jan 3, 2018

Total Value ($000): $137,301 (100.0% shares, 0.0% debt)

Holdings (66)

AAPL APPLE COMPUTER INC COM 8.1%
Value ($000) $11,110 Shares 77,136 Est. Cost $30.44 Unrealized +12.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 7.5%
Value ($000) $10,270 Shares 60,640 Est. Cost $167.31 Unrealized -0.6%
MUR MURPHY OIL CORP 3.6%
Value ($000) $4,965 Shares 193,724 Est. Cost $20.89 Unrealized -8.6%
NVDA NVIDIA CORP COM 3.4%
Value ($000) $4,705 Shares 32,550 Est. Cost $2.62 Unrealized +19.5%
VMI VALMONT INDS INC COM 3.1%
Value ($000) $4,256 Shares 28,450 Est. Cost $147.68 Unrealized +1.8%
UNP UNION PACIFIC CORP COM 2.8%
Value ($000) $3,825 Shares 35,120 Est. Cost $87.70 Unrealized +2.7%
MCHP MICROCHIP TECHNOLOGY INC 2.6%
Value ($000) $3,632 Shares 47,058 Est. Cost $29.93 Unrealized +12.1%
MUSA MURPHY USA INC 2.6%
Value ($000) $3,602 Shares 48,615 Est. Cost $64.10 Unrealized +6.1%
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $3,364 Shares 48,805 Est. Cost $58.32 Unrealized +6.9%
HON HONEYWELL INTERNATIONAL INC COM 2.3%
Value ($000) $3,106 Shares 23,303 Est. Cost $92.36 Unrealized +6.9%
TXN TEXAS INSTRS INC COM 2.2%
Value ($000) $3,061 Shares 39,788 Est. Cost $60.74 Unrealized +4.0%
LMT LOCKHEED MARTIN CORP COM 2.2%
Value ($000) $2,985 Shares 10,751 Est. Cost $207.13 Unrealized +5.4%
DOW CHEM CO COM 2.1%
Value ($000) $2,857 Shares 45,305 Est. Cost $63.53 Unrealized
ABBV ABBVIE INC 2.1%
Value ($000) $2,828 Shares 39,005 Est. Cost $43.59 Unrealized +7.7%
RMD RESMED, INC 2.1%
Value ($000) $2,825 Shares 36,275 Est. Cost $62.97 Unrealized +3.9%
BRK/A BERKSHIRE HATHAWAY INC CL-A COM 2.0%
Value ($000) $2,802 Shares 11 Est. Cost $250864.50 Unrealized -0.5%
MRK MERCK AND CO INC NEW 2.0%
Value ($000) $2,795 Shares 43,609 Est. Cost $46.08 Unrealized +1.0%
AMGN AMGEN INC COM 2.0%
Value ($000) $2,785 Shares 16,169 Est. Cost $127.11 Unrealized -1.4%
AMZN AMAZON.COM 2.0%
Value ($000) $2,729 Shares 2,819 Est. Cost $47.71 Unrealized 0.0%
LOW LOWES COS INC COM 2.0%
Value ($000) $2,689 Shares 34,681 Est. Cost $65.09 Unrealized +7.1%
BMY BRISTOL MYERS SQUIBB CO COM 2.0%
Value ($000) $2,687 Shares 48,231 Est. Cost $39.93 Unrealized -0.1%
WHR WHIRLPOOL CORPORATION 1.9%
Value ($000) $2,671 Shares 13,936 Est. Cost $177.82 Unrealized +2.9%
COLB COLUMBIA BANKING SYSTEM, INC 1.9%
Value ($000) $2,670 Shares 67,019 Est. Cost $27.56 Unrealized -2.7%
ROST ROSS STORES INC 1.9%
Value ($000) $2,633 Shares 45,604 Est. Cost $61.08 Unrealized -6.2%
NKE NIKE INC CLASS B COM 1.9%
Value ($000) $2,541 Shares 43,061 Est. Cost $49.22 Unrealized -2.0%
EOG EOG RES INC COM 1.8%
Value ($000) $2,484 Shares 27,442 Est. Cost $74.11 Unrealized -7.3%
CVS CVS CORP COM 1.8%
Value ($000) $2,413 Shares 29,987 Est. Cost $60.59 Unrealized -0.4%
HTBK HERITAGE COMMERCE CORP 1.7%
Value ($000) $2,316 Shares 168,063 Est. Cost $14.03 Unrealized -1.3%
SLB SCHLUMBERGER LTD COM 1.5%
Value ($000) $2,090 Shares 31,748 Est. Cost $63.07 Unrealized -11.5%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $2,019 Shares 15,260 Est. Cost $93.82 Unrealized +7.0%
ABCB AMERIS BANCORP 1.4%
Value ($000) $1,988 Shares 41,255 Est. Cost $40.64 Unrealized +0.6%
PEP PEPSICO INC COM 1.4%
Value ($000) $1,959 Shares 16,962 Est. Cost $82.11 Unrealized +7.4%
CB CHUBB LTD 1.4%
Value ($000) $1,891 Shares 13,008 Est. Cost $114.91 Unrealized +5.2%
CL COLGATE PALMOLIVE CO COM 1.3%
Value ($000) $1,763 Shares 23,785 Est. Cost $56.99 Unrealized +6.4%
RED HAT INV 1.3%
Value ($000) $1,748 Shares 18,251 Est. Cost $86.66 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED DELAWARE 1.2%
Value ($000) $1,714 Shares 12,124 Est. Cost $117.37 Unrealized +16.7%
V VISA INC 1.2%
Value ($000) $1,636 Shares 17,436 Est. Cost $81.58 Unrealized +7.2%
ORCL ORACLE CORP COM 1.1%
Value ($000) $1,506 Shares 30,040 Est. Cost $36.64 Unrealized +9.5%
CELGENE CORPORATION 1.1%
Value ($000) $1,484 Shares 11,421 Est. Cost $124.57 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $1,460 Shares 8,367 Est. Cost $149.33 Unrealized +9.9%
TRMB TRIMBLE INC 1.0%
Value ($000) $1,431 Shares 40,126 Est. Cost $31.09 Unrealized +11.6%
WEC WEC ENERGY CORP 0.9%
Value ($000) $1,279 Shares 20,825 Est. Cost $44.43 Unrealized +5.5%
SRE SEMPRA ENERGY COM 0.9%
Value ($000) $1,243 Shares 11,023 Est. Cost $40.07 Unrealized +6.9%
KMB KIMBERLY CLARK CORP COM 0.9%
Value ($000) $1,235 Shares 9,564 Est. Cost $92.79 Unrealized +3.7%
PANW PALO ALTO NETWORKS, INC 0.8%
Value ($000) $1,145 Shares 8,551 Est. Cost $22.31 Unrealized -9.5%
CAG CONAGRA INC COM 0.8%
Value ($000) $1,032 Shares 28,848 Est. Cost $28.83 Unrealized -2.5%
BANCORPSOUTH INC 0.7%
Value ($000) $910 Shares 29,829 Est. Cost $30.24 Unrealized
DELTIC TIMBER CORP 0.6%
Value ($000) $798 Shares 10,695 Est. Cost $78.07 Unrealized
OPLN KAR AUCTION SVCS INC 0.6%
Value ($000) $773 Shares 18,410 Est. Cost $17.06 Unrealized -4.5%
KO COCA COLA CO COM 0.4%
Value ($000) $535 Shares 11,924 Est. Cost $31.52 Unrealized +6.8%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $465 Shares 4,377 Est. Cost $103.01 Unrealized -0.5%
LW LAMB WESTON HOLDINGS INC 0.3%
Value ($000) $423 Shares 9,616 Est. Cost $34.57 Unrealized +11.8%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $374 Shares 6,575 Est. Cost $46.69 Unrealized -2.7%
BA BOEING CO COM 0.2%
Value ($000) $317 Shares 1,600 Est. Cost $158.76 Unrealized +10.2%
MASTERCARD INCORPORATE 0.2%
Value ($000) $304 Shares 2,500 Est. Cost $112.40 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $299 Shares 6,692 Est. Cost $31.43 Unrealized -6.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $280 Shares 2,603 Est. Cost $77.69 Unrealized +8.2%
DE DEERE & CO COM 0.2%
Value ($000) $251 Shares 2,032 Est. Cost $94.37 Unrealized +8.9%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $248 Shares 16,916 Est. Cost $10.60 Unrealized -4.2%
T AT&T INC 0.2%
Value ($000) $231 Shares 6,130 Est. Cost $16.73 Unrealized -4.8%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $225 Shares 4,324 Est. Cost $38.07 Unrealized -2.9%
BKH BLACK HILLS CORP COM 0.2%
Value ($000) $216 Shares 3,200 Est. Cost $45.51 Unrealized +9.5%
CVX CHEVRON TEXACO CORP COM 0.2%
Value ($000) $207 Shares 1,990 Est. Cost $76.76 Unrealized -4.6%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $202 Shares 222 Est. Cost $45.44 Unrealized 0.0%
KIEWIT RTY TR OC-SH BEN INT 0.0%
Value ($000) $14 Shares 30,112 Est. Cost $0.46 Unrealized
TRAVELCENTERS OF AMERICA 0.0%
Value ($000) $0 Shares 40,005 Est. Cost Unrealized