Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q1 2017 (Next →)

Filing Date: Jan 4, 2018

Total Value ($000): $133,495 (100.0% shares, 0.0% debt)

Holdings (65)

AAPL APPLE COMPUTER INC COM 8.3%
Value ($000) $11,043 Shares 76,868 Est. Cost $30.44 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 8.0%
Value ($000) $10,639 Shares 63,831 Est. Cost $167.31 Unrealized 0.0%
MUR MURPHY OIL CORP 4.1%
Value ($000) $5,538 Shares 193,724 Est. Cost $20.89 Unrealized 0.0%
NVDA NVIDIA CORP COM 3.7%
Value ($000) $4,881 Shares 44,812 Est. Cost $2.62 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC CL-A COM 3.4%
Value ($000) $4,497 Shares 18 Est. Cost $250864.50 Unrealized 0.0%
VMI VALMONT INDS INC COM 3.3%
Value ($000) $4,424 Shares 28,450 Est. Cost $147.68 Unrealized 0.0%
UNP UNION PACIFIC CORP COM 2.7%
Value ($000) $3,628 Shares 34,253 Est. Cost $87.64 Unrealized 0.0%
MUSA MURPHY USA INC 2.7%
Value ($000) $3,569 Shares 48,615 Est. Cost $64.10 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 2.6%
Value ($000) $3,446 Shares 46,704 Est. Cost $29.93 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 2.3%
Value ($000) $3,084 Shares 38,279 Est. Cost $60.64 Unrealized 0.0%
ROST ROSS STORES INC 2.2%
Value ($000) $2,938 Shares 44,600 Est. Cost $61.17 Unrealized 0.0%
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $2,873 Shares 43,619 Est. Cost $57.84 Unrealized 0.0%
LOW LOWES COS INC COM 2.1%
Value ($000) $2,799 Shares 34,047 Est. Cost $65.00 Unrealized 0.0%
DOW CHEM CO COM 2.1%
Value ($000) $2,799 Shares 44,051 Est. Cost $63.54 Unrealized
LMT LOCKHEED MARTIN CORP COM 2.1%
Value ($000) $2,794 Shares 10,441 Est. Cost $206.79 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC COM 2.0%
Value ($000) $2,725 Shares 21,822 Est. Cost $91.92 Unrealized 0.0%
MRK MERCK AND CO INC NEW 2.0%
Value ($000) $2,670 Shares 42,015 Est. Cost $46.06 Unrealized 0.0%
EOG EOG RES INC COM 2.0%
Value ($000) $2,610 Shares 26,762 Est. Cost $74.24 Unrealized 0.0%
RMD RESMED, INC 1.9%
Value ($000) $2,561 Shares 35,592 Est. Cost $62.92 Unrealized 0.0%
COLB COLUMBIA BANKING SYSTEM, INC 1.9%
Value ($000) $2,547 Shares 65,333 Est. Cost $27.57 Unrealized 0.0%
AMGN AMGEN INC COM 1.9%
Value ($000) $2,537 Shares 15,466 Est. Cost $127.19 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 1.9%
Value ($000) $2,516 Shares 46,264 Est. Cost $39.93 Unrealized 0.0%
ABBV ABBVIE INC 1.8%
Value ($000) $2,461 Shares 37,772 Est. Cost $43.48 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 1.8%
Value ($000) $2,387 Shares 30,563 Est. Cost $63.35 Unrealized 0.0%
CVS CVS CORP COM 1.7%
Value ($000) $2,323 Shares 29,590 Est. Cost $60.59 Unrealized 0.0%
HTBK HERITAGE COMMERCE CORP 1.7%
Value ($000) $2,304 Shares 163,396 Est. Cost $14.03 Unrealized 0.0%
NKE NIKE INC CLASS B COM 1.7%
Value ($000) $2,299 Shares 41,248 Est. Cost $49.27 Unrealized 0.0%
WHR WHIRLPOOL CORPORATION 1.7%
Value ($000) $2,289 Shares 13,356 Est. Cost $177.59 Unrealized 0.0%
PEP PEPSICO INC COM 1.4%
Value ($000) $1,840 Shares 16,457 Est. Cost $81.92 Unrealized 0.0%
CB CHUBB LTD 1.3%
Value ($000) $1,789 Shares 13,129 Est. Cost $114.91 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $1,783 Shares 14,319 Est. Cost $93.39 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 1.3%
Value ($000) $1,682 Shares 22,986 Est. Cost $56.87 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED DELAWARE 1.2%
Value ($000) $1,598 Shares 12,278 Est. Cost $117.37 Unrealized 0.0%
ABCB AMERIS BANCORP 1.2%
Value ($000) $1,557 Shares 33,781 Est. Cost $40.59 Unrealized 0.0%
RED HAT INV 1.2%
Value ($000) $1,548 Shares 17,899 Est. Cost $86.49 Unrealized
KR KROGER CO 1.1%
Value ($000) $1,426 Shares 48,379 Est. Cost $26.51 Unrealized 0.0%
CELGENE CORPORATION 1.0%
Value ($000) $1,400 Shares 11,246 Est. Cost $124.49 Unrealized
V VISA INC 1.0%
Value ($000) $1,388 Shares 15,617 Est. Cost $80.89 Unrealized 0.0%
ORCL ORACLE CORP COM 1.0%
Value ($000) $1,286 Shares 28,830 Est. Cost $36.49 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $1,272 Shares 8,280 Est. Cost $149.18 Unrealized 0.0%
TRMB TRIMBLE INC 0.9%
Value ($000) $1,228 Shares 38,388 Est. Cost $30.93 Unrealized 0.0%
WEC WEC ENERGY CORP 0.9%
Value ($000) $1,208 Shares 19,920 Est. Cost $44.32 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM 0.9%
Value ($000) $1,192 Shares 9,060 Est. Cost $92.60 Unrealized 0.0%
SRE SEMPRA ENERGY COM 0.9%
Value ($000) $1,164 Shares 10,540 Est. Cost $39.94 Unrealized 0.0%
CAG CONAGRA INC COM 0.9%
Value ($000) $1,164 Shares 28,848 Est. Cost $28.83 Unrealized 0.0%
PANW PALO ALTO NETWORKS, INC 0.7%
Value ($000) $943 Shares 8,368 Est. Cost $22.36 Unrealized 0.0%
BANCORPSOUTH INC 0.7%
Value ($000) $902 Shares 29,829 Est. Cost $30.24 Unrealized
DELTIC TIMBER CORP 0.6%
Value ($000) $835 Shares 10,695 Est. Cost $78.07 Unrealized
OPLN KAR AUCTION SVCS INC 0.6%
Value ($000) $798 Shares 18,271 Est. Cost $17.06 Unrealized 0.0%
KO COCA COLA CO COM 0.4%
Value ($000) $506 Shares 11,924 Est. Cost $31.52 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $497 Shares 4,377 Est. Cost $103.01 Unrealized 0.0%
LW LAMB WESTON HOLDINGS INC 0.3%
Value ($000) $404 Shares 9,616 Est. Cost $34.57 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $387 Shares 6,575 Est. Cost $46.69 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $327 Shares 6,692 Est. Cost $31.43 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $283 Shares 1,600 Est. Cost $158.76 Unrealized 0.0%
MASTERCARD INCORPORATE 0.2%
Value ($000) $281 Shares 2,500 Est. Cost $112.40 Unrealized
T AT&T INC 0.2%
Value ($000) $255 Shares 6,130 Est. Cost $16.73 Unrealized 0.0%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $246 Shares 16,916 Est. Cost $10.60 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $241 Shares 2,603 Est. Cost $77.69 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $223 Shares 4,324 Est. Cost $38.07 Unrealized 0.0%
DE DEERE & CO COM 0.2%
Value ($000) $221 Shares 2,032 Est. Cost $94.37 Unrealized 0.0%
CVX CHEVRON TEXACO CORP COM 0.2%
Value ($000) $213 Shares 1,990 Est. Cost $76.76 Unrealized 0.0%
BKH BLACK HILLS CORP COM 0.2%
Value ($000) $213 Shares 3,200 Est. Cost $45.51 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