Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $153,926 (100.0% shares, 0.0% debt)

Holdings (65)

AAPL APPLE COMPUTER INC COM 8.4%
Value ($000) $12,908 Shares 76,276 Est. Cost $30.44 Unrealized +28.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 7.7%
Value ($000) $11,929 Shares 60,184 Est. Cost $167.31 Unrealized +13.5%
MUR MURPHY OIL CORP 3.9%
Value ($000) $6,015 Shares 193,724 Est. Cost $20.89 Unrealized -0.7%
NVDA NVIDIA CORP COM 3.7%
Value ($000) $5,706 Shares 29,487 Est. Cost $2.62 Unrealized +87.2%
UNP UNION PACIFIC CORP COM 3.1%
Value ($000) $4,697 Shares 35,029 Est. Cost $87.70 Unrealized +14.9%
VMI VALMONT INDS INC COM 3.0%
Value ($000) $4,628 Shares 27,900 Est. Cost $147.68 Unrealized +10.2%
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $4,089 Shares 47,801 Est. Cost $58.32 Unrealized +29.0%
TXN TEXAS INSTRS INC COM 2.6%
Value ($000) $4,047 Shares 38,746 Est. Cost $60.74 Unrealized +27.8%
MCHP MICROCHIP TECHNOLOGY INC 2.6%
Value ($000) $3,960 Shares 45,056 Est. Cost $29.93 Unrealized +30.0%
MUSA MURPHY USA INC 2.5%
Value ($000) $3,907 Shares 48,615 Est. Cost $64.10 Unrealized +14.6%
ROST ROSS STORES INC 2.4%
Value ($000) $3,768 Shares 46,950 Est. Cost $60.80 Unrealized +6.1%
ABBV ABBVIE INC 2.4%
Value ($000) $3,734 Shares 38,607 Est. Cost $43.69 Unrealized +53.1%
HON HONEYWELL INTERNATIONAL INC COM 2.3%
Value ($000) $3,577 Shares 23,320 Est. Cost $92.36 Unrealized +22.8%
AMZN AMAZON.COM 2.3%
Value ($000) $3,544 Shares 3,031 Est. Cost $47.80 Unrealized +15.1%
LMT LOCKHEED MARTIN CORP COM 2.2%
Value ($000) $3,432 Shares 10,688 Est. Cost $207.13 Unrealized +22.4%
BRK/A BERKSHIRE HATHAWAY INC CL-A COM 2.1%
Value ($000) $3,274 Shares 11 Est. Cost $250864.50 Unrealized +13.5%
LOW LOWES COS INC COM 2.1%
Value ($000) $3,271 Shares 35,192 Est. Cost $65.10 Unrealized +9.4%
DOWDUPONT INC 2.1%
Value ($000) $3,238 Shares 45,468 Est. Cost $69.22 Unrealized
RMD RESMED, INC 2.0%
Value ($000) $3,108 Shares 36,702 Est. Cost $63.05 Unrealized +21.0%
EOG EOG RES INC COM 2.0%
Value ($000) $3,010 Shares 27,890 Est. Cost $73.81 Unrealized +2.2%
BMY BRISTOL MYERS SQUIBB CO COM 1.9%
Value ($000) $2,998 Shares 48,934 Est. Cost $39.98 Unrealized +16.2%
COLB COLUMBIA BANKING SYSTEM, INC 1.9%
Value ($000) $2,996 Shares 68,974 Est. Cost $27.53 Unrealized +10.3%
AMGN AMGEN INC COM 1.9%
Value ($000) $2,856 Shares 16,422 Est. Cost $127.25 Unrealized +8.6%
NKE NIKE INC CLASS B COM 1.8%
Value ($000) $2,726 Shares 43,581 Est. Cost $49.25 Unrealized +5.1%
HTBK HERITAGE COMMERCE CORP 1.7%
Value ($000) $2,646 Shares 172,708 Est. Cost $14.02 Unrealized +8.5%
ACTIVISION BLIZZARD INC 1.7%
Value ($000) $2,592 Shares 40,927 Est. Cost $64.44 Unrealized
MRK MERCK AND CO INC NEW 1.6%
Value ($000) $2,520 Shares 44,786 Est. Cost $46.09 Unrealized -6.7%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $2,257 Shares 16,151 Est. Cost $94.84 Unrealized +17.0%
WHR WHIRLPOOL CORPORATION 1.4%
Value ($000) $2,217 Shares 13,142 Est. Cost $177.84 Unrealized -4.7%
RED HAT INV 1.4%
Value ($000) $2,191 Shares 18,243 Est. Cost $87.02 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED DELAWARE 1.4%
Value ($000) $2,106 Shares 12,014 Est. Cost $117.85 Unrealized +46.0%
PEP PEPSICO INC COM 1.3%
Value ($000) $2,051 Shares 17,098 Est. Cost $82.11 Unrealized +8.4%
V VISA INC 1.3%
Value ($000) $2,002 Shares 17,553 Est. Cost $81.80 Unrealized +27.6%
ABCB AMERIS BANCORP 1.3%
Value ($000) $1,992 Shares 41,327 Est. Cost $40.64 Unrealized +6.4%
CL COLGATE PALMOLIVE CO COM 1.3%
Value ($000) $1,984 Shares 26,301 Est. Cost $57.30 Unrealized +5.2%
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $1,981 Shares 8,988 Est. Cost $186.06 Unrealized 0.0%
CB CHUBB LTD 1.2%
Value ($000) $1,824 Shares 12,480 Est. Cost $114.91 Unrealized +12.7%
TRMB TRIMBLE INC 1.1%
Value ($000) $1,648 Shares 40,543 Est. Cost $31.22 Unrealized +31.3%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $1,615 Shares 8,504 Est. Cost $149.84 Unrealized +25.1%
ORCL ORACLE CORP COM 0.9%
Value ($000) $1,429 Shares 30,223 Est. Cost $36.64 Unrealized +18.7%
WEC WEC ENERGY CORP 0.9%
Value ($000) $1,389 Shares 20,899 Est. Cost $44.43 Unrealized +16.4%
SRE SEMPRA ENERGY COM 0.8%
Value ($000) $1,199 Shares 11,209 Est. Cost $40.13 Unrealized +11.0%
KMB KIMBERLY CLARK CORP COM 0.8%
Value ($000) $1,184 Shares 9,814 Est. Cost $92.65 Unrealized -5.5%
PANW PALO ALTO NETWORKS, INC 0.7%
Value ($000) $1,152 Shares 7,945 Est. Cost $22.32 Unrealized +9.0%
CELGENE CORPORATION 0.7%
Value ($000) $1,016 Shares 9,733 Est. Cost $124.96 Unrealized
DELTIC TIMBER CORP 0.6%
Value ($000) $979 Shares 10,695 Est. Cost $78.07 Unrealized
OPLN KAR AUCTION SVCS INC 0.6%
Value ($000) $950 Shares 18,810 Est. Cost $17.04 Unrealized +8.7%
BANCORPSOUTH BANK 0.6%
Value ($000) $938 Shares 29,829 Est. Cost $31.45 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $472 Shares 1,600 Est. Cost $158.76 Unrealized +62.1%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $449 Shares 4,177 Est. Cost $103.01 Unrealized -5.5%
KO COCA COLA CO COM 0.3%
Value ($000) $427 Shares 9,304 Est. Cost $31.52 Unrealized +13.1%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $410 Shares 2,603 Est. Cost $77.69 Unrealized +49.7%
MASTERCARD INCORPORATE 0.2%
Value ($000) $378 Shares 2,500 Est. Cost $112.40 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $318 Shares 2,032 Est. Cost $94.37 Unrealized +31.1%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $311 Shares 4,575 Est. Cost $46.69 Unrealized +10.6%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $292 Shares 16,916 Est. Cost $10.60 Unrealized +10.2%
CVX CHEVRON TEXACO CORP COM 0.2%
Value ($000) $250 Shares 1,990 Est. Cost $76.76 Unrealized +8.8%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $232 Shares 4,324 Est. Cost $38.07 Unrealized +2.6%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $232 Shares 222 Est. Cost $45.44 Unrealized +11.2%
GOOGL GOOGLE INC 0.1%
Value ($000) $226 Shares 215 Est. Cost $47.07 Unrealized +8.8%
MMM 3M CO COM 0.1%
Value ($000) $215 Shares 915 Est. Cost $144.97 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $213 Shares 5,000 Est. Cost $33.80 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $206 Shares 5,692 Est. Cost $22.25 Unrealized +7.0%
KIEWIT RTY TR OC-SH BEN INT 0.0%
Value ($000) $15 Shares 30,112 Est. Cost $0.46 Unrealized
TRAVELCENTERS OF AMERICA 0.0%
Value ($000) $0 Shares 40,005 Est. Cost Unrealized