Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 9, 2018

Total Value ($000): $149,414 (100.0% shares, 0.0% debt)

Holdings (64)

AAPL APPLE COMPUTER INC COM 8.3%
Value ($000) $12,403 Shares 73,926 Est. Cost $30.44 Unrealized +32.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 8.1%
Value ($000) $12,055 Shares 60,431 Est. Cost $167.31 Unrealized +22.7%
NVDA NVIDIA CORP COM 4.0%
Value ($000) $6,026 Shares 26,020 Est. Cost $2.62 Unrealized +121.6%
MUR MURPHY OIL CORP 3.3%
Value ($000) $5,005 Shares 193,724 Est. Cost $20.89 Unrealized +4.0%
UNP UNION PACIFIC CORP COM 3.0%
Value ($000) $4,490 Shares 33,401 Est. Cost $87.70 Unrealized +28.9%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $4,134 Shares 45,299 Est. Cost $58.32 Unrealized +44.6%
AMZN AMAZON.COM 2.8%
Value ($000) $4,127 Shares 2,852 Est. Cost $47.80 Unrealized +49.6%
MCHP MICROCHIP TECHNOLOGY INC 2.6%
Value ($000) $3,878 Shares 42,446 Est. Cost $29.93 Unrealized +33.0%
TXN TEXAS INSTRS INC COM 2.5%
Value ($000) $3,721 Shares 35,815 Est. Cost $60.74 Unrealized +43.0%
MUSA MURPHY USA INC 2.4%
Value ($000) $3,540 Shares 48,615 Est. Cost $64.10 Unrealized +18.4%
ROST ROSS STORES INC 2.4%
Value ($000) $3,537 Shares 45,353 Est. Cost $60.80 Unrealized +20.6%
LMT LOCKHEED MARTIN CORP COM 2.4%
Value ($000) $3,514 Shares 10,399 Est. Cost $207.13 Unrealized +33.0%
HON HONEYWELL INTERNATIONAL INC COM 2.2%
Value ($000) $3,317 Shares 22,955 Est. Cost $92.36 Unrealized +27.2%
RMD RESMED, INC 2.2%
Value ($000) $3,302 Shares 33,537 Est. Cost $63.05 Unrealized +38.9%
BRK/A BERKSHIRE HATHAWAY INC CL-A COM 2.2%
Value ($000) $3,291 Shares 11 Est. Cost $250864.50 Unrealized +22.9%
ABBV ABBVIE INC 2.2%
Value ($000) $3,259 Shares 34,439 Est. Cost $43.69 Unrealized +79.7%
BMY BRISTOL MYERS SQUIBB CO COM 2.0%
Value ($000) $3,022 Shares 47,793 Est. Cost $39.98 Unrealized +20.3%
LOW LOWES COS INC COM 2.0%
Value ($000) $2,995 Shares 34,127 Est. Cost $65.10 Unrealized +25.8%
EOG EOG RES INC COM 2.0%
Value ($000) $2,984 Shares 28,349 Est. Cost $73.92 Unrealized +9.3%
COLB COLUMBIA BANKING SYSTEM, INC 1.9%
Value ($000) $2,913 Shares 69,425 Est. Cost $27.53 Unrealized +10.2%
NKE NIKE INC CLASS B COM 1.9%
Value ($000) $2,875 Shares 43,271 Est. Cost $49.25 Unrealized +21.1%
ACTIVISION BLIZZARD INC 1.9%
Value ($000) $2,862 Shares 42,418 Est. Cost $64.55 Unrealized
VMI VALMONT INDS INC COM 1.9%
Value ($000) $2,853 Shares 19,500 Est. Cost $147.68 Unrealized +5.9%
HTBK HERITAGE COMMERCE CORP 1.9%
Value ($000) $2,843 Shares 172,526 Est. Cost $14.02 Unrealized +15.4%
DOWDUPONT INC 1.9%
Value ($000) $2,837 Shares 44,538 Est. Cost $69.22 Unrealized
AMGN AMGEN INC COM 1.9%
Value ($000) $2,765 Shares 16,219 Est. Cost $127.25 Unrealized +13.5%
MRK MERCK AND CO INC NEW 1.7%
Value ($000) $2,536 Shares 46,562 Est. Cost $45.94 Unrealized -8.0%
RED HAT INV 1.6%
Value ($000) $2,357 Shares 15,771 Est. Cost $87.02 Unrealized
WHR WHIRLPOOL CORPORATION 1.5%
Value ($000) $2,276 Shares 14,867 Est. Cost $176.58 Unrealized -5.4%
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $2,090 Shares 9,766 Est. Cost $187.26 Unrealized +7.4%
ADBE ADOBE SYSTEMS INCORPORATED DELAWARE 1.4%
Value ($000) $2,081 Shares 9,628 Est. Cost $117.85 Unrealized +72.5%
ABCB AMERIS BANCORP 1.4%
Value ($000) $2,052 Shares 38,797 Est. Cost $40.64 Unrealized +18.5%
RCL ROYAL CARIBBEAN CRUISES LTD 1.4%
Value ($000) $2,042 Shares 17,343 Est. Cost $117.41 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $1,940 Shares 15,137 Est. Cost $94.84 Unrealized +14.3%
V VISA INC 1.3%
Value ($000) $1,938 Shares 16,201 Est. Cost $81.80 Unrealized +40.3%
PEP PEPSICO INC COM 1.3%
Value ($000) $1,882 Shares 17,244 Est. Cost $82.11 Unrealized +8.7%
CB CHUBB LTD 1.2%
Value ($000) $1,753 Shares 12,817 Est. Cost $115.20 Unrealized +9.5%
CL COLGATE PALMOLIVE CO COM 1.1%
Value ($000) $1,655 Shares 23,079 Est. Cost $57.30 Unrealized +4.2%
PANW PALO ALTO NETWORKS, INC 1.1%
Value ($000) $1,637 Shares 9,013 Est. Cost $22.97 Unrealized +21.0%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $1,613 Shares 7,810 Est. Cost $149.84 Unrealized +37.2%
ORCL ORACLE CORP COM 1.0%
Value ($000) $1,430 Shares 31,248 Est. Cost $36.89 Unrealized +20.0%
WEC WEC ENERGY CORP 0.9%
Value ($000) $1,354 Shares 21,605 Est. Cost $44.56 Unrealized +8.2%
TRMB TRIMBLE INC 0.9%
Value ($000) $1,328 Shares 37,004 Est. Cost $31.22 Unrealized +29.1%
PCH POTLATCHDELTIC CORPORATION 0.7%
Value ($000) $1,002 Shares 19,251 Est. Cost $52.05 Unrealized
OPLN KAR AUCTION SVCS INC 0.6%
Value ($000) $959 Shares 17,686 Est. Cost $17.04 Unrealized +18.3%
BANCORPSOUTH BANK 0.6%
Value ($000) $949 Shares 29,829 Est. Cost $31.45 Unrealized
GUARANTY BANCORP DEL 0.6%
Value ($000) $855 Shares 30,141 Est. Cost $28.37 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $655 Shares 4,444 Est. Cost $100.63 Unrealized +32.2%
DE DEERE & CO COM 0.4%
Value ($000) $593 Shares 3,821 Est. Cost $117.60 Unrealized +22.4%
BA BOEING CO COM 0.3%
Value ($000) $516 Shares 1,575 Est. Cost $158.76 Unrealized +103.4%
MASTERCARD INCORPORATE 0.3%
Value ($000) $438 Shares 2,500 Est. Cost $112.40 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $419 Shares 4,177 Est. Cost $103.01 Unrealized -2.0%
KO COCA COLA CO COM 0.3%
Value ($000) $404 Shares 9,304 Est. Cost $31.52 Unrealized +11.3%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $314 Shares 16,916 Est. Cost $10.60 Unrealized +31.2%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $282 Shares 4,575 Est. Cost $46.69 Unrealized +12.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $229 Shares 222 Est. Cost $45.44 Unrealized +20.6%
CVX CHEVRON TEXACO CORP COM 0.2%
Value ($000) $227 Shares 1,990 Est. Cost $76.76 Unrealized +10.8%
GOOGL GOOGLE INC 0.1%
Value ($000) $223 Shares 215 Est. Cost $47.07 Unrealized +16.9%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $218 Shares 4,324 Est. Cost $38.07 Unrealized +4.9%
HD HOME DEPOT INC COM 0.1%
Value ($000) $206 Shares 1,158 Est. Cost $154.72 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $202 Shares 5,692 Est. Cost $22.25 Unrealized +8.9%
MMM 3M CO COM 0.1%
Value ($000) $201 Shares 915 Est. Cost $144.97 Unrealized +3.6%
KIEWIT RTY TR OC-SH BEN INT 0.0%
Value ($000) $10 Shares 30,112 Est. Cost $0.46 Unrealized
TRAVELCENTERS OF AMERICA 0.0%
Value ($000) $0 Shares 40,005 Est. Cost Unrealized