Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 26, 2018

Total Value ($000): $157,178 (100.0% shares, 0.0% debt)

Holdings (63)

AAPL APPLE COMPUTER INC COM 8.7%
Value ($000) $13,634 Shares 73,656 Est. Cost $30.44 Unrealized +40.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 7.1%
Value ($000) $11,110 Shares 59,523 Est. Cost $167.31 Unrealized +16.5%
MUR MURPHY OIL CORP 4.2%
Value ($000) $6,542 Shares 193,724 Est. Cost $20.89 Unrealized +12.0%
NVDA NVIDIA CORP COM 3.8%
Value ($000) $5,900 Shares 24,906 Est. Cost $2.62 Unrealized +129.3%
AMZN AMAZON.COM 3.2%
Value ($000) $4,962 Shares 2,919 Est. Cost $48.52 Unrealized +63.6%
UNP UNION PACIFIC CORP COM 3.0%
Value ($000) $4,765 Shares 33,636 Est. Cost $87.70 Unrealized +34.2%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $4,403 Shares 44,655 Est. Cost $58.32 Unrealized +53.9%
MCHP MICROCHIP TECHNOLOGY INC 2.7%
Value ($000) $4,281 Shares 47,061 Est. Cost $30.93 Unrealized +29.9%
TXN TEXAS INSTRS INC COM 2.5%
Value ($000) $3,992 Shares 36,212 Est. Cost $61.03 Unrealized +43.0%
ROST ROSS STORES INC 2.5%
Value ($000) $3,917 Shares 46,213 Est. Cost $61.07 Unrealized +23.5%
V VISA INC 2.3%
Value ($000) $3,636 Shares 27,451 Est. Cost $98.31 Unrealized +24.2%
MUSA MURPHY USA INC 2.3%
Value ($000) $3,611 Shares 48,615 Est. Cost $64.10 Unrealized +4.7%
ACTIVISION BLIZZARD INC 2.3%
Value ($000) $3,540 Shares 46,384 Est. Cost $65.56 Unrealized
NKE NIKE INC CLASS B COM 2.2%
Value ($000) $3,518 Shares 44,148 Est. Cost $49.54 Unrealized +28.9%
EOG EOG RES INC COM 2.2%
Value ($000) $3,510 Shares 28,211 Est. Cost $73.92 Unrealized +18.0%
HON HONEYWELL INTERNATIONAL INC COM 2.2%
Value ($000) $3,458 Shares 24,006 Est. Cost $93.29 Unrealized +21.7%
RMD RESMED, INC 2.2%
Value ($000) $3,446 Shares 33,269 Est. Cost $63.05 Unrealized +49.3%
LOW LOWES COS INC COM 2.2%
Value ($000) $3,435 Shares 35,948 Est. Cost $65.79 Unrealized +19.6%
ABBV ABBVIE INC 2.1%
Value ($000) $3,318 Shares 35,807 Est. Cost $44.72 Unrealized +57.7%
AMGN AMGEN INC COM 2.0%
Value ($000) $3,113 Shares 16,864 Est. Cost $127.75 Unrealized +9.8%
BRK/A BERKSHIRE HATHAWAY INC CL-A COM 2.0%
Value ($000) $3,102 Shares 11 Est. Cost $250864.50 Unrealized +16.8%
LMT LOCKHEED MARTIN CORP COM 2.0%
Value ($000) $3,093 Shares 10,470 Est. Cost $207.13 Unrealized +26.8%
DOWDUPONT INC 1.9%
Value ($000) $3,057 Shares 46,371 Est. Cost $69.09 Unrealized
HTBK HERITAGE COMMERCE CORP 1.9%
Value ($000) $2,996 Shares 176,357 Est. Cost $14.09 Unrealized +20.5%
MRK MERCK AND CO INC NEW 1.9%
Value ($000) $2,946 Shares 48,527 Est. Cost $45.88 Unrealized -3.0%
COLB COLUMBIA BANKING SYSTEM, INC 1.8%
Value ($000) $2,901 Shares 70,935 Est. Cost $27.59 Unrealized +8.9%
BMY BRISTOL MYERS SQUIBB CO COM 1.8%
Value ($000) $2,812 Shares 50,815 Est. Cost $40.02 Unrealized +1.5%
VMI VALMONT INDS INC COM 1.7%
Value ($000) $2,722 Shares 18,060 Est. Cost $147.68 Unrealized -1.0%
UNH UNITEDHEALTH GROUP INC COM 1.6%
Value ($000) $2,521 Shares 10,275 Est. Cost $188.49 Unrealized +12.5%
ADBE ADOBE SYSTEMS INCORPORATED DELAWARE 1.5%
Value ($000) $2,345 Shares 9,620 Est. Cost $117.85 Unrealized +100.7%
WHR WHIRLPOOL CORPORATION 1.5%
Value ($000) $2,307 Shares 15,774 Est. Cost $175.17 Unrealized -13.3%
ABCB AMERIS BANCORP 1.4%
Value ($000) $2,207 Shares 41,358 Est. Cost $41.16 Unrealized +19.1%
RED HAT INV 1.3%
Value ($000) $2,096 Shares 15,602 Est. Cost $87.02 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 1.3%
Value ($000) $1,989 Shares 19,202 Est. Cost $115.99 Unrealized -11.5%
PANW PALO ALTO NETWORKS, INC 1.2%
Value ($000) $1,868 Shares 9,091 Est. Cost $22.97 Unrealized +45.2%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,842 Shares 16,914 Est. Cost $82.11 Unrealized -0.5%
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $1,821 Shares 15,006 Est. Cost $94.84 Unrealized +6.2%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $1,633 Shares 7,884 Est. Cost $149.84 Unrealized +38.8%
CB CHUBB LTD 1.0%
Value ($000) $1,621 Shares 12,760 Est. Cost $115.20 Unrealized +1.1%
CL COLGATE PALMOLIVE CO COM 1.0%
Value ($000) $1,511 Shares 23,314 Est. Cost $57.27 Unrealized -4.7%
WEC WEC ENERGY CORP 0.9%
Value ($000) $1,422 Shares 22,002 Est. Cost $44.63 Unrealized +9.2%
TRMB TRIMBLE INC 0.9%
Value ($000) $1,346 Shares 40,973 Est. Cost $31.56 Unrealized +9.9%
OPLN KAR AUCTION SVCS INC 0.6%
Value ($000) $1,009 Shares 18,405 Est. Cost $17.17 Unrealized +18.6%
BANCORPSOUTH BANK 0.6%
Value ($000) $983 Shares 29,829 Est. Cost $31.45 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.6%
Value ($000) $979 Shares 19,251 Est. Cost $52.05 Unrealized
GUARANTY BANCORP DEL 0.6%
Value ($000) $963 Shares 32,315 Est. Cost $28.46 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $603 Shares 4,444 Est. Cost $100.63 Unrealized +25.7%
DE DEERE & CO COM 0.3%
Value ($000) $534 Shares 3,821 Est. Cost $117.60 Unrealized +11.7%
BA BOEING CO COM 0.3%
Value ($000) $528 Shares 1,575 Est. Cost $158.76 Unrealized +108.1%
MASTERCARD INCORPORATE 0.3%
Value ($000) $501 Shares 2,550 Est. Cost $114.05 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $432 Shares 4,125 Est. Cost $103.01 Unrealized -5.7%
KO COCA COLA CO COM 0.3%
Value ($000) $404 Shares 9,200 Est. Cost $31.52 Unrealized +7.9%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $313 Shares 4,575 Est. Cost $46.69 Unrealized +10.4%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $301 Shares 16,916 Est. Cost $10.60 Unrealized +30.3%
CVX CHEVRON TEXACO CORP COM 0.2%
Value ($000) $248 Shares 1,959 Est. Cost $76.76 Unrealized +16.1%
GOOGL GOOGLE INC 0.2%
Value ($000) $237 Shares 210 Est. Cost $47.07 Unrealized +14.7%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $216 Shares 4,324 Est. Cost $38.07 Unrealized -2.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $215 Shares 1,100 Est. Cost $154.72 Unrealized +0.2%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $212 Shares 190 Est. Cost $45.44 Unrealized +18.0%
PFE PFIZER INC COM 0.1%
Value ($000) $202 Shares 5,550 Est. Cost $22.25 Unrealized +9.2%
TROVAGENE INC 0.0%
Value ($000) $32 Shares 41,200 Est. Cost $0.78 Unrealized
KIEWIT RTY TR OC-SH BEN INT 0.0%
Value ($000) $17 Shares 30,112 Est. Cost $0.46 Unrealized
TRAVELCENTERS OF AMERICA 0.0%
Value ($000) $0 Shares 40,005 Est. Cost Unrealized