1y return+19.5%S&P 500 +20.9%
3y return+58.2%S&P 500 +68.5%
5y return+67.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $351 against $317 in the S&P 500.2
Security National BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $83.7M | 10.0% | −1.4% |
| BRK/ABerkshire Hathaway Inc Del | $46.4M | 5.5% | |
| BRK/BBerkshire Hathaway Inc Del | $35.1M | 4.2% | +1.5% |
| AAPLApple Inc | $32.1M | 3.8% | |
| MUSAMurphy Usa Inc | $29.8M | 3.6% | +5.2% |
| PANWPalo Alto Networks Inc | $28.9M | 3.5% | +2.8% |
| Asml Hldg NvCUSIP N07059210 | $23.9M | 2.8% | +2.0% |
| GLWCorning Inc | $21.2M | 2.5% | +3.6% |
| KLACKla Corp | $20.8M | 2.5% | +934.6% |
| AMZNAmazon Com Inc | $19.8M | 2.4% | +4.0% |
| MSFTMicrosoft Corp | $19.7M | 2.3% | +5.0% |
| GOOGLAlphabet Inc | $17.8M | 2.1% | +4.9% |
| RTXRtx Corporation | $15.2M | 1.8% | +10.0% |
| VVisa Inc | $15.0M | 1.8% | +7.0% |
| JPMJpmorgan Chase & Co | $14.3M | 1.7% | +10.4% |
| OUNZVaneck Merk Gold Etf | $12.4M | 1.5% | +13.8% |
| TIPXSpdr Series Trust | $12.3M | 1.5% | |
| HOLAJ P Morgan Exchange Traded F | $11.9M | 1.4% | −17.5% |
| AVGOBroadcom Inc | $11.7M | 1.4% | +35.2% |
| IVVIshares Tr | $11.5M | 1.4% | +7.3% |
| FPSForgent Power Solutions Inc | $11.2M | 1.3% | New |
| LOWLowes Cos Inc | $11.0M | 1.3% | +8.8% |
| BINV2023 Etf Series Trust | $10.8M | 1.3% | +13.3% |
| MTHMeritage Homes Corp | $10.4M | 1.2% | |
| SCCOSouthern Copper Corp | $10.2M | 1.2% | +8.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $83.7M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $28.9M |
| GLWCorning Inc | December 31, 2023 | +738.9% | $21.2M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $11.7M |
| VMIValmont Inds Inc | June 30, 2020 | +408.3% | $8.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $17.8M |
| MUSAMurphy Usa Inc | June 30, 2020 | +378.7% | $29.8M |
| DEDeere & Co | June 30, 2020 | +303.7% | $7.7M |
| SCCOSouthern Copper Corp | September 30, 2022 | +288.6% | $10.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $32.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $496K
- T1 Energy IncCUSIP 35834F112 was $242K
- DINOHf Sinclair Corp was $151K
- Accenture PLC IrelandCUSIP G1151C101 was $90K
- GXOGxo Logistics Incorporated was $80K
- SFDSmithfield Foods Inc was $79K
- CTRACoterra Energy Inc was $76K
- BPREBluerock Pvt Real Estate Fd was $70K
- NOBLProshares Tr was $68K
- PAYXPaychex Inc was $59K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +4.3% | +4.0% |
| March 31, 2024 | +12.9% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +9.4% | +8.3% |
| March 31, 2023 | +7.7% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
| December 31, 2021 | +11.9% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Security National Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1719739&type=13F-HR&dateb=&owner=include&count=40CIK 1719739
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1719739/000171973926000003/Filed July 15, 2026 · accession 0001719739-26-000003