Security-National-Bank-Of-Sioux-City-Iowa-Ia

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "NGL",
  "ABT",
  "ABBV",
  "PAA",
  "GOOGL",
  "CAT",
  "CMI",
  "NNI",
  "GIS",
  "HD",
  "UNP",
  "QCOM",
  "ITW",
  "META",
  "LRCX",
  "LIN",
  "MSFT",
  "FTV",
  "OXY",
  "ORCL",
  "PYPL",
  "PEP",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "LDOS",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "SLB",
  "O",
  "SNA",
  "RTX",
  null,
  "TEL",
  "TGT",
  "TMO",
  "TSN",
  "VNQ",
  "SUN",
  "VWO",
  "EA",
  "AFL",
  "TKR",
  "FI",
  "WAB",
  "IP",
  "AMTM",
  null,
  "VUG",
  "VEA",
  "BND",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "ET",
  "DVY",
  "ORI",
  "NUE",
  "KMB",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BAH",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "DHR",
  "DE",
  "DLR",
  "J",
  "NKE",
  "STT",
  "EPD",
  "XOM",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 88
Total Value: 21437240
Accession Number: 0000894309-25-000005
Form Type: 13F-HR
CIK: security-national-bank-of-sioux-city-iowa-ia
Manager Name: Security-National-Bank-Of-Sioux-City-Iowa-Ia

Data Enrichment

95% identified

84 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $21.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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TARGET CORP

TGT|87612E106

Shares:15

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$21.4M)

LAM RESEARCH CORP

LRCX|512807306

Shares:20

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$21.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:10

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$21.4M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:30

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$21.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$21.4M)

NUCOR CORP

NUE|670346105

Shares:10

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$21.4M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:20

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$21.4M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:5

Value:$907

% of Portfolio:0.0% ($907/$21.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TARGET CORP(TGTcusip87612E106)	15	QoQ +50.00% (+5) YoY +50.00% (-5)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$21.4M)	QoQ +15.75% (+$213) YoY -11.68% (-$207)
LAM RESEARCH CORP(LRCXcusip512807306)	20	QoQ +100.00% (+10) YoY NEW(+20)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$21.4M)	QoQ +101.38% (+$732) YoY NEW(+$1.5K)
KIMBERLY CLARK CORP(KMBcusip494368103)	10	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$21.4M)	QoQ +8.54% (+$112) YoY +9.89% (+$128)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	30	QoQ -14.28% (-5) YoY -14.28% (-5)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$21.4M)	QoQ -6.55% (-$88) YoY -34.61% (-$664)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5	QoQ 0.00% (+0) YoY -99.78% (-2.3K)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$21.4M)	QoQ +2.33% (+$28) YoY -99.73% (-$454.1K)
NUCOR CORP(NUEcusip670346105)	10	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$21.4M)	QoQ +3.08% (+$36) YoY -39.21% (-$776)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	20	QoQ -20.00% (-5) YoY -42.85% (-15)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$21.4M)	QoQ -20.72% (-$279) YoY -21.88% (-$299)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	5	QoQ 0.00% (-0) YoY -50.00% (-5)	All Managers (Combined)	$907	0.0% ($907/$21.4M)	QoQ -4.32% (-$41) YoY -37.74% (-$550)