Long-term investor
Security National Bank @securitynationalbank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001719739).
Record
- Tracked since 2025-06-30 (449 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +24.4% · 1 year n/a · all +35.8%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 10.0% · long · since 2025-06-30
- 084670108 · 5.5% · long · since 2025-06-30
- BRK-B · 4.2% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- MUSA · 3.6% · long · since 2025-06-30
- PANW · 3.5% · long · since 2025-06-30
- ASML · 2.8% · long · since 2025-06-30
- GLW · 2.5% · long · since 2025-06-30
- KLAC · 2.5% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30