Long-term investor
Security National Bank Of Sioux City Iowa @securitynationalbankofsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000894309).
Record
- Tracked since 2025-03-31 (539 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days +5.0% · 6 months n/a · 1 year +12.0% · all +12.0%
- Max drawdown -2.8% · Sharpe 0.67 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 05613H704 · 4.9% · long · since 2026-03-31
- AAPL · 4.3% · long · since 2025-06-30
- GOOGL · 4.0% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- BRK-B · 3.2% · long · since 2025-06-30
- 512807306 · 2.8% · long · since 2025-06-30
- WMT · 2.2% · long · since 2025-06-30
- 084670108 · 2.2% · long · since 2025-06-30
- CMI · 2.0% · long · since 2025-06-30
- QCOM · 2.0% · long · since 2025-06-30
- ORCL · 1.9% · long · since 2025-06-30
- AFL · 1.9% · long · since 2025-06-30