Long-term investor

Security National Bank Of So Dak @securitynationalbankofso

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001105909).

Record

  • Tracked since 2025-03-31 (538 days), 115 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +13.9% · all +13.9%
  • Max drawdown -3.7% · Sharpe 0.73 · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 05613H704 · 5.8% · long · since 2026-03-31
  • AAPL · 5.1% · long · since 2025-06-30
  • GOOGL · 4.9% · long · since 2025-06-30
  • MSFT · 3.3% · long · since 2025-06-30
  • 922042742 · 3.0% · long · since 2025-06-30
  • BRK-B · 2.9% · long · since 2025-06-30
  • QCOM · 2.3% · long · since 2025-06-30
  • WMT · 2.1% · long · since 2025-06-30
  • CMI · 2.1% · long · since 2025-06-30
  • 512807306 · 2.0% · long · since 2025-06-30
  • TMO · 2.0% · long · since 2025-06-30
  • JNJ · 1.9% · long · since 2025-06-30

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