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Livermore
Livermore
ZHEN

Security National Bank

SEC CIK
0001719739
Latest filing
Jul 15, 2026

The latest 13F from Security National Bank covers Q2 2026 (filed Jul 15, 2026): 392 long positions worth $837.9M. The top 10 holdings make up 40.8% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 10.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
38
Est. +$28.4M
Added
86
Est. +$51.1M
Reduced
71
Est. −$19.0M
Sold out
57
Est. −$1.93M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    10.0%$83.7MHistory
  2. BRK.ABerkshire Hathaway Inc
    5.5%$46.4MHistory
  3. BRK.BBerkshire Hathaway Inc
    4.2%$35.1MHistory
  4. AAPLApple Inc.
    3.8%$32.1MHistory
  5. MUSAMurphy USA Inc.
    3.6%$29.8MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. FPSForgent Power Solutions, Inc.
    +$11.2MNewHistory
  2. Vanguard Morningstar Mid-Cap ETF922908629
    +$5.54MNew
  3. AVGOBroadcom Inc.
    +$3.04MAddedHistory
  4. iShares MSCI Acwi Ex U.S. ETF464288240
    +$2.71MAdded
  5. IBITiShares Bitcoin Trust ETF
    +$2.47MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PANWPalo Alto Networks Inc
    +1.53 pp1.9% → 3.5%History
  2. FPSForgent Power Solutions, Inc.
    +1.33 pp0.0% → 1.3%History
  3. KLACKLA Corp
    +1.05 pp1.4% → 2.5%History
  4. GLWCorning Inc
    +0.94 pp1.6% → 2.5%History
  5. Vanguard Morningstar Mid-Cap ETF922908629
    +0.66 pp0.0% → 0.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TET1 Energy Inc.
    −$3.70MReducedHistory
  2. NOWServiceNow, Inc.
    −$2.83MReducedHistory
  3. J P Morgan Exchange Traded F46654Q591
    −$2.52MReduced
  4. BRBroadridge Financial Solutions, Inc.
    −$2.24MReducedHistory
  5. NVDANVIDIA Corp
    −$1.19MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NVDANVIDIA Corp
    −0.79 pp10.8% → 10.0%History
  2. J P Morgan Exchange Traded F46654Q591
    −0.57 pp2.0% → 1.4%
  3. NOWServiceNow, Inc.
    −0.43 pp0.4% → <0.1%History
  4. BRBroadridge Financial Solutions, Inc.
    −0.39 pp0.4% → <0.1%History
  5. AAPLApple Inc.
    −0.29 pp4.1% → 3.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$837.9M
+$151.2M (+22.0%) vs. prior quarter
Positions
392
−19 vs. prior quarter
Top 10 concentration
40.8%
Top 10 as share of value
Turnover
2.7%
Q2 2026, one quarter
Average holding period
16.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $837.9M (Q2 2026)

Q1 2021: $340.1MQ2 2021: $379.9MQ3 2021: $398.7MQ4 2021: $441.7MQ1 2022: $437.3MQ2 2022: $359.7MQ3 2022: $358.6MQ4 2022: $370.9MQ1 2023: $374.8MQ2 2023: $392.7MQ3 2023: $356.4MQ4 2023: $442.8MQ1 2024: $660.6MQ2 2024: $688.7MQ3 2024: $736.0MQ4 2024: $700.9MQ1 2025: $529.4MQ2 2025: $577.7MQ3 2025: $652.9MQ4 2025: $697.5MQ1 2026: $686.7MQ2 2026: $837.9M
Q1 2021Q2 2026
13F filings of Security National Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 15, 2026392$837.9MNVDABRK.ABRK.Bvs. Q1 2026SEC
Q1 2026Apr 16, 2026411$686.7MNVDABRK.ABRK.Bvs. Q4 2025SEC
Q4 2025Feb 5, 2026373$697.5MNVDABRK.ABRK.Bvs. Q3 2025SEC
Q3 2025Oct 20, 2025378$652.9MNVDABRK.ABRK.Bvs. Q2 2025SEC
Q2 2025Jul 10, 2025315$577.7MNVDABRK.ABRK.Bvs. Q1 2025SEC
Q1 2025Apr 23, 2025316$529.4MNVDABRK.ABRK.Bvs. Q4 2024SEC
Q4 2024Feb 10, 2025319$700.9MiShares Core S&P 500 ETFNVDABRK.Avs. Q3 2024SEC
Q3 2024Oct 7, 2024283$736.0MiShares Core S&P 500 ETFNVDABRK.Avs. Q2 2024SEC
Q2 2024Jul 22, 2024288$688.7MiShares Core S&P 500 ETFNVDABRK.Avs. Q1 2024SEC
Q1 2024Apr 15, 2024277$660.6MiShares Core S&P 500 ETFNVDABRK.Avs. Q4 2023SEC
Q4 2023Feb 13, 2024313$442.8MNVDABRK.AAAPLvs. Q3 2023SEC
Q3 2023Oct 20, 2023102$356.4MNVDABRK.BAAPLvs. Q2 2023SEC
Q2 2023Jul 18, 2023104$392.7MNVDAAAPLBRK.Bvs. Q1 2023SEC
Q1 2023Apr 17, 2023100$374.8MNVDAAAPLBRK.Bvs. Q4 2022SEC
Q4 2022Feb 1, 2023100$370.9MBRK.BAAPLNVDAvs. Q3 2022SEC
Q3 2022Oct 18, 2022100$358.6MAAPLBRK.BMUSAvs. Q2 2022SEC
Q2 2022Jul 25, 202298$359.7MBRK.BAAPLNVDAvs. Q1 2022SEC
Q1 2022Apr 25, 2022106$437.3MNVDABRK.BAAPLvs. Q4 2021SEC
Q4 2021Jan 28, 2022107$441.7MNVDAAAPLBRK.Bvs. Q3 2021SEC
Q3 2021Oct 14, 2021101$398.7MNVDAAAPLBRK.Bvs. Q2 2021SEC
Q2 2021Jul 7, 202197$379.9MNVDABRK.BAAPLvs. Q1 2021SEC
Q1 2021Apr 5, 202197$340.1MAAPLBRK.BNVDA–SEC