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Security National Bank

SEC CIK
0001719739
Latest filing
Jul 15, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 5, 2021. Long positions only.

Institution overview
Positions
97
No 13F data for Q4 2020
Portfolio value
$340.1M
No 13F data for Q4 2020
Filed
Apr 5, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Security National Bank in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock149,831$18.3M5.4%––History
BRK.BBerkshire Hathaway IncStock71,306$18.2M5.4%––History
NVDANVIDIA CorpStock31,221$16.7M4.9%––History
MSFTMicrosoft CorpStock52,021$12.3M3.6%––History
AMZNAmazon Com IncStock3,519$10.9M3.2%––History
LOWLowes Companies IncStock56,286$10.7M3.1%––History
UNPUnion Pacific CorpStock48,226$10.6M3.1%––History
LOGILogitech International S.A.SHS88,131$9.22M2.7%––History
DISWalt Disney CoStock45,319$8.36M2.5%––History
RMDResmed IncCOM42,576$8.26M2.4%––History
VVisa Inc.Stock38,648$8.18M2.4%––History
NKENIKE, Inc.Stock60,270$8.01M2.4%––History
HONHoneywell International IncCOM36,735$7.97M2.3%––History
ZTSZoetis Inc.Stock49,323$7.77M2.3%––History
ROSTRoss Stores, Inc.COM63,858$7.66M2.3%––History
ATVIActivision Blizzard, Inc.COM79,438$7.39M2.2%––History
UNHUnitedHealth Group IncStock19,656$7.31M2.2%––History
SEDGSolaredge Technologies, Inc.COM25,264$7.26M2.1%––History
SBUXStarbucks CorpStock65,039$7.11M2.1%––History
MUSAMurphy USA Inc.COM48,415$7.00M2.1%––History
AMGNAmgen IncStock27,633$6.88M2.0%––History
BRK.ABerkshire Hathaway IncCL A16$6.17M1.8%––History
LMTLockheed Martin CorpStock16,087$5.94M1.7%––History
ADBEAdobe Inc.Stock12,325$5.86M1.7%––History
MRKMerck & Co., Inc.Stock75,491$5.82M1.7%––History
CPTCamden Property TrustREIT52,835$5.81M1.7%––History
BLKBlackRock, Inc.COM6,884$5.19M1.5%––History
Vanguard Index FDS922908652EXTEND MKT ETF29,332$5.19M1.5%–––
TXNTexas Instruments IncStock27,293$5.16M1.5%––History
DOWDow Inc.Stock80,076$5.12M1.5%––History
TRMBTrimble Inc.COM61,708$4.80M1.4%––History
TMOThermo Fisher Scientific Inc.Stock10,115$4.62M1.4%––History
PANWPalo Alto Networks IncStock14,129$4.55M1.3%––History
SIVBSVB Financial GroupCOM8,916$4.40M1.3%––History
JNJJohnson & JohnsonStock25,308$4.16M1.2%––History
NEENextera Energy IncStock52,453$3.97M1.2%––History
BRBroadridge Financial Solutions, Inc.Stock24,187$3.70M1.1%––History
PEPPepsiCo IncStock25,758$3.64M1.1%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR30,694$3.63M1.1%––History
CRMSalesforce, Inc.Stock15,912$3.37M1.0%––History
ACNAccenture plcStock11,943$3.30M1.0%––History
MURMurphy Oil CorpCOM191,724$3.15M0.9%––History
HOLXHologic IncCOM38,478$2.86M0.8%––History
CBChubb LtdStock17,966$2.84M0.8%––History
VMIValmont Industries IncCOM11,526$2.74M0.8%––History
HTGCHercules Capital, Inc.COM153,102$2.45M0.7%––History
AREAlexandria Real Estate Equities, Inc.COM13,054$2.15M0.6%––History
Vanguard S&P 500 ETF922908363ETF3,878$1.41M0.4%–––
MAMastercard IncStock3,460$1.23M0.4%––History
KOCoca Cola CoStock23,254$1.23M0.4%––History
Bancorpsouth BK Tupelo Miss05971J102COM29,829$969.0K0.3%–––
GOOGAlphabet Inc.Stock424$877.0K0.3%––History
JPMJPMorgan Chase & CoStock5,472$833.0K0.2%––History
DEDeere & CoStock2,114$791.0K0.2%––History
HDHome Depot, Inc.Stock2,455$749.0K0.2%––History
Vanguard World FD921910873MEGA CAP INDEX5,249$736.0K0.2%–––
SPYSPDR S&P 500 ETF TrustETF1,769$701.0K0.2%––History
MCHPMicrochip Technology IncStock4,179$649.0K0.2%––History
ABTAbbott LaboratoriesStock5,415$649.0K0.2%––History
CATCaterpillar IncStock2,741$636.0K0.2%––History
INTCIntel CorpStock9,830$629.0K0.2%––History
BXBlackstone Inc.COM8,100$604.0K0.2%––History
iShares Core S&P 500 ETF464287200ETF1,451$577.0K0.2%–––
GOOGLAlphabet Inc.Stock250$516.0K0.2%––History
MMM3M CoStock2,674$515.0K0.2%––History
CLColgate Palmolive CoStock5,651$445.0K0.1%––History
MCDMcDonalds CorpStock1,800$403.0K0.1%––History
CVXChevron CorpStock3,794$398.0K0.1%––History
ABBVAbbVie Inc.Stock3,540$383.0K0.1%––History
PFEPfizer IncStock10,252$371.0K0.1%––History
XOMExxonMobil Holdings CorpCOM6,649$371.0K0.1%––History
TAT&T Inc.Stock12,070$365.0K0.1%––History
Vanguard Information Technology ETF92204A702ETF1,000$358.0K0.1%–––
SOSouthern CoStock5,700$354.0K0.1%––History
QCOMQualcomm IncStock2,653$352.0K0.1%––History
RFRegions Financial CorpCOM16,916$349.0K0.1%––History
iShares Tr464288687PFD AND INCM SEC7,779$299.0K0.1%–––
COSTCostco Wholesale CorpStock845$298.0K0.1%––History
VZVerizon Communications IncStock5,028$292.0K0.1%––History
MDYSPDR S&P Midcap 400 ETF TrustETF599$285.0K0.1%––History
TSLXSixth Street Specialty Lending, Inc.COM12,639$266.0K0.1%––History
WBDWarner Bros. Discovery, Inc.COM SER A6,000$261.0K0.1%––History
NUENucor CorpCOM3,140$252.0K0.1%––History
BABoeing CoStock950$242.0K0.1%––History
VLOValero Energy CorpStock3,350$240.0K0.1%––History
CSCOCisco Systems, Inc.Stock4,618$239.0K0.1%––History
iShares Core S&P Mid-Cap ETF464287507ETF912$237.0K0.1%–––
Vanguard High Dividend Yield Index ETF921946406ETF2,327$235.0K0.1%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF1,056$218.0K0.1%–––
LLYEli Lilly & CoStock1,156$216.0K0.1%––History
IBMInternational Business Machines CorpStock1,618$216.0K0.1%––History
MDTMedtronic plcStock1,735$205.0K0.1%––History
First Trust Dow Jones Internet Index Fund33733E302ETF938$205.0K0.1%–––
iShares Russell 1000 Value ETF464287598ETF1,343$204.0K0.1%–––
BHPBHP Group LtdADR2,920$203.0K0.1%––History
OUNZVanEck Merk Gold ETFGOLD SHS11,188$186.0K0.1%––History
ProShares Tr74347B425SHORT S&P 500 NE10,083$169.0K<0.1%–––