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Portfolio (Quarterly) Guide ↗

Security National Bank

· CIK 0001719739
13F Portfolio $687M AUM 501 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 97 Added 42 Reduced 27 Exited
Page 21 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CMCSA COMCAST CORP NEW Communication Services 35.0 $1K NEW $28.71 -18.0%
402 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 299.0 $909.0 NEW $3.04 +39.0%
403 NOK NOKIA CORP Technology 100.0 $804.0 $8.04 +72.5%
404 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $766.0 $153.20 -23.7%
405 TREX TREX INC Industrials 20.0 $728.0 $36.40 +31.1%
406 SOUN SOUNDHOUND AI INC Technology 100.0 $687.0 NEW $6.87 +2.0%
407 CAVA CAVA GROUP INC Consumer Cyclical 3.0 $243.0 $81.00 +9.4%
408 BHF BRIGHTHOUSE FINL INC Financial Services 3.0 $180.0 $60.00 +5.5%
409 SAN BANCO SANTANDER SA Financial Services 7.0 $79.0 NEW $11.29 +19.1%
410 SEVN SEVEN HILLS REALTY TRUST Real Estate 1.0 $8.0 NEW $8.00 +2.5%
411 SVC SERVICE PPTYS TR Real Estate 1.0 $1.0 NEW $1.00 +62.0%
Page 21 of 21  ·  411 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.4%
Consumer Cyclical 15.9%
Financial Services 12.7%
Industrials 10.2%
Healthcare 5.7%
Energy 4.1%
Communication Services 3.3%
Consumer Defensive 2.5%
Utilities 2.5%
Basic Materials 2.3%