Karen Mentzer

Security National Bank

Assets Managed

$837.912M

Holdings

392

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

22.03%(2Q avg: 10.24%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Security National Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 392 positions.

Assets under management

The assets under management (AUM) of Security National Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 837.912M in assets, with a quarterly growth rate of 22.03% and a 2-quarter average growth rate of 10.24%. The portfolio is managed by Karen Mentzer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -1.4%	9.99%	$83.659M 418,109 shares@ $200.1 avg price	Decreased -1.4%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	5.55%	$46.429M 62 shares@ $748850.0 avg price
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Increased 1.47%	4.2%	$35.122M 70,189 shares@ $500.39 avg price	Increased 1.47%
AAPL Apple Inc Recent Activity Decreased -0.5%	3.84%	$32.121M 111,008 shares@ $289.37 avg price	Decreased -0.5%
MUSA Murphy Usa Inc Recent Activity Increased 5.23%	3.56%	$29.823M 55,343 shares@ $538.87 avg price	Increased 5.23%
PANW Palo Alto Networks Inc Recent Activity Increased 2.78%	3.46%	$28.942M 84,869 shares@ $341.03 avg price	Increased 2.78%
ASML Asml Holding Nv-ny Reg Shs Recent Activity Increased 1.98%	2.85%	$23.859M 11,993 shares@ $1989.45 avg price	Increased 1.98%
GLW Corning Inc Recent Activity Increased 3.56%	2.54%	$21.219M 83,070 shares@ $255.43 avg price	Increased 3.56%
KLAC Kla Corp Recent Activity Increased 934.61%	2.49%	$20.817M 68,998 shares@ $301.71 avg price	Increased 934.61%
AMZN Amazon.com Inc Recent Activity Increased 4.05%	2.36%	$19.756M 82,891 shares@ $238.35 avg price	Increased 4.05%

1-10 of 392