Security National Bank Of Sioux City Iowa ia/ 13F annual report

Security National Bank Of Sioux City Iowa ia/ is an investment fund managing more than $131 million ran by Cindy Schubert. There are currently 96 companies in Mrs. Schubert’s portfolio. The largest investments include Thermo Fisher Scientific and Berkshire Hathaway Inc Del Cl, together worth $13.6 million.

Limited to 30 biggest holdings

$131 million Assets Under Management (AUM)

As of 9th February 2023, Security National Bank Of Sioux City Iowa ia/’s top holding is 8,560 shares of Thermo Fisher Scientific currently worth over $4.71 million and making up 3.6% of the portfolio value.Relative to the number of outstanding shares of Thermo Fisher Scientific, Security National Bank Of Sioux City Iowa ia/ owns more than approximately 0.1% of the company.In addition, the fund holds 15,252 shares of Berkshire Hathaway Inc Del Cl worth $8.93 million. The third-largest holding is Apple Inc worth $4.67 million and the next is Microsoft worth $4.47 million, with 18,654 shares owned.

Currently, Security National Bank Of Sioux City Iowa ia/'s portfolio is worth at least $131 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Security National Bank Of Sioux City Iowa ia/

The Security National Bank Of Sioux City Iowa ia/ office and employees reside in Sioux City, Iowa. According to the last 13-F report filed with the SEC, Cindy Schubert serves as the Sr. Vice President Bank Operations at Security National Bank Of Sioux City Iowa ia/.