# EDGAR Filing Document

**Accession Number:** 0001719739
**File Stem:** 0001719739-23-000001
**Filing Date:** 2023-2
**Character Count:** 14813
**Document Hash:** c8e36da116c349c3f7cb509145a91ba1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001719739-23-000001.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001719739-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Security National Bank
- **CENTRAL INDEX KEY:** 0001719739
- **IRS NUMBER:** 470485339
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18165
- **FILM NUMBER:** 23575725

**BUSINESS ADDRESS:**
- **STREET 1:** 1120 S 101ST ST
- **CITY:** OMAHA
- **STATE:** NE
- **ZIP:** 68124
- **BUSINESS PHONE:** 402-344-7300

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 31400
- **CITY:** OMAHA
- **STATE:** NE
- **ZIP:** 68131-9913

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Security National Bank<br>**Address:** P.O. BOX 31400<br>OMAHA, NE 68131-9913

**Form 13F File Number:** 028-18165

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Karen Mentzer<br>**Title:** AVP Trust Compliance Coordinator<br>**Phone:** 402-221-0119

**Signature, Place, and Date of Signing:**

Karen Mentzer  Omaha, NE  02-01-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $370918407

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | Common Stock | 002824100 |  | 576398 | 5250 | SH |  | SOLE |  | 1525 | 0 | 3725 |
| ABBVIE INC | Common Stock | 00287Y109 |  | 595856 | 3687 | SH |  | SOLE |  | 3572 | 0 | 0 |
| ABERDEEN STANDARD PHYSICAL SILVER SHARES ETF | Exchange Traded Fund | 003264108 |  | 310230 | 13500 | SH |  | SOLE |  | 13500 | 0 | 0 |
| ACCENTURE PLC | Common Stock | G1151C101 |  | 3188738 | 11950 | SH |  | SOLE |  | 11311 | 0 | 639 |
| ADOBE SYSTEMS INCORPORATED DELAWARE | Common Stock | 00724F101 |  | 4550222 | 13521 | SH |  | SOLE |  | 12854 | 0 | 667 |
| ALEXANDRIA REAL ESTATE EQ INC | Common Stock | 015271109 |  | 1718178 | 11795 | SH |  | SOLE |  | 11468 | 0 | 327 |
| ALPHABET INC CL C | Common Stock | 02079K107 |  | 601589 | 6780 | SH |  | SOLE |  | 6300 | 0 | 480 |
| AMAZON COM INC | Common Stock | 023135106 |  | 6333600 | 75400 | SH |  | SOLE |  | 71220 | 0 | 4180 |
| AMGEN INC | Common Stock | 031162100 |  | 590940 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| APPLE INC | Common Stock | 037833100 |  | 17992057 | 138475 | SH |  | SOLE |  | 133829 | 0 | 4346 |
| BERKSHIRE HATHAWAY INC DEL | Common Stock | 084670108 |  | 5624532 | 12 | SH |  | SOLE |  | 12 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | Common Stock | 084670702 |  | 20736766 | 67131 | SH |  | SOLE |  | 66336 | 0 | 745 |
| BHP GROUP LTD ADR | Common Stock | 088606108 |  | 3213570 | 51790 | SH |  | SOLE |  | 50565 | 0 | 1225 |
| BLACKROCK INC | Common Stock | 09247X101 |  | 6024772 | 8502 | SH |  | SOLE |  | 8348 | 0 | 154 |
| BLACKSTONE GROUP INC | Common Stock | 09260D107 |  | 3987193 | 53743 | SH |  | SOLE |  | 52988 | 0 | 755 |
| BLACKSTONE GROUP INC | Common Stock | 09260D107 |  | 111285 | 1500 | SH |  | OTR |  | 1500 | 0 | 0 |
| BROADRIDGE FINANCIAL SOLUTIONS | Common Stock | 11133T103 |  | 3223949 | 24036 | SH |  | SOLE |  | 23322 | 0 | 714 |
| CADENCE BANK | Common Stock | 12740C103 |  | 735583 | 29829 | SH |  | SOLE |  | 29829 | 0 | 0 |
| CAMDEN PPTY TR | Common Stock | 133131102 |  | 2792525 | 24960 | SH |  | SOLE |  | 24713 | 0 | 247 |
| CARRIER GLOBAL CORP | Common Stock | 14448C104 |  | 266228 | 6454 | SH |  | SOLE |  | 6454 | 0 | 0 |
| CATERPILLAR INC COM | Common Stock | 149123101 |  | 618544 | 2582 | SH |  | SOLE |  | 2582 | 0 | 0 |
| CHEVRON TEXACO CORP COM | Common Stock | 166764100 |  | 911630 | 5079 | SH |  | SOLE |  | 5079 | 0 | 0 |
| CIGNA CORP NEW | Common Stock | 125523100 |  | 399596 | 1206 | SH |  | SOLE |  | 1206 | 0 | 0 |
| COCA COLA CO COM | Common Stock | 191216100 |  | 536678 | 8437 | SH |  | SOLE |  | 8437 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Common Stock | 22160K105 |  | 296725 | 650 | SH |  | SOLE |  | 650 | 0 | 0 |
| COTERRA ENERGY INC | Common Stock | 127097103 |  | 5092624 | 207270 | SH |  | SOLE |  | 204853 | 0 | 2417 |
| DEERE  CO COM | Common Stock | 244199105 |  | 5112963 | 11925 | SH |  | SOLE |  | 11906 | 0 | 19 |
| DOW INC | Common Stock | 260557103 |  | 4682541 | 92926 | SH |  | SOLE |  | 91702 | 0 | 1224 |
| EATON CORP PLC | Common Stock | G29183103 |  | 204035 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| EXXON MOBIL CORP COM | Common Stock | 30231G102 |  | 1088330 | 9867 | SH |  | SOLE |  | 9867 | 0 | 0 |
| EXXON MOBIL CORP COM | Common Stock | 30231G102 |  | 165450 | 1500 | SH |  | OTR |  | 1500 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD II | Exchange Traded Fund | 33734X838 |  | 8361373 | 609874 | SH |  | SOLE |  | 602633 | 0 | 7241 |
| FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | Fixed Income ETF | 33739E108 |  | 369264 | 21980 | SH |  | SOLE |  | 21980 | 0 | 0 |
| FREYR BATTERY | Common Stock | L4135L100 |  | 6781814 | 781315 | SH |  | SOLE |  | 781315 | 0 | 0 |
| FREYR BATTERY | Common Stock | L4135L118 |  | 2930420 | 1035484 | SH |  | SOLE |  | 1035484 | 0 | 0 |
| GOOGLE INC | Common Stock | 02079K305 |  | 599964 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| GXO LOGISTICS INCORPORATED | Common Stock | 36262G101 |  | 4926255 | 115396 | SH |  | SOLE |  | 113243 | 0 | 2153 |
| HERCULES CAPITAL INC | Common Stock | 427096508 |  | 4409518 | 333549 | SH |  | SOLE |  | 329202 | 0 | 4347 |
| HERITAGE COMMERCE CORP | Common Stock | 426927109 |  | 238108 | 18316 | SH |  | SOLE |  | 18316 | 0 | 0 |
| HOME DEPOT INC COM | Common Stock | 437076102 |  | 764065 | 2419 | SH |  | SOLE |  | 2374 | 0 | 45 |
| HONEYWELL INTERNATIONAL INC COM | Common Stock | 438516106 |  | 8361986 | 39020 | SH |  | SOLE |  | 37939 | 0 | 1081 |
| INTEL CORP COM | Common Stock | 458140100 |  | 218867 | 8281 | SH |  | SOLE |  | 8281 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS CORP COM | Common Stock | 459200101 |  | 217675 | 1545 | SH |  | SOLE |  | 1545 | 0 | 0 |
| INTERPUBLIC GROUP COS INC COM | Common Stock | 460690100 |  | 5663499 | 170024 | SH |  | SOLE |  | 165908 | 0 | 4116 |
| ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN | Exchange Traded Fund | 464288448 |  | 379860 | 13986 | SH |  | SOLE |  | 13986 | 0 | 0 |
| ISHARES TR | Exchange Traded Fund | 464287200 |  | 1849971 | 4815 | SH |  | SOLE |  | 4815 | 0 | 0 |
| ISHARES TR | Exchange Traded Fund | 464287507 |  | 710189 | 2936 | SH |  | SOLE |  | 2936 | 0 | 0 |
| ISHARES TR | Exchange Traded Fund | 464287804 |  | 388781 | 4108 | SH |  | SOLE |  | 4108 | 0 | 0 |
| ISHARES TRUST S  P500/BAR | Exchange Traded Fund | 464287309 |  | 396279 | 6774 | SH |  | SOLE |  | 6774 | 0 | 0 |
| J P MORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 4774765 | 35606 | SH |  | SOLE |  | 35007 | 0 | 599 |
| J P MORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 53640 | 400 | SH |  | OTR |  | 400 | 0 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 4248433 | 24050 | SH |  | SOLE |  | 23353 | 0 | 637 |
| KOSMOS ENERGY LTD | Common Stock | 500688106 |  | 9803915 | 1541496 | SH |  | SOLE |  | 1541496 | 0 | 0 |
| LILLY ELI  CO | Common Stock | 532457108 |  | 291574 | 797 | SH |  | SOLE |  | 797 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Common Stock | 539830109 |  | 8369087 | 17203 | SH |  | SOLE |  | 16851 | 0 | 352 |
| LOWES COS INC COM | Common Stock | 548661107 |  | 10477035 | 52585 | SH |  | SOLE |  | 51487 | 0 | 1008 |
| MASTERCARD INCORPORATE | Common Stock | 57636Q104 |  | 1562351 | 4493 | SH |  | SOLE |  | 4493 | 0 | 0 |
| MCDONALDS CORP COM | Common Stock | 580135101 |  | 499126 | 1894 | SH |  | SOLE |  | 1894 | 0 | 0 |
| MERCK AND CO INC NEW | Common Stock | 58933Y105 |  | 9349756 | 84270 | SH |  | SOLE |  | 82223 | 0 | 2047 |
| MICROCHIP TECHNOLOGY INC | Common Stock | 595017104 |  | 478965 | 6818 | SH |  | SOLE |  | 5828 | 0 | 700 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 11754298 | 49013 | SH |  | SOLE |  | 45566 | 0 | 3447 |
| MURPHY OIL CORP | Common Stock | 626717102 |  | 8145578 | 189388 | SH |  | SOLE |  | 168748 | 0 | 20640 |
| MURPHY USA INC | Common Stock | 626755102 |  | 13533929 | 48415 | SH |  | SOLE |  | 43255 | 0 | 5160 |
| NEXTERA ENERGY INC | Common Stock | 65339F101 |  | 7150392 | 85531 | SH |  | SOLE |  | 83541 | 0 | 1990 |
| NEXTERA ENERGY PARTNERS LP | Common Stock | 65341B106 |  | 276785 | 3949 | SH |  | SOLE |  | 3949 | 0 | 0 |
| NIKE INC CLASS B COM | Common Stock | 654106103 |  | 7154342 | 61143 | SH |  | SOLE |  | 60364 | 0 | 779 |
| NUCOR CORP COM | Common Stock | 670346105 |  | 387917 | 2943 | SH |  | SOLE |  | 2943 | 0 | 0 |
| NVIDIA CORP COM | Common Stock | 67066G104 |  | 14964590 | 102399 | SH |  | SOLE |  | 96415 | 0 | 5984 |
| OTIS WORLDWIDE CORP | Common Stock | 68902V107 |  | 252628 | 3226 | SH |  | SOLE |  | 3226 | 0 | 0 |
| PALO ALTO NETWORKS INC | Common Stock | 697435105 |  | 5919008 | 42418 | SH |  | SOLE |  | 39670 | 0 | 2748 |
| PEPSICO INC COM | Common Stock | 713448108 |  | 4605385 | 25492 | SH |  | SOLE |  | 24762 | 0 | 730 |
| PFIZER INC COM | Common Stock | 717081103 |  | 302931 | 5912 | SH |  | SOLE |  | 5812 | 0 | 100 |
| PIONEER NATURAL RESOURCES CO | Common Stock | 723787107 |  | 4904675 | 21475 | SH |  | SOLE |  | 21106 | 0 | 369 |
| PRINCIPAL FINL GROUP INC | Common Stock | 74251V102 |  | 234556 | 2795 | SH |  | SOLE |  | 2795 | 0 | 0 |
| PROSHARES TR | Exchange Traded Fund | 74347B425 |  | 898530 | 56053 | SH |  | SOLE |  | 56053 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | Common Stock | 75513E101 |  | 1073688 | 10639 | SH |  | SOLE |  | 10639 | 0 | 0 |
| REGENERON PHARMACEUTICALS INC | Common Stock | 75886F107 |  | 223662 | 310 | SH |  | SOLE |  | 310 | 0 | 0 |
| REGIONS FINANCIAL CORP | Common Stock | 7591EP100 |  | 364709 | 16916 | SH |  | SOLE |  | 16916 | 0 | 0 |
| RESMED  INC | Common Stock | 761152107 |  | 8494202 | 40812 | SH |  | SOLE |  | 39784 | 0 | 1028 |
| ROPER TECHNOLOGIES INC | Common Stock | 776696106 |  | 200490 | 464 | SH |  | SOLE |  | 464 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | Common Stock | 83417M104 |  | 7216587 | 25476 | SH |  | SOLE |  | 24556 | 0 | 920 |
| SOUTHERN COPPER CORP | Common Stock | 84265V105 |  | 456669 | 7562 | SH |  | SOLE |  | 7562 | 0 | 0 |
| SPDR PORTFOLIO S 500 HIGH DIVIDEND ETF | Exchange Traded Fund | 78468R788 |  | 218640 | 5524 | SH |  | SOLE |  | 5524 | 0 | 0 |
| SPDR S 500 ETF TR | Exchange Traded Fund | 78462F103 |  | 502513 | 1314 | SH |  | SOLE |  | 1314 | 0 | 0 |
| STRYKER CORP | Common Stock | 863667101 |  | 6631302 | 27123 | SH |  | SOLE |  | 26702 | 0 | 421 |
| SYNOPSYS INC | Common Stock | 871607107 |  | 351219 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| TEXAS INSTRS INC COM | Common Stock | 882508104 |  | 4177422 | 25284 | SH |  | SOLE |  | 24690 | 0 | 594 |
| TEXAS PACIFIC LAND TRUST | Common Stock | 88262P102 |  | 234423 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | Common Stock | 883556102 |  | 5884123 | 10685 | SH |  | SOLE |  | 10419 | 0 | 266 |
| TRIMBLE INC | Common Stock | 896239100 |  | 3512403 | 69470 | SH |  | SOLE |  | 69167 | 0 | 303 |
| UNION PACIFIC CORP COM | Common Stock | 907818108 |  | 2218548 | 10714 | SH |  | SOLE |  | 8176 | 0 | 2463 |
| UNITEDHEALTH GROUP INC COM | Common Stock | 91324P102 |  | 10206495 | 19251 | SH |  | SOLE |  | 18693 | 0 | 558 |
| VALERO ENERGY CORP | Common Stock | 91913Y100 |  | 256638 | 2023 | SH |  | SOLE |  | 2023 | 0 | 0 |
| VALMONT INDS INC COM | Common Stock | 920253101 |  | 3736902 | 11301 | SH |  | SOLE |  | 11301 | 0 | 0 |
| VANECK MERK GOLD TRUST | Exchange Traded Fund | 921078101 |  | 258982 | 14640 | SH |  | SOLE |  | 14640 | 0 | 0 |
| VANGUARD 500 INDEX FUND | Exchange Traded Fund | 922908363 |  | 1976990 | 5627 | SH |  | SOLE |  | 5627 | 0 | 0 |
| VANGUARD INDEX FDS | Exchange Traded Fund | 922908652 |  | 3828892 | 28819 | SH |  | SOLE |  | 28819 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ETF | Exchange Traded Fund | 922908769 |  | 2042100 | 10681 | SH |  | SOLE |  | 10681 | 0 | 0 |
| VANGUARD WHITEHALL FDS INC | Exchange Traded Fund | 921946406 |  | 251805 | 2327 | SH |  | SOLE |  | 2327 | 0 | 0 |
| VANGUARD WORLD FDS | Exchange Traded Fund | 92204A702 |  | 249459 | 781 | SH |  | SOLE |  | 781 | 0 | 0 |
| VIRTUS ETF TR II | Fixed Income ETF | 92790A405 |  | 9896863 | 426038 | SH |  | SOLE |  | 420741 | 0 | 5297 |
| VIRTUS ETF TR II | Fixed Income ETF | 92790A405 |  | 23230 | 1000 | SH |  | OTR |  | 1000 | 0 | 0 |
| VISA INC | Common Stock | 92826C839 |  | 8656944 | 41668 | SH |  | SOLE |  | 39869 | 0 | 1799 |
| ZOETIS INC | Common Stock | 98978V103 |  | 7527101 | 51362 | SH |  | SOLE |  | 49531 | 0 | 1831 |

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