Security Financial Services, INC.
Annual return '25
+28.6%
SPY '25
+17.7%
Alpha
+10.8ptsvs SPY
Invested
$172M
Holdings
78
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +5.7% (11.7k → 12.4k shares)
19.6%
02
$APP
APPLOVIN CORP
Held since at least Q1 2024
6.0%
03
$AVGO
BROADCOM INC
Q2 2025: Increased +13.2% (4.6k → 5.2k shares)
4.7%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 2.0% (6.6k → 6.5k shares)
3.3%
05
$GOOGL
ALPHABET INC A
Q1 2026: Increased +14.1% (3.6k → 4.1k shares)
3.2%
06
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Held since at least Q1 2024
3.1%
07
$META
META PLATFORMS INC
Q3 2025: Increased +17.8% (752 → 886 shares)
3.1%
08
$KLAC
KLA CORP
Held since at least Q1 2024
2.8%
09
$V
VISA INC
Q2 2025: New position (604 shares)
2.6%
10
$URI
UNITED RENTALS INC
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:13 UTC.