First Nebraska Trust Co

Q1 2026 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2026
Date filed
6/1/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$1,081,366
Net value change ($000)
-12,222 (-1.1%)
New positions
8
Sold out positions
9
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 5,286 36.0%
AVUV 4,471 NEW
AMZN 3,005 43.1%
EOG 2,939 40.2%
COP 2,621 41.2%
APH 2,523 NEW
JNJ 2,477 18.0%
ETN 2,343 14.2%
GNRC 2,153 42.7%
CMG 2,100 266.5%
Top Reduces (Value $000, Stocks/ETFs)
SYY -11,101 -6.6%
MSFT -8,459 -20.1%
QCOM -5,425 -23.4%
AAPL -5,286 -6.9%
WMT -4,304 -15.4%
GOOGL -3,931 -8.7%
BSX -3,436 -34.3%
DHR -2,818 -17.2%
BRK-B -2,340 -4.9%
XHB -2,128 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type