First Nebraska Trust Co

Q3 2025 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2025
Date filed
6/8/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$1,105,927
Net value change ($000)
New positions
204
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
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)
SYY 211,081
AAPL 70,924
BRK-B 47,315
MSFT 44,230
SPY 40,515
GOOGL 34,438
WMT 26,127
TT 23,129
AMAT 22,799
QCOM 22,766
Top Reduces (Value $000, Stocks/ETFs)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type