First Nebraska Trust Co

Q1 2025 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2025
Date filed
6/9/2026
Form type
13F-HR
Num holdings
190
Total value ($000)
$1,012,938
Net value change ($000)
-22,452 (-2.2%)
New positions
6
Sold out positions
8
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
BRK-B 7,302 17.1%
CVX 3,510 28.3%
CMG 3,295 NEW
BRK-B 2,468 17.3%
JNJ 2,043 22.3%
CAH 1,657 15.5%
MDT 1,415 29.9%
DPZ 1,326 11.6%
BSX 1,148 11.8%
SLB 1,111 35.3%
Top Reduces (Value $000, Stocks/ETFs)
FICO -11,639 -100.0%
AAPL -8,298 -11.7%
GOOGL -4,657 -18.1%
MSFT -4,092 -11.3%
SYY -3,129 -1.6%
ETN -2,344 -14.6%
AMAT -2,099 -11.3%
TT -1,962 -9.4%
IR -1,851 -100.0%
DHR -1,780 -11.3%
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