First Nebraska Trust Co

Q4 2024 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2024
Date filed
6/12/2026
Form type
13F-HR
Num holdings
192
Total value ($000)
$1,035,390
Net value change ($000)
+7,469 (0.7%)
New positions
3
Sold out positions
8
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SYY 8,405 4.4%
AAPL 5,520 8.4%
GOOGL 4,455 20.9%
WMT 2,607 12.6%
CRM 1,626 23.3%
MSFT 1,590 4.6%
PYPL 1,573 24.0%
V 1,463 62.4%
LW 1,460 40.9%
CSCO 1,293 11.5%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -4,201 -18.5%
DHR -3,010 -16.0%
CVX -2,555 -17.1%
MDT -2,319 -32.9%
HRL -2,148 -10.2%
JNJ -1,984 -17.8%
PFE -1,749 -42.8%
CAG -1,515 -32.9%
INTC -1,196 -59.8%
NUE -1,154 -11.5%
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