First Nebraska Trust Co

Q1 2021 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2021
Date filed
6/26/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$743,562
Net value change ($000)
+50,686 (7.3%)
New positions
9
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/29/2026 Next filing: 6/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2020
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 10,477 6.0%
AMAT 4,427 23.7%
HRL 3,168 12.6%
NUE 2,620 56.5%
GOOGL 2,230 26.0%
BRK-B 2,182 9.2%
IJH 1,572 14.0%
CSCO 1,467 17.8%
EOG 1,400 78.0%
USB 1,335 26.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,171 -8.5%
QCOM -1,646 -9.8%
WMT -629 -5.8%
CL -503 -8.5%
PEP -485 -4.7%
SMMD -221 -100.0%
CLX -203 -4.9%
DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC -195 -100.0%
KO -169 -4.0%
ABT -149 -15.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type