First Nebraska Trust Co

Q3 2020 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2020
Date filed
6/29/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$583,240
Net value change ($000)
+42,546 (7.9%)
New positions
13
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/1/2026 Next filing: 6/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 15,250 14.0%
FDX 3,042 78.8%
VARIAN MEDICAL SYSTEMS INC 2,903 37.6%
DHR 2,868 20.7%
QCOM 2,805 27.2%
BRK-B 2,456 12.7%
SPY 1,686 9.1%
TT 1,681 30.4%
UNP 1,655 15.6%
FTV 1,533 NEW
Top Reduces (Value $000, Stocks/ETFs)
CSCO -1,546 -17.4%
WFC -1,178 -44.3%
XOM -993 -30.3%
PRF -920 -42.4%
LLY -758 -14.6%
CVX -700 -29.5%
CAH -570 -14.3%
EOG -525 -23.2%
BMY -458 -44.8%
MPC -454 -27.6%
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