First Nebraska Trust Co

Q2 2020 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
6/30/2020
Date filed
7/1/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$540,694
Net value change ($000)
+86,630 (19.1%)
New positions
12
Sold out positions
2
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 Q1 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 18,358 20.2%
AAPL 9,566 41.6%
IJH 6,211 653.1%
SPY 5,330 40.6%
MSFT 3,495 27.3%
QCOM 3,169 44.4%
AMAT 3,070 30.4%
UNP 2,901 37.8%
DHR 2,879 26.2%
PAYX 1,996 25.5%
Top Reduces (Value $000, Stocks/ETFs)
PRF -6,070 -73.6%
BRK-B -1,751 -8.3%
VWO -1,243 -30.9%
WFC -456 -14.6%
BMY -118 -10.3%
NTR -88 -10.8%
BRK-B -85 -1.7%
ZTR -75 -100.0%
HPQ -66 -6.2%
PM -63 -4.5%
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