First Nebraska Trust Co

Q1 2020 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2020
Date filed
7/1/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$454,064
Net value change ($000)
-162,353 (-26.3%)
New positions
10
Sold out positions
21
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: 7/1/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
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)
TT 5,245 NEW
PYPL 2,287 NEW
SYK 2,269 NEW
IR 1,389 NEW
V 1,113 310.0%
HRL 1,046 4.2%
AJG 697 NEW
EMR 586 NEW
ABBV 543 NEW
ABT 428 121.2%
Top Reduces (Value $000, Stocks/ETFs)
SYY -87,135 -49.0%
TT -8,501 -100.0%
AMAT -3,477 -25.6%
DIS -3,450 -33.4%
SPY -3,416 -20.7%
AAPL -3,299 -12.5%
BRK-B -3,254 -39.9%
PRF -3,228 -28.1%
PAYX -2,870 -26.8%
WFC -2,856 -47.8%
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