First Nebraska Trust Co

Q1 2018 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2018
Date filed
7/10/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$502,595
Net value change ($000)
+14,243 (2.9%)
New positions
2
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: 7/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2017
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)
USB 13,680 251.5%
DHR 4,387 251.0%
MDT 1,539 53.3%
NTR 1,435 NEW
PM 1,085 136.5%
CAH 1,058 32.4%
BSX 942 117.3%
CSCO 783 11.9%
AMAT 781 8.7%
MO 776 135.0%
Top Reduces (Value $000, Stocks/ETFs)
SYY -3,823 -2.6%
MSFT -1,861 -19.3%
CVX -1,615 -34.3%
POTASH CORP OF SASKATCHEWAN INC -1,560 -100.0%
WFC -975 -14.5%
PAYX -903 -9.7%
WMT -903 -10.7%
NWL -650 -14.7%
QCOM -649 -11.2%
INTC -644 -21.6%
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