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)
New positions
141
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
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 144,511
BRK-B 22,128
HRL 19,121
USB 19,119
AAPL 14,853
SPY 11,511
AMAT 9,799
INVESCO EXCHANGE-TRADED FUND TRUST 8,486
PAYX 8,429
MSFT 7,799
Top Reduces (Value $000, Stocks/ETFs)
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