First Nebraska Trust Co

Q1 2014 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2014
Date filed
7/22/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$323,426
Net value change ($000)
+3,466 (1.1%)
New positions
2
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: 7/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
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)
AAPL 1,472 36.2%
SLB 1,242 34.0%
WMT 1,124 38.3%
POTASH CORP OF SASKATCHEWAN INC 957 17.3%
AMAT 855 15.3%
KO 589 16.2%
MSFT 585 8.7%
WFC 542 12.5%
BRK-B 473 5.5%
VARIAN MEDICAL SYSTEMS INC 472 6.7%
Top Reduces (Value $000, Stocks/ETFs)
DIS -2,525 -30.9%
PSX -1,346 -100.0%
CSR -1,138 -100.0%
SAFEWAY USA -800 -100.0%
XOM -669 -8.8%
TT -580 -10.2%
LLY -520 -24.6%
GE -472 -7.2%
PAYX -430 -6.4%
FCX -360 -11.4%
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