First Nebraska Trust Co

Q2 2013 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
6/30/2013
Date filed
7/24/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$284,303
Net value change ($000)
+2,150 (0.8%)
New positions
0
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: 7/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
SPY 1,742 60.8%
MSFT 1,331 27.3%
AMAT 775 19.6%
DIS 706 11.5%
CSCO 688 19.8%
WFC 620 19.4%
BRK-B 554 7.5%
INTC 525 12.6%
IJH 422 41.3%
CAH 411 15.3%
Top Reduces (Value $000, Stocks/ETFs)
SYY -2,828 -2.9%
HD -1,780 -100.0%
MPC -1,517 -56.4%
PSX -1,086 -51.0%
CLX -516 -8.1%
LLY -375 -14.2%
IBM -231 -11.2%
CL -185 -3.3%
CSR -169 -12.9%
VARIAN MEDICAL SYSTEMS INC -140 -2.2%
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