First Nebraska Trust Co

Q2 2009 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
6/30/2009
Date filed
8/6/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$140,366
Net value change ($000)
+7,909 (6.0%)
New positions
4
Sold out positions
1
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: 8/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2009
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)
POTASH CORP OF SASKATCHEWAN INC 1,120 NEW
FCX 1,023 NEW
WFC 668 69.6%
MSFT 624 27.3%
INGERSOLL-RAND CO 538 45.1%
DIS 472 26.0%
NWL 414 61.4%
CL 399 16.9%
VARIAN MEDICAL SYSTEMS INC 398 15.7%
BRK-B 360 NEW
Top Reduces (Value $000, Stocks/ETFs)
SYY -1,471 -2.1%
PFE -316 -19.6%
WMT -158 -8.0%
CAH -94 -5.8%
PAYX -79 -4.2%
TRV -51 -19.6%
EF JOHNSON TECHNOLOGIES INC -31 -18.5%
BMY -29 -7.2%
CVX -26 -1.1%
GE -19 -1.4%
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