First Nebraska Trust Co

Q1 2009 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2009
Date filed
8/6/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$132,457
Net value change ($000)
-15,073 (-10.2%)
New positions
1
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: 8/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2008
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)
PEP 540 183.7%
AMAT 194 13.1%
COP 193 61.3%
IBM 161 15.9%
DENTSPLY INTL INC NEW 107 15.8%
CSCO 86 5.5%
HELIOS TOTAL RETURN FUND 82 NEW
TXN 60 9.9%
CAG 59 5.3%
HD 51 3.9%
Top Reduces (Value $000, Stocks/ETFs)
WFC -5,218 -84.5%
USB -1,717 -61.3%
XOM -937 -15.3%
JPM -822 -100.0%
EFA -795 -100.0%
GE -759 -35.4%
NWL -458 -40.5%
DIS -455 -20.0%
PFE -437 -21.3%
BRK-B -437 -11.1%
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