First Nebraska Trust Co

Q3 2007 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2007
Date filed
8/13/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$241,794
Net value change ($000)
New positions
87
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 108,417
XOM 9,978
ALLTEL CORP 9,566
CVX 6,419
WFC 6,222
GE 5,280
BRK-B 4,916
USB 4,407
MSFT 3,590
PFE 3,429
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type