First Nebraska Trust Co

Q3 2002 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2002
Date filed
8/27/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$145,577
Net value change ($000)
-7,823 (-5.1%)
New positions
2
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2002
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 2,445 2.7%
CAH 574 93.5%
PFG 407 NEW
IDA 209 NEW
BRK-B 140 10.8%
BSX 44 4.3%
CLX 38 10.6%
Level 3 Communications 22 46.8%
HYPERION TOTAL RETURN & INCO 21 7.6%
VAN KAMPEN VALUE MUN INCOME 16 5.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,250 -23.2%
ALLTEL CORP -1,013 -14.5%
MSFT -843 -41.9%
USB -654 -19.9%
AMAT -572 -38.4%
CVX -504 -23.6%
INTC -421 -33.4%
C -387 -41.4%
TXN -346 -65.8%
HON -315 -38.5%
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