First Nebraska Trust Co
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 63.1%; sector active share 19.2% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
231 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.0% | $309,686,731 |
| Consumer Defensive | 21.2% | $262,936,625 |
| Unclassified | 10.3% | $127,086,408 |
| Industrials | 10.2% | $125,971,744 |
| Financial Services | 9.0% | $110,786,053 |
| Healthcare | 8.6% | $106,890,877 |
| Communication Services | 5.0% | $61,507,426 |
| Energy | 4.3% | $53,250,181 |
| Consumer Cyclical | 4.0% | $49,245,690 |
| Basic Materials | 2.0% | $25,013,819 |
| Real Estate | 0.3% | $3,978,987 |
| Utilities | 0.1% | $1,321,279 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMG | Chipotle Mexican Grill Inc | +20,186 | 110,411 | $3,753,974 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +18,847 | 27,660 | $2,430,760 | |
| APH | Amphenol Corp | +10,607 | 30,577 | $5,391,336 | |
| BSX | Boston Scientific Corp | +10,068 | 115,159 | $4,914,986 | |
| IJH | iShares Core S&P Mid-Cap ETF | +8,884 | 347,451 | $26,791,946 | |
| ANET | Arista Networks, Inc. | +6,540 | 21,260 | $3,611,648 | |
| PYPL | PayPal Holdings, Inc. | +6,315 | 92,255 | $3,983,570 | |
| MDT | Medtronic plc | +6,295 | 75,647 | $5,917,864 | |
| CPRT | Copart Inc | +5,671 | 104,531 | $2,946,728 | |
| CLX | Clorox Co | +5,615 | 58,263 | $5,560,620 | |
| VUG | VANGUARD GROWTH INDEX FUND | +5,576 | 6,660 | $573,692 | |
| PAYX | Paychex Inc | +5,271 | 93,448 | $9,188,741 | |
| MSFT | Microsoft Corp | +3,858 | 94,738 | $35,339,168 | |
| IWF | iShares Russell 1000 Growth ETF | +3,249 | 4,332 | $537,904 | |
| DHR | Danaher Corp | +2,403 | 74,054 | $14,105,805 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +2,357 | 42,827 | $5,343,096 | |
| LW | Lamb Weston Holdings, Inc. | +2,307 | 123,873 | $5,348,836 | |
| AJG | Arthur J. Gallagher & Co. | +2,135 | 15,739 | $3,613,202 | |
| TSCO | Tractor Supply Co | +2,135 | 34,270 | $1,083,274 | |
| KO | Coca Cola Co | +1,983 | 74,583 | $6,061,360 | |
| EFA | iShares MSCI EAFE ETF | +1,977 | 37,789 | $3,925,521 | |
| ADBE | Adobe Inc. | +1,722 | 10,535 | $2,159,885 | |
| CRM | Salesforce, Inc. | +1,477 | 31,008 | $4,857,713 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +1,461 | 58,563 | $3,110,280 | |
| DVY | iShares Select Dividend ETF | +1,387 | 13,407 | $2,095,514 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | −22,761 | 186,070 | $21,855,782 | |
| HON | Honeywell International Inc | −16,291 | 16,236 | $3,635,240 | |
| SPY | Spdr S&P 500 ETF Trust | −1,360 | 62,666 | $46,797,088 | |
| CAG | Conagra Brands Inc. | −1,092 | 94,152 | $1,267,285 | |
| CAH | Cardinal Health Inc | −656 | 84,400 | $20,050,064 | |
| HPQ | Hp Inc | −535 | 78,236 | $1,716,497 | |
| AAPL | Apple Inc. | −462 | 279,302 | $80,818,826 | |
| FTV | Fortive Corp | −395 | 43,985 | $2,687,043 | |
| HRL | Hormel Foods Corp | −392 | 552,191 | $13,705,380 | |
| NUE | Nucor Corp | −390 | 81,156 | $18,077,499 | |
| HPE | Hewlett Packard Enterprise Co | −380 | 100,068 | $4,514,067 | |
| SLB | Slb Limited | −350 | 104,507 | $4,858,530 | |
| WMT | Walmart Inc. | −289 | 189,779 | $21,494,369 | |
| QQQ | Invesco Qqq Trust, Series 1 | −249 | 20,992 | $15,458,508 | |
| EOG | Eog Resources Inc | −245 | 70,669 | $9,167,889 | |
| NTR | Nutrien Ltd. | −230 | 12,506 | $787,252 | |
| AMAT | Applied Materials Inc | −216 | 86,058 | $62,219,934 | |
| MSI | Motorola Solutions, Inc. | −212 | 25,968 | $10,784,250 | |
| DCI | DONALDSON Co INC | −205 | 81,307 | $7,298,929 | |
| IP | International Paper Co | −170 | 74,175 | $2,826,067 | |
| VLTO | Veralto Corp | −157 | 15,217 | $1,349,443 | |
| FDX | Fedex Corp | −143 | 29,827 | $9,339,728 | |
| RAL | Ralliant Corp | −133 | 10,323 | $760,082 | |
| DOW | Dow Inc. | −130 | 13,993 | $382,848 | |
| ALLE | Allegion plc | −127 | 22,613 | $3,176,900 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 16,236 | $3,589,454 | |
| QQQM | Invesco Ltd. | 1,990 | $602,910 | |
| MKL | Markel Group Inc. | 264 | $515,594 | |
| TTE | TotalEnergies SE | 4,706 | $365,938 | |
| AMD | Advanced Micro Devices Inc | 514 | $298,587 | |
| KMB | Kimberly Clark Corp | 2,678 | $293,964 | |
| URI | United Rentals, Inc. | 252 | $285,488 | |
| FTNT | Fortinet, Inc. | 1,506 | $231,351 | |
| MU | Micron Technology Inc | 200 | $230,858 | |
| SMMD | iShares Russell 2500 ETF | 2,486 | $227,792 | |
| AMG | Affiliated Managers Group, Inc. | 643 | $217,591 | |
| VO | VANGUARD MID-CAP INDEX FUND | 2,644 | $213,027 | |
| O | Realty Income Corp | 3,420 | $211,903 | |
| WPC | W. P. Carey Inc. | 2,950 | $210,925 | |
| KHC | Kraft Heinz Co | 8,883 | $209,816 | |
| CARR | CARRIER GLOBAL Corp | 2,806 | $205,820 | |
| IGM | iShares Expanded Tech Sector ETF | 1,250 | $204,475 | |
| LAD | Lithia Motors Inc | 700 | $203,343 | |
| DELL | Dell Technologies Inc. | 468 | $201,923 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CHI | Calamos Convertible Opportunities & Income Fund | 33,760 | $362,582 | |
| ICE | Intercontinental Exchange, Inc. | 1,500 | $235,920 | |
| BKT | Blackrock Income Trust, Inc. | 16,303 | $172,322 | |
| DNP | Dnp Select Income Fund Inc | 16,492 | $169,867 | |
| TOT | TotalEnergies SE | 4,706 | $96,152 | |
| HIO | Western Asset High Income Opportunity Fund Inc. | 22,060 | $80,077 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 2,196,741 | $183,603,612 | 14.83% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 279,302 | $80,818,826 | 6.53% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 86,058 | $62,219,934 | 5.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 144,545 | $51,656,046 | 4.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 95,578 | $47,826,275 | 3.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 62,666 | $46,797,088 | 3.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 94,738 | $35,339,168 | 2.86% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 347,451 | $26,791,946 | 2.16% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 53,549 | $26,301,126 | 2.13% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 138,358 | $25,567,174 | 2.07% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 52,420 | $22,337,210 | 1.80% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 186,070 | $21,855,782 | 1.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 189,779 | $21,494,369 | 1.74% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 84,400 | $20,050,064 | 1.62% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 81,156 | $18,077,499 | 1.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 67,346 | $17,103,863 | 1.38% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 59,415 | $16,160,880 | 1.31% | |
| CVX |
Chevron Corp
Energy
|
Added | 96,818 | $16,048,551 | 1.30% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 21 | $15,725,850 | 1.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 20,992 | $15,458,508 | 1.25% | |
| DHR |
Danaher Corp
Healthcare
|
Added | 74,054 | $14,105,805 | 1.14% | |
| HRL |
Hormel Foods Corp
Consumer Defensive
|
Reduced | 552,191 | $13,705,380 | 1.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 41,129 | $13,462,755 | 1.09% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 104,140 | $13,381,990 | 1.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 49,172 | $11,719,654 | 0.95% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 25,968 | $10,784,250 | 0.87% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Reduced | 36,825 | $10,782,728 | 0.87% | |
| INTC |
Intel Corp
Technology
|
Added | 74,022 | $10,335,691 | 0.84% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 70,062 | $9,486,394 | 0.77% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 29,827 | $9,339,728 | 0.75% | |
| PAYX |
Paychex Inc
Technology
|
Added | 93,448 | $9,188,741 | 0.74% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 70,669 | $9,167,889 | 0.74% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
Added | 30,390 | $8,996,655 | 0.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 6,923 | $8,303,654 | 0.67% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 35,811 | $7,895,967 | 0.64% | |
| USB |
US Bancorp De
Financial Services
|
Added | 124,255 | $7,505,002 | 0.61% | |
| DCI |
DONALDSON Co INC
Industrials
|
Reduced | 81,307 | $7,298,929 | 0.59% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 52,505 | $7,178,483 | 0.58% | |
| COP |
Conocophillips
Energy
|
Reduced | 67,892 | $7,058,052 | 0.57% | |
| V |
Visa Inc.
Financial Services
|
Added | 19,377 | $6,648,054 | 0.54% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 74,583 | $6,061,360 | 0.49% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 75,647 | $5,917,864 | 0.48% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 61,912 | $5,676,092 | 0.46% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 39,584 | $5,666,449 | 0.46% | |
| CLX |
Clorox Co
Consumer Defensive
|
Added | 58,263 | $5,560,620 | 0.45% | |
| APH |
Amphenol Corp
Technology
|
Added | 30,577 | $5,391,336 | 0.44% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Added | 123,873 | $5,348,836 | 0.43% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 42,827 | $5,343,096 | 0.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 25,535 | $5,109,298 | 0.41% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 15,650 | $4,927,246 | 0.40% |
Showing the top 50 of 231 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.