First Nebraska Trust Co Portfolio Shifts in Q3 2023
Insights into holdings changes by First Nebraska Trust Company as of June 30, 2023.
As of the end of Q3 2023 (June 30), First Nebraska Trust Co's portfolio shows a total value exceeding $837 million, with specific adjustments noted across various sectors.
The investor's holdings demonstrate activity in multiple areas. In the Consumer Defensive sector, Hormel Foods Corp (HRL) saw a significant increase of 9.96% in its position during the quarter.
Tech-focused companies also experienced notable changes. Applied Materials Inc (AMAT) added shares, increasing by 5.11%, while both Apple Inc (AAPL) and Hewlett-Packard Enterprise Co (HPE) saw slight reductions of -1.38% and -0.4% respectively.
Healthcare additions were observed with Pfizer Inc (PFE)'s position growing by 6.22%. Emerson Electric Co (EMR) also increased its stake, rising by 29.1%.
Several other sectors showed investor interest or adjustments this quarter. New positions were established in Industrials with companies like Trex Co Inc (TREX), HEWLETT PACKARD ENTERPRISE CO (HPE), and Trinity Inds Inc (TRN). Energy saw an increase in EOG RES INC (EOG) holdings by 28.03%. Additionally, the investor added a position to Allegion PLC and took an interest in Canadian Pacific Kansas City (CP), Domino's Pizza Inc (DPZ), and Aflac Inc (AFL).
The portfolio includes several large holdings, with SYSCO Corp (SYY) remaining the largest at approximately 20.78% allocation. Other significant positions include Berkshire Hathaway INC DEL (BRK-B), Microsoft Corp (MSFT), and SPDR S&P 500 ETF TR (SPY).