First Nebraska Trust Co Investment Activity Analysis: Q2 2026 Portfolio Changes
This analysis details observable investment activities by First Nebraska Trust Co during Q2 2026, highlighting significant purchases and sales based on disclosed holdings data.
As of June 30th, 2026 (), First Nebraska Trust Co's portfolio reflects a dynamic investment strategy with substantial activity observed during the quarter. The investor holds First Nebraska Trust Co's holdings data provides insights into specific stock purchases and sales, revealing shifts in focus across various sectors.
Major Purchases: The most significant buying activity this quarter involved several large-cap stocks. Notably, ISHares TR (IJH), an ETF tracking the S&P 500 Small Cap Index, saw a massive increase of over 291,000 shares, representing a staggering 518.54% change from the previous period and adding significantly to its allocation.
Additionally, Walmart Inc (WMT) experienced substantial buying, with a 101,724 share increase (+115.52%) contributing to its portfolio allocation of 1.74%. Similarly, Amazon.com Inc (AMZN) was added significantly with a 43,502 share increase (+767.23%) from the prior period.
Significant Sales: Conversely, there were substantial reductions in certain holdings. Sysco Corp (SYY), a major Consumer Defensive stock holding at the end of last quarter, saw its position decrease by 148,907 shares (-6.35%). Despite this reduction in holdings, Applied Materials Inc (AMAT) remained one of the largest Technology allocations due to its high absolute value.
Other notable exits included Disney Walt Co (DIS), which was sold entirely, reducing its portfolio percentage allocation by 0.08%. Furthermore, the investor divested positions in several ETFs and sector funds: VWO (Global Small Cap), IVW (iShares Core MSCI World Index Fund), and the previously mentioned IJH.
The portfolio also saw additions to smaller positions, such as Chipotle Mexican Grill Inc (CMG), which increased by 100% in shares during the quarter. Other new or significantly added holdings include CVX (Chevron Corporation), DPZ (Dick's Sporting Goods Inc), and the ETF AVUV.