First Nebraska Trust Co Portfolio Trends: Major Share Changes in Q3 2026

First Nebraska Trust Co's portfolio, valued at $1.229 billion as of June 30, 2026, displayed notable quarterly trends in holdings. The portfolio consists of 226 individual positions, with a heavy focus on Technology, Consumer Defensive, and other sectors.

Sector Breakdown

The portfolio's allocation across sectors remained relatively stable, with Technology leading at 24.56%, followed by Consumer Defensive at 21.39%, and Unknown ETFs at 15.9%. Financial Services and Healthcare each accounted for around 8-9% of the portfolio.

Significant Transactions

Several holdings saw substantial changes during the quarter:

• ISHARES TR (IJH) experienced a significant increase in shares, growing by 518.54%.
• WALMART INC (WMT) was notably added, with shares increasing by 115.52%.
• AMAZON COM INC (AMZN) saw a massive addition, with shares growing by 767.23%.
• SYSCO CORP (SYY) was slightly reduced, with a 6.35% decrease in shares.
• BERKSHIRE HATHAWAY INC DEL (BRK-B) saw a small reduction, with a 1.13% decrease in shares.
• APPLIED MATLS INC (AMAT) faced a large reduction, with a 40.36% decrease in shares.

These changes reflect active management of the portfolio, with both additions and reductions occurring across different sectors.

Focus on Top Holdings

The top holdings by weight include major technology companies like APPLE INC (AAPL) and MICROSOFT CORP (MSFT), as well as consumer staples such as SYSCO CORP (SYY) and HORMEL FOODS CORP (HRL). The investor also holds significant exposure to financial services through BERKSHIRE HATHAWAY INC DEL (BRK-B) and ETFs like SPDR S&P 500 ETF TR (SPY).

For detailed information on these holdings and the investor's profile, please visit First Nebraska Trust Co and explore individual stock profiles at InsiderSet.