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Portfolio (Quarterly) Guide ↗

FIRST NATIONAL BANK OF OMAHA

· CIK 0000036644
13F Portfolio $3.2B AUM 852 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 142 Added 255 Reduced 27 Exited
Page 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDU ISHARES TR 48,748.0 $5.7M 0.17% +536.0 +1.1% $116.21 -2.2%
62 WAB WABTEC Industrials 21,907.0 $5.5M 0.17% +495.0 +2.3% $249.91 +3.5%
63 NKE NIKE INC Consumer Cyclical 105,376.0 $5.5M 0.17% +73K +230.2% $51.83 -10.6%
64 IWM ISHARES TR 22,453.0 $5.4M 0.17% +2K +7.7% $239.61 +21.3%
65 NEM NEWMONT CORP Basic Materials 49,347.0 $5.1M 0.16% +2K +4.3% $103.12 +4.9%
66 GPC GENUINE PARTS CO Consumer Cyclical 48,311.0 $5.1M 0.16% +38K +351.4% $104.88 -4.4%
67 ACWX ISHARES TR 75,188.0 $5.0M 0.15% +37K +94.8% $66.59 +14.7%
68 ASML ASML HLDG NV Technology 3,955.0 $5.0M 0.15% +108.0 +2.8% $1253.96 +27.5%
69 TFC TRUIST FINL CORP Financial Services 111,050.0 $5.0M 0.15% +807.0 +0.7% $44.64 +9.5%
70 CUZ COUSINS PPTYS INC Real Estate 222,559.0 $4.9M 0.15% +135K +155.3% $21.97 +22.4%
71 APA APA CORPORATION Energy 109,214.0 $4.8M 0.15% +925.0 +0.8% $43.74 -15.6%
72 CATH GLOBAL X FDS 62,500.0 $4.7M 0.15% +6K +11.4% $75.92 +17.9%
73 BTI BRITISH AMERN TOB PLC Consumer Defensive 81,125.0 $4.7M 0.15% +406.0 +0.5% $58.26 +10.2%
74 NDAQ NASDAQ INC Financial Services 55,568.0 $4.7M 0.15% +456.0 +0.8% $84.89 +7.0%
75 FELE FRANKLIN ELEC INC Industrials 47,675.0 $4.4M 0.14% +817.0 +1.7% $92.17 +9.6%
76 LUV SOUTHWEST AIRLS CO Industrials 117,367.0 $4.3M 0.13% +2K +1.5% $36.29 +21.1%
77 TSCO TRACTOR SUPPLY CO Consumer Cyclical 92,083.0 $4.2M 0.13% +2K +2.1% $45.30 -33.3%
78 GSEW GOLDMAN SACHS ETF TR 49,552.0 $4.1M 0.13% +5K +11.2% $82.67 +11.9%
79 DORM DORMAN PRODS INC Consumer Cyclical 36,640.0 $3.8M 0.12% +4K +11.9% $104.36 +18.4%
80 FEOE RBB FUND TRUST 76,234.0 $3.8M 0.12% +41K +114.9% $49.22 +10.2%
Page 4 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Financial Services 16.5%
Industrials 10.8%
Healthcare 9.3%
Consumer Cyclical 8.6%
Consumer Defensive 8.4%
Communication Services 7.8%
Energy 6.9%
Real Estate 3.1%
Utilities 3.0%