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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RSP INVESCO EXCHANGE TRADED FD T 13,366.0 $2.5M 0.08% +347.0 +2.7% $189.22 +9.7%
102 EXLS EXLSERVICE HLDGS INC Technology 82,451.0 $2.5M 0.08% +11K +15.7% $30.45 -4.9%
103 POWI POWER INTEGRATIONS INC Technology 46,867.0 $2.4M 0.07% +820.0 +1.8% $51.20 +64.2%
104 ASCENDIS PHARMA A/S 10,524.0 $2.3M 0.07% +581.0 +5.8% $218.35
105 MIR MIRION TECHNOLOGIES INC Industrials 113,516.0 $2.1M 0.07% +3K +2.4% $18.59 -3.2%
106 NU NU HLDGS LTD Financial Services 154,332.0 $2.1M 0.06% +4K +2.4% $13.51 -3.9%
107 SBCF SEACOAST BKG CORP FLA Financial Services 67,942.0 $2.1M 0.06% +44K +184.5% $30.29 +1.2%
108 UFPT UFP TECHNOLOGIES INC Healthcare 10,182.0 $2.0M 0.06% +231.0 +2.3% $193.60 +18.3%
109 SPGI S&P GLOBAL INC Financial Services 4,587.0 $1.9M 0.06% +3K +282.2% $421.26 -2.1%
110 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 87,017.0 $1.9M 0.06% +68K +357.7% $21.45 +19.0%
111 BDX BECTON DICKINSON & CO Healthcare 11,658.0 $1.8M 0.06% +131.0 +1.1% $157.23 -6.0%
112 MZTI MARZETTI COMPANY Consumer Defensive 12,840.0 $1.8M 0.06% +3K +33.4% $138.33 -17.4%
113 AAON AAON INC Industrials 21,054.0 $1.7M 0.05% +2K +11.5% $82.75 +70.5%
114 GLD SPDR GOLD TR Financial Services 3,934.0 $1.6M 0.05% +58.0 +1.5% $414.58 -0.1%
115 AMN AMN HEALTHCARE SVCS INC Healthcare 87,679.0 $1.6M 0.05% +20K +30.1% $18.34 +48.4%
116 QLYS QUALYS INC Technology 17,139.0 $1.5M 0.05% +5K +40.8% $87.85 +16.5%
117 DE DEERE & CO Industrials 2,705.0 $1.5M 0.05% +310.0 +12.9% $556.58 -4.9%
118 DT DYNATRACE INC Technology 38,457.0 $1.4M 0.04% +7K +24.2% $36.98 +9.8%
119 IEI ISHARES TR 11,800.0 $1.4M 0.04% +2K +15.8% $118.43 -0.8%
120 ACWI ISHARES TR 10,300.0 $1.4M 0.04% +1K +13.5% $134.19 +17.6%
Page 6 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%