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Portfolio (Quarterly) Guide ↗

FIRST NATIONAL BANK OF OMAHA

· CIK 0000036644
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 503 New
Page 20 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BA BOEING CO Industrials 3,104.0 $678K 0.02% NEW $218.54 +2.6%
382 CCJ CAMECO CORP Energy 7,363.0 $673K 0.02% NEW $91.37 +17.6%
383 ADUS ADDUS HOMECARE CORP Healthcare 6,097.0 $655K 0.02% NEW $107.39 -12.4%
384 SPTM SPDR SERIES TRUST 7,854.0 $651K 0.02% NEW $82.91 +9.7%
385 VGT VANGUARD WORLD FD 853.0 $643K 0.02% NEW $753.78 -84.4%
386 SPGI S&P GLOBAL INC Financial Services 1,200.0 $633K 0.02% NEW $527.69 -21.2%
387 MDU MDU RES GROUP INC Industrials 31,600.0 $624K 0.02% NEW $19.74 +11.0%
388 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,488.0 $616K 0.02% NEW $176.47 -6.3%
389 KFY KORN FERRY Industrials 9,232.0 $609K 0.02% NEW $66.02 +3.9%
390 VPU VANGUARD WORLD FD 3,269.0 $609K 0.02% NEW $186.21 +5.1%
391 MPC MARATHON PETE CORP Energy 3,700.0 $606K 0.02% NEW $163.82 +50.8%
392 STC STEWART INFORMATION SVCS COR Financial Services 8,571.0 $602K 0.02% NEW $70.26 -3.1%
393 REET ISHARES TR 24,000.0 $599K 0.02% NEW $24.95 +10.3%
394 VIAV VIAVI SOLUTIONS INC Technology 33,461.0 $596K 0.02% NEW $17.82 +197.8%
395 AJG GALLAGHER ARTHUR J & CO Financial Services 2,277.0 $596K 0.02% NEW $261.83 -22.5%
396 BHE BENCHMARK ELECTRS INC Technology 13,421.0 $574K 0.02% NEW $42.76 +101.2%
397 CSW INDUSTRIALS INC 1,955.0 $574K 0.02% NEW $293.53
398 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 5,954.0 $570K 0.02% NEW $95.70 +25.7%
399 CTVA CORTEVA INC Basic Materials 8,400.0 $566K 0.02% NEW $67.37 +18.6%
400 MMI MARCUS & MILLICHAP INC Real Estate 20,482.0 $559K 0.02% NEW $27.29 +3.8%
Page 20 of 26  ·  503 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 25.1%
Financial Services 18.1%
Industrials 10.6%
Healthcare 9.6%
Communication Services 8.5%
Consumer Cyclical 8.3%
Consumer Defensive 7.7%
Energy 5.1%
Real Estate 2.6%
Utilities 2.6%