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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 10 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLV SELECT SECTOR SPDR TR 7,100.0 $1.0M 0.03% -76.0 -1.1% $144.91 +2.5%
182 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 14,171.0 $1.0M 0.03% -452.0 -3.1% $71.75 +8.7%
183 O REALTY INCOME CORP Real Estate 16,374.0 $1.0M 0.03% -88K -84.4% $61.15 +2.1%
184 ISRG INTUITIVE SURGICAL INC Healthcare 2,202.0 $1.0M 0.03% -971.0 -30.6% $454.64 -4.0%
185 PCT PURECYCLE TECHNOLOGIES INC Industrials 192,514.0 $999K 0.03% -2K -1.3% $5.19 +136.4%
186 VOE VANGUARD INDEX FDS 5,318.0 $965K 0.03% -1K -17.7% $181.46 +7.5%
187 VMI VALMONT INDS INC Industrials 2,380.0 $951K 0.03% -120.0 -4.8% $399.57 +32.5%
188 HEDJ WISDOMTREE TR 18,197.0 $930K 0.03% -2K -7.7% $51.10 +11.0%
189 YUM YUM BRANDS INC Consumer Cyclical 5,793.0 $899K 0.03% -95.0 -1.6% $155.20 -0.0%
190 VIAV VIAVI SOLUTIONS INC Technology 26,575.0 $884K 0.03% -7K -20.6% $33.28 +61.6%
191 XLI SELECT SECTOR SPDR TR 5,618.0 $880K 0.03% -872.0 -13.4% $156.61 +11.3%
192 BIV VANGUARD BD INDEX FDS 11,350.0 $873K 0.03% -185.0 -1.6% $76.93 -0.5%
193 AEIS ADVANCED ENERGY INDS Industrials 2,569.0 $829K 0.03% -2K -44.3% $322.71 +5.2%
194 IWO ISHARES TR 2,639.0 $805K 0.03% -175.0 -6.2% $305.19 +24.4%
195 SPYG SPDR SERIES TRUST 7,918.0 $775K 0.02% -149.0 -1.9% $97.91 +22.3%
196 KRE SPDR SERIES TRUST 11,405.0 $725K 0.02% -63K -84.7% $63.61 +10.5%
197 BHE BENCHMARK ELECTRS INC Technology 12,824.0 $719K 0.02% -597.0 -4.5% $56.06 +58.8%
198 RGLD ROYAL GOLD INC Basic Materials 3,000.0 $716K 0.02% -1K -28.4% $238.76 -5.4%
199 CMCSA COMCAST CORP NEW Communication Services 24,609.0 $708K 0.02% -2K -7.8% $28.79 -12.6%
200 KALU KAISER ALUMINIUM CORPORATION Basic Materials 5,695.0 $686K 0.02% -2K -25.5% $120.51 +54.0%
Page 10 of 13  ·  255 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%