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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 2 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD INTL EQUITY INDEX F 195,581.0 $14.3M 0.44% -6K -3.1% $72.89 +15.4%
22 BLK BLACKROCK INC Financial Services 14,873.0 $14.2M 0.44% -586.0 -3.8% $956.93 +12.6%
23 MRK MERCK & CO INC Healthcare 115,017.0 $13.7M 0.42% -4K -3.1% $118.72 +0.9%
24 BERKSHIRE HATHAWAY INC DEL 19.0 $13.6M 0.42% -27.0 -58.7% $715849.47
25 COP CONOCOPHILLIPS Energy 101,874.0 $13.5M 0.42% -2K -1.7% $132.17 -11.8%
26 VUG VANGUARD INDEX FDS 30,682.0 $13.3M 0.41% -213.0 -0.7% $434.44 -79.7%
27 OEF ISHARES TR 42,860.0 $13.2M 0.41% -875.0 -2.0% $308.21 +21.1%
28 UNP UNION PAC CORP Industrials 53,862.0 $13.0M 0.40% -773.0 -1.4% $241.67 +12.2%
29 EOG EOG RES INC Energy 86,510.0 $12.5M 0.39% -7K -7.4% $144.57 -5.8%
30 V VISA INC Financial Services 40,649.0 $12.2M 0.38% -704.0 -1.7% $301.28 +8.4%
31 IWD ISHARES TR 57,533.0 $12.0M 0.37% -2K -4.1% $209.42 +13.8%
32 TMO THERMO FISHER SCIENTIFIC INC Healthcare 24,069.0 $11.6M 0.36% -3K -10.8% $483.48 -7.3%
33 SHEL SHELL PLC Energy 125,062.0 $11.6M 0.36% -33K -20.8% $92.77 -8.3%
34 SCHW SCHWAB CHARLES CORP Financial Services 118,199.0 $11.0M 0.34% -19K -13.7% $93.44 -4.3%
35 MKL MARKEL GROUP INC Financial Services 5,521.0 $10.6M 0.33% -782.0 -12.4% $1914.07 -2.9%
36 TXN TEXAS INSTRS INC Technology 51,990.0 $10.0M 0.31% -877.0 -1.7% $193.02 +68.3%
37 VYM VANGUARD WHITEHALL FDS 66,532.0 $9.7M 0.30% -2K -3.2% $145.70 +8.9%
38 TSLA TESLA INC Consumer Cyclical 26,343.0 $9.6M 0.30% -732.0 -2.7% $365.96 +18.5%
39 HD HOME DEPOT INC Consumer Cyclical 28,529.0 $9.3M 0.29% -3K -8.4% $326.47 -4.9%
40 EMR EMERSON ELEC CO Industrials 73,981.0 $9.2M 0.28% -885.0 -1.2% $123.84 +13.8%
Page 2 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%