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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 13 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NOG NORTHERN OIL & GAS INC Energy 88,903.0 $2.6M 0.08% -2K -1.9% $29.23 -26.9%
242 BSCQ INVESCO EXCH TRD SLF IDX FD 131,837.0 $2.6M 0.08% -51K -27.8% $19.51 +0.1%
243 MGV VANGUARD WORLD FD 17,780.0 $2.6M 0.08% +672.0 +3.9% $144.57 +9.1%
244 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 9,339.0 $2.6M 0.08% -185.0 -1.9% $275.18 -0.0%
245 AUB ATLANTIC UN BANKSHARES CORP Financial Services 71,880.0 $2.6M 0.08% -7K -8.4% $35.74 +5.3%
246 SF STIFEL FINL CORP Financial Services 34,224.0 $2.5M 0.08% +11K +49.4% $73.92 -4.5%
247 RSP INVESCO EXCHANGE TRADED FD T 13,366.0 $2.5M 0.08% +347.0 +2.7% $189.22 +9.7%
248 EXLS EXLSERVICE HLDGS INC Technology 82,451.0 $2.5M 0.08% +11K +15.7% $30.45 -5.6%
249 MKSI MKS INC. Technology 10,731.0 $2.5M 0.08% -2K -14.0% $229.81 +42.7%
250 PLD PROLOGIS INC. Real Estate 18,998.0 $2.4M 0.08% -101.0 -0.5% $128.78 +13.8%
251 SIGI SELECTIVE INS GROUP INC Financial Services 32,231.0 $2.4M 0.07% -451.0 -1.4% $75.39 +18.0%
252 POWI POWER INTEGRATIONS INC Technology 46,867.0 $2.4M 0.07% +820.0 +1.8% $51.20 +69.7%
253 IWN ISHARES TR 12,933.0 $2.4M 0.07% -350.0 -2.6% $184.82 +16.1%
254 SHAK SHAKE SHACK INC Consumer Cyclical 28,134.0 $2.4M 0.07% NEW $84.65 -23.9%
255 RPM RPM INTL INC Basic Materials 23,905.0 $2.4M 0.07% -20K -46.1% $99.40 +5.9%
256 ASCENDIS PHARMA A/S 10,524.0 $2.3M 0.07% +581.0 +5.8% $218.35
257 CHD CHURCH & DWIGHT CO INC Consumer Defensive 24,540.0 $2.3M 0.07% -537.0 -2.1% $93.32 +5.0%
258 DIA STATE STR SPDR DOW JONES IND Financial Services 5,034.0 $2.3M 0.07% -102.0 -2.0% $454.09 +11.6%
259 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 13,461.0 $2.2M 0.07% -108.0 -0.8% $165.14 +9.9%
260 UMBF UMB FINL CORP Financial Services 19,701.0 $2.2M 0.07% -9K -31.8% $111.54 +18.1%
Page 13 of 25  ·  497 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%