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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 15 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ITGR INTEGER HLDGS CORP Healthcare 20,918.0 $1.8M 0.06% -8K -26.9% $88.00 +0.4%
282 ICFI ICF INTL INC Industrials 28,094.0 $1.8M 0.06% -420.0 -1.5% $65.29 +4.2%
283 BDX BECTON DICKINSON & CO Healthcare 11,658.0 $1.8M 0.06% +131.0 +1.1% $157.23 -6.7%
284 UNH UNITEDHEALTH GROUP INC Healthcare 6,857.0 $1.8M 0.06% -369.0 -5.1% $263.18 +45.5%
285 EWZ ISHARES INC 48,708.0 $1.8M 0.06% -3K -5.3% $36.77 -1.6%
286 EQH EQUITABLE HLDGS INC Financial Services 48,255.0 $1.8M 0.06% -521.0 -1.1% $37.11 +10.5%
287 MZTI MARZETTI COMPANY Consumer Defensive 12,840.0 $1.8M 0.06% +3K +33.4% $138.33 -17.1%
288 MMM 3M CO Industrials 12,289.0 $1.8M 0.06% -157.0 -1.3% $144.45 +7.9%
289 XLE SELECT SECTOR SPDR TR 28,426.0 $1.8M 0.05% -1K -3.6% $61.96 -7.7%
290 VTEB VANGUARD MUN BD FDS 35,211.0 $1.8M 0.05% $49.77 +0.8%
291 AAON AAON INC Industrials 21,054.0 $1.7M 0.05% +2K +11.5% $82.75 +68.7%
292 EPD ENTERPRISE PRODS PARTNERS L Energy 44,360.0 $1.7M 0.05% -530.0 -1.2% $39.08 -2.8%
293 ADC AGREE RLTY CORP Real Estate 22,707.0 $1.7M 0.05% $75.38 -0.4%
294 IAU ISHARES GOLD TR Financial Services 20,093.0 $1.7M 0.05% -3K -12.6% $84.93 -1.4%
295 IWS ISHARES TR 11,837.0 $1.7M 0.05% -650.0 -5.2% $143.40 +11.4%
296 IJS ISHARES TR 14,189.0 $1.6M 0.05% $115.91 +13.2%
297 SYK STRYKER CORPORATION Healthcare 5,037.0 $1.6M 0.05% -82.0 -1.6% $326.10 -6.0%
298 GLD SPDR GOLD TR Financial Services 3,934.0 $1.6M 0.05% +58.0 +1.5% $414.58 -1.4%
299 ENOV ENOVIS CORPORATION Industrials 71,433.0 $1.6M 0.05% -987.0 -1.4% $22.75 +2.0%
300 IWX ISHARES TR 17,838.0 $1.6M 0.05% -388.0 -2.1% $90.85 +14.3%
Page 15 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%