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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 21 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 STC STEWART INFORMATION SVCS COR Financial Services 8,273.0 $509K 0.02% -298.0 -3.5% $61.58 +10.5%
402 INTC INTEL CORP Technology 11,828.0 $506K 0.02% +6K +117.6% $42.78 +188.7%
403 DCI DONALDSON INC Industrials 5,904.0 $501K 0.01% $84.87 -0.1%
404 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 8,419.0 $499K 0.01% +973.0 +13.1% $59.27 -19.0%
405 CPK CHESAPEAKE UTILS CORP Utilities 3,946.0 $499K 0.01% -194.0 -4.7% $126.37 +0.6%
406 AJG GALLAGHER ARTHUR J & CO Financial Services 2,277.0 $492K 0.01% $215.95 -5.6%
407 ALG ALAMO GROUP INC Industrials 2,970.0 $490K 0.01% -134.0 -4.3% $164.97 -7.5%
408 PFF ISHARES TR 16,188.0 $488K 0.01% +4K +32.8% $30.12 +4.1%
409 CSW INDUSTRIALS INC 1,858.0 $484K 0.01% -97.0 -5.0% $260.58
410 OBNK ORIGIN BANCORP INC Financial Services 11,517.0 $477K 0.01% -524.0 -4.3% $41.46 -31.0%
411 SPYM SPDR SERIES TRUST 6,412.0 $477K 0.01% $74.38 +18.8%
412 CBC CENTRAL BANCOMPANY Financial Services 20,000.0 $474K 0.01% $23.68 +22.1%
413 FBK FB FINL CORP Financial Services 8,979.0 $466K 0.01% NEW $51.94 +3.0%
414 CARR CARRIER GLOBAL CORPORATION Industrials 8,508.0 $462K 0.01% $54.36 +19.4%
415 VTWV VANGUARD SCOTTSDALE FDS 2,740.0 $446K 0.01% $162.94 +16.1%
416 PLUS EPLUS INC Technology 5,917.0 $445K 0.01% +605.0 +11.4% $75.25 +15.5%
417 UNILEVER PLC 7,410.0 $444K 0.01% +478.0 +6.9% $59.98
418 RAMP LIVERAMP HLDGS INC Technology 16,624.0 $441K 0.01% -859.0 -4.9% $26.52 +42.0%
419 RSG REPUBLIC SVCS INC Industrials 1,985.0 $435K 0.01% $219.02 -5.5%
420 MPLX MPLX LP Energy 7,489.0 $432K 0.01% -100.0 -1.3% $57.67 -2.1%
Page 21 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%