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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 22 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EEFT EURONET WORLDWIDE INC Technology 6,475.0 $427K 0.01% $65.98 +2.2%
422 ISHARES TR 18,681.0 $419K 0.01% $22.42
423 VTHR VANGUARD SCOTTSDALE FDS 1,420.0 $408K 0.01% +146.0 +11.5% $287.57 +14.9%
424 MO ALTRIA GROUP INC Consumer Defensive 6,090.0 $408K 0.01% +180.0 +3.0% $67.02 +8.0%
425 KMI KINDER MORGAN INC DEL Energy 11,935.0 $402K 0.01% -695.0 -5.5% $33.65 -2.3%
426 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,369.0 $398K 0.01% -268.0 -16.4% $290.49 -0.3%
427 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,213.0 $397K 0.01% $76.16 +11.1%
428 IJJ ISHARES TR 3,055.0 $395K 0.01% $129.41 +10.1%
429 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 4,100.0 $392K 0.01% -2K -31.1% $95.60 +23.3%
430 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,653.0 $388K 0.01% -835.0 -23.9% $146.36 +12.1%
431 ZTS ZOETIS INC Healthcare 3,331.0 $387K 0.01% -6K -64.7% $116.33 -30.1%
432 PATK PATRICK INDS INC Consumer Cyclical 3,476.0 $386K 0.01% -1K -27.1% $111.07 -16.9%
433 NOW SERVICENOW INC Technology 3,675.0 $386K 0.01% -3K -41.3% $104.97 -4.8%
434 IYE ISHARES TR 5,844.0 $383K 0.01% -2K -29.4% $65.50 -6.3%
435 GPOR GULFPORT ENERGY CORP Energy 1,778.0 $376K 0.01% NEW $211.57 -18.6%
436 MBWM MERCANTILE BK CORP Financial Services 7,246.0 $366K 0.01% -331.0 -4.4% $50.50 +4.7%
437 MUB ISHARES TR 3,435.0 $364K 0.01% -280.0 -7.5% $105.95 +0.7%
438 SCHM SCHWAB STRATEGIC TR 12,000.0 $360K 0.01% $29.97 +17.5%
439 BP BP PLC Energy 7,589.0 $359K 0.01% -550.0 -6.8% $47.35 -9.9%
440 CASS CASS INFORMATION SYS INC Industrials 8,030.0 $353K 0.01% -357.0 -4.3% $44.02 +5.7%
Page 22 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%