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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 6 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PWR QUANTA SVCS INC Industrials 15,373.0 $8.4M 0.26% -5K -23.7% $549.02 +35.2%
102 PRU PRUDENTIAL FINL INC Financial Services 89,224.0 $8.4M 0.26% +9K +10.8% $94.48 +8.6%
103 ABBV ABBVIE INC Healthcare 38,518.0 $8.3M 0.26% +409.0 +1.1% $216.25 -1.5%
104 ORCL ORACLE CORP Technology 58,128.0 $8.3M 0.26% $142.61 +35.4%
105 VTWO VANGUARD SCOTTSDALE FDS 84,606.0 $8.2M 0.25% -11K -11.6% $96.93 +21.1%
106 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 87,543.0 $8.1M 0.25% -11K -11.5% $92.30 -2.6%
107 NFLX NETFLIX INC. Communication Services 84,823.0 $8.0M 0.25% +26K +44.8% $94.72 -7.4%
108 KEYS KEYSIGHT TECHNOLOGIES INC Technology 27,546.0 $7.8M 0.24% $282.37 +26.0%
109 RY ROYAL BK CDA Financial Services 48,714.0 $7.7M 0.24% $157.85 +20.3%
110 CPT CAMDEN PPTY TR Real Estate 78,382.0 $7.7M 0.24% +33K +72.2% $97.79 +10.2%
111 HR HEALTHCARE RLTY TR Real Estate 455,482.0 $7.7M 0.24% -6K -1.2% $16.81 +22.3%
112 CAT CATERPILLAR INC Industrials 11,464.0 $7.7M 0.24% -4K -24.5% $667.43 +36.1%
113 J JACOBS SOLUTIONS INC Industrials 60,669.0 $7.6M 0.23% +10K +19.3% $125.38 -7.6%
114 WFC WELLS FARGO & CO Financial Services 92,946.0 $7.3M 0.23% -1K -1.6% $79.02 -3.3%
115 IDA IDACORP INC Utilities 50,264.0 $7.2M 0.22% +944.0 +1.9% $142.97 -0.2%
116 MDT MEDTRONIC PLC Healthcare 82,661.0 $7.1M 0.22% $85.78 -9.5%
117 FDX FEDEX CORP Industrials 20,689.0 $7.1M 0.22% -10K -32.5% $341.76 +17.0%
118 USB US BANCORP Financial Services 135,175.0 $7.0M 0.22% -4K -3.1% $51.95 +6.3%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 43,959.0 $6.9M 0.21% +536.0 +1.2% $157.28 -4.2%
120 IEMG ISHARES INC 102,078.0 $6.9M 0.21% +7K +7.2% $67.54 +23.8%
Page 6 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%