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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 9 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYW ISHARES TR 26,787.0 $4.7M 0.14% $174.12 +40.8%
162 LMT LOCKHEED MARTIN CORP Industrials 7,686.0 $4.6M 0.14% -2K -19.4% $601.79 -11.9%
163 DVN DEVON ENERGY CORP NEW Energy 89,935.0 $4.6M 0.14% NEW $51.11 -13.2%
164 PAAA PGIM ETF TR 89,455.0 $4.6M 0.14% -7K -7.3% $51.36 +0.3%
165 JAAA JANUS DETROIT STR TR 88,762.0 $4.5M 0.14% -7K -7.3% $50.51 +0.4%
166 FELE FRANKLIN ELEC INC Industrials 47,675.0 $4.4M 0.14% +817.0 +1.7% $92.17 +9.4%
167 MCD MCDONALDS CORP Consumer Cyclical 14,157.0 $4.4M 0.14% $309.22 -8.6%
168 CME CME GROUP INC Financial Services 14,698.0 $4.3M 0.13% -156.0 -1.1% $295.46 -5.9%
169 VYMI VANGUARD WHITEHALL FDS 47,059.0 $4.3M 0.13% -661.0 -1.4% $91.72 +9.6%
170 AME AMETEK INC Industrials 20,042.0 $4.3M 0.13% -246.0 -1.2% $214.36 +6.0%
171 LUV SOUTHWEST AIRLS CO Industrials 117,367.0 $4.3M 0.13% +2K +1.5% $36.29 +21.1%
172 MS MORGAN STANLEY Financial Services 25,722.0 $4.2M 0.13% -462.0 -1.8% $164.57 +22.0%
173 LAMR LAMAR ADVERTISING CO Real Estate 32,991.0 $4.2M 0.13% $126.66 +20.7%
174 TSCO TRACTOR SUPPLY CO Consumer Cyclical 92,083.0 $4.2M 0.13% +2K +2.1% $45.30 -33.7%
175 PSX PHILLIPS 66 Energy 22,752.0 $4.2M 0.13% -786.0 -3.3% $182.82 -5.1%
176 VV VANGUARD INDEX FDS 14,326.0 $4.2M 0.13% $290.26 +18.8%
177 TGT TARGET CORP Consumer Defensive 34,199.0 $4.1M 0.13% -5K -13.6% $120.25 +8.7%
178 GSEW GOLDMAN SACHS ETF TR 49,552.0 $4.1M 0.13% +5K +11.2% $82.67 +11.8%
179 TPYP TORTOISE CAPITAL SERIES TRUS 95,389.0 $4.1M 0.13% -4K -4.3% $42.81 -0.2%
180 APH AMPHENOL CORP Technology 31,591.0 $4.0M 0.12% -521.0 -1.6% $126.35 +11.7%
Page 9 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%