First Nebraska Trust Co

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed June 15, 2026), First Nebraska Trust Co reported 194 stock positions worth $970.2 million. Its top holding was Sysco (SYY) at 18.2% of the portfolio, followed by Apple (AAPL, 6.3%) and Berkshire Hathaway Class B (BRK.B, 4.0%). Compared with Q1 2024, it opened 6 new positions, sold out of 4, added to 29 and reduced 78. The biggest buy was Apple (AAPL, shares +15%) and the biggest sale Ingersoll-Rand (IR, shares −68%).

Most Recent 13F
Q2 2026
Location
LINCOLN, NE
CIK
0002134841
Portfolio Value
$970.2M (Q2 2024)
SEC Filing
0002134841-26-000046 ↗ filed Jun 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $969.0M Q1 2024 Q2 2024: $970.2M $970.2M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.0B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 194 stocks · $970.2M
SYY Sysco Corp. 18.21% 2,474,238 $176.6M Add +2.0%
AAPL Apple Inc. 6.26% 288,229 $60.7M Add +15.3%
BRK.B Berkshire Hathaway Inc. Class B 3.99% 95,178 $38.7M Reduce -1.0%
MSFT Microsoft Corp. 3.67% 79,717 $35.6M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 3.24% 57,719 $31.4M Add +0.7%
AMAT Applied Materials Inc. 2.78% 114,318 $27.0M Reduce -0.3%
QCOM Qualcomm Inc. 2.69% 131,139 $26.1M Reduce -0.4%
GOOGL Alphabet Inc. Class A 2.44% 130,139 $23.7M Add +0.8%
HRL Hormel Foods Corp. 2.09% 665,792 $20.3M Add +0.9%
TT Trane Technologies PLC 2.00% 58,978 $19.4M Reduce -0.7%
WMT Walmart Inc. 1.81% 259,022 $17.5M Reduce -0.5%
DHR Danaher Corp. 1.76% 68,204 $17.0M Reduce -0.3%
ETN Eaton Corp. PLC 1.59% 49,235 $15.4M Reduce -0.9%
IJH iShares Core S&P Midcap ETF 1.56% 258,382 $15.1M Add +0.1%
CVX Chevron Corp. 1.55% 95,876 $15.0M Add +15.9%
UNP Union Pacific Corp. 1.38% 59,105 $13.4M Reduce -0.5%
BRK.A Berkshire Hathaway Inc. Class A 1.33% 21 $12.9M Add +10.5%
MRK Merck & Co. Inc. 1.21% 94,890 $11.7M Reduce -0.5%
MSI Motorola Solutions Inc. 1.11% 27,960 $10.8M Reduce -0.9%
NUE Nucor Corp. 1.09% 67,118 $10.6M Reduce -0.8%
DPZ Domino's Pizza Inc. 1.09% 20,540 $10.6M Reduce -0.3%
JNJ Johnson & Johnson 1.05% 69,696 $10.2M Reduce -0.7%
CSCO Cisco Systems Inc. 1.02% 207,484 $9.9M Add +0.7%
FDX FedEx Corp. 0.99% 32,068 $9.6M Reduce -0.6%
EOG EOG Resources Inc. 0.95% 73,449 $9.2M Add +1.0%
PAYX Paychex Inc. 0.92% 75,236 $8.9M Reduce -0.5%
XOM Exxon Mobil Corp. 0.91% 77,084 $8.9M Add +1.3%
FICO Fair Isaac Corp. 0.91% 5,909 $8.8M Reduce -0.4%
QQQ Invesco QQQ Trust Series 1 0.90% 18,160 $8.7M Add +0.8%
PEP Pepsico Inc. 0.88% 51,587 $8.5M Reduce -0.3%
BSX Boston Scientific Corp. 0.87% 109,439 $8.4M Reduce -0.6%
BDX Becton Dickinson and Co. 0.86% 35,828 $8.4M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.86% 41,340 $8.4M Reduce -0.3%
CAH Cardinal Health Inc. 0.83% 81,868 $8.0M Reduce -0.6%
CLX Clorox Company 0.81% 57,867 $7.9M Add +28.4%
LOW Lowe's Cos Inc. 0.75% 33,146 $7.3M Reduce -0.3%
CRM Salesforce Inc. 0.68% 25,659 $6.6M Reduce -0.4%
LLY Eli Lilly & Co. 0.66% 7,105 $6.4M Reduce -0.8%
INTU Intuit Inc. 0.66% 9,768 $6.4M Reduce -0.1%
HON Honeywell International Inc. 0.65% 29,731 $6.3M Reduce -0.5%
MDT Medtronic PLC 0.62% 76,262 $6.0M Add +0.3%
CL Colgate-Palmolive Co. 0.62% 61,560 $6.0M Reduce -0.4%
DCI Donaldson Co. Inc. 0.59% 79,600 $5.7M Reduce -0.5%
COP Conocophillips 0.56% 47,407 $5.4M Reduce -1.2%
SYK Stryker Corp. 0.56% 15,926 $5.4M Reduce -0.3%
USB US Bancorp 0.55% 133,472 $5.3M Reduce -0.6%
KO The Coca-Cola Co. 0.48% 73,230 $4.7M Reduce -1.5%
GNRC Generac Holdings Inc. 0.46% 33,890 $4.5M Add +20.8%
PYPL PayPal Holdings Inc. 0.46% 76,180 $4.4M Add +54.9%
ORCL Oracle Corp. 0.45% 31,020 $4.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.44% 24,845 $4.3M Reduce -0.9%
CAG Conagra Brands Inc. 0.42% 143,077 $4.1M Add +2.9%
EMR Emerson Electric Co. 0.39% 33,944 $3.7M Reduce -0.4%
HD Home Depot Inc. 0.38% 10,743 $3.7M Reduce -0.5%
APD Air Products & Chemicals Inc. 0.38% 14,287 $3.7M Add +8.8%
IP International Paper Co. 0.37% 83,080 $3.6M Reduce -1.0%
PFE Pfizer Inc. 0.35% 120,462 $3.4M Reduce -1.0%
PSA Public Storage 0.35% 11,645 $3.3M Add +68.8%
MPC Marathon Petroleum Corp. 0.33% 18,379 $3.2M Reduce -45.1%
LW Lamb Weston Holdings Inc. 0.32% 36,680 $3.1M Reduce -0.6%
CHKP Check Point Software Tech 0.32% 18,628 $3.1M Reduce -0.1%
ADBE Adobe Inc. 0.30% 5,316 $3.0M Add +993.8%
PSX Phillips 66 0.30% 20,737 $2.9M Reduce -0.5%
FTV Fortive Corp. 0.29% 38,371 $2.8M Reduce -0.9%
INTC Intel Corp. 0.28% 88,609 $2.7M Reduce -1.1%
EFA iShares MSCI Eafe ETF 0.28% 34,468 $2.7M Reduce -2.3%
HPQ HP Inc. 0.27% 75,057 $2.6M Reduce -1.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.26% 53,970 $2.5M Reduce -1.0%
PG The Procter & Gamble Co. 0.26% 15,348 $2.5M Reduce -0.1%
TREX Trex Company Inc. 0.25% 33,016 $2.4M Reduce -31.3%
HPE Hewlett Packard Enterprise 0.25% 112,671 $2.4M Reduce -0.8%
AMZN Amazon.com Inc. 0.24% 12,221 $2.4M Add +96.5%
NVDA Nvidia Corp. 0.24% 18,990 $2.3M Add +1.3%
ALLE Allegion PLC 0.24% 19,570 $2.3M Reduce -0.5%
GOOG Alphabet Inc. Class C 0.24% 12,555 $2.3M No change
V Visa Inc. Class A 0.23% 8,559 $2.2M No change
XHB SS SPDR S&P Homebldrs ETF 0.22% 21,268 $2.1M Add +0.0%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.21% 7,999 $2.1M No change
XLE SS Energy Select Sector 0.21% 22,690 $2.1M Add +2.3%
UNH Unitedhealth Group Inc. 0.21% 3,962 $2.0M Reduce -2.2%
IR Ingersoll-Rand Inc. 0.20% 21,801 $2.0M Reduce -67.9%
AZO AutoZone Inc. 0.20% 664 $2.0M No change
TSCO Tractor Supply Company 0.19% 6,829 $1.8M Reduce -0.1%
VLTO Veralto Corp. 0.19% 19,082 $1.8M Reduce -4.2%
PM Philip Morris International 0.18% 17,501 $1.8M No change
IYT iShares US Transportation Et 0.18% 26,640 $1.7M Reduce -3.1%
RACE Ferrari NV 0.15% 3,600 $1.5M New
TMO Thermo Fisher Scientific Inc. 0.15% 2,644 $1.5M No change
UPS United Parcel Service Class B 0.15% 10,632 $1.5M Add +193.0%
VNQ Vanguard Real Estate ETF 0.14% 16,400 $1.4M Reduce -2.8%
VWO Vanguard Ftse Emerging Marke 0.13% 29,656 $1.3M Reduce -1.9%
TRN Trinity Industries Inc. 0.13% 42,621 $1.3M Reduce -0.5%
VTI VG Morningstar TS MKT ETF-US 0.13% 4,700 $1.3M New
COST Costco Wholesale Corp. 0.12% 1,371 $1.2M No change
FISV Fiserv Inc. 0.12% 7,635 $1.1M No change
MCD McDonald's Corp. 0.11% 4,323 $1.1M Reduce -2.8%
IVW iShares S&P 500 Growth ETF 0.11% 11,636 $1.1M No change
ABBV Abbvie Inc. 0.11% 6,033 $1.0M Reduce -0.7%
DVY iShares Select Dividend ETF 0.11% 8,455 $1.0M Reduce -1.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 10,179 $1.0M Reduce -73.9%
MO Altria Group Inc. 0.09% 19,811 $902K Reduce -0.3%
MDLZ Mondelez International Inc. Class A 0.08% 12,466 $816K No change
VOO Vanguard S&P 500 ETF 0.08% 1,624 $812K New
AMGN Amgen Inc. 0.08% 2,554 $798K No change
VZ Verizon Communications Inc. 0.08% 18,500 $763K Reduce -0.2%
NTR Nutrien Ltd. 0.08% 14,962 $762K Reduce -1.3%
CMCSA Comcast Corp. Class A 0.08% 19,371 $759K No change
META Meta Platforms Inc. Class A 0.08% 1,503 $758K No change
TSM Taiwan Semiconductor-SP ADR 0.08% 4,206 $731K No change
NFLX Netflix Inc. 0.07% 1,067 $720K Add +88.2%
ACA Arcosa Inc. 0.07% 8,532 $712K Reduce -1.3%
IWM iShares Russell 2000 ETF 0.07% 3,435 $697K No change
CE Celanese Corp. 0.07% 5,092 $687K No change
MA Mastercard Inc. Class A 0.07% 1,504 $664K No change
WFC Wells Fargo & Co. 0.07% 11,061 $657K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 5,841 $643K No change
ABT Abbott Laboratories 0.07% 6,163 $640K No change
TGT Target Corp. 0.06% 3,947 $584K No change
GS Goldman Sachs Group Inc. 0.06% 1,290 $583K No change
IVV iShares Core S&P 500 ETF 0.05% 973 $532K No change
WM Waste Management Inc. 0.05% 2,383 $508K Add +1.4%
NOC Northrop Grumman Corp. 0.05% 1,145 $499K No change
IWR iShares Russell Mid-Cap ETF 0.05% 6,150 $499K No change
BA The Boeing Co. 0.05% 2,707 $493K No change
XLK SS Technology Select Sector 0.05% 2,175 $492K No change
MCK McKesson Corp. 0.05% 835 $488K No change
BMY Bristol-Myers Squibb Co. 0.05% 11,268 $468K No change
DOW Dow Inc. 0.05% 8,802 $467K No change
XRAY Dentsply Sirona Inc. 0.05% 18,077 $450K Reduce -2.1%
T AT&T Inc. 0.04% 22,802 $436K Reduce -1.4%
DEO Diageo PLC-Sponsored ADR 0.04% 3,443 $434K No change
CVS CVS Health Corp. 0.04% 7,077 $418K Reduce -0.8%
MRO Marathon Oil Corp. 0.04% 14,380 $412K Reduce -0.2%
PFF iShares Preferred & Income S 0.04% 12,951 $409K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,084 $405K No change
CAT Caterpillar Inc. 0.04% 1,206 $402K No change
IWF iShares Russell 1000 Growth 0.04% 1,083 $395K No change
CME Cme Group Inc. 0.04% 1,955 $384K No change
SBUX Starbucks Corp. 0.04% 4,926 $383K Add +111.8%
SSO Proshares Ultra S&P500 0.04% 4,555 $376K New
IAU iShares Gold Trust 0.04% 8,500 $373K No change
CSX CSX Corp. 0.04% 11,100 $371K No change
C Citigroup Inc. 0.04% 5,765 $366K No change
IWD iShares Russell 1000 Value E 0.04% 2,077 $362K No change
CMI Cummins Inc. 0.04% 1,308 $362K No change
ADP Automatic Data Processing 0.04% 1,513 $361K No change
CHI Calamos Convert Opport & Inc. 0.04% 30,815 $359K No change
TSLA Tesla Inc. 0.04% 1,770 $350K No change
MLM Martin Marietta Materials 0.04% 628 $340K No change
AMP Ameriprise Financial Inc. 0.03% 784 $335K No change
AVGO Broadcom Inc. 0.03% 206 $331K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 5,404 $324K No change
GE General Electric filed as GE AEROSPACE 0.03% 2,026 $322K Reduce -0.3%
OKE Oneok Inc. 0.03% 3,907 $319K No change
CWCO Consolidated Water Co.-Ord SH 0.03% 11,928 $317K No change
PRF Invesco Rafi US 1000 ETF 0.03% 8,305 $315K No change
TTE Totalenergies SE -Spon ADR 0.03% 4,706 $314K No change
VMI Valmont Industries 0.03% 1,100 $302K No change
IBB iShares Biotechnology ETF 0.03% 2,151 $295K Reduce -3.4%
MFC Manulife Financial Corp. 0.03% 10,950 $291K No change
XLP SS Consumer Staples Sel Sect 0.03% 3,766 $288K No change
NEE Nextera Energy Inc. 0.03% 3,872 $274K No change
TRV The Travelers Cos Inc. 0.03% 1,345 $273K Reduce -1.8%
GILD Gilead Sciences Inc. 0.03% 3,947 $271K No change
IWN iShares Russell 2000 Value E 0.03% 1,774 $270K No change
AFL Aflac Inc. 0.03% 2,980 $266K Reduce -2.0%
GLW Corning Inc. 0.03% 6,812 $265K No change
DUK Duke Energy Corp. 0.03% 2,593 $260K No change
KMB Kimberly-Clark Corp. 0.03% 1,878 $260K No change
ECL Ecolab Inc. 0.03% 1,090 $259K No change
VLO Valero Energy Corp. 0.03% 1,634 $256K No change
MRSH Marsh & McLennan Cos 0.03% 1,206 $254K Reduce -11.5%
VXF Vanguard Extended Market ETF 0.03% 1,504 $254K No change
SPGI S&P Global Inc. 0.03% 567 $253K No change
CI The Cigna Group 0.03% 764 $253K No change
TDG Transdigm Group Inc. 0.03% 194 $248K No change
RTX RTX Corp. 0.03% 2,438 $245K No change
VNT Vontier Corp. 0.03% 6,352 $243K No change
CP Canadian Pacific Kansas City 0.02% 3,044 $240K No change
O Realty Income Corp. 0.02% 4,436 $234K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 5,877 $234K Reduce -1.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,434 $230K No change
MDY State Street SPDR S&P Midcap 0.02% 425 $227K No change
MMM 3M Co. 0.02% 2,210 $226K No change
TXN Texas Instruments Inc. 0.02% 1,147 $223K New
DE Deere & Co. 0.02% 597 $223K No change
AXP American Express Co. 0.02% 955 $221K No change
NVS Novartis AG-Sponsored ADR 0.02% 2,064 $220K Reduce -0.5%
MANH Manhattan Associates Inc. 0.02% 881 $217K No change
ORLY O'reilly Automotive Inc. 0.02% 205 $216K No change
DD Dupont DE Nemours Inc. 0.02% 2,530 $204K New
TGTX TG Therapeutics Inc. 0.02% 10,000 $178K No change
DNP DNP Select Income Fund Inc. 0.02% 18,008 $148K Add +0.8%
DMF BNYM Municipal Income filed as BNY MELLON MUN INCOME INC 0.01% 10,900 $78K No change

Portfolio Sells Q1 2024 → Q2 2024
IR Ingersoll-Rand Inc. Reduce -67.9% 0.20% −0.46
DIS The Walt Disney Co. Reduce -73.9% 0.10% −0.39
MPC Marathon Petroleum Corp. Reduce -45.1% 0.33% −0.37
NUE Nucor Corp. Reduce -0.8% 1.09% −0.29
TREX Trex Company Inc. Reduce -31.3% 0.25% −0.24
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.0% 3.99% −0.18
UNP Union Pacific Corp. Reduce -0.5% 1.38% −0.13
INTC Intel Corp. Reduce -1.1% 0.28% −0.13
CAH Cardinal Health Inc. Reduce -0.6% 0.83% −0.12
LOW Lowe's Cos Inc. Reduce -0.3% 0.75% −0.12
CRM Salesforce Inc. Reduce -0.4% 0.68% −0.12
JNJ Johnson & Johnson Reduce -0.7% 1.05% −0.10
LW Lamb Weston Holdings Inc. Reduce -0.6% 0.32% −0.09
MRK Merck & Co. Inc. Reduce -0.5% 1.21% −0.09
USB US Bancorp Reduce -0.6% 0.55% −0.07
COP Conocophillips Reduce -1.2% 0.56% −0.07
WU Western Union Co. Sold out 0.00% −0.06
PEP Pepsico Inc. Reduce -0.3% 0.88% −0.06
BDX Becton Dickinson and Co. Reduce -0.5% 0.86% −0.06
IBM Intl Business Machines Corp. Reduce -0.9% 0.44% −0.05
FTV Fortive Corp. Reduce -0.9% 0.29% −0.05
PSX Phillips 66 Reduce -0.5% 0.30% −0.05
HD Home Depot Inc. Reduce -0.5% 0.38% −0.05
SLB SLB Ltd. Reduce -1.0% 0.26% −0.05
PAYX Paychex Inc. Reduce -0.5% 0.92% −0.04
ALLE Allegion PLC Reduce -0.5% 0.24% −0.04
SYK Stryker Corp. Reduce -0.3% 0.56% −0.03
DCI Donaldson Co. Inc. Reduce -0.5% 0.59% −0.03
ALGN Align Technology Inc. Sold out 0.00% −0.03
WRB WR Berkley Corp. Sold out 0.00% −0.02
IYT iShares US Transportation Et Reduce -3.1% 0.18% −0.02
XRAY Dentsply Sirona Inc. Reduce -2.1% 0.05% −0.02
MCD McDonald's Corp. Reduce -2.8% 0.11% −0.02
CVS CVS Health Corp. Reduce -0.8% 0.04% −0.02
EMR Emerson Electric Co. Reduce -0.4% 0.39% −0.01
EFA iShares MSCI Eafe ETF Reduce -2.3% 0.28% −0.01
ETN Eaton Corp. PLC Reduce -0.9% 1.59% −0.01
VNQ Vanguard Real Estate ETF Reduce -2.8% 0.14% −0.01
NWL Newell Brands Inc. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -0.7% 0.11% −0.01
DHR Danaher Corp. Reduce -0.3% 1.76% −0.01
NTR Nutrien Ltd. Reduce -1.3% 0.08% −0.01
TRV The Travelers Cos Inc. Reduce -1.8% 0.03% −0.00
GE General Electric Reduce -0.3% 0.03% −0.00
DVY iShares Select Dividend ETF Reduce -1.4% 0.11% −0.00
ACA Arcosa Inc. Reduce -1.3% 0.07% −0.00
MRSH Marsh & McLennan Cos Reduce -11.5% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -0.2% 0.08% −0.00
IBB iShares Biotechnology ETF Reduce -3.4% 0.03% −0.00
PFE Pfizer Inc. Reduce -1.0% 0.35% −0.00

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +15.3% 6.26% +1.83
GOOGL Alphabet Inc. Class A Add +0.8% 2.44% +0.43
ADBE Adobe Inc. Add +993.8% 0.30% +0.28
CVX Chevron Corp. Add +15.9% 1.55% +0.20
RACE Ferrari NV New 0.15% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +0.7% 3.24% +0.14
PSA Public Storage Add +68.8% 0.35% +0.14
VTI VG Morningstar TS MKT ETF-US New 0.13% +0.13
AMZN Amazon.com Inc. Add +96.5% 0.24% +0.13
PYPL PayPal Holdings Inc. Add +54.9% 0.46% +0.12
CLX Clorox Company Add +28.4% 0.81% +0.10
GNRC Generac Holdings Inc. Add +20.8% 0.46% +0.10
UPS United Parcel Service Class B Add +193.0% 0.15% +0.09
VOO Vanguard S&P 500 ETF New 0.08% +0.08
BRK.A Berkshire Hathaway Inc. Class A Add +10.5% 1.33% +0.08
QQQ Invesco QQQ Trust Series 1 Add +0.8% 0.90% +0.07
NVDA Nvidia Corp. Add +1.3% 0.24% +0.07
APD Air Products & Chemicals Inc. Add +8.8% 0.38% +0.05
SSO Proshares Ultra S&P500 New 0.04% +0.04
NFLX Netflix Inc. Add +88.2% 0.07% +0.04
TXN Texas Instruments Inc. New 0.02% +0.02
DD Dupont DE Nemours Inc. New 0.02% +0.02
SBUX Starbucks Corp. Add +111.8% 0.04% +0.02
XOM Exxon Mobil Corp. Add +1.3% 0.91% +0.00
WM Waste Management Inc. Add +1.4% 0.05% +0.00
DNP DNP Select Income Fund Inc. Add +0.8% 0.02% −0.00
XLE SS Energy Select Sector Add +2.3% 0.21% −0.00
CAG Conagra Brands Inc. Add +2.9% 0.42% −0.01
EOG EOG Resources Inc. Add +1.0% 0.95% −0.01
XHB SS SPDR S&P Homebldrs ETF Add +0.0% 0.22% −0.02
CSCO Cisco Systems Inc. Add +0.7% 1.02% −0.05
IJH iShares Core S&P Midcap ETF Add +0.1% 1.56% −0.06
MDT Medtronic PLC Add +0.3% 0.62% −0.07
HRL Hormel Foods Corp. Add +0.9% 2.09% −0.28
SYY Sysco Corp. Add +2.0% 18.21% −2.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 231$1.2BSYY, AAPL, AMAT, GOOGL, BRK.B
Q1 2026 218$1.1BSYY, AAPL, BRK.B, SPY, GOOGL
Q4 2025 219$1.1BSYY, AAPL, BRK.B, GOOGL, SPY
Q3 2025 204$1.1BSYY, AAPL, BRK.B, MSFT, SPY
Q2 2025 195$1.0BSYY, AAPL, BRK.B, MSFT, SPY
Q1 2025 190$1.0BSYY, AAPL, BRK.B, SPY, MSFT
Q4 2024 192$1.0BSYY, AAPL, BRK.B, MSFT, SPY
Q3 2024 197$1.0BSYY, AAPL, BRK.B, MSFT, SPY
Q2 2024 194$970.2MSYY, AAPL, BRK.B, MSFT, SPY
Q1 2024 192$969.0MSYY, AAPL, BRK.B, MSFT, SPY