First Nebraska Trust Co

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 12, 2026), First Nebraska Trust Co reported 192 stock positions worth $1.0 billion. Its top holding was Sysco (SYY) at 19.5% of the portfolio, followed by Apple (AAPL, 6.8%) and Berkshire Hathaway Class B (BRK.B, 4.1%). Compared with Q3 2024, it opened 3 new positions, sold out of 8, added to 77 and reduced 34. The biggest buy was Sysco (SYY, shares +7%) and the biggest sale Chevron (CVX, shares −16%).

Most Recent 13F
Q2 2026
Location
LINCOLN, NE
CIK
0002134841
Portfolio Value
$1.0B (Q4 2024)
SEC Filing
0002134841-26-000044 ↗ filed Jun 12, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $969.0M Q1 2024 Q2 2024: $970.2M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.0B $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 192 stocks · $1.0B
SYY Sysco Corp. 19.46% 2,635,383 $201.5M Add +6.5%
AAPL Apple Inc. 6.84% 282,958 $70.9M Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 4.11% 93,982 $42.6M Add +0.8%
MSFT Microsoft Corp. 3.51% 86,102 $36.3M Add +6.8%
SPY SS SPDR S&P 500 ETF Trust-US 3.32% 58,649 $34.4M Add +1.4%
GOOGL Alphabet Inc. Class A 2.49% 136,169 $25.8M Add +5.9%
WMT Walmart Inc. 2.24% 257,042 $23.2M Add +0.7%
QCOM Qualcomm Inc. 2.03% 136,741 $21.0M Add +5.0%
TT Trane Technologies PLC 2.02% 56,654 $20.9M Add +0.0%
HRL Hormel Foods Corp. 1.82% 601,930 $18.9M Reduce -9.3%
AMAT Applied Materials Inc. 1.79% 113,801 $18.5M Add +1.3%
IJH iShares Core S&P Midcap ETF 1.59% 264,850 $16.5M Add +2.0%
ETN Eaton Corp. PLC 1.56% 48,532 $16.1M Add +0.3%
DHR Danaher Corp. 1.52% 68,773 $15.8M Add +1.7%
BRK.A Berkshire Hathaway Inc. Class A 1.38% 21 $14.3M No change
UNP Union Pacific Corp. 1.31% 59,378 $13.5M Add +0.9%
MSI Motorola Solutions Inc. 1.23% 27,590 $12.8M Reduce -0.2%
CSCO Cisco Systems Inc. 1.21% 211,420 $12.5M Add +0.3%
CVX Chevron Corp. 1.20% 85,780 $12.4M Reduce -15.7%
FICO Fair Isaac Corp. 1.12% 5,846 $11.6M Reduce -0.6%
DPZ Domino's Pizza Inc. 1.10% 27,145 $11.4M Add +7.6%
CLX Clorox Company 1.04% 66,072 $10.7M Add +7.2%
CAH Cardinal Health Inc. 1.03% 90,125 $10.7M Add +1.2%
PAYX Paychex Inc. 1.02% 75,215 $10.5M Add +1.5%
MRK Merck & Co. Inc. 0.96% 100,169 $10.0M Add +6.7%
JPM JPMorgan Chase & Co. 0.96% 41,291 $9.9M Add +0.7%
BSX Boston Scientific Corp. 0.94% 109,189 $9.8M Add +0.8%
EOG EOG Resources Inc. 0.93% 78,854 $9.7M Add +3.2%
QQQ Invesco QQQ Trust Series 1 0.92% 18,633 $9.5M Add +1.5%
PEP Pepsico Inc. 0.90% 61,248 $9.3M Add +21.8%
JNJ Johnson & Johnson 0.89% 63,379 $9.2M Reduce -7.9%
FDX FedEx Corp. 0.88% 32,231 $9.1M Add +1.2%
NUE Nucor Corp. 0.85% 75,836 $8.9M Add +13.9%
CRM Salesforce Inc. 0.83% 25,724 $8.6M Add +1.0%
XOM Exxon Mobil Corp. 0.81% 77,569 $8.3M Add +1.6%
LOW Lowe's Cos Inc. 0.79% 32,996 $8.1M Add +0.3%
PYPL PayPal Holdings Inc. 0.78% 95,177 $8.1M Add +13.4%
BDX Becton Dickinson and Co. 0.78% 35,725 $8.1M Add +1.3%
HON Honeywell International Inc. 0.64% 29,521 $6.7M Add +1.3%
USB US Bancorp 0.60% 129,423 $6.2M Add +0.4%
INTU Intuit Inc. 0.59% 9,768 $6.1M Add +0.7%
GNRC Generac Holdings Inc. 0.57% 37,740 $5.9M Add +3.9%
SYK Stryker Corp. 0.55% 15,711 $5.7M Reduce -0.5%
CL Colgate-Palmolive Co. 0.55% 62,070 $5.6M Add +2.3%
LLY Eli Lilly & Co. 0.54% 7,223 $5.6M Add +3.0%
DCI Donaldson Co. Inc. 0.51% 78,900 $5.3M Reduce -0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 24,126 $5.3M Reduce -0.7%
ORCL Oracle Corp. 0.50% 30,860 $5.1M Reduce -0.3%
COP Conocophillips 0.49% 51,252 $5.1M Add +9.4%
LW Lamb Weston Holdings Inc. 0.49% 75,327 $5.0M Add +36.5%
MDT Medtronic PLC 0.46% 59,239 $4.7M Reduce -24.4%
KO The Coca-Cola Co. 0.45% 74,245 $4.6M Add +3.0%
IP International Paper Co. 0.43% 83,271 $4.5M Add +1.7%
HD Home Depot Inc. 0.41% 10,848 $4.2M Add +1.6%
EMR Emerson Electric Co. 0.40% 33,756 $4.2M Add +0.7%
APD Air Products & Chemicals Inc. 0.39% 14,081 $4.1M Add +2.6%
CHKP Check Point Software Tech 0.38% 20,993 $3.9M Add +13.4%
V Visa Inc. Class A 0.37% 12,049 $3.8M Add +41.3%
PSA Public Storage 0.34% 11,585 $3.5M Add +0.2%
TREX Trex Company Inc. 0.33% 49,745 $3.4M Add +12.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.30% 82,005 $3.1M Add +54.0%
CAG Conagra Brands Inc. 0.30% 111,304 $3.1M Reduce -21.4%
ALLE Allegion PLC 0.29% 22,910 $3.0M Add +1.2%
FTV Fortive Corp. 0.27% 36,738 $2.8M Reduce -0.8%
HPQ HP Inc. 0.26% 83,508 $2.7M Reduce -0.7%
AMZN Amazon.com Inc. 0.26% 12,171 $2.7M Add +0.9%
ADBE Adobe Inc. 0.26% 6,001 $2.7M Add +13.7%
MPC Marathon Petroleum Corp. 0.25% 18,749 $2.6M Add +3.4%
PG The Procter & Gamble Co. 0.25% 15,268 $2.6M No change
NVDA Nvidia Corp. 0.24% 18,830 $2.5M No change
EFA iShares MSCI Eafe ETF 0.24% 32,831 $2.5M Reduce -2.1%
GOOG Alphabet Inc. Class C 0.23% 12,555 $2.4M No change
PSX Phillips 66 0.23% 20,748 $2.4M Add +1.8%
HPE Hewlett Packard Enterprise 0.23% 109,703 $2.3M Add +0.2%
PFE Pfizer Inc. 0.23% 88,026 $2.3M Reduce -37.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.22% 8,124 $2.3M Add +2.5%
XHB SS SPDR S&P Homebldrs ETF 0.21% 21,023 $2.2M Add +0.4%
AZO AutoZone Inc. 0.21% 664 $2.1M No change
PM Philip Morris International 0.20% 17,501 $2.1M No change
XLE SS Energy Select Sector 0.19% 23,433 $2.0M Add +2.7%
UNH Unitedhealth Group Inc. 0.19% 3,962 $2.0M No change
IR Ingersoll-Rand Inc. 0.18% 20,458 $1.9M Reduce -3.3%
VLTO Veralto Corp. 0.18% 17,981 $1.8M Reduce -2.2%
TSCO Tractor Supply Company 0.17% 33,595 $1.8M Reduce -0.1%
IYT iShares US Transportation Et 0.17% 25,826 $1.7M Reduce -1.3%
FISV Fiserv Inc. 0.15% 7,735 $1.6M No change
RACE Ferrari NV 0.15% 3,600 $1.5M No change
TRN Trinity Industries Inc. 0.14% 41,143 $1.4M Add +0.5%
VNQ Vanguard Real Estate ETF 0.14% 16,139 $1.4M Reduce -1.0%
TMO Thermo Fisher Scientific Inc. 0.13% 2,643 $1.4M No change
VTI VG Morningstar TS MKT ETF-US 0.13% 4,700 $1.4M No change
COST Costco Wholesale Corp. 0.12% 1,371 $1.3M No change
VWO Vanguard Ftse Emerging Marke 0.12% 28,389 $1.3M Reduce -1.9%
MCD McDonald's Corp. 0.12% 4,273 $1.2M Reduce -1.2%
IVW iShares S&P 500 Growth ETF 0.11% 11,712 $1.2M No change
DVY iShares Select Dividend ETF 0.11% 8,954 $1.2M Add +2.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 9,849 $1.1M Add +0.2%
ABBV Abbvie Inc. 0.10% 5,913 $1.1M No change
MO Altria Group Inc. 0.10% 20,011 $1.0M No change
NFLX Netflix Inc. 0.09% 1,080 $963K Add +1.2%
AFL Aflac Inc. 0.09% 9,167 $948K Add +221.1%
META Meta Platforms Inc. Class A 0.09% 1,553 $909K Add +3.3%
VOO Vanguard S&P 500 ETF 0.08% 1,624 $875K No change
TSM Taiwan Semiconductor-SP ADR 0.08% 4,156 $821K No change
INTC Intel Corp. 0.08% 40,133 $805K Reduce -52.9%
MA Mastercard Inc. Class A 0.08% 1,494 $787K Reduce -0.7%
IWM iShares Russell 2000 ETF 0.07% 3,435 $759K No change
VZ Verizon Communications Inc. 0.07% 18,692 $747K Reduce -0.3%
WFC Wells Fargo & Co. 0.07% 10,615 $746K No change
MDLZ Mondelez International Inc. Class A 0.07% 12,416 $742K No change
GS Goldman Sachs Group Inc. 0.07% 1,290 $739K No change
CMCSA Comcast Corp. Class A 0.07% 19,010 $713K No change
ACA Arcosa Inc. 0.07% 7,253 $702K Reduce -13.6%
ABT Abbott Laboratories 0.07% 6,059 $685K No change
TSLA Tesla Inc. 0.07% 1,669 $674K Add +2.4%
AMGN Amgen Inc. 0.06% 2,554 $666K No change
NTR Nutrien Ltd. 0.06% 14,787 $662K Add +0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 5,441 $657K No change
BMY Bristol-Myers Squibb Co. 0.06% 10,990 $622K No change
IVV iShares Core S&P 500 ETF 0.06% 973 $573K No change
BA The Boeing Co. 0.05% 3,141 $556K Add +16.0%
NOC Northrop Grumman Corp. 0.05% 1,145 $537K No change
IWR iShares Russell Mid-Cap ETF 0.05% 6,050 $535K No change
TGT Target Corp. 0.05% 3,830 $518K No change
XLK SS Technology Select Sector 0.05% 2,175 $506K No change
UPS United Parcel Service Class B 0.05% 3,864 $487K No change
AVGO Broadcom Inc. 0.05% 2,060 $478K No change
MCK McKesson Corp. 0.05% 835 $476K No change
T AT&T Inc. 0.04% 20,259 $461K Reduce -8.0%
CMI Cummins Inc. 0.04% 1,308 $456K No change
CME Cme Group Inc. 0.04% 1,955 $454K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,084 $445K No change
SBUX Starbucks Corp. 0.04% 4,865 $444K No change
IWF iShares Russell 1000 Growth 0.04% 1,083 $435K No change
ADP Automatic Data Processing 0.04% 1,473 $431K No change
DEO Diageo PLC-Sponsored ADR 0.04% 3,341 $425K Reduce -3.0%
IAU iShares Gold Trust 0.04% 8,500 $421K No change
WM Waste Management Inc. 0.04% 2,083 $420K Reduce -12.6%
CAT Caterpillar Inc. 0.04% 1,156 $419K No change
AMP Ameriprise Financial Inc. 0.04% 784 $417K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 5,300 $407K No change
PFF iShares Preferred & Income S 0.04% 12,551 $395K Reduce -3.1%
IWD iShares Russell 1000 Value E 0.04% 2,112 $391K Add +1.7%
CHI Calamos Convert Opport & Inc. 0.04% 32,095 $383K Add +1.2%
C Citigroup Inc. 0.04% 5,239 $369K No change
CSX CSX Corp. 0.03% 11,100 $358K No change
GILD Gilead Sciences Inc. 0.03% 3,857 $356K No change
DTD Wisdomtree US Total Dividend 0.03% 4,665 $354K No change
CE Celanese Corp. 0.03% 4,962 $343K No change
GE General Electric filed as GE AEROSPACE 0.03% 2,049 $342K Add +1.1%
VMI Valmont Industries 0.03% 1,100 $337K No change
MFC Manulife Financial Corp. 0.03% 10,950 $336K No change
MLM Martin Marietta Materials 0.03% 628 $324K No change
TRV The Travelers Cos Inc. 0.03% 1,345 $324K No change
GLW Corning Inc. 0.03% 6,812 $324K No change
PRF Invesco Rafi US 1000 ETF 0.03% 8,005 $323K Reduce -3.6%
DOW Dow Inc. 0.03% 8,024 $322K Reduce -6.6%
CWCO Consolidated Water Co.-Ord SH 0.03% 11,928 $309K No change
CVS CVS Health Corp. 0.03% 6,786 $305K No change
TGTX TG Therapeutics Inc. 0.03% 10,000 $301K No change
IWN iShares Russell 2000 Value E 0.03% 1,809 $297K Add +2.0%
XLP SS Consumer Staples Sel Sect 0.03% 3,766 $296K No change
MMM 3M Co. 0.03% 2,230 $288K Add +1.8%
VXF Vanguard Extended Market ETF 0.03% 1,504 $286K No change
AXP American Express Co. 0.03% 955 $283K No change
SPGI S&P Global Inc. 0.03% 567 $282K No change
RTX RTX Corp. 0.03% 2,438 $282K No change
DUK Duke Energy Corp. 0.03% 2,593 $279K No change
NEE Nextera Energy Inc. 0.03% 3,872 $278K No change
IBB iShares Biotechnology ETF 0.03% 2,071 $274K Reduce -3.0%
TXN Texas Instruments Inc. 0.03% 1,457 $273K Add +16.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,979 $263K Add +3.0%
TTE Totalenergies SE -Spon ADR 0.03% 4,806 $262K Add +2.1%
MRSH Marsh & McLennan Cos 0.02% 1,206 $256K No change
ECL Ecolab Inc. 0.02% 1,090 $255K No change
BKNG Booking Holdings Inc. 0.02% 50 $248K No change
KMB Kimberly-Clark Corp. 0.02% 1,878 $246K No change
TDG Transdigm Group Inc. 0.02% 194 $246K No change
ORLY O'reilly Automotive Inc. 0.02% 205 $243K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,434 $243K No change
MDY State Street SPDR S&P Midcap 0.02% 425 $242K No change
DE Deere & Co. 0.02% 562 $238K Reduce -5.9%
MANH Manhattan Associates Inc. 0.02% 881 $238K No change
CP Canadian Pacific Kansas City 0.02% 3,044 $220K No change
CI The Cigna Group 0.02% 764 $211K No change
SMMD iShares Russell 2500 ETF 0.02% 2,986 $203K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 3,465 $203K New
PNC PNC Financial Services Group 0.02% 1,047 $202K New
VNT Vontier Corp. 0.02% 5,532 $202K New
NVS Novartis AG-Sponsored ADR 0.02% 2,064 $201K No change
DNP DNP Select Income Fund Inc. 0.02% 19,363 $171K Add +2.5%
DMF BNYM Municipal Income filed as BNY MELLON MUN INCOME INC 0.01% 10,900 $77K No change

Portfolio Sells Q3 2024 → Q4 2024
CVX Chevron Corp. Reduce -15.7% 1.20% −0.26
MDT Medtronic PLC Reduce -24.4% 0.46% −0.23
HRL Hormel Foods Corp. Reduce -9.3% 1.82% −0.22
JNJ Johnson & Johnson Reduce -7.9% 0.89% −0.20
PFE Pfizer Inc. Reduce -37.6% 0.23% −0.17
CAG Conagra Brands Inc. Reduce -21.4% 0.30% −0.15
INTC Intel Corp. Reduce -52.9% 0.08% −0.12
DCI Donaldson Co. Inc. Reduce -0.0% 0.51% −0.05
XRAY Dentsply Sirona Inc. Sold out 0.00% −0.05
MRO Marathon Oil Corp. Sold out 0.00% −0.04
EFA iShares MSCI Eafe ETF Reduce -2.1% 0.24% −0.03
HPQ HP Inc. Reduce -0.7% 0.26% −0.03
IR Ingersoll-Rand Inc. Reduce -3.3% 0.18% −0.02
VLTO Veralto Corp. Reduce -2.2% 0.18% −0.02
TOL Toll Brothers Inc. Sold out 0.00% −0.02
DD Dupont DE Nemours Inc. Sold out 0.00% −0.02
O Realty Income Corp. Sold out 0.00% −0.02
SHW The Sherwin-Williams Co. Sold out 0.00% −0.02
OMC Omnicom Group Sold out 0.00% −0.02
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.02
FTV Fortive Corp. Reduce -0.8% 0.27% −0.02
TSCO Tractor Supply Company Reduce -0.1% 0.17% −0.02
ORCL Oracle Corp. Reduce -0.3% 0.50% −0.02
VNQ Vanguard Real Estate ETF Reduce -1.0% 0.14% −0.02
DOW Dow Inc. Reduce -6.6% 0.03% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -1.9% 0.12% −0.01
IBM Intl Business Machines Corp. Reduce -0.7% 0.51% −0.01
ACA Arcosa Inc. Reduce -13.6% 0.07% −0.01
VZ Verizon Communications Inc. Reduce -0.3% 0.07% −0.01
SYK Stryker Corp. Reduce -0.5% 0.55% −0.01
MCD McDonald's Corp. Reduce -1.2% 0.12% −0.01
WM Waste Management Inc. Reduce -12.6% 0.04% −0.01
IYT iShares US Transportation Et Reduce -1.3% 0.17% −0.01
DEO Diageo PLC-Sponsored ADR Reduce -3.0% 0.04% −0.01
IBB iShares Biotechnology ETF Reduce -3.0% 0.03% −0.00
PFF iShares Preferred & Income S Reduce -3.1% 0.04% −0.00
T AT&T Inc. Reduce -8.0% 0.04% −0.00
PRF Invesco Rafi US 1000 ETF Reduce -3.6% 0.03% −0.00
DE Deere & Co. Reduce -5.9% 0.02% −0.00
MA Mastercard Inc. Class A Reduce -0.7% 0.08% +0.00
FICO Fair Isaac Corp. Reduce -0.6% 1.12% +0.01
MSI Motorola Solutions Inc. Reduce -0.2% 1.23% +0.02

Portfolio Buys Q3 2024 → Q4 2024
SYY Sysco Corp. Add +6.5% 19.46% +0.68
AAPL Apple Inc. Add +0.9% 6.84% +0.49
GOOGL Alphabet Inc. Class A Add +5.9% 2.49% +0.42
WMT Walmart Inc. Add +0.7% 2.24% +0.24
CRM Salesforce Inc. Add +1.0% 0.83% +0.15
PYPL PayPal Holdings Inc. Add +13.4% 0.78% +0.15
V Visa Inc. Class A Add +41.3% 0.37% +0.14
LW Lamb Weston Holdings Inc. Add +36.5% 0.49% +0.14
MSFT Microsoft Corp. Add +6.8% 3.51% +0.13
CSCO Cisco Systems Inc. Add +0.3% 1.21% +0.12
JPM JPMorgan Chase & Co. Add +0.7% 0.96% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 3.32% +0.09
SLB SLB Ltd. Add +54.0% 0.30% +0.09
CAH Cardinal Health Inc. Add +1.2% 1.03% +0.07
PEP Pepsico Inc. Add +21.8% 0.90% +0.07
AFL Aflac Inc. Add +221.1% 0.09% +0.06
CLX Clorox Company Add +7.2% 1.04% +0.06
BSX Boston Scientific Corp. Add +0.8% 0.94% +0.06
HON Honeywell International Inc. Add +1.3% 0.64% +0.06
PAYX Paychex Inc. Add +1.5% 1.02% +0.05
QQQ Invesco QQQ Trust Series 1 Add +1.5% 0.92% +0.05
EMR Emerson Electric Co. Add +0.7% 0.40% +0.05
TREX Trex Company Inc. Add +12.9% 0.33% +0.05
DPZ Domino's Pizza Inc. Add +7.6% 1.10% +0.04
IP International Paper Co. Add +1.7% 0.43% +0.04
AMZN Amazon.com Inc. Add +0.9% 0.26% +0.04
CHKP Check Point Software Tech Add +13.4% 0.38% +0.03
FDX FedEx Corp. Add +1.2% 0.88% +0.03
USB US Bancorp Add +0.4% 0.60% +0.02
TSLA Tesla Inc. Add +2.4% 0.07% +0.02
EOG EOG Resources Inc. Add +3.2% 0.93% +0.02
WRB WR Berkley Corp. New 0.02% +0.02
PNC PNC Financial Services Group New 0.02% +0.02
VNT Vontier Corp. New 0.02% +0.02
NFLX Netflix Inc. Add +1.2% 0.09% +0.02
IJH iShares Core S&P Midcap ETF Add +2.0% 1.59% +0.02
DIS The Walt Disney Co. Add +0.2% 0.11% +0.01
BA The Boeing Co. Add +16.0% 0.05% +0.01
COP Conocophillips Add +9.4% 0.49% +0.01
HPE Hewlett Packard Enterprise Add +0.2% 0.23% +0.01
INTU Intuit Inc. Add +0.7% 0.59% +0.01
AJG Arthur J Gallagher & Co. Add +2.5% 0.22% +0.01
META Meta Platforms Inc. Class A Add +3.3% 0.09% +0.00
GNRC Generac Holdings Inc. Add +3.9% 0.57% +0.00
BAC Bank of America Corp. Add +3.0% 0.03% +0.00
TXN Texas Instruments Inc. Add +16.8% 0.03% +0.00
CHI Calamos Convert Opport & Inc. Add +1.2% 0.04% +0.00
TRN Trinity Industries Inc. Add +0.5% 0.14% +0.00
IWN iShares Russell 2000 Value E Add +2.0% 0.03% −0.00
IWD iShares Russell 1000 Value E Add +1.7% 0.04% −0.00

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