First Nebraska Trust Co

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed June 10, 2026), First Nebraska Trust Co reported 195 stock positions worth $1.0 billion. Its top holding was Sysco (SYY) at 19.2% of the portfolio, followed by Apple (AAPL, 5.5%) and Berkshire Hathaway Class B (BRK.B, 4.4%). Compared with Q1 2025, it opened 7 new positions, sold out of 2, added to 30 and reduced 81. The biggest buy was Eaton (ETN, shares +3%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
LINCOLN, NE
CIK
0002134841
Portfolio Value
$1.0B (Q2 2025)
SEC Filing
0002134841-26-000042 ↗ filed Jun 10, 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 Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.0B $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 195 stocks · $1.0B

SYY Sysco Corp. 19.15% 2,642,168 $200.1M Reduce -0.1%
AAPL Apple Inc. 5.48% 278,986 $57.3M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 4.38% 94,099 $45.7M Add +0.4%
MSFT Microsoft Corp. 4.07% 85,494 $42.5M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 3.56% 61,919 $37.2M Add +2.8%
GOOGL Alphabet Inc. Class A 2.39% 141,794 $25.0M Add +3.8%
WMT Walmart Inc. 2.38% 254,038 $24.9M Reduce -0.5%
TT Trane Technologies PLC 2.34% 55,785 $24.4M Reduce -0.9%
QCOM Qualcomm Inc. 2.10% 137,475 $21.9M Add +0.7%
AMAT Applied Materials Inc. 1.97% 112,514 $20.6M Reduce -0.5%
ETN Eaton Corp. PLC 1.78% 51,969 $18.6M Add +2.6%
HRL Hormel Foods Corp. 1.71% 589,325 $17.8M Reduce -0.5%
IJH iShares Core S&P Midcap ETF 1.68% 290,245 $17.5M Add +5.2%
BRK.A Berkshire Hathaway Inc. Class A 1.46% 21 $15.3M No change
CAH Cardinal Health Inc. 1.43% 88,609 $14.9M Reduce -0.9%
CSCO Cisco Systems Inc. 1.39% 209,604 $14.6M Reduce -0.5%
CVX Chevron Corp. 1.32% 96,317 $13.8M Add +1.1%
UNP Union Pacific Corp. 1.29% 58,743 $13.5M Reduce -0.6%
DHR Danaher Corp. 1.28% 67,646 $13.4M Reduce -1.0%
DPZ Domino's Pizza Inc. 1.19% 27,555 $12.4M Reduce -0.5%
JPM JPMorgan Chase & Co. 1.13% 40,671 $11.8M Reduce -0.8%
BSX Boston Scientific Corp. 1.10% 107,015 $11.5M Reduce -1.0%
MSI Motorola Solutions Inc. 1.08% 26,937 $11.3M Reduce -1.4%
PAYX Paychex Inc. 1.03% 74,344 $10.8M Reduce -0.5%
NUE Nucor Corp. 1.03% 83,468 $10.8M Add +1.2%
QQQ Invesco QQQ Trust Series 1 1.01% 19,281 $10.6M Add +0.5%
JNJ Johnson & Johnson 0.98% 67,199 $10.3M Reduce -0.6%
EOG EOG Resources Inc. 0.96% 83,449 $10.0M Add +2.4%
PEP Pepsico Inc. 0.85% 67,065 $8.9M Add +4.7%
MRK Merck & Co. Inc. 0.81% 106,603 $8.4M Add +3.2%
PYPL PayPal Holdings Inc. 0.80% 112,631 $8.4M Add +4.5%
CLX Clorox Company 0.80% 69,697 $8.4M Add +1.8%
XOM Exxon Mobil Corp. 0.79% 76,554 $8.3M Reduce -0.2%
LOW Lowe's Cos Inc. 0.74% 34,871 $7.7M Reduce -0.3%
INTU Intuit Inc. 0.73% 9,693 $7.6M Reduce -0.4%
CRM Salesforce Inc. 0.73% 27,964 $7.6M Add +9.2%
FDX FedEx Corp. 0.70% 31,948 $7.3M Reduce -0.5%
HON Honeywell International Inc. 0.65% 29,278 $6.8M Reduce -0.4%
ORCL Oracle Corp. 0.64% 30,745 $6.7M Reduce -0.4%
SYK Stryker Corp. 0.59% 15,601 $6.2M Reduce -0.3%
MDT Medtronic PLC 0.57% 67,980 $5.9M Reduce -0.6%
USB US Bancorp 0.54% 125,421 $5.7M Reduce -2.5%
CL Colgate-Palmolive Co. 0.54% 61,357 $5.6M Reduce -0.7%
DCI Donaldson Co. Inc. 0.52% 78,032 $5.4M Reduce -0.4%
LLY Eli Lilly & Co. 0.51% 6,889 $5.4M Reduce -2.0%
CMG Chipotle Mexican Grill Inc. 0.51% 94,740 $5.3M Add +44.4%
KO The Coca-Cola Co. 0.50% 73,830 $5.2M Reduce -0.1%
GNRC Generac Holdings Inc. 0.50% 36,180 $5.2M Reduce -15.3%
LW Lamb Weston Holdings Inc. 0.49% 97,752 $5.1M Add +10.9%
BDX Becton Dickinson and Co. 0.48% 28,866 $5.0M Reduce -25.4%
CHKP Check Point Software Tech 0.44% 20,953 $4.6M Reduce -0.1%
COP Conocophillips 0.44% 50,854 $4.6M Reduce -0.2%
EMR Emerson Electric Co. 0.43% 33,326 $4.4M Reduce -0.6%
V Visa Inc. Class A 0.41% 12,052 $4.3M Reduce -0.3%
HD Home Depot Inc. 0.40% 11,529 $4.2M Add +6.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.40% 14,226 $4.2M Reduce -2.3%
APD Air Products & Chemicals Inc. 0.38% 13,928 $3.9M Reduce -0.4%
IP International Paper Co. 0.36% 81,139 $3.8M Reduce -1.0%
TREX Trex Company Inc. 0.36% 68,435 $3.7M Add +21.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.33% 101,095 $3.4M Reduce -0.7%
PSA Public Storage 0.32% 11,555 $3.4M Reduce -0.3%
ALLE Allegion PLC 0.31% 22,395 $3.2M Reduce -0.8%
PM Philip Morris International 0.30% 17,451 $3.2M No change
ADBE Adobe Inc. 0.30% 8,166 $3.2M Reduce -14.7%
MPC Marathon Petroleum Corp. 0.29% 18,414 $3.1M Reduce -0.2%
EFA iShares MSCI Eafe ETF 0.28% 34,030 $3.0M Add +4.6%
NVDA Nvidia Corp. 0.28% 18,755 $3.0M No change
AMZN Amazon.com Inc. 0.26% 12,558 $2.8M No change
PFE Pfizer Inc. 0.25% 107,068 $2.6M Reduce -1.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.25% 8,099 $2.6M No change
PG The Procter & Gamble Co. 0.24% 15,337 $2.5M Reduce -0.8%
PSX Phillips 66 0.23% 20,493 $2.4M Reduce -0.5%
CAG Conagra Brands Inc. 0.23% 114,807 $2.4M Reduce -1.7%
AZO AutoZone Inc. 0.22% 621 $2.3M No change
GOOG Alphabet Inc. Class C 0.21% 12,660 $2.2M No change
HPE Hewlett Packard Enterprise 0.21% 107,104 $2.2M Reduce -1.4%
XLE SS Energy Select Sector 0.20% 25,524 $2.1M Add +5.3%
HPQ HP Inc. 0.19% 81,335 $2.0M Reduce -1.8%
XHB SS SPDR S&P Homebldrs ETF 0.19% 20,837 $2.0M Add +1.1%
FTV Fortive Corp. 0.18% 35,840 $1.9M Reduce -1.1%
RACE Ferrari NV 0.17% 3,600 $1.8M No change
TSCO Tractor Supply Company 0.17% 33,115 $1.7M Reduce -0.6%
VLTO Veralto Corp. 0.16% 17,031 $1.7M Reduce -3.5%
IYT iShares US Transportation Et 0.16% 26,085 $1.7M Add +2.1%
INTC Intel Corp. 0.16% 75,771 $1.7M Reduce -2.4%
VNQ Vanguard Real Estate ETF 0.14% 16,490 $1.5M Add +3.8%
NFLX Netflix Inc. 0.14% 1,080 $1.4M No change
VTI VG Morningstar TS MKT ETF-US 0.14% 4,700 $1.4M No change
VWO Vanguard Ftse Emerging Marke 0.13% 28,156 $1.4M Add +1.6%
COST Costco Wholesale Corp. 0.13% 1,402 $1.4M No change
FISV Fiserv Inc. 0.13% 7,735 $1.3M No change
UNH Unitedhealth Group Inc. 0.12% 4,014 $1.3M No change
DVY iShares Select Dividend ETF 0.12% 9,311 $1.2M Add +2.2%
MCD McDonald's Corp. 0.12% 4,193 $1.2M No change
IVW iShares S&P 500 Growth ETF 0.11% 10,862 $1.2M Reduce -6.9%
MO Altria Group Inc. 0.11% 19,911 $1.2M Reduce -0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 9,336 $1.2M Reduce -3.7%
META Meta Platforms Inc. Class A 0.11% 1,553 $1.1M No change
ABBV Abbvie Inc. 0.11% 6,303 $1.1M Add +3.3%
TMO Thermo Fisher Scientific Inc. 0.10% 2,673 $1.1M No change
IWM iShares Russell 2000 ETF 0.10% 4,748 $1.0M Add +37.7%
TSM Taiwan Semiconductor-SP ADR 0.09% 4,156 $941K No change
VOO Vanguard S&P 500 ETF 0.09% 1,624 $922K No change
GS Goldman Sachs Group Inc. 0.09% 1,290 $913K No change
MA Mastercard Inc. Class A 0.08% 1,508 $847K No change
MDLZ Mondelez International Inc. Class A 0.08% 12,301 $830K No change
NTR Nutrien Ltd. 0.08% 14,164 $825K Reduce -2.6%
ABT Abbott Laboratories 0.08% 5,984 $824K Reduce -1.2%
VZ Verizon Communications Inc. 0.08% 19,174 $820K Add +1.7%
AMGN Amgen Inc. 0.07% 2,499 $698K Reduce -2.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 5,441 $672K No change
CMCSA Comcast Corp. Class A 0.06% 18,724 $668K Reduce -1.1%
ACA Arcosa Inc. 0.06% 7,174 $622K Reduce -0.5%
MCK McKesson Corp. 0.06% 835 $612K No change
IVV iShares Core S&P 500 ETF 0.06% 973 $604K No change
T AT&T Inc. 0.06% 20,400 $585K Reduce -1.3%
NOC Northrop Grumman Corp. 0.05% 1,145 $572K No change
AVGO Broadcom Inc. 0.05% 2,060 $568K No change
BA The Boeing Co. 0.05% 2,707 $567K No change
IWR iShares Russell Mid-Cap ETF 0.05% 6,050 $556K No change
XLK SS Technology Select Sector 0.05% 2,175 $551K No change
CME Cme Group Inc. 0.05% 1,955 $539K No change
IAU iShares Gold Trust 0.05% 8,500 $530K No change
BMY Bristol-Myers Squibb Co. 0.05% 11,140 $516K No change
TSLA Tesla Inc. 0.05% 1,580 $502K Reduce -5.3%
GE General Electric filed as GE AEROSPACE 0.05% 1,897 $488K Reduce -7.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,084 $475K No change
CAT Caterpillar Inc. 0.04% 1,206 $468K No change
CVS CVS Health Corp. 0.04% 6,736 $465K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 5,050 $460K No change
IWF iShares Russell 1000 Growth 0.04% 1,083 $460K No change
ADP Automatic Data Processing 0.04% 1,473 $454K No change
WM Waste Management Inc. 0.04% 1,983 $454K No change
C Citigroup Inc. 0.04% 5,239 $446K No change
CMI Cummins Inc. 0.04% 1,308 $428K No change
GILD Gilead Sciences Inc. 0.04% 3,857 $428K No change
SBUX Starbucks Corp. 0.04% 4,636 $425K No change
AMP Ameriprise Financial Inc. 0.04% 784 $418K No change
IWD iShares Russell 1000 Value E 0.04% 2,077 $403K Reduce -1.7%
UPS United Parcel Service Class B 0.04% 3,979 $402K Reduce -1.6%
DTD Wisdomtree US Total Dividend 0.04% 4,665 $371K No change
CSX CSX Corp. 0.03% 11,100 $362K No change
XLP SS Consumer Staples Sel Sect 0.03% 4,459 $361K No change
PFF iShares Preferred & Income S 0.03% 11,757 $361K Reduce -4.1%
TGTX TG Therapeutics Inc. 0.03% 10,000 $360K No change
TRV The Travelers Cos Inc. 0.03% 1,170 $360K Reduce -13.0%
VMI Valmont Industries 0.03% 1,100 $359K No change
GLW Corning Inc. 0.03% 6,812 $358K No change
RTX RTX Corp. 0.03% 2,438 $356K No change
TGT Target Corp. 0.03% 3,605 $356K Reduce -5.3%
MFC Manulife Financial Corp. 0.03% 10,950 $350K No change
PRF Invesco Rafi US 1000 ETF 0.03% 8,005 $338K No change
MLM Martin Marietta Materials 0.03% 608 $334K Reduce -3.2%
DEO Diageo PLC-Sponsored ADR 0.03% 3,297 $332K No change
AXP American Express Co. 0.03% 1,005 $321K Add +0.5%
MMM 3M Co. 0.03% 2,018 $307K Reduce -9.5%
VFLO Victoryshares Free Cash Flow 0.03% 8,679 $307K No change
DE Deere & Co. 0.03% 602 $306K No change
PGR Progressive Corp. 0.03% 1,147 $306K New
DUK Duke Energy Corp. 0.03% 2,578 $304K No change
TXN Texas Instruments Inc. 0.03% 1,457 $303K No change
SPGI S&P Global Inc. 0.03% 567 $299K No change
AFL Aflac Inc. 0.03% 2,830 $298K Reduce -69.0%
CWCO Consolidated Water Co.-Ord SH 0.03% 9,928 $298K No change
TDG Transdigm Group Inc. 0.03% 194 $295K No change
ECL Ecolab Inc. 0.03% 1,090 $294K No change
VXF Vanguard Extended Market ETF 0.03% 1,504 $290K No change
BKNG Booking Holdings Inc. 0.03% 50 $289K No change
TTE Totalenergies SE -Spon ADR 0.03% 4,706 $289K Reduce -2.1%
CHI Calamos Convert Opport & Inc. 0.03% 26,965 $284K Reduce -7.7%
IWN iShares Russell 2000 Value E 0.03% 1,774 $280K Reduce -1.9%
ORLY O'reilly Automotive Inc. 0.03% 3,075 $277K No change
CE Celanese Corp. 0.03% 4,962 $275K No change
NEE Nextera Energy Inc. 0.03% 3,872 $269K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,679 $269K Reduce -5.0%
MRSH Marsh & McLennan Cos 0.03% 1,206 $264K No change
VEA Vanguard Ftse Developed ETF 0.03% 4,596 $262K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 3,465 $255K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,434 $253K No change
CI The Cigna Group 0.02% 764 $253K No change
IBB iShares Biotechnology ETF 0.02% 1,917 $243K No change
GLD SPDR Gold Shares 0.02% 792 $241K No change
CP Canadian Pacific Kansas City 0.02% 3,044 $241K No change
CASY Casey's General Stores Inc. 0.02% 472 $241K No change
MDY State Street SPDR S&P Midcap 0.02% 425 $241K No change
NVS Novartis AG-Sponsored ADR 0.02% 1,887 $228K Reduce -8.6%
GEV GE Vernova Inc. 0.02% 420 $222K New
IWP iShares Russell Mid-Cap Grow 0.02% 1,600 $222K New
L Loews Corp. 0.02% 2,382 $218K New
PWB Invesco Large Cap Growth ETF 0.02% 1,844 $217K New
SCHW Schwab (charles) Corp. 0.02% 2,373 $217K New
KMB Kimberly-Clark Corp. 0.02% 1,678 $216K Reduce -5.6%
SMMD iShares Russell 2500 ETF 0.02% 2,986 $202K New
PFG Principal Financial Group 0.02% 2,529 $201K Reduce -0.8%
DNP DNP Select Income Fund Inc. 0.02% 16,271 $159K Reduce -7.0%

Portfolio Sells Q1 2025 → Q2 2025

AAPL Apple Inc. Reduce -0.9% 5.48% −0.70
SYY Sysco Corp. Reduce -0.1% 19.15% −0.43
BDX Becton Dickinson and Co. Reduce -25.4% 0.48% −0.40
JNJ Johnson & Johnson Reduce -0.6% 0.98% −0.12
XOM Exxon Mobil Corp. Reduce -0.2% 0.79% −0.11
DHR Danaher Corp. Reduce -1.0% 1.28% −0.10
PAYX Paychex Inc. Reduce -0.5% 1.03% −0.10
HRL Hormel Foods Corp. Reduce -0.5% 1.71% −0.10
MSI Motorola Solutions Inc. Reduce -1.4% 1.08% −0.10
SLB SLB Ltd. Reduce -0.7% 0.33% −0.09
COP Conocophillips Reduce -0.2% 0.44% −0.09
FTV Fortive Corp. Reduce -1.1% 0.18% −0.08
UNP Union Pacific Corp. Reduce -0.6% 1.29% −0.08
CAG Conagra Brands Inc. Reduce -1.7% 0.23% −0.08
FDX FedEx Corp. Reduce -0.5% 0.70% −0.08
AFL Aflac Inc. Reduce -69.0% 0.03% −0.07
IP International Paper Co. Reduce -1.0% 0.36% −0.07
DPZ Domino's Pizza Inc. Reduce -0.5% 1.19% −0.07
LOW Lowe's Cos Inc. Reduce -0.3% 0.74% −0.06
ADBE Adobe Inc. Reduce -14.7% 0.30% −0.06
LLY Eli Lilly & Co. Reduce -2.0% 0.51% −0.06
MDT Medtronic PLC Reduce -0.6% 0.57% −0.04
GNRC Generac Holdings Inc. Reduce -15.3% 0.50% −0.04
CL Colgate-Palmolive Co. Reduce -0.7% 0.54% −0.04
HPQ HP Inc. Reduce -1.8% 0.19% −0.04
APD Air Products & Chemicals Inc. Reduce -0.4% 0.38% −0.03
CHKP Check Point Software Tech Reduce -0.1% 0.44% −0.03
DOW Dow Inc. Sold out 0.00% −0.03
PG The Procter & Gamble Co. Reduce -0.8% 0.24% −0.02
PFE Pfizer Inc. Reduce -1.8% 0.25% −0.02
KO The Coca-Cola Co. Reduce -0.1% 0.50% −0.02
PSA Public Storage Reduce -0.3% 0.32% −0.02
PSX Phillips 66 Reduce -0.5% 0.23% −0.02
TSCO Tractor Supply Company Reduce -0.6% 0.17% −0.01
AMGN Amgen Inc. Reduce -2.1% 0.07% −0.01
INTC Intel Corp. Reduce -2.4% 0.16% −0.01
V Visa Inc. Class A Reduce -0.3% 0.41% −0.01
DMF BNYM Municipal Income Sold out 0.00% −0.01
MO Altria Group Inc. Reduce -0.5% 0.11% −0.01
UPS United Parcel Service Class B Reduce -1.6% 0.04% −0.01
TGT Target Corp. Reduce -5.3% 0.03% −0.01
VLTO Veralto Corp. Reduce -3.5% 0.16% −0.01
CMCSA Comcast Corp. Class A Reduce -1.1% 0.06% −0.01
KMB Kimberly-Clark Corp. Reduce -5.6% 0.02% −0.00
TTE Totalenergies SE -Spon ADR Reduce -2.1% 0.03% −0.00
MMM 3M Co. Reduce -9.5% 0.03% −0.00
PFF iShares Preferred & Income S Reduce -4.1% 0.03% −0.00
PFG Principal Financial Group Reduce -0.8% 0.02% −0.00
DNP DNP Select Income Fund Inc. Reduce -7.0% 0.02% −0.00
T AT&T Inc. Reduce -1.3% 0.06% −0.00

Portfolio Buys Q1 2025 → Q2 2025

ETN Eaton Corp. PLC Add +2.6% 1.78% +0.42
GOOGL Alphabet Inc. Class A Add +3.8% 2.39% +0.31
SPY SS SPDR S&P 500 ETF Trust-US Add +2.8% 3.56% +0.23
CMG Chipotle Mexican Grill Inc. Add +44.4% 0.51% +0.18
QQQ Invesco QQQ Trust Series 1 Add +0.5% 1.01% +0.12
PYPL PayPal Holdings Inc. Add +4.5% 0.80% +0.11
IJH iShares Core S&P Midcap ETF Add +5.2% 1.68% +0.09
NUE Nucor Corp. Add +1.2% 1.03% +0.06
CRM Salesforce Inc. Add +9.2% 0.73% +0.05
TREX Trex Company Inc. Add +21.5% 0.36% +0.03
IWM iShares Russell 2000 ETF Add +37.7% 0.10% +0.03
PGR Progressive Corp. New 0.03% +0.03
QCOM Qualcomm Inc. Add +0.7% 2.10% +0.03
EFA iShares MSCI Eafe ETF Add +4.6% 0.28% +0.02
LW Lamb Weston Holdings Inc. Add +10.9% 0.49% +0.02
GEV GE Vernova Inc. New 0.02% +0.02
IWP iShares Russell Mid-Cap Grow New 0.02% +0.02
L Loews Corp. New 0.02% +0.02
PWB Invesco Large Cap Growth ETF New 0.02% +0.02
SCHW Schwab (charles) Corp. New 0.02% +0.02
SMMD iShares Russell 2500 ETF New 0.02% +0.02
HD Home Depot Inc. Add +6.0% 0.40% +0.01
VWO Vanguard Ftse Emerging Marke Add +1.6% 0.13% +0.01
AXP American Express Co. Add +0.5% 0.03% +0.00
IYT iShares US Transportation Et Add +2.1% 0.16% +0.00
VNQ Vanguard Real Estate ETF Add +3.8% 0.14% −0.00
DVY iShares Select Dividend ETF Add +2.2% 0.12% −0.00
VZ Verizon Communications Inc. Add +1.7% 0.08% −0.01
XHB SS SPDR S&P Homebldrs ETF Add +1.1% 0.19% −0.01
ABBV Abbvie Inc. Add +3.3% 0.11% −0.02
XLE SS Energy Select Sector Add +5.3% 0.20% −0.02
EOG EOG Resources Inc. Add +2.4% 0.96% −0.08
PEP Pepsico Inc. Add +4.7% 0.85% −0.10
MRK Merck & Co. Inc. Add +3.2% 0.81% −0.11
CLX Clorox Company Add +1.8% 0.80% −0.19
CVX Chevron Corp. Add +1.1% 1.32% −0.25
BRK.B Berkshire Hathaway Inc. Class B Add +0.4% 4.38% −0.55

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