test

Douglas Hoffman

First National Bank Of Omaha

Assets Managed
$3.239B
Holdings
497
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-4.03%(2Q avg: 54.43%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Bank Of Omaha's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 497 positions.

Assets under management

The assets under management (AUM) of First National Bank Of Omaha over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.239B in assets, with a quarterly growth rate of -4.03% and a 2-quarter average growth rate of 54.43%. The portfolio is managed by Douglas Hoffman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 28.19%
3.06%
$98.819M
2.536M shares@ $38.96 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.66%
2.99%
$96.527M
151,743 shares@ $636.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.05%
2.95%
$95.256M
379,155 shares@ $251.24 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2%
2.75%
$88.906M
284,832 shares@ $312.14 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.9%
2.59%
$83.835M
229,102 shares@ $365.93 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.51%
2.54%
$82.056M
1.099M shares@ $74.64 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 17.98%
1.99%
$64.358M
314,118 shares@ $204.89 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.08%
1.92%
$62.061M
361,201 shares@ $171.82 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.41%
1.83%
$59.237M
212,770 shares@ $278.41 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -46.25%
1.75%
$56.386M
118,284 shares@ $476.7 avg price

1-10 of 497