FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $209.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

80
Positions
$209.76M
Total AUM (reported)
6.26M
Total Shares

Allocation by class

TOTAL AUM$209.76M80 positions
COM$193.78M92.4%
COM NEW$4.38M2.1%
CL B$3.88M1.8%
CL A$3.65M1.7%
COM DISNEY$2.70M1.3%
SH BEN INT$507.5K0.2%
SPONS ADR A$333.8K0.2%

Portfolio Concentration

Top 354.0%4–1013.4%11–2517.7%Rest14.9%TOP 1067.4%0%100%
Top 3$113.32M54.0%
4–10$28.05M13.4%
11–25$37.09M17.7%
Rest$31.30M14.9%

Top 3 weight

54.0%

Top 10 weight

67.4%

Voting Authority Distribution

Total shares with voting rights: 6.26M

Sole

Full voting authority

6.26M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:

SYSCO CORP

SOLE
COM
Shares3.11M
TypeSH
Market value$95.10M
45.34%
Sole
3.11M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares164.04K
TypeSH
Market value$10.47M
4.99%
Sole
164.04K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares126.22K
TypeSH
Market value$7.74M
3.69%
Sole
126.22K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares90.63K
TypeSH
Market value$6.08M
2.90%
Sole
90.63K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares141.81K
TypeSH
Market value$4.38M
2.09%
Sole
141.81K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares69.71K
TypeSH
Market value$4.33M
2.06%
Sole
69.71K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares1.27K
TypeSH
Market value$3.88M
1.85%
Sole
1.27K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares106.55K
TypeSH
Market value$3.51M
1.67%
Sole
106.55K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares83.10K
TypeSH
Market value$2.97M
1.42%
Sole
83.10K
Shared
0.00
None
0.00

FIRST DATA CORP

SOLE
COM
Shares64.47K
TypeSH
Market value$2.90M
1.38%
Sole
64.47K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares45.02K
TypeSH
Market value$2.90M
1.38%
Sole
45.02K
Shared
0.00
None
0.00

INGERSOLL-RAND COMPANY LTD

SOLE
CL A
Shares66.70K
TypeSH
Market value$2.85M
1.36%
Sole
66.70K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares119.51K
TypeSH
Market value$2.80M
1.34%
Sole
119.51K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM DISNEY
Shares90.01K
TypeSH
Market value$2.70M
1.29%
Sole
90.01K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares113.67K
TypeSH
Market value$2.65M
1.26%
Sole
113.67K
Shared
0.00
None
0.00

MARATHON OIL CORP

SOLE
COM
Shares30.80K
TypeSH
Market value$2.57M
1.22%
Sole
30.80K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares42.67K
TypeSH
Market value$2.56M
1.22%
Sole
42.67K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares63.90K
TypeSH
Market value$2.49M
1.19%
Sole
63.90K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares41.39K
TypeSH
Market value$2.48M
1.18%
Sole
41.39K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares40.77K
TypeSH
Market value$2.28M
1.09%
Sole
40.77K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares140K
TypeSH
Market value$2.28M
1.09%
Sole
140K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares49.48K
TypeSH
Market value$2.26M
1.08%
Sole
49.48K
Shared
0.00
None
0.00

NEWELL BRANDS INC

SOLE
COM
Shares86.25K
TypeSH
Market value$2.23M
1.06%
Sole
86.25K
Shared
0.00
None
0.00

VARIAN MED SYS INC

SOLE
COM
Shares42.98K
TypeSH
Market value$2.03M
0.97%
Sole
42.98K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM
Shares34.16K
TypeSH
Market value$2.02M
0.96%
Sole
34.16K
Shared
0.00
None
0.00
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