FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $215.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

82
Positions
$215.82M
Total AUM (reported)
6.22M
Total Shares

Allocation by class

TOTAL AUM$215.82M82 positions
COM$201.00M93.1%
COM NEW$4.34M2.0%
CL B$3.84M1.8%
CL A$2.81M1.3%
COM DISNEY$2.47M1.1%
SH BEN INT$525.9K0.2%
SPONS ADR A$310.3K0.1%

Portfolio Concentration

Top 354.8%4–1013.0%11–2517.1%Rest15.1%TOP 1067.8%0%100%
Top 3$118.31M54.8%
4–10$28.04M13.0%
11–25$36.88M17.1%
Rest$32.58M15.1%

Top 3 weight

54.8%

Top 10 weight

67.8%

Voting Authority Distribution

Total shares with voting rights: 6.22M

Sole

Full voting authority

6.22M

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)

Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:

SYSCO CORP

SOLE
COM
Shares3.11M
TypeSH
Market value$99.77M
46.23%
Sole
3.11M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares167.73K
TypeSH
Market value$10.86M
5.03%
Sole
167.73K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares126.22K
TypeSH
Market value$7.68M
3.56%
Sole
126.22K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares91.17K
TypeSH
Market value$5.82M
2.70%
Sole
91.17K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares142.21K
TypeSH
Market value$4.34M
2.01%
Sole
142.21K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares69.71K
TypeSH
Market value$4.04M
1.87%
Sole
69.71K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares1.27K
TypeSH
Market value$3.84M
1.78%
Sole
1.27K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares81.55K
TypeSH
Market value$3.45M
1.60%
Sole
81.55K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares44.23K
TypeSH
Market value$3.30M
1.53%
Sole
44.23K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares93.57K
TypeSH
Market value$3.25M
1.51%
Sole
93.57K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares110.06K
TypeSH
Market value$2.99M
1.39%
Sole
110.06K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares119.51K
TypeSH
Market value$2.98M
1.38%
Sole
119.51K
Shared
0.00
None
0.00

FIRST DATA CORP

SOLE
COM
Shares63.38K
TypeSH
Market value$2.97M
1.37%
Sole
63.38K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares63.80K
TypeSH
Market value$2.66M
1.23%
Sole
63.80K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares41.38K
TypeSH
Market value$2.48M
1.15%
Sole
41.38K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM DISNEY
Shares88.46K
TypeSH
Market value$2.47M
1.14%
Sole
88.46K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares43.17K
TypeSH
Market value$2.47M
1.14%
Sole
43.17K
Shared
0.00
None
0.00

VARIAN MED SYS INC

SOLE
COM
Shares42.98K
TypeSH
Market value$2.41M
1.12%
Sole
42.98K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares136.25K
TypeSH
Market value$2.39M
1.11%
Sole
136.25K
Shared
0.00
None
0.00

MARATHON OIL CORP

SOLE
COM
Shares31.20K
TypeSH
Market value$2.38M
1.10%
Sole
31.20K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM
Shares34.16K
TypeSH
Market value$2.26M
1.05%
Sole
34.16K
Shared
0.00
None
0.00

NEWELL BRANDS INC

SOLE
COM
Shares86.15K
TypeSH
Market value$2.17M
1.01%
Sole
86.15K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares36.24K
TypeSH
Market value$2.15M
0.99%
Sole
36.24K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares49.48K
TypeSH
Market value$2.11M
0.98%
Sole
49.48K
Shared
0.00
None
0.00

INGERSOLL-RAND COMPANY LTD

SOLE
CL A
Shares48.25K
TypeSH
Market value$2.02M
0.93%
Sole
48.25K
Shared
0.00
None
0.00
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