FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $205.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

79
Positions
$205.83M
Total AUM (reported)
6.20M
Total Shares

Allocation by class

TOTAL AUM$205.83M79 positions
COM$191.92M93.2%
COM NEW$4.10M2.0%
CL B$3.75M1.8%
CL A$2.70M1.3%
COM DISNEY$1.69M0.8%
SH BEN INT$849.4K0.4%
SPONS ADR A$306.5K0.1%

Portfolio Concentration

Top 356.2%4–1012.9%11–2516.4%Rest14.5%TOP 1069.1%0%100%
Top 3$115.73M56.2%
4–10$26.46M12.9%
11–25$33.72M16.4%
Rest$29.92M14.5%

Top 3 weight

56.2%

Top 10 weight

69.1%

Voting Authority Distribution

Total shares with voting rights: 6.20M

Sole

Full voting authority

6.20M

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)

Sole79
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings79
Rows:

SYSCO CORP

SOLE
COM
Shares3.16M
TypeSH
Market value$98.05M
47.64%
Sole
3.16M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares167.93K
TypeSH
Market value$10.60M
5.15%
Sole
167.93K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares126.17K
TypeSH
Market value$7.09M
3.44%
Sole
126.17K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares91.09K
TypeSH
Market value$5.72M
2.78%
Sole
91.09K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares137.17K
TypeSH
Market value$4.10M
1.99%
Sole
137.17K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares69.71K
TypeSH
Market value$3.96M
1.92%
Sole
69.71K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares1.28K
TypeSH
Market value$3.75M
1.82%
Sole
1.28K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares77.40K
TypeSH
Market value$3.13M
1.52%
Sole
77.40K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares44.48K
TypeSH
Market value$3.06M
1.49%
Sole
44.48K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares104.63K
TypeSH
Market value$2.74M
1.33%
Sole
104.63K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares114.79K
TypeSH
Market value$2.68M
1.30%
Sole
114.79K
Shared
0.00
None
0.00

FIRST DATA CORP

SOLE
COM
Shares61.42K
TypeSH
Market value$2.64M
1.28%
Sole
61.42K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares63.80K
TypeSH
Market value$2.43M
1.18%
Sole
63.80K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares132.95K
TypeSH
Market value$2.39M
1.16%
Sole
132.95K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares43.25K
TypeSH
Market value$2.37M
1.15%
Sole
43.25K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares94.01K
TypeSH
Market value$2.35M
1.14%
Sole
94.01K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM
Shares34K
TypeSH
Market value$2.32M
1.13%
Sole
34K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares51.33K
TypeSH
Market value$2.23M
1.08%
Sole
51.33K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares62.95K
TypeSH
Market value$2.21M
1.07%
Sole
62.95K
Shared
0.00
None
0.00

VARIAN MED SYS INC

SOLE
COM
Shares43.33K
TypeSH
Market value$2.18M
1.06%
Sole
43.33K
Shared
0.00
None
0.00

NEWELL BRANDS INC

SOLE
COM
Shares86.35K
TypeSH
Market value$2.05M
1.00%
Sole
86.35K
Shared
0.00
None
0.00

MOTOROLA INC

SOLE
COM
Shares88.41K
TypeSH
Market value$2.00M
0.97%
Sole
88.41K
Shared
0.00
None
0.00

MARATHON OIL CORP

SOLE
COM
Shares32.20K
TypeSH
Market value$1.96M
0.95%
Sole
32.20K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares32.33K
TypeSH
Market value$1.96M
0.95%
Sole
32.33K
Shared
0.00
None
0.00

INGERSOLL-RAND COMPANY LTD

SOLE
CL A
Shares48.35K
TypeSH
Market value$1.95M
0.95%
Sole
48.35K
Shared
0.00
None
0.00
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