FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $220.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

84
Positions
$220.95M
Total AUM (reported)
6.34M
Total Shares

Allocation by class

TOTAL AUM$220.95M84 positions
COM$206.87M93.6%
COM NEW$5.18M2.3%
CL B$3.12M1.4%
CL A$2.32M1.1%
COM DISNEY$1.64M0.7%
SH BEN INT$1.56M0.7%
NY REG EUR 0.56$258.6K0.1%

Portfolio Concentration

Top 360.1%4–1011.8%11–2514.2%Rest13.9%TOP 1071.9%0%100%
Top 3$132.76M60.1%
4–10$26.02M11.8%
11–25$31.43M14.2%
Rest$30.73M13.9%

Top 3 weight

60.1%

Top 10 weight

71.9%

Voting Authority Distribution

Total shares with voting rights: 6.34M

Sole

Full voting authority

6.34M

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)

Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:

SYSCO CORP

SOLE
COM
Shares3.16M
TypeSH
Market value$114.28M
51.72%
Sole
3.16M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares179.34K
TypeSH
Market value$11.17M
5.05%
Sole
179.34K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares127.24K
TypeSH
Market value$7.31M
3.31%
Sole
127.24K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares88.79K
TypeSH
Market value$5.47M
2.47%
Sole
88.79K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares177.32K
TypeSH
Market value$5.18M
2.34%
Sole
177.32K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares95.63K
TypeSH
Market value$3.36M
1.52%
Sole
95.63K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares119.27K
TypeSH
Market value$3.29M
1.49%
Sole
119.27K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares1.12K
TypeSH
Market value$3.12M
1.41%
Sole
1.12K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares72.58K
TypeSH
Market value$2.82M
1.28%
Sole
72.58K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares49.70K
TypeSH
Market value$2.78M
1.26%
Sole
49.70K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares44.69K
TypeSH
Market value$2.57M
1.16%
Sole
44.69K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares100.53K
TypeSH
Market value$2.50M
1.13%
Sole
100.53K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares89.66K
TypeSH
Market value$2.33M
1.06%
Sole
89.66K
Shared
0.00
None
0.00

UNOCAL CORP

SOLE
COM
Shares34.19K
TypeSH
Market value$2.22M
1.01%
Sole
34.19K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares62.70K
TypeSH
Market value$2.17M
0.98%
Sole
62.70K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares131.78K
TypeSH
Market value$2.13M
0.96%
Sole
131.78K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares51.77K
TypeSH
Market value$2.11M
0.95%
Sole
51.77K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares63.90K
TypeSH
Market value$2.08M
0.94%
Sole
63.90K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares28.85K
TypeSH
Market value$2.05M
0.93%
Sole
28.85K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares39.92K
TypeSH
Market value$1.99M
0.90%
Sole
39.92K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM
Shares34K
TypeSH
Market value$1.98M
0.89%
Sole
34K
Shared
0.00
None
0.00

NEWELL BRANDS INC

SOLE
COM
Shares80.05K
TypeSH
Market value$1.91M
0.86%
Sole
80.05K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares28.34K
TypeSH
Market value$1.84M
0.83%
Sole
28.34K
Shared
0.00
None
0.00

FIRST DATA CORP

SOLE
COM
Shares45.70K
TypeSH
Market value$1.83M
0.83%
Sole
45.70K
Shared
0.00
None
0.00

MARATHON OIL CORP

SOLE
COM
Shares32.05K
TypeSH
Market value$1.71M
0.77%
Sole
32.05K
Shared
0.00
None
0.00
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