FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $215.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

89
Positions
$215.86M
Total AUM (reported)
6.39M
Total Shares

Allocation by class

TOTAL AUM$215.86M89 positions
COM$202.06M93.6%
COM NEW$5.11M2.4%
CL B$2.90M1.3%
CL A$2.09M1.0%
COM DISNEY$1.63M0.8%
SH BEN INT$1.57M0.7%
SPONSORED ADR$255.2K0.1%

Portfolio Concentration

Top 360.4%4–1011.7%11–2513.7%Rest14.3%TOP 1072.1%0%100%
Top 3$130.36M60.4%
4–10$25.19M11.7%
11–25$29.51M13.7%
Rest$30.81M14.3%

Top 3 weight

60.4%

Top 10 weight

72.1%

Voting Authority Distribution

Total shares with voting rights: 6.39M

Sole

Full voting authority

6.39M

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)

Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:

SYSCO CORP

SOLE
COM
Shares3.16M
TypeSH
Market value$113.05M
52.37%
Sole
3.16M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares176.91K
TypeSH
Market value$9.70M
4.50%
Sole
176.91K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares127.55K
TypeSH
Market value$7.60M
3.52%
Sole
127.55K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares89.70K
TypeSH
Market value$5.36M
2.48%
Sole
89.70K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares177.46K
TypeSH
Market value$5.11M
2.37%
Sole
177.46K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares96.67K
TypeSH
Market value$3.34M
1.55%
Sole
96.67K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares111.42K
TypeSH
Market value$2.93M
1.36%
Sole
111.42K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares1.02K
TypeSH
Market value$2.90M
1.35%
Sole
1.02K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares49.70K
TypeSH
Market value$2.90M
1.34%
Sole
49.70K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares69.18K
TypeSH
Market value$2.65M
1.23%
Sole
69.18K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares44.02K
TypeSH
Market value$2.46M
1.14%
Sole
44.02K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares96.38K
TypeSH
Market value$2.33M
1.08%
Sole
96.38K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares62.57K
TypeSH
Market value$2.26M
1.05%
Sole
62.57K
Shared
0.00
None
0.00

UNOCAL CORP

SOLE
COM
Shares34.19K
TypeSH
Market value$2.11M
0.98%
Sole
34.19K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM
Shares36.38K
TypeSH
Market value$2.02M
0.93%
Sole
36.38K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares123.03K
TypeSH
Market value$2.00M
0.93%
Sole
123.03K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares37.83K
TypeSH
Market value$1.97M
0.91%
Sole
37.83K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares28.34K
TypeSH
Market value$1.90M
0.88%
Sole
28.34K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares48.02K
TypeSH
Market value$1.90M
0.88%
Sole
48.02K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares81.16K
TypeSH
Market value$1.89M
0.87%
Sole
81.16K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares57.30K
TypeSH
Market value$1.88M
0.87%
Sole
57.30K
Shared
0.00
None
0.00

CONAGRA BRANDS INC

SOLE
COM
Shares68.87K
TypeSH
Market value$1.86M
0.86%
Sole
68.87K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares21.80K
TypeSH
Market value$1.72M
0.80%
Sole
21.80K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM DISNEY
Shares56.74K
TypeSH
Market value$1.63M
0.76%
Sole
56.74K
Shared
0.00
None
0.00

NEWELL BRANDS INC

SOLE
COM
Shares72.45K
TypeSH
Market value$1.59M
0.74%
Sole
72.45K
Shared
0.00
None
0.00
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