FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $218.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

93
Positions
$218.09M
Total AUM (reported)
7.09M
Total Shares

Allocation by class

TOTAL AUM$218.09M93 positions
COM$190.77M87.5%
CL A$13.39M6.1%
COM NEW$7.70M3.5%
SH BEN INT$2.44M1.1%
CL B$2.15M1.0%
COM DISNEY$921.8K0.4%
UNIT SER 1$259.3K0.1%

Portfolio Concentration

Top 360.6%4–1013.5%11–2511.7%Rest14.3%TOP 1074.0%0%100%
Top 3$132.11M60.6%
4–10$29.35M13.5%
11–25$25.54M11.7%
Rest$31.09M14.3%

Top 3 weight

60.6%

Top 10 weight

74.0%

Voting Authority Distribution

Total shares with voting rights: 7.09M

Sole

Full voting authority

7.09M

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)

Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:

SYSCO CORP

SOLE
COM
Shares3.15M
TypeSH
Market value$112.91M
51.77%
Sole
3.15M
Shared
0.00
None
0.00

NELNET INC

SOLE
CL A
Shares625.34K
TypeSH
Market value$11.10M
5.09%
Sole
625.34K
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares159.98K
TypeSH
Market value$8.10M
3.71%
Sole
159.98K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares279.27K
TypeSH
Market value$7.70M
3.53%
Sole
279.27K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares133.25K
TypeSH
Market value$5.92M
2.71%
Sole
133.25K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares81.12K
TypeSH
Market value$4.64M
2.13%
Sole
81.12K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares109.12K
TypeSH
Market value$3.74M
1.72%
Sole
109.12K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares37.95K
TypeSH
Market value$2.66M
1.22%
Sole
37.95K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares82.54K
TypeSH
Market value$2.36M
1.08%
Sole
82.54K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares24.85K
TypeSH
Market value$2.34M
1.07%
Sole
24.85K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares85.63K
TypeSH
Market value$2.23M
1.02%
Sole
85.63K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares61.45K
TypeSH
Market value$2.16M
0.99%
Sole
61.45K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares109.85K
TypeSH
Market value$2.16M
0.99%
Sole
109.85K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares729.00
TypeSH
Market value$2.15M
0.99%
Sole
729.00
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares75.62K
TypeSH
Market value$2.09M
0.96%
Sole
75.62K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares57.30K
TypeSH
Market value$1.86M
0.85%
Sole
57.30K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares43.55K
TypeSH
Market value$1.68M
0.77%
Sole
43.55K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares44.35K
TypeSH
Market value$1.50M
0.69%
Sole
44.35K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares26.68K
TypeSH
Market value$1.49M
0.68%
Sole
26.68K
Shared
0.00
None
0.00

ZALE CORP

SOLE
COM
Shares54K
TypeSH
Market value$1.47M
0.67%
Sole
54K
Shared
0.00
None
0.00

CONAGRA BRANDS INC

SOLE
COM
Shares53.37K
TypeSH
Market value$1.45M
0.66%
Sole
53.37K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares24K
TypeSH
Market value$1.40M
0.64%
Sole
24K
Shared
0.00
None
0.00

MOTOROLA INC

SOLE
COM
Shares74.10K
TypeSH
Market value$1.35M
0.62%
Sole
74.10K
Shared
0.00
None
0.00

UNOCAL CORP

SOLE
COM
Shares34.25K
TypeSH
Market value$1.30M
0.60%
Sole
34.25K
Shared
0.00
None
0.00

MARATHON OIL CORP

SOLE
COM
Shares33.15K
TypeSH
Market value$1.25M
0.58%
Sole
33.15K
Shared
0.00
None
0.00
Page 1 of 4