FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $231.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

96
Positions
$231.43M
Total AUM (reported)
7.09M
Total Shares

Allocation by class

TOTAL AUM$231.43M96 positions
COM$196.35M84.8%
CL A$18.30M7.9%
COM NEW$10.25M4.4%
SH BEN INT$2.97M1.3%
CL B$2.27M1.0%
COM DISNEY$846.9K0.4%
UNIT SER 1$246.2K0.1%

Portfolio Concentration

Top 364.4%4–1012.0%11–2510.1%Rest13.4%TOP 1076.4%0%100%
Top 3$149.08M64.4%
4–10$27.78M12.0%
11–25$23.46M10.1%
Rest$31.10M13.4%

Top 3 weight

64.4%

Top 10 weight

76.4%

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)

Sole96
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings96
Rows:

SYSCO CORP

SOLE
COM
Shares3.15M
TypeSH
Market value$122.92M
53.11%
Sole
3.15M
Shared
0.00
None
0.00

NELNET INC

SOLE
CL A
Shares626.34K
TypeSH
Market value$15.91M
6.87%
Sole
626.34K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares370.77K
TypeSH
Market value$10.25M
4.43%
Sole
370.77K
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares157.13K
TypeSH
Market value$7.84M
3.39%
Sole
157.13K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares133.25K
TypeSH
Market value$5.54M
2.39%
Sole
133.25K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares81.12K
TypeSH
Market value$4.60M
1.99%
Sole
81.12K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares84.22K
TypeSH
Market value$2.95M
1.28%
Sole
84.22K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares34.90K
TypeSH
Market value$2.40M
1.04%
Sole
34.90K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B
Shares729.00
TypeSH
Market value$2.27M
0.98%
Sole
729.00
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares24.85K
TypeSH
Market value$2.18M
0.94%
Sole
24.85K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares69.78K
TypeSH
Market value$1.91M
0.83%
Sole
69.78K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares84.10K
TypeSH
Market value$1.79M
0.78%
Sole
84.10K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares65.27K
TypeSH
Market value$1.78M
0.77%
Sole
65.27K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares40.90K
TypeSH
Market value$1.75M
0.75%
Sole
40.90K
Shared
0.00
None
0.00

GENERAL ELECTRIC CO

SOLE
COM
Shares56.78K
TypeSH
Market value$1.73M
0.75%
Sole
56.78K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares67.41K
TypeSH
Market value$1.68M
0.73%
Sole
67.41K
Shared
0.00
None
0.00

ZALE CORP

SOLE
COM
Shares27K
TypeSH
Market value$1.66M
0.72%
Sole
27K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares44.15K
TypeSH
Market value$1.65M
0.71%
Sole
44.15K
Shared
0.00
None
0.00

KING PHARMACEUTICALS INC

SOLE
COM
Shares86.72K
TypeSH
Market value$1.46M
0.63%
Sole
86.72K
Shared
0.00
None
0.00

CONAGRA BRANDS INC

SOLE
COM
Shares53.47K
TypeSH
Market value$1.44M
0.62%
Sole
53.47K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares39.17K
TypeSH
Market value$1.39M
0.60%
Sole
39.17K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares152.95K
TypeSH
Market value$1.32M
0.57%
Sole
152.95K
Shared
0.00
None
0.00

MOTOROLA INC

SOLE
COM
Shares74.10K
TypeSH
Market value$1.30M
0.56%
Sole
74.10K
Shared
0.00
None
0.00

STEWART ENTERPRISES INC

SOLE
CL A
Shares179.20K
TypeSH
Market value$1.30M
0.56%
Sole
179.20K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares23.40K
TypeSH
Market value$1.29M
0.56%
Sole
23.40K
Shared
0.00
None
0.00
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