FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $167.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

90
Positions
$167.80M
Total AUM (reported)
6.19M
Total Shares

Allocation by class

TOTAL AUM$167.80M90 positions
COM$156.04M93.0%
COM NEW$4.47M2.7%
SH BEN INT$3.30M2.0%
CLB$1.77M1.1%
CLA$792.6K0.5%
COM DISNEY$683.1K0.4%
CL A$534.7K0.3%

Portfolio Concentration

Top 365.5%4–1010.1%11–2510.1%Rest14.3%TOP 1075.6%0%100%
Top 3$109.95M65.5%
4–10$16.89M10.1%
11–25$16.92M10.1%
Rest$24.04M14.3%

Top 3 weight

65.5%

Top 10 weight

75.6%

Voting Authority Distribution

Total shares with voting rights: 6.19M

Sole

Full voting authority

6.19M

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)

Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:

SYSCOCORP

SOLE
COM
Shares3.22M
TypeSH
Market value$96.78M
57.68%
Sole
3.22M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares173.78K
TypeSH
Market value$8.38M
4.99%
Sole
173.78K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares133.51K
TypeSH
Market value$4.79M
2.86%
Sole
133.51K
Shared
0.00
None
0.00

USBANCORPDEL

SOLE
COM NEW
Shares168.94K
TypeSH
Market value$4.14M
2.47%
Sole
168.94K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares78.93K
TypeSH
Market value$3.98M
2.37%
Sole
78.93K
Shared
0.00
None
0.00

KINDER MORGAN INC KANS

SOLE
COM
Shares35.15K
TypeSH
Market value$1.92M
1.14%
Sole
35.15K
Shared
0.00
None
0.00

CHEVRONTEXACO CORP

SOLE
COM
Shares24.85K
TypeSH
Market value$1.79M
1.07%
Sole
24.85K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CLB
Shares730.00
TypeSH
Market value$1.77M
1.06%
Sole
730.00
Shared
0.00
None
0.00

PFIZERINC

SOLE
COM
Shares50.46K
TypeSH
Market value$1.72M
1.03%
Sole
50.46K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares60.97K
TypeSH
Market value$1.56M
0.93%
Sole
60.97K
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares53.98K
TypeSH
Market value$1.55M
0.92%
Sole
53.98K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares172.63K
TypeSH
Market value$1.42M
0.84%
Sole
172.63K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares20.85K
TypeSH
Market value$1.34M
0.80%
Sole
20.85K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares64.28K
TypeSH
Market value$1.34M
0.80%
Sole
64.28K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares76.60K
TypeSH
Market value$1.21M
0.72%
Sole
76.60K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares45.92K
TypeSH
Market value$1.19M
0.71%
Sole
45.92K
Shared
0.00
None
0.00

ZALECORPNEW

SOLE
COM
Shares28.85K
TypeSH
Market value$1.15M
0.69%
Sole
28.85K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares18.91K
TypeSH
Market value$1.15M
0.68%
Sole
18.91K
Shared
0.00
None
0.00

KING PHARMACEUTICALS INC

SOLE
CoM
Shares75.19K
TypeSH
Market value$1.11M
0.66%
Sole
75.19K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares25.45K
TypeSH
Market value$1.05M
0.63%
Sole
25.45K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares112.10K
TypeSH
Market value$991.0K
0.59%
Sole
112.10K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares33.02K
TypeSH
Market value$970.6K
0.58%
Sole
33.02K
Shared
0.00
None
0.00

CONAGRA FOODS INC

SOLE
COM
Shares34.92K
TypeSH
Market value$824.1K
0.49%
Sole
34.92K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares19.17K
TypeSH
Market value$820.3K
0.49%
Sole
19.17K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares24.25K
TypeSH
Market value$803.2K
0.48%
Sole
24.25K
Shared
0.00
None
0.00
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