FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $143.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

88
Positions
$143.44M
Total AUM (reported)
6.12M
Total Shares

Allocation by class

TOTAL AUM$143.44M88 positions
COM$133.33M93.0%
COM NEW$3.47M2.4%
SH BEN INT$3.23M2.2%
CLB$1.47M1.0%
CLA$646.4K0.5%
COM DISNEY$588.7K0.4%
COM |$357.9K0.2%

Portfolio Concentration

Top 365.8%4–1010.3%11–259.7%Rest14.3%TOP 1076.0%0%100%
Top 3$94.35M65.8%
4–10$14.73M10.3%
11–25$13.86M9.7%
Rest$20.51M14.3%

Top 3 weight

65.8%

Top 10 weight

76.0%

Voting Authority Distribution

Total shares with voting rights: 6.12M

Sole

Full voting authority

6.12M

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)

Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:

SYSCOCORP

SOLE
COM
Shares3.22M
TypeSH
Market value$82.00M
57.17%
Sole
3.22M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares171.79K
TypeSH
Market value$7.69M
5.36%
Sole
171.79K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares133.26K
TypeSH
Market value$4.66M
3.25%
Sole
133.26K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares79.19K
TypeSH
Market value$3.56M
2.48%
Sole
79.19K
Shared
0.00
None
0.00

USBANCORPDEL

SOLE
COM NEW
Shares166.58K
TypeSH
Market value$3.16M
2.20%
Sole
166.58K
Shared
0.00
None
0.00

KINDER MORGAN INC KANS

SOLE
COM
Shares44.48K
TypeSH
Market value$2.00M
1.40%
Sole
44.48K
Shared
0.00
None
0.00

CHEVRONTEXACO CORP

SOLE
COM
Shares25.90K
TypeSH
Market value$1.67M
1.17%
Sole
25.90K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares60.97K
TypeSH
Market value$1.48M
1.03%
Sole
60.97K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CLB
Shares690.00
TypeSH
Market value$1.47M
1.03%
Sole
690.00
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares53.98K
TypeSH
Market value$1.38M
0.96%
Sole
53.98K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares172.93K
TypeSH
Market value$1.36M
0.95%
Sole
172.93K
Shared
0.00
None
0.00

PFIZERINC

SOLE
COM
Shares39.17K
TypeSH
Market value$1.22M
0.85%
Sole
39.17K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares20.80K
TypeSH
Market value$1.18M
0.83%
Sole
20.80K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares64.28K
TypeSH
Market value$1.05M
0.73%
Sole
64.28K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares19.01K
TypeSH
Market value$1.04M
0.73%
Sole
19.01K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares76.30K
TypeSH
Market value$959.9K
0.67%
Sole
76.30K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares112.10K
TypeSH
Market value$959.6K
0.67%
Sole
112.10K
Shared
0.00
None
0.00

ZALECORPNEW

SOLE
COM
Shares28.85K
TypeSH
Market value$944.5K
0.66%
Sole
28.85K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares24.75K
TypeSH
Market value$872.9K
0.61%
Sole
24.75K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares30.48K
TypeSH
Market value$837.1K
0.58%
Sole
30.48K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares10.32K
TypeSH
Market value$727.2K
0.51%
Sole
10.32K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares32.77K
TypeSH
Market value$698.1K
0.49%
Sole
32.77K
Shared
0.00
None
0.00

KING PHARMACEUTICALS INC

SOLE
CoM
Shares56.39K
TypeSH
Market value$672.7K
0.47%
Sole
56.39K
Shared
0.00
None
0.00

CONAGRA FOODS INC

SOLE
COM
Shares33.32K
TypeSH
Market value$669.0K
0.47%
Sole
33.32K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares19.17K
TypeSH
Market value$660.3K
0.46%
Sole
19.17K
Shared
0.00
None
0.00
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