FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $154.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

84
Positions
$154.42M
Total AUM (reported)
5.92M
Total Shares

Allocation by class

TOTAL AUM$154.42M84 positions
COM$143.55M93.0%
SH BEN INT$3.85M2.5%
COM NEW$3.54M2.3%
CLB$1.42M0.9%
CLA$706.0K0.5%
COM DISNEY$565.8K0.4%
CL A$532.2K0.3%

Portfolio Concentration

Top 369.8%4–109.3%11–258.6%Rest12.3%TOP 1079.0%0%100%
Top 3$107.77M69.8%
4–10$14.29M9.3%
11–25$13.35M8.6%
Rest$19.00M12.3%

Top 3 weight

69.8%

Top 10 weight

79.0%

Voting Authority Distribution

Total shares with voting rights: 5.92M

Sole

Full voting authority

5.92M

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)

Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:

SYSCOCORP

SOLE
COM
Shares3.20M
TypeSH
Market value$95.43M
61.80%
Sole
3.20M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares154.06K
TypeSH
Market value$7.86M
5.09%
Sole
154.06K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares128.33K
TypeSH
Market value$4.48M
2.90%
Sole
128.33K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares78.54K
TypeSH
Market value$3.68M
2.38%
Sole
78.54K
Shared
0.00
None
0.00

USBANCORPDEL

SOLE
COM NEW
Shares148.40K
TypeSH
Market value$3.16M
2.05%
Sole
148.40K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares173.35K
TypeSH
Market value$1.91M
1.24%
Sole
173.35K
Shared
0.00
None
0.00

CHEVRONTEXACO CORP

SOLE
COM
Shares23.63K
TypeSH
Market value$1.57M
1.02%
Sole
23.63K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CLB
Shares587.00
TypeSH
Market value$1.42M
0.92%
Sole
587.00
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares26.52K
TypeSH
Market value$1.37M
0.89%
Sole
26.52K
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares48.26K
TypeSH
Market value$1.18M
0.76%
Sole
48.26K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares18.95K
TypeSH
Market value$1.12M
0.73%
Sole
18.95K
Shared
0.00
None
0.00

PFIZERINC

SOLE
COM
Shares36.02K
TypeSH
Market value$1.10M
0.71%
Sole
36.02K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares19.18K
TypeSH
Market value$1.09M
0.70%
Sole
19.18K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares75.40K
TypeSH
Market value$982.5K
0.64%
Sole
75.40K
Shared
0.00
None
0.00

KINDER MORGAN INC KANS

SOLE
COM
Shares22.82K
TypeSH
Market value$964.8K
0.62%
Sole
22.82K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares61.37K
TypeSH
Market value$955.5K
0.62%
Sole
61.37K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares112.10K
TypeSH
Market value$913.6K
0.59%
Sole
112.10K
Shared
0.00
None
0.00

ZALECORPNEW

SOLE
COM
Shares27.75K
TypeSH
Market value$908.8K
0.59%
Sole
27.75K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares25.09K
TypeSH
Market value$865.0K
0.56%
Sole
25.09K
Shared
0.00
None
0.00

KING PHARMACEUTICALS INC

SOLE
CoM
Shares50.94K
TypeSH
Market value$840.4K
0.54%
Sole
50.94K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares28.77K
TypeSH
Market value$794.2K
0.51%
Sole
28.77K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares10.35K
TypeSH
Market value$743.1K
0.48%
Sole
10.35K
Shared
0.00
None
0.00

SUNGARD DATA SYS INC

SOLE
COM
Shares29.88K
TypeSH
Market value$709.5K
0.46%
Sole
29.88K
Shared
0.00
None
0.00

INGERSOLL-RAND COMPANY LTD

SOLE
CLA
Shares16.45K
TypeSH
Market value$706.0K
0.46%
Sole
16.45K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares18.73K
TypeSH
Market value$659.2K
0.43%
Sole
18.73K
Shared
0.00
None
0.00
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