FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $153.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

83
Positions
$153.40M
Total AUM (reported)
6.05M
Total Shares

Allocation by class

TOTAL AUM$153.40M83 positions
COM$142.34M92.8%
COM NEW$3.71M2.4%
SH BEN INT$3.65M2.4%
CLB$1.30M0.8%
CL A$829.0K0.5%
CLA$698.6K0.5%
COM DISNEY$570.3K0.4%

Portfolio Concentration

Top 366.7%4–1010.3%11–259.4%Rest13.7%TOP 1076.9%0%100%
Top 3$102.29M66.7%
4–10$15.74M10.3%
11–25$14.35M9.4%
Rest$21.02M13.7%

Top 3 weight

66.7%

Top 10 weight

76.9%

Voting Authority Distribution

Total shares with voting rights: 6.05M

Sole

Full voting authority

6.05M

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)

Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:

SYSCOCORP

SOLE
COM
Shares3.30M
TypeSH
Market value$89.92M
58.62%
Sole
3.30M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares148.79K
TypeSH
Market value$6.99M
4.56%
Sole
148.79K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares131.58K
TypeSH
Market value$5.38M
3.51%
Sole
131.58K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares80.89K
TypeSH
Market value$4.05M
2.64%
Sole
80.89K
Shared
0.00
None
0.00

USBANCORPDEL

SOLE
COM NEW
Shares141.03K
TypeSH
Market value$3.29M
2.15%
Sole
141.03K
Shared
0.00
None
0.00

CHEVRONTEXACO CORP

SOLE
COM
Shares24.18K
TypeSH
Market value$2.14M
1.39%
Sole
24.18K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares36.80K
TypeSH
Market value$2.01M
1.31%
Sole
36.80K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares78.40K
TypeSH
Market value$1.49M
0.97%
Sole
78.40K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares184.88K
TypeSH
Market value$1.45M
0.94%
Sole
184.88K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CLB
Shares583.00
TypeSH
Market value$1.30M
0.85%
Sole
583.00
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares43.77K
TypeSH
Market value$1.27M
0.83%
Sole
43.77K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares69.08K
TypeSH
Market value$1.26M
0.82%
Sole
69.08K
Shared
0.00
None
0.00

PFIZERINC

SOLE
COM
Shares32.97K
TypeSH
Market value$1.15M
0.75%
Sole
32.97K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares121.95K
TypeSH
Market value$1.04M
0.67%
Sole
121.95K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares35.10K
TypeSH
Market value$1.03M
0.67%
Sole
35.10K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares18.56K
TypeSH
Market value$939.9K
0.61%
Sole
18.56K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares24.10K
TypeSH
Market value$933.9K
0.61%
Sole
24.10K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares25.07K
TypeSH
Market value$930.5K
0.61%
Sole
25.07K
Shared
0.00
None
0.00

ZALECORPNEW

SOLE
COM
Shares24.85K
TypeSH
Market value$900.8K
0.59%
Sole
24.85K
Shared
0.00
None
0.00

MOTOROLAINC

SOLE
COM
Shares59.90K
TypeSH
Market value$873.9K
0.57%
Sole
59.90K
Shared
0.00
None
0.00

STEWART ENTERPRISES INC

SOLE
CL A
Shares130.14K
TypeSH
Market value$829.0K
0.54%
Sole
130.14K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares23.23K
TypeSH
Market value$818.2K
0.53%
Sole
23.23K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares10.78K
TypeSH
Market value$817.8K
0.53%
Sole
10.78K
Shared
0.00
None
0.00

KING PHARMACEUTICALS INC

SOLE
CoM
Shares35.87K
TypeSH
Market value$798.0K
0.52%
Sole
35.87K
Shared
0.00
None
0.00

CREDIT SUISSE ASSET MGMT INC

SOLE
COM
Shares157.19K
TypeSH
Market value$757.7K
0.49%
Sole
157.19K
Shared
0.00
None
0.00
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