FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $169.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

89
Positions
$169.56M
Total AUM (reported)
6.02M
Total Shares

Allocation by class

TOTAL AUM$169.56M89 positions
COM$158.01M93.2%
SH BEN INT$3.88M2.3%
COM NEW$3.60M2.1%
CLB$1.38M0.8%
CLA$975.4K0.6%
CL A$734.1K0.4%
COM DISNEY$707.9K0.4%

Portfolio Concentration

Top 366.3%4–1010.4%11–258.9%Rest14.4%TOP 1076.7%0%100%
Top 3$112.49M66.3%
4–10$17.55M10.4%
11–25$15.11M8.9%
Rest$24.40M14.4%

Top 3 weight

66.3%

Top 10 weight

76.7%

Voting Authority Distribution

Total shares with voting rights: 6.02M

Sole

Full voting authority

6.02M

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)

Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:

SYSCOCORP

SOLE
COM
Shares3.30M
TypeSH
Market value$98.53M
58.11%
Sole
3.30M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares149.07K
TypeSH
Market value$8.28M
4.88%
Sole
149.07K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares129.53K
TypeSH
Market value$5.68M
3.35%
Sole
129.53K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares82.51K
TypeSH
Market value$4.08M
2.40%
Sole
82.51K
Shared
0.00
None
0.00

USBANCORPDEL

SOLE
COM NEW
Shares139.83K
TypeSH
Market value$3.16M
1.86%
Sole
139.83K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares37K
TypeSH
Market value$2.23M
1.32%
Sole
37K
Shared
0.00
None
0.00

CHEVRONTEXACO CORP

SOLE
COM
Shares24.18K
TypeSH
Market value$2.18M
1.29%
Sole
24.18K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares70.28K
TypeSH
Market value$2.14M
1.26%
Sole
70.28K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares39.35K
TypeSH
Market value$2.14M
1.26%
Sole
39.35K
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares43.67K
TypeSH
Market value$1.64M
0.96%
Sole
43.67K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares190.57K
TypeSH
Market value$1.63M
0.96%
Sole
190.57K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CLB
Shares583.00
TypeSH
Market value$1.38M
0.81%
Sole
583.00
Shared
0.00
None
0.00

PFIZERINC

SOLE
COM
Shares29.12K
TypeSH
Market value$1.16M
0.68%
Sole
29.12K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares22.70K
TypeSH
Market value$1.12M
0.66%
Sole
22.70K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares18.56K
TypeSH
Market value$1.07M
0.63%
Sole
18.56K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares127.95K
TypeSH
Market value$1.04M
0.61%
Sole
127.95K
Shared
0.00
None
0.00

ZALECORPNEW

SOLE
COM
Shares24.95K
TypeSH
Market value$1.01M
0.60%
Sole
24.95K
Shared
0.00
None
0.00

CREDIT SUISSE ASSET MGMT INC

SOLE
COM
Shares166.83K
TypeSH
Market value$949.2K
0.56%
Sole
166.83K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares35.50K
TypeSH
Market value$890.7K
0.53%
Sole
35.50K
Shared
0.00
None
0.00

BRISTOL MYERS SQUIBB CO

SOLE
COM
Shares21.02K
TypeSH
Market value$851.1K
0.50%
Sole
21.02K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares10.78K
TypeSH
Market value$820.0K
0.48%
Sole
10.78K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares21.32K
TypeSH
Market value$816.1K
0.48%
Sole
21.32K
Shared
0.00
None
0.00

MOTOROLAINC

SOLE
COM
Shares56.45K
TypeSH
Market value$801.6K
0.47%
Sole
56.45K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares19.82K
TypeSH
Market value$787.1K
0.46%
Sole
19.82K
Shared
0.00
None
0.00

INGERSOLL-RAND COMPANY LTD

SOLE
CLA
Shares15.63K
TypeSH
Market value$781.6K
0.46%
Sole
15.63K
Shared
0.00
None
0.00
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