First Nebraska Trust Co Diversified Active

Location: Lincoln, NE

CIK: 0002134841 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jun 16, 2026

Total Value: $866M (100.0% shares, 0.0% debt)

Holdings (183)

SYY SYSCO CORP 19.1%
Value $166M Shares 2,267,043 Est. Cost $67.04 Unrealized -3.2%
AAPL APPLE INC 5.7%
Value $49.04M Shares 254,729 Est. Cost $181.32 Unrealized +0.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.0%
Value $34.53M Shares 96,803 Est. Cost $354.77 Unrealized -1.1%
MSFT MICROSOFT CORP 3.5%
Value $30.2M Shares 80,312 Est. Cost $324.59 Unrealized +7.9%
SPY SPDR S&P 500 ETF TR 3.2%
Value $27.44M Shares 57,724 Est. Cost $427.48 Unrealized
AMAT APPLIED MATLS INC 2.7%
Value $23.25M Shares 143,487 Est. Cost $140.40 Unrealized +2.7%
HRL HORMEL FOODS CORP 2.5%
Value $22.01M Shares 685,468 Est. Cost $35.96 Unrealized -16.0%
QCOM QUALCOMM INC 2.1%
Value $18.32M Shares 126,669 Est. Cost $110.06 Unrealized +7.5%
GOOGL ALPHABET INC 2.1%
Value $18.18M Shares 130,150 Est. Cost $128.39 Unrealized +3.9%
DHR DANAHER CORPORATION 1.8%
Value $15.91M Shares 68,783 Est. Cost $219.74 Unrealized -4.3%
UNP UNION PAC CORP 1.7%
Value $14.68M Shares 59,748 Est. Cost $206.15 Unrealized +1.5%
TT TRANE TECHNOLOGIES PLC 1.7%
Value $14.66M Shares 60,110 Est. Cost $195.76 Unrealized +9.6%
IJH ISHARES TR 1.7%
Value $14.5M Shares 52,326 Est. Cost $249.35 Unrealized
WMT WALMART INC 1.6%
Value $13.77M Shares 87,359 Est. Cost $51.81 Unrealized -0.3%
ETN EATON CORP PLC 1.4%
Value $12.04M Shares 50,002 Est. Cost $209.69 Unrealized +2.8%
NUE NUCOR CORP 1.4%
Value $11.98M Shares 68,856 Est. Cost $159.50 Unrealized -3.9%
JNJ JOHNSON & JOHNSON 1.3%
Value $11.14M Shares 71,068 Est. Cost $153.10 Unrealized -6.2%
MRK MERCK & CO INC 1.2%
Value $10.48M Shares 96,162 Est. Cost $99.77 Unrealized -3.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.2%
Value $10.31M Shares 19 Est. Cost $538718.56 Unrealized -0.9%
CVX CHEVRON CORP NEW 1.2%
Value $10.25M Shares 68,708 Est. Cost $145.53 Unrealized -5.3%
CSCO CISCO SYS INC 1.2%
Value $9.98M Shares 197,549 Est. Cost $50.30 Unrealized -4.6%
PAYX PAYCHEX INC 1.0%
Value $9.09M Shares 76,319 Est. Cost $112.19 Unrealized -1.0%
MSI MOTOROLA SOLUTIONS INC 1.0%
Value $8.966M Shares 28,638 Est. Cost $277.38 Unrealized +6.6%
BDX BECTON DICKINSON & CO 1.0%
Value $8.885M Shares 36,440 Est. Cost $257.67 Unrealized -8.2%
PEP PEPSICO INC 1.0%
Value $8.877M Shares 52,267 Est. Cost $167.15 Unrealized -8.0%
DPZ DOMINOS PIZZA INC 1.0%
Value $8.506M Shares 20,635 Est. Cost $371.64 Unrealized -2.2%
CAH CARDINAL HEALTH INC 1.0%
Value $8.42M Shares 83,528 Est. Cost $87.10 Unrealized +9.9%
FDX FEDEX CORP 1.0%
Value $8.256M Shares 32,636 Est. Cost $246.66 Unrealized -1.8%
XOM EXXON MOBIL CORP 0.9%
Value $7.558M Shares 75,598 Est. Cost $101.01 Unrealized -3.4%
LOW LOWES COS INC 0.9%
Value $7.479M Shares 33,604 Est. Cost $214.91 Unrealized -9.4%
EOG EOG RES INC 0.9%
Value $7.385M Shares 61,062 Est. Cost $117.17 Unrealized -1.4%
JPM JPMORGAN CHASE & CO 0.8%
Value $7.072M Shares 41,575 Est. Cost $142.31 Unrealized +1.8%
FICO FAIR ISAAC CORP 0.8%
Value $7M Shares 6,014 Est. Cost $858.21 Unrealized +17.3%
CRM SALESFORCE INC 0.8%
Value $6.81M Shares 25,879 Est. Cost $214.09 Unrealized +4.4%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value $6.451M Shares 111,594 Est. Cost $52.45 Unrealized +1.8%
HON HONEYWELL INTL INC 0.7%
Value $6.308M Shares 30,082 Est. Cost $173.78 Unrealized -0.8%
INTU INTUIT 0.7%
Value $6.13M Shares 9,808 Est. Cost $500.95 Unrealized +8.7%
MDT MEDTRONIC PLC 0.7%
Value $5.99M Shares 72,714 Est. Cost $77.80 Unrealized -8.2%
QQQ INVESCO QQQ TR 0.7%
Value $5.879M Shares 14,355 Est. Cost $358.27 Unrealized
USB US BANCORP DEL 0.7%
Value $5.871M Shares 135,649 Est. Cost $32.53 Unrealized +1.8%
COP CONOCOPHILLIPS 0.6%
Value $5.626M Shares 48,468 Est. Cost $107.88 Unrealized +1.7%
CLX CLOROX CO DEL 0.6%
Value $5.419M Shares 38,002 Est. Cost $137.52 Unrealized -9.8%
IR INGERSOLL RAND INC 0.6%
Value $5.354M Shares 69,230 Est. Cost $66.38 Unrealized +2.8%
MPC MARATHON PETE CORP 0.6%
Value $5.065M Shares 34,141 Est. Cost $132.62 Unrealized +7.1%
CL COLGATE PALMOLIVE CO 0.6%
Value $5.043M Shares 63,273 Est. Cost $70.87 Unrealized +1.2%
DCI DONALDSON INC 0.6%
Value $4.972M Shares 76,085 Est. Cost $59.51 Unrealized -1.2%
SYK STRYKER CORPORATION 0.6%
Value $4.822M Shares 16,101 Est. Cost $280.01 Unrealized -1.8%
INTC INTEL CORP 0.5%
Value $4.568M Shares 90,910 Est. Cost $34.22 Unrealized +17.0%
KO COCA COLA CO 0.5%
Value $4.378M Shares 74,291 Est. Cost $55.72 Unrealized -4.4%
LLY ELI LILLY & CO 0.5%
Value $4.284M Shares 7,349 Est. Cost $506.78 Unrealized +13.5%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $4.173M Shares 25,516 Est. Cost $131.75 Unrealized +7.4%
LW LAMB WESTON HLDGS INC 0.5%
Value $4.068M Shares 37,639 Est. Cost $96.60 Unrealized -4.7%
TREX TREX CO INC 0.5%
Value $4.017M Shares 48,525 Est. Cost $68.61 Unrealized -3.3%
HD HOME DEPOT INC 0.4%
Value $3.704M Shares 10,687 Est. Cost $302.97 Unrealized -3.1%
GNRC GENERAC HLDGS INC 0.4%
Value $3.64M Shares 28,165 Est. Cost $123.46 Unrealized -11.1%
APD AIR PRODS & CHEMS INC 0.4%
Value $3.624M Shares 13,237 Est. Cost $273.89 Unrealized -5.4%
DIS DISNEY WALT CO 0.4%
Value $3.588M Shares 39,738 Est. Cost $83.44 Unrealized +3.3%
PFE PFIZER INC 0.4%
Value $3.536M Shares 122,831 Est. Cost $30.57 Unrealized -13.6%
CAG CONAGRA BRANDS INC 0.4%
Value $3.498M Shares 122,043 Est. Cost $27.08 Unrealized -8.0%
EMR EMERSON ELEC CO 0.4%
Value $3.328M Shares 34,191 Est. Cost $91.16 Unrealized -3.4%
ORCL ORACLE CORP 0.4%
Value $3.222M Shares 30,558 Est. Cost $112.78 Unrealized -5.4%
FTV FORTIVE CORP 0.3%
Value $2.94M Shares 39,926 Est. Cost $56.92 Unrealized -8.2%
SLB SCHLUMBERGER LTD 0.3%
Value $2.873M Shares 55,215 Est. Cost $54.41 Unrealized -5.9%
IP INTERNATIONAL PAPER CO 0.3%
Value $2.823M Shares 78,086 Est. Cost $30.73 Unrealized +4.0%
EFA ISHARES TR 0.3%
Value $2.794M Shares 37,082 Est. Cost $68.92 Unrealized
PSX PHILLIPS 66 0.3%
Value $2.762M Shares 20,745 Est. Cost $103.33 Unrealized +7.5%
PYPL PAYPAL HLDGS INC 0.3%
Value $2.347M Shares 38,221 Est. Cost $64.97 Unrealized -12.0%
HPQ HP INC 0.3%
Value $2.308M Shares 76,699 Est. Cost $27.96 Unrealized -7.9%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value $2.263M Shares 14,813 Est. Cost $141.27 Unrealized 0.0%
V VISA INC 0.3%
Value $2.228M Shares 8,559 Est. Cost $236.37 Unrealized +2.7%
PG PROCTER AND GAMBLE CO 0.3%
Value $2.223M Shares 15,172 Est. Cost $144.12 Unrealized -2.4%
ALLE ALLEGION PLC 0.2%
Value $2.16M Shares 17,050 Est. Cost $108.36 Unrealized -3.9%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $2.09M Shares 3,970 Est. Cost $469.94 Unrealized +8.8%
XHB SPDR SER TR 0.2%
Value $2.065M Shares 21,584 Est. Cost $76.57 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value $1.957M Shares 115,249 Est. Cost $16.09 Unrealized -4.6%
IYT ISHARES TR 0.2%
Value $1.855M Shares 7,067 Est. Cost $233.77 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value $1.845M Shares 22,008 Est. Cost $90.39 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $1.799M Shares 7,999 Est. Cost $219.09 Unrealized +6.1%
GOOG ALPHABET INC 0.2%
Value $1.75M Shares 12,415 Est. Cost $129.22 Unrealized +4.2%
AZO AUTOZONE INC 0.2%
Value $1.717M Shares 664 Est. Cost $2509.45 Unrealized +3.3%
VLTO VERALTO CORP 0.2%
Value $1.716M Shares 20,860 Est. Cost $73.75 Unrealized 0.0%
PSA PUBLIC STORAGE 0.2%
Value $1.702M Shares 5,580 Est. Cost $246.92 Unrealized -1.7%
PM PHILIP MORRIS INTL INC 0.2%
Value $1.654M Shares 17,576 Est. Cost $86.18 Unrealized -2.9%
VNQ VANGUARD INDEX FDS 0.2%
Value $1.51M Shares 17,092 Est. Cost $75.66 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value $1.471M Shares 6,839 Est. Cost $41.21 Unrealized -4.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $1.403M Shares 2,644 Est. Cost $528.90 Unrealized -9.1%
MCD MCDONALDS CORP 0.1%
Value $1.292M Shares 4,358 Est. Cost $269.51 Unrealized -4.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $1.257M Shares 30,593 Est. Cost $39.21 Unrealized
TRN TRINITY INDS INC 0.1%
Value $1.156M Shares 43,485 Est. Cost $22.74 Unrealized -3.6%
DVY ISHARES TR 0.1%
Value $1.026M Shares 8,756 Est. Cost $107.64 Unrealized
FISV FISERV INC 0.1%
Value $1.014M Shares 7,635 Est. Cost $123.15 Unrealized -0.4%
AMZN AMAZON COM INC 0.1%
Value $930K Shares 6,121 Est. Cost $134.45 Unrealized +4.3%
NVDA NVIDIA CORPORATION 0.1%
Value $928K Shares 1,874 Est. Cost $44.77 Unrealized +3.4%
COST COSTCO WHSL CORP NEW 0.1%
Value $911K Shares 1,380 Est. Cost $532.21 Unrealized +7.8%
MDLZ MONDELEZ INTL INC 0.1%
Value $906K Shares 12,504 Est. Cost $67.21 Unrealized -4.3%
ABBV ABBVIE INC 0.1%
Value $903K Shares 5,828 Est. Cost $135.33 Unrealized +0.3%
NTR NUTRIEN LTD 0.1%
Value $874K Shares 15,522 Est. Cost $58.29 Unrealized -9.9%
IVW ISHARES TR 0.1%
Value $874K Shares 11,636 Est. Cost $68.42 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $834K Shares 19,011 Est. Cost $41.49 Unrealized -3.4%
MO ALTRIA GROUP INC 0.1%
Value $812K Shares 20,130 Est. Cost $36.43 Unrealized -4.5%
CE CELANESE CORP DEL 0.1%
Value $791K Shares 5,092 Est. Cost $119.33 Unrealized +6.7%
BA BOEING CO 0.1%
Value $752K Shares 2,884 Est. Cost $218.79 Unrealized -2.3%
ACA ARCOSA INC 0.1%
Value $731K Shares 8,848 Est. Cost $75.42 Unrealized -3.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $708K Shares 18,784 Est. Cost $28.99 Unrealized +6.9%
IWM ISHARES TR 0.1%
Value $689K Shares 3,435 Est. Cost $176.74 Unrealized
XRAY DENTSPLY SIRONA INC 0.1%
Value $686K Shares 19,264 Est. Cost $38.03 Unrealized -16.5%
MA MASTERCARD INCORPORATED 0.1%
Value $641K Shares 1,504 Est. Cost $396.22 Unrealized +0.2%
ABT ABBOTT LABS 0.1%
Value $639K Shares 5,801 Est. Cost $100.45 Unrealized -4.4%
TGT TARGET CORP 0.1%
Value $608K Shares 4,272 Est. Cost $116.39 Unrealized -2.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $578K Shares 11,268 Est. Cost $54.35 Unrealized -13.5%
CVS CVS HEALTH CORP 0.1%
Value $567K Shares 7,183 Est. Cost $64.57 Unrealized +1.3%
TJX TJX COS INC NEW 0.1%
Value $567K Shares 6,041 Est. Cost $85.52 Unrealized +2.0%
WFC WELLS FARGO CO NEW 0.1%
Value $547K Shares 11,116 Est. Cost $40.69 Unrealized +0.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $538K Shares 3,424 Est. Cost $151.64 Unrealized -11.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $536K Shares 1,145 Est. Cost $421.70 Unrealized +7.2%
META META PLATFORMS INC 0.1%
Value $532K Shares 1,503 Est. Cost $299.21 Unrealized +8.1%
WU WESTERN UN CO 0.1%
Value $527K Shares 44,250 Est. Cost $13.18 Unrealized
DEO DIAGEO PLC 0.1%
Value $502K Shares 3,443 Est. Cost $149.18 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $498K Shares 1,290 Est. Cost $315.37 Unrealized +0.8%
DOW DOW INC 0.1%
Value $488K Shares 8,905 Est. Cost $46.31 Unrealized -3.6%
IWR ISHARES TR 0.1%
Value $488K Shares 6,280 Est. Cost $69.25 Unrealized
CWCO CONSOLIDATED WATER CO INC 0.1%
Value $478K Shares 13,428 Est. Cost $23.74 Unrealized +34.1%
IVV ISHARES TR 0.1%
Value $465K Shares 973 Est. Cost $429.43 Unrealized
AMGN AMGEN INC 0.1%
Value $448K Shares 1,554 Est. Cost $231.86 Unrealized +10.0%
TSLA TESLA INC 0.1%
Value $440K Shares 1,770 Est. Cost $256.88 Unrealized -7.5%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value $438K Shares 878 Est. Cost $436.08 Unrealized +2.1%
WM WASTE MGMT INC DEL 0.0%
Value $421K Shares 2,351 Est. Cost $156.02 Unrealized +4.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value $419K Shares 2,175 Est. Cost $163.93 Unrealized
CME CME GROUP INC 0.0%
Value $412K Shares 1,955 Est. Cost $180.18 Unrealized +8.0%
MCK MCKESSON CORP 0.0%
Value $405K Shares 875 Est. Cost $416.71 Unrealized +8.1%
PFF ISHARES TR 0.0%
Value $404K Shares 12,951 Est. Cost $30.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $401K Shares 3,852 Est. Cost $86.90 Unrealized
T AT&T INC 0.0%
Value $398K Shares 23,697 Est. Cost $12.95 Unrealized +9.7%
CSX CSX CORP 0.0%
Value $385K Shares 11,100 Est. Cost $30.58 Unrealized +0.9%
CAT CATERPILLAR INC 0.0%
Value $371K Shares 1,256 Est. Cost $261.47 Unrealized -3.9%
MARATHON OIL CORP 0.0%
Value $348K Shares 14,410 Est. Cost $26.75 Unrealized
IWD ISHARES TR 0.0%
Value $343K Shares 2,077 Est. Cost $153.78 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $342K Shares 1,470 Est. Cost $231.04 Unrealized -3.9%
VUG VANGUARD INDEX FDS 0.0%
Value $337K Shares 1,084 Est. Cost $272.31 Unrealized
IBB ISHARES TR 0.0%
Value $335K Shares 2,469 Est. Cost $122.29 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $332K Shares 8,500 Est. Cost $34.99 Unrealized
IWF ISHARES TR 0.0%
Value $328K Shares 1,083 Est. Cost $275.40 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $323K Shares 3,987 Est. Cost $70.68 Unrealized +2.1%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value $319K Shares 30,815 Est. Cost $10.54 Unrealized
TOTALENERGIES SE 0.0%
Value $317K Shares 4,706 Est. Cost $65.76 Unrealized
CMI CUMMINS INC 0.0%
Value $313K Shares 1,305 Est. Cost $228.57 Unrealized -5.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $303K Shares 8,605 Est. Cost $31.82 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value $298K Shares 2,334 Est. Cost $88.66 Unrealized +3.2%
AMP AMERIPRISE FINL INC 0.0%
Value $298K Shares 784 Est. Cost $330.58 Unrealized +0.9%
ADBE ADOBE INC 0.0%
Value $290K Shares 486 Est. Cost $524.63 Unrealized +9.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value $287K Shares 5,507 Est. Cost $41.82 Unrealized +4.4%
NFLX NETFLIX INC 0.0%
Value $276K Shares 567 Est. Cost $42.39 Unrealized +3.0%
IWN ISHARES TR 0.0%
Value $276K Shares 1,774 Est. Cost $135.55 Unrealized
OKE ONEOK INC NEW 0.0%
Value $274K Shares 3,907 Est. Cost $57.97 Unrealized +4.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value $261K Shares 1,370 Est. Cost $159.78 Unrealized +4.3%
VMI VALMONT INDS INC 0.0%
Value $257K Shares 1,100 Est. Cost $257.07 Unrealized -14.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value $252K Shares 2,593 Est. Cost $83.56 Unrealized +0.3%
AFL AFLAC INC 0.0%
Value $251K Shares 3,040 Est. Cost $70.65 Unrealized +9.0%
O REALTY INCOME CORP 0.0%
Value $250K Shares 4,356 Est. Cost $50.10 Unrealized -7.2%
SPGI S&P GLOBAL INC 0.0%
Value $250K Shares 567 Est. Cost $388.21 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value $242K Shares 10,950 Est. Cost $18.90 Unrealized +1.6%
MMM 3M CO 0.0%
Value $242K Shares 2,210 Est. Cost $79.56 Unrealized -5.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $241K Shares 3,044 Est. Cost $78.01 Unrealized -7.5%
DE DEERE & CO 0.0%
Value $239K Shares 597 Est. Cost $397.95 Unrealized -8.2%
VNT VONTIER CORPORATION 0.0%
Value $231K Shares 6,700 Est. Cost $30.81 Unrealized +5.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value $231K Shares 1,903 Est. Cost $117.75 Unrealized -5.6%
NKE NIKE INC 0.0%
Value $229K Shares 2,109 Est. Cost $102.99 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value $229K Shares 764 Est. Cost $272.79 Unrealized +2.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $229K Shares 1,206 Est. Cost $184.60 Unrealized +1.3%
ECL ECOLAB INC 0.0%
Value $216K Shares 1,090 Est. Cost $175.85 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $216K Shares 425 Est. Cost $507.38 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $214K Shares 1,434 Est. Cost $149.50 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $212K Shares 1,634 Est. Cost $122.12 Unrealized -2.3%
NEE NEXTERA ENERGY INC 0.0%
Value $211K Shares 3,472 Est. Cost $53.46 Unrealized 0.0%
GLW CORNING INC 0.0%
Value $210K Shares 6,912 Est. Cost $30.70 Unrealized -11.7%
BAC BANK AMERICA CORP 0.0%
Value $210K Shares 6,232 Est. Cost $27.82 Unrealized -0.7%
NVS NOVARTIS AG 0.0%
Value $209K Shares 2,074 Est. Cost $101.86 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $206K Shares 750 Est. Cost $345.55 Unrealized -31.4%
DD DUPONT DE NEMOURS INC 0.0%
Value $203K Shares 2,633 Est. Cost $29.88 Unrealized -2.9%
RTX RTX CORPORATION 0.0%
Value $200K Shares 2,378 Est. Cost $75.63 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.0%
Value $156K Shares 18,389 Est. Cost $9.52 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value $95,819 Shares 11,039 Est. Cost $8.96 Unrealized -22.8%
BNY MELLON MUN INCOME INC 0.0%
Value $77,350 Shares 11,900 Est. Cost $5.67 Unrealized