First Nebraska Trust Co Diversified Active

Location: Lincoln, NE

CIK: 0002134841 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Jul 1, 2026

Total Value: $454M (100.0% shares, 0.0% debt)

Holdings (137)

SYY SYSCO CORP 20.0%
Value $90.85M Shares 1,990,994 Est. Cost $39.85 Unrealized +47.6%
HRL HORMEL FOODS CORP 5.7%
Value $25.66M Shares 550,257 Est. Cost $28.45 Unrealized +35.9%
AAPL APPLE INC 5.1%
Value $22.99M Shares 90,405 Est. Cost $23.45 Unrealized +203.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.6%
Value $21.09M Shares 115,329 Est. Cost $115.58 Unrealized +83.9%
SPY SPDR S&P 500 ETF TR 2.9%
Value $13.12M Shares 50,910 Est. Cost $200.18 Unrealized
MSFT MICROSOFT CORP 2.8%
Value $12.78M Shares 81,030 Est. Cost $30.41 Unrealized +414.1%
DHR DANAHER CORPORATION 2.4%
Value $10.98M Shares 79,314 Est. Cost $86.43 Unrealized +51.9%
AMAT APPLIED MATLS INC 2.2%
Value $10.11M Shares 220,560 Est. Cost $21.39 Unrealized +154.1%
WMT WALMART INC 2.0%
Value $8.942M Shares 78,703 Est. Cost $30.53 Unrealized +15.9%
PEP PEPSICO INC 1.9%
Value $8.778M Shares 73,092 Est. Cost $70.70 Unrealized +59.5%
JNJ JOHNSON & JOHNSON 1.9%
Value $8.577M Shares 65,408 Est. Cost $74.15 Unrealized +62.0%
PRF INVESCO EXCHANGE TRADED FD T 1.8%
Value $8.242M Shares 89,163 Est. Cost $112.62 Unrealized
PAYX PAYCHEX INC 1.7%
Value $7.835M Shares 124,523 Est. Cost $31.04 Unrealized +117.2%
UNP UNION PAC CORP 1.7%
Value $7.678M Shares 54,435 Est. Cost $76.23 Unrealized +90.2%
CSCO CISCO SYS INC 1.6%
Value $7.198M Shares 183,097 Est. Cost $21.04 Unrealized +74.3%
QCOM QUALCOMM INC 1.6%
Value $7.138M Shares 105,511 Est. Cost $43.12 Unrealized +66.8%
DIS DISNEY WALT CO 1.5%
Value $6.868M Shares 71,100 Est. Cost $45.80 Unrealized +169.7%
VARIAN MED SYS INC 1.5%
Value $6.586M Shares 64,158 Est. Cost $53.52 Unrealized
BDX BECTON DICKINSON & CO 1.4%
Value $6.198M Shares 26,976 Est. Cost $102.03 Unrealized +120.5%
MRK MERCK & CO. INC 1.3%
Value $5.949M Shares 77,318 Est. Cost $39.59 Unrealized +64.4%
MDT MEDTRONIC PLC 1.3%
Value $5.795M Shares 64,265 Est. Cost $65.70 Unrealized +37.2%
TT TRANE TECHNOLOGIES PLC 1.2%
Value $5.245M Shares 63,510 Est. Cost $93.73 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.1%
Value $4.896M Shares 18 Est. Cost $158763.33 Unrealized +100.8%
CL COLGATE PALMOLIVE CO 1.1%
Value $4.876M Shares 73,479 Est. Cost $50.88 Unrealized +20.9%
GOOGL ALPHABET INC 1.1%
Value $4.77M Shares 4,105 Est. Cost $54.99 Unrealized +22.3%
ETN EATON CORP PLC 1.0%
Value $4.495M Shares 57,858 Est. Cost $48.85 Unrealized +69.2%
LLY LILLY ELI & CO 1.0%
Value $4.472M Shares 32,238 Est. Cost $50.80 Unrealized +152.3%
MSI MOTOROLA SOLUTIONS INC 1.0%
Value $4.35M Shares 32,725 Est. Cost $71.38 Unrealized +117.5%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value $4.018M Shares 119,755 Est. Cost $40.89 Unrealized
USB US BANCORP DEL 0.9%
Value $3.963M Shares 115,039 Est. Cost $36.63 Unrealized +1.6%
CLX CLOROX CO DEL 0.9%
Value $3.937M Shares 22,724 Est. Cost $59.75 Unrealized +132.1%
KO COCA COLA CO 0.8%
Value $3.845M Shares 86,896 Est. Cost $40.10 Unrealized +12.2%
PFE PFIZER INC 0.8%
Value $3.755M Shares 115,057 Est. Cost $26.41 Unrealized -2.2%
CAH CARDINAL HEALTH INC 0.8%
Value $3.701M Shares 77,201 Est. Cost $49.78 Unrealized -11.1%
HON HONEYWELL INTL INC 0.8%
Value $3.651M Shares 27,292 Est. Cost $75.64 Unrealized +80.6%
CAG CONAGRA BRANDS INC 0.8%
Value $3.618M Shares 123,312 Est. Cost $22.35 Unrealized +5.3%
FDX FEDEX CORP 0.7%
Value $3.231M Shares 26,642 Est. Cost $149.79 Unrealized -15.8%
WFC WELLS FARGO CO NEW 0.7%
Value $3.114M Shares 108,502 Est. Cost $37.75 Unrealized -3.0%
NUE NUCOR CORP 0.7%
Value $3.031M Shares 84,161 Est. Cost $44.32 Unrealized -10.8%
LOW LOWES COS INC 0.7%
Value $2.967M Shares 34,475 Est. Cost $42.74 Unrealized +129.9%
XOM EXXON MOBIL CORP 0.6%
Value $2.834M Shares 74,643 Est. Cost $50.70 Unrealized -17.0%
JPM JPMORGAN CHASE & CO 0.6%
Value $2.746M Shares 30,504 Est. Cost $44.62 Unrealized +132.2%
WU WESTERN UN CO 0.6%
Value $2.723M Shares 150,204 Est. Cost $18.48 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value $2.352M Shares 12,352 Est. Cost $172.25 Unrealized
INTC INTEL CORP 0.5%
Value $2.305M Shares 42,594 Est. Cost $22.02 Unrealized +137.7%
PYPL PAYPAL HLDGS INC 0.5%
Value $2.287M Shares 23,883 Est. Cost $110.15 Unrealized 0.0%
SYK STRYKER CORP 0.5%
Value $2.269M Shares 13,627 Est. Cost $183.31 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.4%
Value $2.014M Shares 18,313 Est. Cost $67.55 Unrealized +53.7%
CVX CHEVRON CORP NEW 0.4%
Value $1.962M Shares 27,078 Est. Cost $68.38 Unrealized +11.2%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $1.919M Shares 58,826 Est. Cost $17.95 Unrealized +117.7%
EFA ISHARES TR 0.4%
Value $1.809M Shares 33,840 Est. Cost $62.86 Unrealized
IP INTL PAPER CO 0.4%
Value $1.644M Shares 52,800 Est. Cost $30.55 Unrealized -6.7%
ORCL ORACLE CORP 0.3%
Value $1.506M Shares 31,168 Est. Cost $18.67 Unrealized +154.4%
V VISA INC 0.3%
Value $1.472M Shares 9,135 Est. Cost $166.08 Unrealized +8.8%
XRAY DENTSPLY SIRONA INC 0.3%
Value $1.426M Shares 36,727 Est. Cost $53.35 Unrealized -4.5%
PM PHILIP MORRIS INTL INC 0.3%
Value $1.403M Shares 19,225 Est. Cost $65.78 Unrealized -7.7%
IR INGERSOLL RAND INC 0.3%
Value $1.389M Shares 56,006 Est. Cost $31.60 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value $1.338M Shares 43,454 Est. Cost $54.89 Unrealized -25.4%
HD HOME DEPOT INC 0.3%
Value $1.337M Shares 7,162 Est. Cost $152.39 Unrealized +24.8%
LW LAMB WESTON HLDGS INC 0.3%
Value $1.321M Shares 23,143 Est. Cost $31.01 Unrealized +141.2%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $1.141M Shares 20,479 Est. Cost $42.45 Unrealized +14.4%
EOG EOG RES INC 0.2%
Value $1.134M Shares 31,579 Est. Cost $54.91 Unrealized -9.5%
HPQ HP INC 0.2%
Value $1.073M Shares 61,821 Est. Cost $11.75 Unrealized +40.3%
VNQ VANGUARD INDEX FDS 0.2%
Value $1.061M Shares 15,191 Est. Cost $82.58 Unrealized
MPC MARATHON PETE CORP 0.2%
Value $1.056M Shares 44,693 Est. Cost $36.93 Unrealized +3.9%
IYT ISHARES TR 0.2%
Value $992K Shares 7,179 Est. Cost $164.27 Unrealized
IJH ISHARES TR 0.2%
Value $951K Shares 6,614 Est. Cost $158.05 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $868K Shares 3,480 Est. Cost $144.26 Unrealized +73.1%
NTR NUTRIEN LTD 0.2%
Value $818K Shares 24,095 Est. Cost $38.37 Unrealized -14.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $808K Shares 15,041 Est. Cost $33.85 Unrealized +21.1%
MO ALTRIA GROUP INC 0.2%
Value $782K Shares 20,235 Est. Cost $34.70 Unrealized -20.6%
ABT ABBOTT LABS 0.2%
Value $781K Shares 9,898 Est. Cost $61.35 Unrealized +22.8%
NWL NEWELL BRANDS INC 0.2%
Value $750K Shares 56,495 Est. Cost $21.00 Unrealized -37.5%
TRN TRINITY INDS INC 0.2%
Value $738K Shares 45,938 Est. Cost $13.68 Unrealized +16.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $738K Shares 2,603 Est. Cost $156.15 Unrealized +98.9%
CMCSA COMCAST CORP NEW 0.2%
Value $736K Shares 21,419 Est. Cost $28.52 Unrealized +26.4%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $697K Shares 8,550 Est. Cost $89.38 Unrealized 0.0%
T AT&T INC 0.2%
Value $686K Shares 23,536 Est. Cost $18.94 Unrealized -4.1%
GOOG ALPHABET INC 0.1%
Value $679K Shares 584 Est. Cost $42.64 Unrealized +57.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $676K Shares 6,092 Est. Cost $98.28 Unrealized -0.0%
HANESBRANDS INC 0.1%
Value $616K Shares 78,298 Est. Cost $18.22 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $615K Shares 12,289 Est. Cost $35.40 Unrealized +31.9%
ACA ARCOSA INC 0.1%
Value $608K Shares 15,304 Est. Cost $26.73 Unrealized +55.1%
COST COSTCO WHSL CORP NEW 0.1%
Value $596K Shares 2,091 Est. Cost $119.95 Unrealized +131.6%
EMR EMERSON ELEC CO 0.1%
Value $586K Shares 12,302 Est. Cost $57.76 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value $566K Shares 669 Est. Cost $780.59 Unrealized +33.1%
ABBV ABBVIE INC 0.1%
Value $543K Shares 7,133 Est. Cost $67.19 Unrealized 0.0%
BA BOEING CO 0.1%
Value $540K Shares 3,624 Est. Cost $175.39 Unrealized +55.6%
APD AIR PRODS & CHEMS INC 0.1%
Value $539K Shares 2,701 Est. Cost $106.08 Unrealized +85.8%
CVS CVS HEALTH CORP 0.1%
Value $531K Shares 8,952 Est. Cost $51.13 Unrealized +8.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value $502K Shares 10,962 Est. Cost $76.53 Unrealized
RWX SPDR INDEX SHS FDS 0.1%
Value $494K Shares 18,462 Est. Cost $37.96 Unrealized
IVW ISHARES TR 0.1%
Value $482K Shares 2,923 Est. Cost $163.21 Unrealized
PSX PHILLIPS 66 0.1%
Value $482K Shares 8,976 Est. Cost $69.23 Unrealized -7.9%
AMZN AMAZON COM INC 0.1%
Value $476K Shares 244 Est. Cost $63.68 Unrealized +52.0%
MCD MCDONALDS CORP 0.1%
Value $469K Shares 2,834 Est. Cost $90.35 Unrealized +90.2%
TGT TARGET CORP 0.1%
Value $448K Shares 4,815 Est. Cost $48.73 Unrealized +94.9%
PSA PUBLIC STORAGE 0.1%
Value $447K Shares 2,252 Est. Cost $93.20 Unrealized +78.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $428K Shares 44,060 Est. Cost $10.69 Unrealized +1.3%
DVY ISHARES TR 0.1%
Value $410K Shares 5,579 Est. Cost $94.91 Unrealized
IWM ISHARES TR 0.1%
Value $404K Shares 3,530 Est. Cost $112.72 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $387K Shares 4,524 Est. Cost $61.66 Unrealized +74.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $383K Shares 1,265 Est. Cost $172.83 Unrealized +82.5%
CE CELANESE CORP DEL 0.1%
Value $374K Shares 5,092 Est. Cost $73.94 Unrealized +19.8%
GILD GILEAD SCIENCES INC 0.1%
Value $370K Shares 4,944 Est. Cost $50.28 Unrealized +9.2%
CME CME GROUP INC 0.1%
Value $346K Shares 2,000 Est. Cost $87.79 Unrealized +81.8%
CRM SALESFORCE COM INC 0.1%
Value $335K Shares 2,325 Est. Cost $153.14 Unrealized +10.6%
DEO DIAGEO P L C 0.1%
Value $313K Shares 2,466 Est. Cost $117.91 Unrealized
PFF ISHARES TR 0.1%
Value $308K Shares 9,677 Est. Cost $38.32 Unrealized
CERNER CORP 0.1%
Value $299K Shares 4,740 Est. Cost $71.93 Unrealized
IVV ISHARES TR 0.1%
Value $297K Shares 1,148 Est. Cost $290.74 Unrealized
GENERAL ELECTRIC CO 0.1%
Value $281K Shares 35,369 Est. Cost $26.46 Unrealized
MA MASTERCARD INC 0.1%
Value $279K Shares 1,155 Est. Cost $207.20 Unrealized +38.9%
WM WASTE MGMT INC DEL 0.1%
Value $275K Shares 2,975 Est. Cost $64.09 Unrealized +62.5%
IWR ISHARES TR 0.1%
Value $271K Shares 6,280 Est. Cost $73.83 Unrealized
ISHARES GOLD TRUST 0.1%
Value $256K Shares 17,000 Est. Cost $17.27 Unrealized
NKE NIKE INC 0.1%
Value $255K Shares 3,087 Est. Cost $42.47 Unrealized +102.2%
O REALTY INCOME CORP 0.1%
Value $254K Shares 5,087 Est. Cost $37.47 Unrealized +38.4%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $250K Shares 1,710 Est. Cost $163.63 Unrealized 0.0%
CALAMOS CONV OPP AND INC FD 0.1%
Value $249K Shares 29,899 Est. Cost $13.38 Unrealized
MARATHON OIL CORP 0.1%
Value $248K Shares 75,290 Est. Cost $25.36 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $247K Shares 2,641 Est. Cost $78.09 Unrealized +4.9%
META FACEBOOK INC 0.1%
Value $234K Shares 1,401 Est. Cost $159.16 Unrealized +22.2%
CWCO CONSOLIDATED WATER CO INC 0.1%
Value $233K Shares 14,178 Est. Cost $8.82 Unrealized +66.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value $223K Shares 4,095 Est. Cost $48.49 Unrealized
TJX TJX COS INC NEW 0.0%
Value $221K Shares 4,628 Est. Cost $46.17 Unrealized +15.5%
KMB KIMBERLY CLARK CORP 0.0%
Value $215K Shares 1,684 Est. Cost $91.30 Unrealized +22.8%
BLACKROCK INCOME TR INC 0.0%
Value $212K Shares 36,767 Est. Cost $6.62 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value $210K Shares 7,870 Est. Cost $46.61 Unrealized -10.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $206K Shares 1,330 Est. Cost $167.20 Unrealized +10.3%
DUFF & PHELPS UTIL CORP BD T 0.0%
Value $186K Shares 22,165 Est. Cost $10.25 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $144K Shares 11,454 Est. Cost $17.63 Unrealized -1.4%
MFS CHARTER INCOME TR 0.0%
Value $144K Shares 19,400 Est. Cost $9.24 Unrealized
TDAY GANNETT CO INC 0.0%
Value $96,413 Shares 65,144 Est. Cost $4.94 Unrealized 0.0%
VIRTUS TOTAL RETURN FUND INC 0.0%
Value $75,262 Shares 10,453 Est. Cost $11.40 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.0%
Value $52,000 Shares 40,000 Est. Cost $1.30 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value $36,408 Shares 14,222 Est. Cost $24.15 Unrealized