First Nebraska Trust Co Diversified Active

Location: Lincoln, NE

CIK: 0002134841 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Jul 16, 2026

Total Value: $388M (100.0% shares, 0.0% debt)

Holdings (110)

SYY SYSCO CORP 33.7%
Value $131M Shares 2,664,504 Est. Cost $25.54 Unrealized +57.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.7%
Value $14.38M Shares 99,529 Est. Cost $99.81 Unrealized +46.5%
AAPL APPLE INC 2.4%
Value $9.283M Shares 82,115 Est. Cost $22.10 Unrealized +9.7%
MSFT MICROSOFT CORP 2.4%
Value $9.187M Shares 159,505 Est. Cost $30.09 Unrealized +67.2%
VARIAN MED SYS INC 2.4%
Value $9.126M Shares 91,693 Est. Cost $49.08 Unrealized
AMAT APPLIED MATLS INC 2.2%
Value $8.674M Shares 287,691 Est. Cost $16.14 Unrealized +55.6%
PAYX PAYCHEX INC 2.1%
Value $8.301M Shares 143,434 Est. Cost $31.04 Unrealized +46.1%
GENERAL ELECTRIC CO 1.9%
Value $7.341M Shares 247,828 Est. Cost $26.53 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value $7.22M Shares 33,380 Est. Cost $161.99 Unrealized
PEP PEPSICO INC 1.8%
Value $7.126M Shares 65,514 Est. Cost $63.34 Unrealized +28.0%
INGERSOLL-RAND PLC 1.7%
Value $6.558M Shares 96,527 Est. Cost $36.33 Unrealized
CL COLGATE PALMOLIVE CO 1.7%
Value $6.422M Shares 86,626 Est. Cost $50.82 Unrealized +16.8%
JNJ JOHNSON & JOHNSON 1.6%
Value $6.21M Shares 52,569 Est. Cost $63.02 Unrealized +48.5%
DIS DISNEY WALT CO 1.5%
Value $5.987M Shares 64,476 Est. Cost $33.39 Unrealized +166.2%
XOM EXXON MOBIL CORP 1.5%
Value $5.789M Shares 66,323 Est. Cost $52.11 Unrealized +12.3%
CAH CARDINAL HEALTH INC 1.4%
Value $5.55M Shares 71,430 Est. Cost $49.24 Unrealized +24.8%
USB US BANCORP DEL 1.4%
Value $5.549M Shares 129,380 Est. Cost $26.56 Unrealized +12.8%
WMT WALMART INC 1.4%
Value $5.433M Shares 75,330 Est. Cost $32.41 Unrealized -36.4%
POWERSHARES ETF TRUST 1.4%
Value $5.374M Shares 57,419 Est. Cost $82.11 Unrealized
CSCO CISCO SYS INC 1.3%
Value $4.903M Shares 154,580 Est. Cost $17.51 Unrealized +31.7%
KO COCA COLA CO 1.2%
Value $4.688M Shares 110,778 Est. Cost $40.10 Unrealized -18.8%
WFC WELLS FARGO CO NEW 1.2%
Value $4.6M Shares 103,884 Est. Cost $36.86 Unrealized -0.1%
BDX BECTON DICKINSON & CO 1.1%
Value $4.339M Shares 24,143 Est. Cost $71.29 Unrealized +108.3%
UNP UNION PAC CORP 1.1%
Value $4.303M Shares 44,121 Est. Cost $63.74 Unrealized +19.1%
SLB SCHLUMBERGER LTD 1.1%
Value $4.174M Shares 53,072 Est. Cost $58.52 Unrealized +3.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.1%
Value $4.108M Shares 19 Est. Cost $113719.34 Unrealized +92.9%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value $4.032M Shares 25,381 Est. Cost $98.28 Unrealized +3.5%
QCOM QUALCOMM INC 1.0%
Value $3.954M Shares 57,727 Est. Cost $40.19 Unrealized +16.7%
CAG CONAGRA BRANDS INC 1.0%
Value $3.831M Shares 81,318 Est. Cost $22.01 Unrealized +16.5%
CVX CHEVRON CORP NEW 1.0%
Value $3.782M Shares 36,748 Est. Cost $67.19 Unrealized +1.9%
NWL NEWELL BRANDS INC 0.9%
Value $3.672M Shares 69,736 Est. Cost $22.50 Unrealized +54.8%
JPM JPMORGAN CHASE & CO 0.9%
Value $3.664M Shares 55,025 Est. Cost $40.42 Unrealized +25.8%
XRAY DENTSPLY SIRONA INC 0.9%
Value $3.572M Shares 60,110 Est. Cost $58.96 Unrealized +4.2%
CLX CLOROX CO DEL 0.9%
Value $3.364M Shares 26,875 Est. Cost $59.23 Unrealized +69.2%
ETN EATON CORP PLC 0.8%
Value $3.243M Shares 49,352 Est. Cost $44.23 Unrealized +19.6%
WU WESTERN UN CO 0.8%
Value $3.2M Shares 153,698 Est. Cost $18.24 Unrealized
COP CONOCOPHILLIPS 0.7%
Value $2.871M Shares 66,049 Est. Cost $55.03 Unrealized -43.4%
MRK MERCK & CO. INC 0.7%
Value $2.795M Shares 44,788 Est. Cost $36.49 Unrealized +19.8%
MAT MATTEL INC 0.7%
Value $2.629M Shares 86,824 Est. Cost $29.16 Unrealized +12.1%
PFE PFIZER INC 0.7%
Value $2.58M Shares 76,169 Est. Cost $28.37 Unrealized -21.5%
INTC INTEL CORP 0.6%
Value $2.336M Shares 61,883 Est. Cost $21.47 Unrealized +33.3%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $2.163M Shares 57,470 Est. Cost $39.93 Unrealized
CA INC COM 0.6%
Value $2.15M Shares 64,982 Est. Cost $28.63 Unrealized
MDT MEDTRONIC PLC 0.5%
Value $2.118M Shares 24,518 Est. Cost $58.19 Unrealized +18.2%
HON HONEYWELL INTL INC 0.5%
Value $1.868M Shares 16,022 Est. Cost $31.37 Unrealized +174.2%
NUE NUCOR CORP 0.5%
Value $1.864M Shares 37,697 Est. Cost $35.88 Unrealized +14.9%
LLY LILLY ELI & CO 0.5%
Value $1.81M Shares 22,550 Est. Cost $39.21 Unrealized +74.9%
LOW LOWES COS INC 0.4%
Value $1.661M Shares 22,998 Est. Cost $21.56 Unrealized +203.5%
TRN TRINITY INDS INC 0.4%
Value $1.589M Shares 65,725 Est. Cost $13.63 Unrealized -11.0%
MPC MARATHON PETE CORP 0.4%
Value $1.395M Shares 34,373 Est. Cost $31.60 Unrealized -4.0%
ORCL ORACLE CORP 0.3%
Value $1.128M Shares 28,727 Est. Cost $16.82 Unrealized +110.6%
MARATHON OIL CORP 0.3%
Value $1.047M Shares 66,210 Est. Cost $31.46 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value $982K Shares 12,875 Est. Cost $53.42 Unrealized +18.5%
POTASH CORP SASK INC COM 0.2%
Value $958K Shares 58,673 Est. Cost $33.46 Unrealized
POWERSHARES QQQ TRUST SER 1 0.2%
Value $927K Shares 7,807 Est. Cost $82.86 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $907K Shares 11,248 Est. Cost $76.33 Unrealized
WINDSTREAM HLDGS INC COM 0.2%
Value $865K Shares 86,090 Est. Cost $6.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $863K Shares 16,009 Est. Cost $40.69 Unrealized +13.4%
EFA ISHARES TR 0.2%
Value $854K Shares 14,446 Est. Cost $58.67 Unrealized
HPQ HP INC 0.2%
Value $811K Shares 52,207 Est. Cost $8.82 Unrealized +18.7%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $795K Shares 33,420 Est. Cost $8.97 Unrealized +166.1%
PG PROCTER & GAMBLE CO 0.2%
Value $672K Shares 7,483 Est. Cost $62.05 Unrealized +8.8%
IJH ISHARES TR 0.2%
Value $664K Shares 4,295 Est. Cost $139.81 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $623K Shares 6,406 Est. Cost $61.23 Unrealized +1.7%
PSA PUBLIC STORAGE 0.2%
Value $596K Shares 2,670 Est. Cost $85.99 Unrealized +85.8%
CVS CVS HEALTH CORP 0.2%
Value $582K Shares 6,538 Est. Cost $47.12 Unrealized +50.4%
T AT&T INC 0.1%
Value $496K Shares 12,226 Est. Cost $23.48 Unrealized -30.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value $495K Shares 7,392 Est. Cost $49.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $493K Shares 9,479 Est. Cost $33.89 Unrealized -2.9%
TORTOISE ENERGY INFRA CORP 0.1%
Value $479K Shares 15,575 Est. Cost $24.91 Unrealized
COMMUNICATIONS SALES&LEAS IN 0.1%
Value $468K Shares 14,886 Est. Cost $25.11 Unrealized
NKE NIKE INC 0.1%
Value $461K Shares 8,760 Est. Cost $42.15 Unrealized +18.6%
IWM ISHARES TR 0.1%
Value $457K Shares 3,680 Est. Cost $112.72 Unrealized
RWX SPDR INDEX SHS FDS 0.1%
Value $402K Shares 9,630 Est. Cost $39.12 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $401K Shares 4,628 Est. Cost $79.81 Unrealized
IYT ISHARES TR 0.1%
Value $397K Shares 2,736 Est. Cost $145.24 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $350K Shares 3,053 Est. Cost $63.84 Unrealized +49.2%
CALAMOS CONV OPP AND INC FD 0.1%
Value $338K Shares 32,697 Est. Cost $13.81 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $328K Shares 5,124 Est. Cost $58.40 Unrealized -3.6%
MO ALTRIA GROUP INC 0.1%
Value $319K Shares 5,048 Est. Cost $28.40 Unrealized +22.4%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $315K Shares 7,475 Est. Cost $28.87 Unrealized +13.5%
ONEOK PARTNERS LP LTD PARTN 0.1%
Value $306K Shares 7,667 Est. Cost $58.26 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $304K Shares 4,587 Est. Cost $21.67 Unrealized +22.8%
DOW CHEM CO 0.1%
Value $299K Shares 5,775 Est. Cost $38.56 Unrealized
CERNER CORP 0.1%
Value $295K Shares 4,782 Est. Cost $72.57 Unrealized
BLACKROCK INCOME TR INC 0.1%
Value $295K Shares 45,559 Est. Cost $6.63 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.1%
Value $284K Shares 4,026 Est. Cost $55.83 Unrealized
MMM 3M CO 0.1%
Value $284K Shares 1,609 Est. Cost $92.11 Unrealized +18.5%
COST COSTCO WHSL CORP NEW 0.1%
Value $280K Shares 1,837 Est. Cost $113.25 Unrealized +20.9%
IWR ISHARES TR 0.1%
Value $279K Shares 1,600 Est. Cost $152.26 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value $277K Shares 5,534 Est. Cost $66.47 Unrealized
AZO AUTOZONE INC 0.1%
Value $269K Shares 350 Est. Cost $563.65 Unrealized +38.1%
MDLZ MONDELEZ INTL INC 0.1%
Value $265K Shares 6,046 Est. Cost $25.52 Unrealized +38.0%
KHC KRAFT HEINZ CO 0.1%
Value $256K Shares 2,862 Est. Cost $49.06 Unrealized +18.3%
MCD MCDONALDS CORP 0.1%
Value $256K Shares 2,220 Est. Cost $71.95 Unrealized +31.4%
AMGN AMGEN INC 0.1%
Value $232K Shares 1,392 Est. Cost $116.70 Unrealized +9.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $230K Shares 1,073 Est. Cost $155.62 Unrealized +19.7%
APD AIR PRODS & CHEMS INC 0.1%
Value $227K Shares 1,511 Est. Cost $94.71 Unrealized +16.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value $226K Shares 4,250 Est. Cost $48.49 Unrealized
TIME WARNER INC COM 0.1%
Value $226K Shares 2,835 Est. Cost $72.67 Unrealized
DUFF & PHELPS UTIL CORP BD T 0.1%
Value $221K Shares 22,590 Est. Cost $10.44 Unrealized
ABT ABBOTT LABS 0.1%
Value $220K Shares 5,199 Est. Cost $36.13 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.1%
Value $219K Shares 4,800 Est. Cost $44.37 Unrealized +15.8%
ISHARES GOLD TRUST 0.1%
Value $216K Shares 17,000 Est. Cost $17.27 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value $215K Shares 1,200 Est. Cost $166.34 Unrealized +7.0%
VMC VULCAN MATLS CO 0.1%
Value $206K Shares 1,812 Est. Cost $104.21 Unrealized +4.3%
CWCO CONSOLIDATED WATER CO INC 0.1%
Value $196K Shares 16,878 Est. Cost $8.82 Unrealized +17.5%
MFS CHARTER INCOME TR 0.0%
Value $181K Shares 20,950 Est. Cost $9.24 Unrealized
VIRTUS TOTAL RETURN FUND INC 0.0%
Value $125K Shares 10,419 Est. Cost $12.04 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $74,014 Shares 13,123 Est. Cost $7.13 Unrealized