First Nebraska Trust Co Diversified Active

Location: Lincoln, NE

CIK: 0002134841 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jul 17, 2026

Total Value: $332M (100.0% shares, 0.0% debt)

Holdings (104)

SYY SYSCO CORP 32.9%
Value $109M Shares 2,664,153 Est. Cost $29.07 Unrealized +8.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.8%
Value $12.65M Shares 95,836 Est. Cost $136.93 Unrealized -2.0%
MSFT MICROSOFT CORP 2.7%
Value $8.955M Shares 161,412 Est. Cost $38.92 Unrealized +18.0%
GENERAL ELECTRIC CO 2.3%
Value $7.735M Shares 248,329 Est. Cost $25.49 Unrealized
AAPL APPLE INC 2.3%
Value $7.735M Shares 73,487 Est. Cost $26.27 Unrealized -2.1%
VARIAN MED SYS INC 2.2%
Value $7.282M Shares 90,126 Est. Cost $73.86 Unrealized
DIS DISNEY WALT CO 2.2%
Value $7.159M Shares 68,133 Est. Cost $99.95 Unrealized +2.3%
PAYX PAYCHEX INC 2.0%
Value $6.777M Shares 128,128 Est. Cost $34.10 Unrealized +13.1%
PEP PEPSICO INC 2.0%
Value $6.648M Shares 66,538 Est. Cost $69.98 Unrealized +5.0%
CAH CARDINAL HEALTH INC 1.8%
Value $6.138M Shares 68,753 Est. Cost $62.40 Unrealized +2.0%
SPY SPDR S&P 500 ETF TR 1.8%
Value $5.959M Shares 29,228 Est. Cost $191.63 Unrealized
CL COLGATE PALMOLIVE CO 1.8%
Value $5.873M Shares 88,151 Est. Cost $51.43 Unrealized +2.2%
USB US BANCORP DEL 1.7%
Value $5.615M Shares 131,587 Est. Cost $29.81 Unrealized -0.7%
AMAT APPLIED MATLS INC 1.6%
Value $5.463M Shares 292,624 Est. Cost $14.77 Unrealized +4.4%
XOM EXXON MOBIL CORP 1.6%
Value $5.311M Shares 68,129 Est. Cost $49.33 Unrealized +4.2%
WFC WELLS FARGO CO NEW 1.6%
Value $5.21M Shares 95,842 Est. Cost $41.03 Unrealized -0.5%
INGERSOLL-RAND PLC 1.6%
Value $5.155M Shares 93,227 Est. Cost $50.77 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value $5.146M Shares 50,101 Est. Cost $72.95 Unrealized +4.1%
CLX CLOROX CO DEL 1.5%
Value $5.116M Shares 40,340 Est. Cost $83.86 Unrealized +11.2%
KO COCA COLA CO 1.5%
Value $4.836M Shares 112,579 Est. Cost $29.09 Unrealized +6.0%
POWERSHARES ETF TRUST 1.4%
Value $4.542M Shares 52,313 Est. Cost $84.08 Unrealized
CSCO CISCO SYS INC 1.3%
Value $4.221M Shares 155,449 Est. Cost $19.57 Unrealized +3.0%
BDX BECTON DICKINSON & CO 1.1%
Value $3.771M Shares 24,474 Est. Cost $119.24 Unrealized +3.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.1%
Value $3.758M Shares 19 Est. Cost $206031.66 Unrealized -2.3%
DENTSPLY INTL INC 1.1%
Value $3.732M Shares 61,335 Est. Cost $50.57 Unrealized
WMT WALMART INC 1.1%
Value $3.707M Shares 60,481 Est. Cost $18.83 Unrealized -11.7%
CAG CONAGRA BRANDS INC 1.1%
Value $3.509M Shares 83,237 Est. Cost $23.43 Unrealized -4.2%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value $3.388M Shares 24,621 Est. Cost $95.35 Unrealized -8.2%
CVX CHEVRON CORP NEW 1.0%
Value $3.353M Shares 37,275 Est. Cost $53.85 Unrealized +8.5%
SLB SCHLUMBERGER LTD 1.0%
Value $3.231M Shares 46,321 Est. Cost $58.92 Unrealized -4.8%
COP CONOCOPHILLIPS 0.9%
Value $3.145M Shares 67,366 Est. Cost $36.88 Unrealized +4.1%
JPM JPMORGAN CHASE & CO 0.9%
Value $3.086M Shares 46,732 Est. Cost $49.62 Unrealized +0.1%
WU WESTERN UN CO 0.9%
Value $2.868M Shares 160,148 Est. Cost $18.36 Unrealized
NWL NEWELL BRANDS INC 0.7%
Value $2.456M Shares 55,728 Est. Cost $27.80 Unrealized +4.7%
PFE PFIZER INC 0.7%
Value $2.419M Shares 74,940 Est. Cost $20.60 Unrealized -1.1%
MRK MERCK & CO. INC 0.7%
Value $2.36M Shares 44,686 Est. Cost $38.40 Unrealized -4.3%
MAT MATTEL INC 0.7%
Value $2.275M Shares 83,749 Est. Cost $23.42 Unrealized +5.0%
INTC INTEL CORP 0.6%
Value $2.133M Shares 61,929 Est. Cost $22.62 Unrealized +17.8%
CA INC COM 0.6%
Value $1.955M Shares 68,450 Est. Cost $27.47 Unrealized
LLY LILLY ELI & CO 0.6%
Value $1.953M Shares 23,180 Est. Cost $70.47 Unrealized -1.1%
MDT MEDTRONIC PLC 0.6%
Value $1.873M Shares 24,355 Est. Cost $56.98 Unrealized +2.8%
LOW LOWES COS INC 0.5%
Value $1.754M Shares 23,073 Est. Cost $56.94 Unrealized +8.4%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $1.752M Shares 53,549 Est. Cost $33.08 Unrealized
QCOM QUALCOMM INC 0.5%
Value $1.685M Shares 33,702 Est. Cost $39.99 Unrealized 0.0%
HON HONEYWELL INTL INC 0.5%
Value $1.64M Shares 15,839 Est. Cost $73.33 Unrealized +1.3%
MPC MARATHON PETE CORP 0.5%
Value $1.515M Shares 29,232 Est. Cost $37.21 Unrealized +2.3%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $1.126M Shares 16,374 Est. Cost $44.54 Unrealized +4.8%
ORCL ORACLE CORP 0.3%
Value $1.049M Shares 28,705 Est. Cost $32.91 Unrealized -0.3%
TRN TRINITY INDS INC 0.3%
Value $1.008M Shares 41,950 Est. Cost $13.69 Unrealized -1.8%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value $984K Shares 14,375 Est. Cost $53.42 Unrealized +11.2%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value $956K Shares 11,223 Est. Cost $83.16 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $908K Shares 16,558 Est. Cost $36.73 Unrealized +15.1%
UNP UNION PAC CORP 0.3%
Value $899K Shares 11,496 Est. Cost $71.59 Unrealized -4.6%
POWERSHARES QQQ TRUST SER 1 0.3%
Value $855K Shares 7,642 Est. Cost $101.76 Unrealized
EFA ISHARES TR 0.2%
Value $807K Shares 13,749 Est. Cost $58.72 Unrealized
PSA PUBLIC STORAGE 0.2%
Value $771K Shares 3,112 Est. Cost $135.28 Unrealized +15.9%
MARATHON OIL CORP 0.2%
Value $713K Shares 56,634 Est. Cost $15.40 Unrealized
CVS CVS HEALTH CORP 0.2%
Value $637K Shares 6,519 Est. Cost $76.79 Unrealized -5.4%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $623K Shares 33,780 Est. Cost $17.09 Unrealized +4.8%
PG PROCTER & GAMBLE CO 0.2%
Value $591K Shares 7,437 Est. Cost $56.39 Unrealized +2.7%
IJH ISHARES TR 0.2%
Value $575K Shares 4,127 Est. Cost $139.32 Unrealized
WINDSTREAM HLDGS INC COM 0.2%
Value $546K Shares 84,807 Est. Cost $6.14 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $534K Shares 6,079 Est. Cost $49.09 Unrealized +6.5%
POTASH CORP SASK INC COM 0.2%
Value $529K Shares 30,886 Est. Cost $20.55 Unrealized
HPQ HP INC 0.2%
Value $498K Shares 42,050 Est. Cost $9.12 Unrealized 0.0%
NKE NIKE INC 0.1%
Value $496K Shares 7,930 Est. Cost $53.42 Unrealized +6.1%
DU PONT E I DE NEMOURS & CO 0.1%
Value $492K Shares 7,383 Est. Cost $48.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $450K Shares 9,744 Est. Cost $27.01 Unrealized -0.3%
T AT&T INC 0.1%
Value $432K Shares 12,542 Est. Cost $12.27 Unrealized +1.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value $403K Shares 3,574 Est. Cost $81.32 Unrealized +9.3%
IWM ISHARES TR 0.1%
Value $398K Shares 3,530 Est. Cost $112.62 Unrealized
RWX SPDR INDEX SHS FDS 0.1%
Value $394K Shares 10,071 Est. Cost $39.12 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $377K Shares 5,424 Est. Cost $66.15 Unrealized -5.0%
OMC OMNICOM GROUP INC 0.1%
Value $370K Shares 4,892 Est. Cost $49.25 Unrealized +5.6%
VNQ VANGUARD INDEX FDS 0.1%
Value $367K Shares 4,605 Est. Cost $79.73 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.1%
Value $351K Shares 4,010 Est. Cost $80.96 Unrealized
CALAMOS CONV OPP AND INC FD 0.1%
Value $322K Shares 32,525 Est. Cost $9.89 Unrealized
DOW CHEM CO 0.1%
Value $302K Shares 5,862 Est. Cost $42.40 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $298K Shares 5,281 Est. Cost $23.41 Unrealized +1.5%
COST COSTCO WHSL CORP NEW 0.1%
Value $297K Shares 1,837 Est. Cost $121.77 Unrealized +9.1%
CERNER CORP 0.1%
Value $288K Shares 4,782 Est. Cost $59.98 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $274K Shares 7,475 Est. Cost $33.53 Unrealized -11.7%
BLACKROCK INCOME TR INC 0.1%
Value $272K Shares 42,700 Est. Cost $6.31 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $271K Shares 6,046 Est. Cost $34.03 Unrealized +4.2%
COMMUNICATIONS SALES&LEAS IN 0.1%
Value $261K Shares 13,987 Est. Cost $17.90 Unrealized
AZO AUTOZONE INC 0.1%
Value $260K Shares 350 Est. Cost $708.37 Unrealized +7.7%
MCD MCDONALDS CORP 0.1%
Value $255K Shares 2,161 Est. Cost $75.34 Unrealized +15.8%
ROYAL DUTCH SHELL PLC 0.1%
Value $253K Shares 5,534 Est. Cost $47.39 Unrealized
MMM 3M CO 0.1%
Value $242K Shares 1,609 Est. Cost $92.11 Unrealized 0.0%
ONEOK PARTNERS LP LTD PARTN 0.1%
Value $235K Shares 7,800 Est. Cost $29.26 Unrealized
AN AUTONATION INC 0.1%
Value $234K Shares 3,923 Est. Cost $60.83 Unrealized +1.8%
MO ALTRIA GROUP INC 0.1%
Value $233K Shares 4,000 Est. Cost $27.01 Unrealized +9.1%
ABT ABBOTT LABS 0.1%
Value $228K Shares 5,076 Est. Cost $36.55 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value $224K Shares 1,400 Est. Cost $155.56 Unrealized
DIAMOND OFFSHORE DRILLING IN 0.1%
Value $216K Shares 10,255 Est. Cost $17.30 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $215K Shares 4,250 Est. Cost $47.19 Unrealized
CWCO CONSOLIDATED WATER CO INC 0.1%
Value $207K Shares 16,878 Est. Cost $9.34 Unrealized -0.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value $206K Shares 5,000 Est. Cost $32.47 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $202K Shares 1,070 Est. Cost $155.62 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.1%
Value $202K Shares 4,800 Est. Cost $44.37 Unrealized 0.0%
DUFF & PHELPS UTIL CORP BD T 0.1%
Value $195K Shares 21,250 Est. Cost $9.48 Unrealized
ISHARES GOLD TRUST 0.1%
Value $174K Shares 17,000 Est. Cost $10.78 Unrealized
MFS CHARTER INCOME TR 0.1%
Value $167K Shares 21,950 Est. Cost $7.75 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $55,851 Shares 10,518 Est. Cost $5.22 Unrealized