First Nebraska Trust Co Diversified Active

Location: Lincoln, NE

CIK: 0002134841 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 20, 2026

Total Value: $327M (100.0% shares, 0.0% debt)

Holdings (101)

SYY SYSCO CORP 30.8%
Value $101M Shares 2,789,798 Est. Cost $29.54 Unrealized -4.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.3%
Value $10.94M Shares 80,389 Est. Cost $146.91 Unrealized -2.9%
AAPL APPLE INC 2.7%
Value $8.938M Shares 71,363 Est. Cost $26.84 Unrealized +6.3%
SPY SPDR S&P 500 ETF TR 2.5%
Value $8.334M Shares 40,488 Est. Cost $206.43 Unrealized
DIS DISNEY WALT CO 2.2%
Value $7.113M Shares 62,317 Est. Cost $91.86 Unrealized +8.9%
MSFT MICROSOFT CORP 2.2%
Value $7.056M Shares 159,809 Est. Cost $37.24 Unrealized +5.5%
VARIAN MED SYS INC 2.1%
Value $6.9M Shares 81,826 Est. Cost $94.09 Unrealized
CLX CLOROX CO DEL 2.0%
Value $6.384M Shares 61,374 Est. Cost $79.95 Unrealized +0.1%
GENERAL ELECTRIC CO 1.9%
Value $6.321M Shares 238,014 Est. Cost $24.81 Unrealized
PAYX PAYCHEX INC 1.9%
Value $6.079M Shares 129,678 Est. Cost $34.95 Unrealized +1.4%
USB US BANCORP DEL 1.7%
Value $5.662M Shares 130,454 Est. Cost $29.79 Unrealized +0.4%
POTASH CORP SASK INC COM 1.7%
Value $5.626M Shares 181,728 Est. Cost $32.18 Unrealized
CAG CONAGRA BRANDS INC 1.7%
Value $5.529M Shares 126,512 Est. Cost $18.99 Unrealized +9.7%
PEP PEPSICO INC 1.7%
Value $5.48M Shares 58,712 Est. Cost $69.70 Unrealized -0.6%
CAH CARDINAL HEALTH INC 1.6%
Value $5.312M Shares 63,603 Est. Cost $63.64 Unrealized +2.9%
INGERSOLL-RAND PLC 1.6%
Value $5.28M Shares 78,309 Est. Cost $68.08 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value $5.201M Shares 62,510 Est. Cost $55.57 Unrealized -2.3%
CL COLGATE PALMOLIVE CO 1.6%
Value $5.189M Shares 79,327 Est. Cost $53.68 Unrealized -1.3%
AMAT APPLIED MATLS INC 1.6%
Value $5.176M Shares 269,314 Est. Cost $20.94 Unrealized -14.0%
SLB SCHLUMBERGER LTD 1.4%
Value $4.615M Shares 53,674 Est. Cost $61.64 Unrealized +8.3%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value $4.545M Shares 28,139 Est. Cost $96.62 Unrealized +6.6%
CSCO CISCO SYS INC 1.3%
Value $4.274M Shares 155,634 Est. Cost $20.10 Unrealized +2.7%
WFC WELLS FARGO CO NEW 1.3%
Value $4.215M Shares 74,950 Est. Cost $39.85 Unrealized +3.8%
JNJ JOHNSON & JOHNSON 1.3%
Value $4.215M Shares 43,247 Est. Cost $75.11 Unrealized -0.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value $4.097M Shares 20 Est. Cost $221029.28 Unrealized -2.9%
COP CONOCOPHILLIPS 1.2%
Value $3.978M Shares 64,781 Est. Cost $45.57 Unrealized +1.8%
KO COCA COLA CO 1.2%
Value $3.862M Shares 98,456 Est. Cost $29.61 Unrealized -2.0%
WMT WALMART INC 1.1%
Value $3.759M Shares 53,095 Est. Cost $23.04 Unrealized -9.4%
MDT MEDTRONIC PLC 1.1%
Value $3.701M Shares 49,942 Est. Cost $58.10 Unrealized +1.2%
BDX BECTON DICKINSON & CO 1.1%
Value $3.502M Shares 24,722 Est. Cost $118.55 Unrealized -1.0%
POWERSHARES ETF TRUST 1.0%
Value $3.374M Shares 37,208 Est. Cost $91.31 Unrealized
WU WESTERN UN CO 1.0%
Value $3.342M Shares 164,598 Est. Cost $20.81 Unrealized
DENTSPLY INTL INC 1.0%
Value $3.207M Shares 62,265 Est. Cost $50.89 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value $3.108M Shares 45,874 Est. Cost $44.28 Unrealized +11.0%
CVX CHEVRON CORP NEW 0.9%
Value $2.958M Shares 30,658 Est. Cost $66.85 Unrealized -0.6%
MRK MERCK & CO. INC 0.8%
Value $2.662M Shares 46,756 Est. Cost $40.30 Unrealized -0.2%
PFE PFIZER INC 0.8%
Value $2.577M Shares 76,865 Est. Cost $20.10 Unrealized +3.3%
MARATHON OIL CORP 0.8%
Value $2.503M Shares 94,418 Est. Cost $26.11 Unrealized
NWL NEWELL BRANDS INC 0.7%
Value $2.328M Shares 56,628 Est. Cost $25.26 Unrealized +4.5%
FCX FREEPORT-MCMORAN INC 0.7%
Value $2.163M Shares 116,459 Est. Cost $17.71 Unrealized +4.3%
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value $2.156M Shares 52,741 Est. Cost $40.87 Unrealized
MAT MATTEL INC 0.6%
Value $2.108M Shares 82,200 Est. Cost $26.52 Unrealized -0.7%
LLY LILLY ELI & CO 0.6%
Value $1.926M Shares 23,070 Est. Cost $58.64 Unrealized +7.8%
INTC INTEL CORP 0.6%
Value $1.898M Shares 62,390 Est. Cost $26.00 Unrealized -3.5%
CA INC COM 0.5%
Value $1.767M Shares 60,405 Est. Cost $32.61 Unrealized
HON HONEYWELL INTL INC 0.5%
Value $1.604M Shares 15,734 Est. Cost $72.99 Unrealized +2.4%
MPC MARATHON PETE CORP 0.5%
Value $1.555M Shares 29,732 Est. Cost $35.48 Unrealized +3.2%
LOW LOWES COS INC 0.5%
Value $1.542M Shares 23,029 Est. Cost $58.94 Unrealized -0.2%
TORTOISE ENERGY INFRA CORP 0.4%
Value $1.433M Shares 38,831 Est. Cost $42.03 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $1.203M Shares 67,955 Est. Cost $15.80 Unrealized +13.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $1.117M Shares 16,789 Est. Cost $43.45 Unrealized +5.9%
ORCL ORACLE CORP 0.3%
Value $1.058M Shares 26,255 Est. Cost $36.84 Unrealized +0.4%
TRN TRINITY INDS INC 0.3%
Value $983K Shares 37,200 Est. Cost $16.10 Unrealized 0.0%
UNP UNION PAC CORP 0.3%
Value $956K Shares 10,026 Est. Cost $91.85 Unrealized -10.7%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value $931K Shares 11,025 Est. Cost $84.68 Unrealized
POWERSHARES QQQ TRUST SER 1 0.3%
Value $902K Shares 8,423 Est. Cost $105.60 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $862K Shares 16,743 Est. Cost $41.73 Unrealized -1.2%
PSA PUBLIC STORAGE 0.2%
Value $574K Shares 3,112 Est. Cost $129.33 Unrealized -2.4%
PG PROCTER & GAMBLE CO 0.2%
Value $558K Shares 7,127 Est. Cost $63.59 Unrealized -5.7%
CVS CVS HEALTH CORP 0.2%
Value $551K Shares 5,253 Est. Cost $74.28 Unrealized +1.3%
DU PONT E I DE NEMOURS & CO 0.1%
Value $472K Shares 7,383 Est. Cost $71.47 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $460K Shares 5,734 Est. Cost $47.07 Unrealized +2.6%
CALAMOS CONV OPP AND INC FD 0.1%
Value $440K Shares 36,025 Est. Cost $12.98 Unrealized
COMMUNICATIONS SALES&LEAS IN 0.1%
Value $437K Shares 17,698 Est. Cost $24.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $432K Shares 9,279 Est. Cost $27.62 Unrealized +2.6%
T AT&T INC 0.1%
Value $429K Shares 12,087 Est. Cost $11.79 Unrealized +3.6%
NKE NIKE INC 0.1%
Value $393K Shares 3,636 Est. Cost $41.68 Unrealized +7.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $388K Shares 8,050 Est. Cost $34.59 Unrealized +6.5%
AXP AMERICAN EXPRESS CO 0.1%
Value $386K Shares 4,971 Est. Cost $71.02 Unrealized -4.2%
EXPRESS SCRIPTS HLDG CO COM 0.1%
Value $367K Shares 4,131 Est. Cost $86.77 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $345K Shares 3,574 Est. Cost $83.97 Unrealized -3.6%
OMC OMNICOM GROUP INC 0.1%
Value $340K Shares 4,892 Est. Cost $53.02 Unrealized -0.5%
DIAMOND OFFSHORE DRILLING IN 0.1%
Value $337K Shares 13,195 Est. Cost $26.79 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value $315K Shares 5,534 Est. Cost $59.65 Unrealized
DOW CHEM CO 0.1%
Value $310K Shares 6,062 Est. Cost $47.98 Unrealized
CERNER CORP 0.1%
Value $304K Shares 4,400 Est. Cost $73.26 Unrealized
ONEOK PARTNERS LP LTD PARTN 0.1%
Value $265K Shares 7,800 Est. Cost $40.84 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $265K Shares 4,406 Est. Cost $22.40 Unrealized +2.6%
BLACKROCK INCOME TR INC 0.1%
Value $260K Shares 41,200 Est. Cost $6.42 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $249K Shares 6,046 Est. Cost $28.33 Unrealized +8.9%
AN AUTONATION INC 0.1%
Value $247K Shares 3,923 Est. Cost $61.28 Unrealized +3.6%
TIME WARNER INC COM 0.1%
Value $244K Shares 2,788 Est. Cost $84.44 Unrealized
IWR ISHARES TR 0.1%
Value $238K Shares 1,400 Est. Cost $173.12 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value $234K Shares 4,800 Est. Cost $44.60 Unrealized +4.8%
AZO AUTOZONE INC 0.1%
Value $233K Shares 350 Est. Cost $628.12 Unrealized +9.0%
KMI KINDER MORGAN INC DEL 0.1%
Value $219K Shares 5,701 Est. Cost $23.87 Unrealized +1.9%
KRAFT FOODS GROUP INC 0.1%
Value $217K Shares 2,548 Est. Cost $87.11 Unrealized
CWCO CONSOLIDATED WATER CO INC 0.1%
Value $213K Shares 16,878 Est. Cost $8.35 Unrealized +15.1%
DUFF & PHELPS UTIL CORP BD T 0.1%
Value $211K Shares 22,550 Est. Cost $9.77 Unrealized
MCD MCDONALDS CORP 0.1%
Value $211K Shares 2,216 Est. Cost $72.15 Unrealized +2.8%
BK BANK NEW YORK MELLON CORP 0.1%
Value $210K Shares 5,000 Est. Cost $29.74 Unrealized +9.9%
ABT ABBOTT LABS 0.1%
Value $208K Shares 4,230 Est. Cost $39.33 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value $208K Shares 1,537 Est. Cost $120.91 Unrealized -0.6%
APD AIR PRODS & CHEMS INC 0.1%
Value $204K Shares 1,491 Est. Cost $105.81 Unrealized -0.9%
XLP SELECT SECTOR SPDR TR 0.1%
Value $202K Shares 4,250 Est. Cost $48.74 Unrealized
ANADARKO PETE CORP 0.1%
Value $202K Shares 2,582 Est. Cost $82.81 Unrealized
ISHARES GOLD TRUST 0.1%
Value $193K Shares 17,000 Est. Cost $11.45 Unrealized
MFS CHARTER INCOME TR 0.1%
Value $191K Shares 22,600 Est. Cost $8.80 Unrealized
WINDSTREAM HLDGS INC COM 0.0%
Value $93,499 Shares 14,655 Est. Cost $6.38 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $65,843 Shares 10,518 Est. Cost $6.50 Unrealized
CREDIT SUISSE ASSET MGMT INC 0.0%
Value $50,480 Shares 15,775 Est. Cost $3.21 Unrealized