First Nebraska Trust Co Diversified Active

Location: Lincoln, NE

CIK: 0002134841 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jul 21, 2026

Total Value: $345M (100.0% shares, 0.0% debt)

Holdings (105)

SYY SYSCO CORP 32.1%
Value $111M Shares 2,792,198 Est. Cost $27.57 Unrealized +4.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.3%
Value $11.48M Shares 76,424 Est. Cost $133.21 Unrealized +8.4%
SPY SPDR S&P 500 ETF TR 2.4%
Value $8.254M Shares 40,158 Est. Cost $197.02 Unrealized
AAPL APPLE INC 2.3%
Value $8.034M Shares 72,788 Est. Cost $21.63 Unrealized +11.4%
MSFT MICROSOFT CORP 2.2%
Value $7.61M Shares 163,826 Est. Cost $37.66 Unrealized +5.9%
VARIAN MED SYS INC 2.1%
Value $7.259M Shares 83,909 Est. Cost $80.12 Unrealized
AMAT APPLIED MATLS INC 2.0%
Value $6.867M Shares 275,564 Est. Cost $19.16 Unrealized +2.5%
CLX CLOROX CO DEL 1.9%
Value $6.609M Shares 63,424 Est. Cost $65.65 Unrealized +11.4%
PAYX PAYCHEX INC 1.8%
Value $6.174M Shares 133,728 Est. Cost $29.74 Unrealized +10.8%
POTASH CORP SASK INC COM 1.8%
Value $6.079M Shares 172,120 Est. Cost $34.56 Unrealized
DIS DISNEY WALT CO 1.8%
Value $6.042M Shares 64,147 Est. Cost $79.31 Unrealized +2.5%
USB US BANCORP DEL 1.7%
Value $5.893M Shares 131,104 Est. Cost $28.42 Unrealized +2.5%
XOM EXXON MOBIL CORP 1.7%
Value $5.879M Shares 63,595 Est. Cost $61.50 Unrealized -5.7%
CL COLGATE PALMOLIVE CO 1.7%
Value $5.712M Shares 82,552 Est. Cost $50.68 Unrealized +3.0%
PEP PEPSICO INC 1.6%
Value $5.652M Shares 59,770 Est. Cost $64.88 Unrealized +5.8%
CAH CARDINAL HEALTH INC 1.5%
Value $5.236M Shares 64,853 Est. Cost $53.32 Unrealized +9.0%
INGERSOLL-RAND PLC 1.5%
Value $5.132M Shares 80,959 Est. Cost $56.36 Unrealized
GENERAL ELECTRIC CO 1.5%
Value $5.131M Shares 203,039 Est. Cost $25.62 Unrealized
WFC WELLS FARGO CO NEW 1.5%
Value $5.024M Shares 91,648 Est. Cost $37.41 Unrealized +3.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.4%
Value $4.746M Shares 21 Est. Cost $199815.62 Unrealized +8.3%
CAG CONAGRA BRANDS INC 1.4%
Value $4.666M Shares 128,612 Est. Cost $16.74 Unrealized +11.9%
WMT WALMART INC 1.3%
Value $4.639M Shares 54,020 Est. Cost $20.31 Unrealized +7.5%
JNJ JOHNSON & JOHNSON 1.3%
Value $4.636M Shares 44,333 Est. Cost $75.58 Unrealized +2.3%
COP CONOCOPHILLIPS 1.3%
Value $4.536M Shares 65,681 Est. Cost $56.68 Unrealized -13.8%
CSCO CISCO SYS INC 1.3%
Value $4.421M Shares 158,959 Est. Cost $17.70 Unrealized +3.4%
KO COCA COLA CO 1.2%
Value $4.262M Shares 100,944 Est. Cost $28.86 Unrealized +4.2%
SLB SCHLUMBERGER LTD 1.2%
Value $4.07M Shares 47,657 Est. Cost $79.49 Unrealized -15.3%
MEDTRONIC INC 1.1%
Value $3.694M Shares 51,167 Est. Cost $61.95 Unrealized
DENTSPLY INTL INC 1.0%
Value $3.398M Shares 63,795 Est. Cost $45.60 Unrealized
POWERSHARES ETF TRUST 1.0%
Value $3.355M Shares 36,699 Est. Cost $87.96 Unrealized
LOW LOWES COS INC 0.9%
Value $3.203M Shares 46,549 Est. Cost $41.20 Unrealized +19.0%
BDX BECTON DICKINSON & CO 0.9%
Value $3.158M Shares 22,692 Est. Cost $95.70 Unrealized +12.7%
CVX CHEVRON CORP NEW 0.9%
Value $3.002M Shares 26,758 Est. Cost $78.51 Unrealized -10.2%
JPM JPMORGAN CHASE & CO 0.8%
Value $2.871M Shares 45,874 Est. Cost $43.13 Unrealized +3.6%
MRK MERCK & CO. INC 0.8%
Value $2.687M Shares 47,306 Est. Cost $39.37 Unrealized -0.1%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value $2.639M Shares 16,449 Est. Cost $114.33 Unrealized -12.1%
WU WESTERN UN CO 0.8%
Value $2.638M Shares 147,310 Est. Cost $16.04 Unrealized
CAREFUSION CORP 0.7%
Value $2.494M Shares 42,031 Est. Cost $45.25 Unrealized
PFE PFIZER INC 0.7%
Value $2.474M Shares 79,430 Est. Cost $17.45 Unrealized +3.0%
INTC INTEL CORP 0.7%
Value $2.306M Shares 63,530 Est. Cost $25.75 Unrealized +3.4%
NWL NEWELL BRANDS INC 0.6%
Value $2.237M Shares 58,728 Est. Cost $21.45 Unrealized +7.3%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $2.058M Shares 51,422 Est. Cost $41.68 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value $1.901M Shares 35,554 Est. Cost $35.14 Unrealized +6.3%
CA INC COM 0.5%
Value $1.858M Shares 61,005 Est. Cost $27.94 Unrealized
MARATHON OIL CORP 0.5%
Value $1.748M Shares 61,784 Est. Cost $37.59 Unrealized
TORTOISE ENERGY INFRA CORP 0.5%
Value $1.702M Shares 38,890 Est. Cost $48.10 Unrealized
LLY LILLY ELI & CO 0.5%
Value $1.646M Shares 23,860 Est. Cost $51.38 Unrealized +7.4%
MAT MATTEL INC 0.5%
Value $1.598M Shares 51,625 Est. Cost $30.76 Unrealized 0.0%
HON HONEYWELL INTL INC 0.5%
Value $1.597M Shares 15,984 Est. Cost $67.11 Unrealized +1.7%
ALLE ALLEGION PLC 0.4%
Value $1.467M Shares 26,451 Est. Cost $46.37 Unrealized -0.8%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $1.382M Shares 104,315 Est. Cost $12.59 Unrealized +1.5%
MPC MARATHON PETE CORP 0.4%
Value $1.364M Shares 15,116 Est. Cost $30.05 Unrealized +4.3%
UNP UNION PAC CORP 0.3%
Value $1.194M Shares 10,026 Est. Cost $80.32 Unrealized +11.4%
ORCL ORACLE CORP 0.3%
Value $1.181M Shares 26,255 Est. Cost $34.22 Unrealized +0.8%
FCX FREEPORT-MCMORAN INC 0.3%
Value $1.071M Shares 45,829 Est. Cost $31.63 Unrealized -23.3%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $1.021M Shares 17,289 Est. Cost $34.21 Unrealized +13.7%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value $910K Shares 11,968 Est. Cost $76.05 Unrealized
POWERSHARES QQQ TRUST SER 1 0.3%
Value $871K Shares 8,431 Est. Cost $98.79 Unrealized
WINDSTREAM HLDGS INC 0.2%
Value $756K Shares 91,769 Est. Cost $10.78 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $722K Shares 7,927 Est. Cost $59.73 Unrealized +8.1%
GXC SPDR INDEX SHS FDS 0.2%
Value $594K Shares 7,462 Est. Cost $76.71 Unrealized
PSA PUBLIC STORAGE 0.2%
Value $581K Shares 3,145 Est. Cost $110.47 Unrealized +6.2%
DU PONT E I DE NEMOURS & CO 0.2%
Value $539K Shares 7,283 Est. Cost $71.76 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $506K Shares 5,253 Est. Cost $57.47 Unrealized +12.1%
DIAMOND OFFSHORE DRILLING IN 0.1%
Value $486K Shares 13,245 Est. Cost $34.27 Unrealized
CALAMOS CONV OPP AND INC FD 0.1%
Value $475K Shares 37,025 Est. Cost $13.53 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $467K Shares 5,734 Est. Cost $47.89 Unrealized +2.8%
AXP AMERICAN EXPRESS CO 0.1%
Value $463K Shares 4,971 Est. Cost $76.50 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $429K Shares 9,176 Est. Cost $27.79 Unrealized -0.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $419K Shares 8,050 Est. Cost $35.26 Unrealized +2.1%
HEWLETT PACKARD CO 0.1%
Value $400K Shares 9,974 Est. Cost $35.47 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value $381K Shares 5,684 Est. Cost $76.13 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $379K Shares 4,892 Est. Cost $48.82 Unrealized +2.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value $378K Shares 3,574 Est. Cost $72.50 Unrealized +8.9%
T AT&T INC 0.1%
Value $369K Shares 10,981 Est. Cost $11.90 Unrealized -0.8%
EXPRESS SCRIPTS HLDG CO COM 0.1%
Value $350K Shares 4,131 Est. Cost $70.63 Unrealized
NKE NIKE INC 0.1%
Value $350K Shares 3,636 Est. Cost $34.38 Unrealized +18.5%
ONEOK PARTNERS LP LTD PARTN 0.1%
Value $309K Shares 7,800 Est. Cost $55.96 Unrealized
CERNER CORP 0.1%
Value $285K Shares 4,400 Est. Cost $59.57 Unrealized
DOW CHEM CO 0.1%
Value $281K Shares 6,162 Est. Cost $52.44 Unrealized
BLACKROCK INCOME TR INC 0.1%
Value $276K Shares 43,200 Est. Cost $6.35 Unrealized
D DOMINION ENERGY INC 0.1%
Value $245K Shares 3,184 Est. Cost $42.63 Unrealized +5.7%
CMCSA COMCAST CORP NEW 0.1%
Value $244K Shares 4,210 Est. Cost $21.17 Unrealized +0.4%
KMI KINDER MORGAN INC DEL 0.1%
Value $241K Shares 5,701 Est. Cost $22.45 Unrealized 0.0%
TIME WARNER INC COM 0.1%
Value $238K Shares 2,788 Est. Cost $75.21 Unrealized
AN AUTONATION INC 0.1%
Value $237K Shares 3,923 Est. Cost $55.98 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value $235K Shares 5,230 Est. Cost $34.11 Unrealized +3.5%
IWR ISHARES TR 0.1%
Value $234K Shares 1,400 Est. Cost $158.34 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value $224K Shares 1,556 Est. Cost $92.44 Unrealized +4.1%
DUFF & PHELPS UTIL CORP BD T 0.1%
Value $221K Shares 22,550 Est. Cost $9.79 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $220K Shares 6,046 Est. Cost $28.32 Unrealized +0.3%
COST COSTCO WHSL CORP NEW 0.1%
Value $218K Shares 1,537 Est. Cost $109.42 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value $217K Shares 350 Est. Cost $563.65 Unrealized 0.0%
ANADARKO PETE CORP 0.1%
Value $213K Shares 2,582 Est. Cost $101.44 Unrealized
MCD MCDONALDS CORP 0.1%
Value $210K Shares 2,245 Est. Cost $71.25 Unrealized -1.0%
MMM 3M CO 0.1%
Value $208K Shares 1,265 Est. Cost $89.68 Unrealized 0.0%
MFS CHARTER INCOME TR 0.1%
Value $208K Shares 22,600 Est. Cost $8.86 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $206K Shares 4,250 Est. Cost $48.49 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value $205K Shares 4,800 Est. Cost $39.39 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value $204K Shares 2,527 Est. Cost $68.03 Unrealized -12.8%
BK BANK NEW YORK MELLON CORP 0.1%
Value $203K Shares 5,000 Est. Cost $29.75 Unrealized 0.0%
ISHARES GOLD TRUST 0.1%
Value $194K Shares 17,000 Est. Cost $11.70 Unrealized
CWCO CONSOLIDATED WATER CO INC 0.1%
Value $180K Shares 16,878 Est. Cost $8.88 Unrealized +0.4%
CREDIT SUISSE ASSET MGMT INC 0.0%
Value $71,406 Shares 21,704 Est. Cost $3.42 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $68,051 Shares 10,518 Est. Cost $6.38 Unrealized