First Nebraska Trust Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed June 2, 2026), First Nebraska Trust Co reported 219 stock positions worth $1.1 billion. Its top holding was Sysco (SYY) at 15.3% of the portfolio, followed by Apple (AAPL, 7.0%) and Berkshire Hathaway Class B (BRK.B, 4.4%). Compared with Q3 2025, it opened 18 new positions, sold out of 4, added to 63 and reduced 82. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale Sysco (SYY, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- LINCOLN, NE
- CIK
- 0002134841
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0002134841-26-000037 ↗ filed Jun 2, 2026
Holdings Value
Holdings 219 stocks · $1.1B
| SYY Sysco Corp. | 15.34% | 2,277,081 | $167.8M | Reduce -11.2% |
| AAPL Apple Inc. | 6.98% | 280,612 | $76.3M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.37% | 95,084 | $47.8M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 4.15% | 145,095 | $45.4M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.98% | 63,772 | $43.5M | Add +4.9% |
| MSFT Microsoft Corp. | 3.85% | 87,051 | $42.1M | Add +1.9% |
| AMAT Applied Materials Inc. | 2.59% | 110,278 | $28.3M | Reduce -1.0% |
| WMT Walmart Inc. | 2.55% | 250,658 | $27.9M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 2.12% | 135,626 | $23.2M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 1.97% | 326,275 | $21.5M | Add +12.3% |
| TT Trane Technologies PLC | 1.92% | 54,081 | $21.0M | Reduce -1.3% |
| CAH Cardinal Health Inc. | 1.63% | 86,905 | $17.9M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 1.50% | 51,642 | $16.4M | Reduce -0.6% |
| DHR Danaher Corp. | 1.50% | 71,656 | $16.4M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 1.47% | 208,249 | $16.0M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.45% | 21 | $15.9M | No change |
| CVX Chevron Corp. | 1.34% | 96,397 | $14.7M | Add +0.2% |
| JNJ Johnson & Johnson | 1.26% | 66,628 | $13.8M | Reduce -0.4% |
| UNP Union Pacific Corp. | 1.25% | 59,322 | $13.7M | Add +0.9% |
| NUE Nucor Corp. | 1.22% | 82,116 | $13.4M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.21% | 41,159 | $13.3M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.16% | 20,654 | $12.7M | Add +6.1% |
| HRL Hormel Foods Corp. | 1.08% | 500,343 | $11.9M | Reduce -15.0% |
| DPZ Domino's Pizza Inc. | 1.07% | 27,965 | $11.7M | Add +1.5% |
| MRK Merck & Co. Inc. | 1.00% | 104,081 | $11.0M | Reduce -0.0% |
| MSI Motorola Solutions Inc. | 0.93% | 26,500 | $10.2M | Reduce -1.5% |
| BSX Boston Scientific Corp. | 0.92% | 105,191 | $10.0M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.90% | 68,799 | $9.9M | Add +2.8% |
| PAYX Paychex Inc. | 0.90% | 87,372 | $9.8M | Add +17.6% |
| FDX FedEx Corp. | 0.80% | 30,295 | $8.8M | Reduce -5.0% |
| LOW Lowe's Cos Inc. | 0.79% | 35,871 | $8.7M | Add +3.0% |
| LLY Eli Lilly & Co. | 0.68% | 6,883 | $7.4M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.67% | 27,656 | $7.3M | Reduce -1.3% |
| EOG EOG Resources Inc. | 0.67% | 69,644 | $7.3M | Reduce -17.6% |
| DCI Donaldson Co. Inc. | 0.66% | 81,902 | $7.3M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.64% | 58,575 | $7.0M | Reduce -17.1% |
| AMZN Amazon.com Inc. | 0.64% | 30,230 | $7.0M | Add +134.7% |
| MDT Medtronic PLC | 0.61% | 69,475 | $6.7M | Add +0.3% |
| USB US Bancorp | 0.61% | 124,301 | $6.6M | Reduce -0.3% |
| COP Conocophillips | 0.58% | 67,884 | $6.4M | Add +33.6% |
| HON Honeywell International Inc. | 0.58% | 32,557 | $6.4M | Add +11.5% |
| INTU Intuit Inc. | 0.57% | 9,390 | $6.2M | Reduce -1.3% |
| ORCL Oracle Corp. | 0.54% | 30,283 | $5.9M | Reduce -1.5% |
| SYK Stryker Corp. | 0.51% | 15,723 | $5.5M | Add +0.7% |
| BDX Becton Dickinson and Co. | 0.50% | 28,008 | $5.4M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.49% | 39,976 | $5.3M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.46% | 72,399 | $5.1M | Reduce -1.8% |
| GNRC Generac Holdings Inc. | 0.46% | 37,003 | $5.0M | Reduce -1.4% |
| PYPL PayPal Holdings Inc. | 0.45% | 84,075 | $4.9M | Reduce -25.2% |
| V Visa Inc. Class A | 0.44% | 13,819 | $4.8M | Add +14.1% |
| CL Colgate-Palmolive Co. | 0.44% | 60,672 | $4.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.43% | 25,501 | $4.8M | Add +32.9% |
| LW Lamb Weston Holdings Inc. | 0.43% | 112,063 | $4.7M | Add +4.2% |
| CLX Clorox Company | 0.42% | 45,343 | $4.6M | Reduce -34.0% |
| GOOG Alphabet Inc. Class C | 0.38% | 13,410 | $4.2M | Add +8.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 14,081 | $4.2M | Reduce -1.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.37% | 104,967 | $4.0M | Reduce -1.3% |
| HD Home Depot Inc. | 0.37% | 11,625 | $4.0M | Add +3.7% |
| CHKP Check Point Software Tech | 0.35% | 20,608 | $3.8M | Reduce -1.5% |
| ALLE Allegion PLC | 0.34% | 23,010 | $3.7M | Reduce -1.9% |
| APD Air Products & Chemicals Inc. | 0.31% | 13,538 | $3.3M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 0.30% | 34,321 | $3.3M | Add +3.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.29% | 12,289 | $3.2M | Add +52.0% |
| IP International Paper Co. | 0.28% | 77,305 | $3.0M | Reduce -4.0% |
| MPC Marathon Petroleum Corp. | 0.27% | 18,074 | $2.9M | Reduce -1.6% |
| PSA Public Storage | 0.26% | 11,067 | $2.9M | Reduce -4.2% |
| PM Philip Morris International | 0.26% | 17,561 | $2.8M | Add +1.2% |
| INTC Intel Corp. | 0.25% | 74,262 | $2.7M | Reduce -2.0% |
| ADBE Adobe Inc. | 0.24% | 7,491 | $2.6M | Reduce -12.7% |
| PFE Pfizer Inc. | 0.24% | 104,258 | $2.6M | Add +0.5% |
| PSX Phillips 66 | 0.23% | 19,853 | $2.6M | Reduce -2.8% |
| FTV Fortive Corp. | 0.23% | 45,850 | $2.5M | Reduce -4.2% |
| HPE Hewlett Packard Enterprise | 0.23% | 103,533 | $2.5M | Reduce -2.6% |
| XLE SS Energy Select Sector | 0.22% | 54,347 | $2.4M | Add +7.1% |
| CPRT Copart Inc. | 0.22% | 61,740 | $2.4M | New |
| PG The Procter & Gamble Co. | 0.20% | 15,475 | $2.2M | Add +0.9% |
| AZO AutoZone Inc. | 0.20% | 651 | $2.2M | Add +4.8% |
| XHB SS SPDR S&P Homebldrs ETF | 0.19% | 20,671 | $2.1M | Add +5.3% |
| IYT iShares US Transportation Et | 0.18% | 25,827 | $1.9M | Add +5.1% |
| MA Mastercard Inc. Class A | 0.18% | 3,358 | $1.9M | Add +124.9% |
| HPQ HP Inc. | 0.16% | 80,896 | $1.8M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 2,976 | $1.7M | Add +10.8% |
| META Meta Platforms Inc. Class A | 0.16% | 2,606 | $1.7M | Add +62.3% |
| CAG Conagra Brands Inc. | 0.16% | 98,124 | $1.7M | Reduce -9.2% |
| COST Costco Wholesale Corp. | 0.15% | 1,952 | $1.7M | Add +39.2% |
| ABBV Abbvie Inc. | 0.15% | 7,153 | $1.6M | Add +13.5% |
| TSCO Tractor Supply Company | 0.15% | 32,350 | $1.6M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.14% | 5,179 | $1.6M | Add +19.9% |
| VLTO Veralto Corp. | 0.14% | 15,803 | $1.6M | Reduce -6.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 4,700 | $1.6M | No change |
| DVY iShares Select Dividend ETF | 0.14% | 10,879 | $1.5M | Add +9.4% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 27,630 | $1.5M | Reduce -1.9% |
| VNQ Vanguard Real Estate ETF | 0.13% | 16,147 | $1.4M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.12% | 4,089 | $1.3M | Add +1.4% |
| RACE Ferrari NV | 0.12% | 3,600 | $1.3M | No change |
| IWM iShares Russell 2000 ETF | 0.11% | 4,963 | $1.2M | Add +4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 3,884 | $1.2M | Reduce -7.2% |
| MO Altria Group Inc. | 0.10% | 19,921 | $1.1M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 9,112 | $1.1M | Reduce -16.1% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,240 | $1.1M | Reduce -3.9% |
Portfolio Sells Q3 2025 → Q4 2025
| SYY Sysco Corp. | Reduce -11.2% | 15.34% | −3.74 |
| CMG Chipotle Mexican Grill Inc. | Reduce -82.9% | 0.07% | −0.37 |
| CLX Clorox Company | Reduce -34.0% | 0.42% | −0.35 |
| TREX Trex Company Inc. | Reduce -85.2% | 0.03% | −0.31 |
| ETN Eaton Corp. PLC | Reduce -0.6% | 1.50% | −0.25 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.54% | −0.24 |
| PYPL PayPal Holdings Inc. | Reduce -25.2% | 0.45% | −0.23 |
| HRL Hormel Foods Corp. | Reduce -15.0% | 1.08% | −0.23 |
| EOG EOG Resources Inc. | Reduce -17.6% | 0.67% | −0.19 |
| MSI Motorola Solutions Inc. | Reduce -1.5% | 0.93% | −0.18 |
| TT Trane Technologies PLC | Reduce -1.3% | 1.92% | −0.17 |
| GNRC Generac Holdings Inc. | Reduce -1.4% | 0.46% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -17.1% | 0.64% | −0.08 |
| FISV Fiserv Inc. | Reduce -58.2% | 0.02% | −0.07 |
| IP International Paper Co. | Reduce -4.0% | 0.28% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -1.6% | 0.27% | −0.05 |
| CHKP Check Point Software Tech | Reduce -1.5% | 0.35% | −0.04 |
| HPQ HP Inc. | Reduce -3.5% | 0.16% | −0.04 |
| ALLE Allegion PLC | Reduce -1.9% | 0.34% | −0.04 |
| PSA Public Storage | Reduce -4.2% | 0.26% | −0.04 |
| ADBE Adobe Inc. | Reduce -12.7% | 0.24% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -1.1% | 0.31% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -1.4% | 0.92% | −0.03 |
| CAG Conagra Brands Inc. | Reduce -9.2% | 0.16% | −0.02 |
| TSCO Tractor Supply Company | Reduce -2.2% | 0.15% | −0.02 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.02 |
| VNT Vontier Corp. | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| VLTO Veralto Corp. | Reduce -6.5% | 0.14% | −0.02 |
| INTU Intuit Inc. | Reduce -1.3% | 0.57% | −0.02 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Reduce -2.8% | 0.23% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -16.1% | 0.10% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.8% | 0.06% | −0.01 |
| HPE Hewlett Packard Enterprise | Reduce -2.6% | 0.23% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.8% | 0.07% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.4% | 0.03% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.6% | 0.13% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -2.4% | 0.05% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.44% | −0.00 |
| DIS The Walt Disney Co. | Reduce -2.9% | 0.09% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.9% | 0.14% | −0.00 |
| NTR Nutrien Ltd. | Reduce -8.4% | 0.07% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -11.0% | 0.02% | −0.00 |
| ENB Enbridge Inc. | Reduce -1.4% | 0.02% | −0.00 |
| CHI Calamos Convert Opport & Inc. | Reduce -0.1% | 0.03% | −0.00 |
| SOLS Solstice Adv Materials Inc. | Reduce -2.4% | 0.03% | −0.00 |
| SBUX Starbucks Corp. | Reduce -1.6% | 0.04% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -1.4% | 0.03% | −0.00 |
| DNP DNP Select Income Fund Inc. | Reduce -0.5% | 0.01% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +2.4% | 4.15% | +1.04 |
| AAPL Apple Inc. | Add +0.7% | 6.98% | +0.56 |
| AMZN Amazon.com Inc. | Add +134.7% | 0.64% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 3.98% | +0.31 |
| IJH iShares Core S&P Midcap ETF | Add +12.3% | 1.97% | +0.25 |
| CPRT Copart Inc. | New | 0.22% | +0.22 |
| COP Conocophillips | Add +33.6% | 0.58% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +8.1% | 0.38% | +0.11 |
| NVDA Nvidia Corp. | Add +32.9% | 0.43% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.1% | 1.16% | +0.10 |
| MA Mastercard Inc. Class A | Add +124.9% | 0.18% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 4.37% | +0.09 |
| IJR iShares Core S&P Small-Cap E | New | 0.08% | +0.08 |
| V Visa Inc. Class A | Add +14.1% | 0.44% | +0.07 |
| AJG Arthur J Gallagher & Co. | Add +52.0% | 0.29% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| PEP Pepsico Inc. | Add +2.8% | 0.90% | +0.05 |
| META Meta Platforms Inc. Class A | Add +62.3% | 0.16% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.21% | +0.05 |
| PAYX Paychex Inc. | Add +17.6% | 0.90% | +0.04 |
| ISRG Intuitive Surgical Inc. | New | 0.04% | +0.04 |
| EEM iShares MSCI Emerging Market | New | 0.04% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.04% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +10.8% | 0.16% | +0.04 |
| COST Costco Wholesale Corp. | Add +39.2% | 0.15% | +0.04 |
| CASY Casey's General Stores Inc. | Add +148.3% | 0.06% | +0.04 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| ODFL Old Dominion Freight Line | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | Add +19.9% | 0.14% | +0.03 |
| AMGN Amgen Inc. | Add +31.8% | 0.07% | +0.03 |
| ULTA Ulta Beauty Inc. | New | 0.03% | +0.03 |
| HON Honeywell International Inc. | Add +11.5% | 0.58% | +0.03 |
| AIG American International Group | New | 0.03% | +0.03 |
| BWXT BWX Technologies Inc. | New | 0.02% | +0.02 |
| LIN Linde PLC | New | 0.02% | +0.02 |
| ICE Intercontinental Exchange Inc. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +69.3% | 0.05% | +0.02 |
| LAD Lithia Motors Inc. | New | 0.02% | +0.02 |
| SPGI S&P Global Inc. | Add +68.3% | 0.05% | +0.02 |
| AMG Affiliated Managers Group | New | 0.02% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +3.3% | 0.30% | +0.02 |
| KHC The Kraft Heinz Co. | New | 0.02% | +0.02 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| PGR Progressive Corp. | Add +87.2% | 0.04% | +0.02 |
| URI United Rentals Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +13.5% | 0.15% | +0.02 |
| XLE SS Energy Select Sector | Add +7.1% | 0.22% | +0.02 |
| IYT iShares US Transportation Et | Add +5.1% | 0.18% | +0.02 |
| MDT Medtronic PLC | Add +0.3% | 0.61% | +0.01 |
| DVY iShares Select Dividend ETF | Add +9.4% | 0.14% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| BLACKROCK INCOME TR-RT | RIGHT 10/20/2025 | Sold out | 14,103 | $832before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $1.2B | SYY, AAPL, AMAT, GOOGL, BRK.B |
| Q1 2026 | 218 | $1.1B | SYY, AAPL, BRK.B, SPY, GOOGL |
| Q4 2025 | 219 | $1.1B | SYY, AAPL, BRK.B, GOOGL, SPY |
| Q3 2025 | 204 | $1.1B | SYY, AAPL, BRK.B, MSFT, SPY |
| Q2 2025 | 195 | $1.0B | SYY, AAPL, BRK.B, MSFT, SPY |
| Q1 2025 | 190 | $1.0B | SYY, AAPL, BRK.B, SPY, MSFT |
| Q4 2024 | 192 | $1.0B | SYY, AAPL, BRK.B, MSFT, SPY |
| Q3 2024 | 197 | $1.0B | SYY, AAPL, BRK.B, MSFT, SPY |
| Q2 2024 | 194 | $970.2M | SYY, AAPL, BRK.B, MSFT, SPY |
| Q1 2024 | 192 | $969.0M | SYY, AAPL, BRK.B, MSFT, SPY |