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First Nebraska Trust Co

SEC CIK
0002134841
Latest filing
Aug 12, 2026

Holdings in Q3 2004

Holdings as of Sep 30, 2004, filed Aug 21, 2026. Long positions only; changes compare share counts with Q2 2004.

Institution overview
Positions
91
−2 vs. Q2 2004
Portfolio value
$206.2M
−$11.9M (−5.5%) vs. Q2 2004
Filed
Aug 21, 2026
SEC
Holdings of First Nebraska Trust Co in Q3 2004
SecurityClassSharesValue% of portfolioShare changeActionHistory
SYYSysco CorpStock3,157,834$94.5M45.8%+10,036+0.3%AddedHistory
NNINelnet IncCL A625,336$14.0M6.8%00.0%UnchangedHistory
Alltel Corp020039103COMMON STOCK178,989$9.83M4.8%+19,009+11.9%Added–
USBUS Bancorp DECOM NEW246,944$7.14M3.5%−32,323−11.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM132,886$6.42M3.1%−364−0.3%ReducedHistory
WFCWells Fargo & CompanyStock87,798$5.24M2.5%+6,682+8.2%AddedHistory
PFEPfizer IncStock111,822$3.42M1.7%+2,700+2.5%AddedHistory
CVXChevron CorpStock49,700$2.67M1.3%+24,850+100.0%AddedHistory
American Intl Group026874107COM38,277$2.60M1.3%+35,175+1,133.9%Added–
MSFTMicrosoft CorpStock88,531$2.45M1.2%+5,987+7.3%AddedHistory
HDHome Depot, Inc.Stock61,701$2.42M1.2%+250+0.4%AddedHistory
Berkshire Hathaway Cl B084670207COM747$2.14M1.0%+18+2.5%Added–
Sungard Data Systems867363103COMMON STOCK87,225$2.07M1.0%+1,600+1.9%Added–
GEGeneral Electric CoCOM57,662$1.94M0.9%+367+0.6%AddedHistory
CAHCardinal Health IncStock42,550$1.86M0.9%+4,600+12.1%AddedHistory
AMATApplied Materials IncStock112,000$1.85M0.9%+2,150+2.0%AddedHistory
Washington Mutual Inc939322103COMMON STOCK47,225$1.85M0.9%+3,675+8.4%Added–
CAGConagra Brands Inc.Stock63,468$1.63M0.8%+10,100+18.9%AddedHistory
JNJJohnson & JohnsonStock27,785$1.57M0.8%+1,100+4.1%AddedHistory
INTCIntel CorpStock76,470$1.53M0.7%+850+1.1%AddedHistory
Unocal Corp915289102COMMON STOCK34,392$1.48M0.7%+142+0.4%Added–
Zale Corp988858106COMMON STOCK52,600$1.48M0.7%−1,400−2.6%Reduced–
PAYXPaychex IncStock47,950$1.45M0.7%+3,600+8.1%AddedHistory
CLColgate Palmolive CoStock31,425$1.42M0.7%+7,425+30.9%AddedHistory
Motorola Inc Com620076109COMMON STOCK75,600$1.36M0.7%+1,500+2.0%Added–
MROMarathon Oil CorpCOM32,800$1.35M0.7%−350−1.1%ReducedHistory
King Pharmaceuticals Inc495582108COMMON STOCK103,916$1.24M0.6%−300−0.3%Reduced–
First Data Corp319963104COMMON STOCK26,600$1.16M0.6%+1,300+5.1%Added–
Oppenheimer Multi-Sector Inc683933105SH BEN INT130,650$1.09M0.5%−10,600−7.5%Reduced–
IRIngersoll Rand Inc.CL A16,025$1.09M0.5%−50−0.3%ReducedHistory
NWLNewell Brands Inc.Stock52,700$1.06M0.5%+9,850+23.0%AddedHistory
Stewart Enterprises Inc860370105CL A145,197$1.01M0.5%−1,000−0.7%Reduced–
HONHoneywell International IncCOM27,775$996.0K0.5%−100−0.4%ReducedHistory
TRNTrinity Industries IncCOM30,500$950.7K0.5%−100−0.3%ReducedHistory
DISWalt Disney CoStock42,015$947.4K0.5%+5,851+16.2%AddedHistory
Gannett Inc Del364730101COM10,275$860.6K0.4%+100+1.0%Added–
IBMInternational Business Machines CorpStock9,875$846.7K0.4%+4,725+91.7%AddedHistory
Safeco Corp786429100COMMON STOCK18,400$840.0K0.4%+1,200+7.0%Added–
JPMJPMorgan Chase & CoStock20,131$799.8K0.4%+12,975+181.3%AddedHistory
BDXBecton Dickinson & CoStock15,100$780.7K0.4%00.0%UnchangedHistory
MRKMerck & Co., Inc.COM21,246$700.1K0.3%−439−2.0%ReducedHistory
Computer Assoc204912109COMMON STOCK26,500$697.0K0.3%−1,100−4.0%Reduced–
MCRMFS Charter Income TrustSH BEN INT79,150$694.1K0.3%−10,300−11.5%ReducedHistory
WDFCWD 40 CoCOM22,735$650.2K0.3%+13,475+145.5%AddedHistory
CSCOCisco Systems, Inc.Stock35,166$636.5K0.3%+700+2.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock11,301$614.5K0.3%+1,400+14.1%AddedHistory
ZIONZions Bancorporation, National AssociationCOM9,400$573.8K0.3%−1,200−11.3%ReducedHistory
Kinder Morgan, Inc.49455P101COM8,381$526.5K0.3%+406+5.1%Added–
CLXClorox CoStock9,650$514.3K0.2%+100+1.0%AddedHistory
BMYBristol Myers Squibb CoStock21,720$514.1K0.2%+300+1.4%AddedHistory
Diamond Offshore Drilling, Inc.25271C102Common Stock14,725$485.8K0.2%+225+1.6%Added–
Managed High Income Portfoli56166C105COM66,150$447.2K0.2%−2,100−3.1%Reduced–
IDAIdacorp IncCOM14,430$419.3K0.2%+150+1.1%AddedHistory
SLBSLB LimitedStock6,200$417.3K0.2%00.0%UnchangedHistory
VMRKVivmark ResidentialSH BEN INT13,332$413.3K0.2%−696−5.0%ReducedHistory
CIKCredit Suisse Asset Management Income Fund, Inc.COM90,320$412.8K0.2%−28,486−24.0%ReducedHistory
TXNTexas Instruments IncStock16,850$358.6K0.2%+1,700+11.2%AddedHistory
DPL Inc233293109COMMON STOCK16,800$345.7K0.2%−450−2.6%Reduced–
Plum Creek Timber Co Inc729251108COM9,761$341.9K0.2%00.0%Unchanged–
Walgreen Co Com931422109COM9,500$340.4K0.2%00.0%Unchanged–
ORCLOracle CorpStock29,800$336.1K0.2%+1,060+3.7%AddedHistory
KOCoca Cola CoStock8,378$335.5K0.2%+200+2.4%AddedHistory
Safeway Inc Com New786514208Stock17,275$333.6K0.2%−1,550−8.2%Reduced–
RFRegions Financial CorpCOM9,943$328.7K0.2%+9,943NewHistory
COPConocoPhillipsStock3,763$311.8K0.2%+115+3.2%AddedHistory
Ef Johnson Technologies Inc26843B101COM46,048$309.0K0.1%+35,000+316.8%Added–
BPBP PLCADR5,148$296.2K0.1%+400+8.4%AddedHistory
Hyperion Total Return & Inco449145101COM29,200$290.2K0.1%−900−3.0%Reduced–
Schering-Plough Corp806605101COMMON STOCK14,675$279.7K0.1%−50−0.3%Reduced–
WMTWalmart Inc.Stock5,241$278.8K0.1%+1,200+29.7%AddedHistory
Morgan Stanley High Yield FD61744M104COM41,450$269.8K0.1%−8,200−16.5%Reduced–
UNPUnion Pacific CorpStock4,480$262.5K0.1%00.0%UnchangedHistory
PFGPrincipal Financial Group IncCOM7,259$261.1K0.1%−313−4.1%ReducedHistory
Invesco QQQ ETF631100104ETF6,870$241.4K0.1%00.0%Unchanged–
Dreyfus Mun Income Inc26201R102COM23,383$239.7K0.1%00.0%Unchanged–
Shurgard Storage CTRS82567D104COM6,050$234.7K0.1%00.0%Unchanged–
VZVerizon Communications IncStock5,558$218.9K0.1%+5,558NewHistory
United Dominion Realty Tr IN910197102COM10,800$214.2K0.1%00.0%Unchanged–
BKTBlackRock Income Trust, Inc.COM28,650$213.7K0.1%−1,200−4.0%ReducedHistory
Citigroup Inc172967101COM4,732$208.8K0.1%−1,424−23.1%Reduced–
Royal Dutch Shell780257804SPONS ADR A3,984$205.6K0.1%+3,984New–
American Strategic Income II03009T101COM16,270$204.0K0.1%00.0%Unchanged–
Colonial Mun Income Tr195799101SH BEN INT31,800$179.7K0.1%00.0%Unchanged–
Van Kampen Value Mun Income921132106COM |11,650$170.0K0.1%00.0%Unchanged–
NAZNuveen Arizona Quality Municipal Income FundCOM10,000$166.1K0.1%00.0%UnchangedHistory
NUVNuveen Municipal Value Fund IncCOM10,000$91.7K<0.1%00.0%UnchangedHistory
TSITCW Strategic Income Fund IncCOM14,163$68.5K<0.1%00.0%UnchangedHistory
Rite Aid Corp767754104COM19,200$67.6K<0.1%00.0%Unchanged–
Zweig Total Return FD Inc989837109COM12,146$64.4K<0.1%−2,340−16.2%Reduced–
Lucent Technologies Inc549463107COMMON STOCK17,139$54.3K<0.1%−200−1.2%Reduced–
LEVEL3 Communications Inc52729N100COM17,150$44.4K<0.1%+2,400+16.3%Added–

Sold out since Q2 2004 (5)

Positions held at the end of Q2 2004 that are gone from this filing.

Positions of First Nebraska Trust Co sold out since Q2 2004
SecurityClassShares in Q2 2004Value in Q2 2004% of portfolio in Q2 2004History
Bank One Corp06423A103COMMON STOCK14,041$716.1K0.3%–
Lafarge North America Inc505862102COMMON STOCK10,450$452.5K0.2%–
FNMAFederal National Mortgage Association Fannie MaeCOM4,300$306.8K0.1%History
Union Planters Corp908068109COMMON STOCK10,100$301.1K0.1%–
SPYSPDR S&P 500 ETF TrustETF1,785$204.4K0.1%History