FIRST NEBRASKA TRUST CO
Q2 2025 Form 13-F

LINCOLN, NEBRASKA
CIK 0002134841 · Institutional investment manager
$1.0B Reported Value Total
Reported value
$1.0B
Quarter over quarter
+3.0%
Holdings
195
Top-10 concentration
47.8%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Scott A. Wendt
Vice President & Chief Investment Officer

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Q2 2025 13F record

Q2 2025 13F filing summary

Q2 2025 Form 13F portfolio summary
Period of report June 30, 2025
Filed June 10, 2026
Form 13F-HR
Reported value $1.0B
Positions 195
Change in reported value +3.1%
New positions 7
Exited positions 2
Position turnover 4.6%
Top-10 concentration 47.8%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Oct 29, 2026
235 $1.2B
Q2 2026 13F
Filed Aug 12, 2026
231 $1.2B
Q1 2026 13F
Filed Jun 1, 2026
218 $1.1B
Q4 2025 13F
Filed Jun 2, 2026
219 $1.1B
Q3 2025 13F
Filed Jun 9, 2026
205 $1.1B
Q2 2025 13F
Filed Jun 10, 2026
195 $1.0B
Q1 2025 13F
Filed Jun 10, 2026
190 $1.0B
Q4 2024 13F
Filed Jun 12, 2026
192 $1.0B
Q3 2024 13F
Filed Jun 12, 2026
197 $1.0B
Q2 2024 13F
Filed Jun 15, 2026
194 $970.2M
Q1 2024 13F
Filed Jun 16, 2026
192 $969.0M
Q4 2023 13F
Filed Jun 16, 2026
183 $866.0M
Q3 2023 13F
Filed Jun 16, 2026
175 $806.1M
Q2 2023 13F
Filed Jun 17, 2026
175 $837.6M
Q1 2023 13F
Filed Jun 17, 2026
166 $793.6M
Q4 2022 13F
Filed Jun 22, 2026
168 $767.4M
Q3 2022 13F
Filed Jun 22, 2026
159 $697.9M
Q2 2022 13F
Filed Jun 23, 2026
164 $762.1M
Q1 2022 13F
Filed Jun 23, 2026
176 $844.1M
Q4 2021 13F
Filed Jun 24, 2026
184 $831.2M

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2025

Largest Q2 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 SYY SYSCO CORP $200.1M 19.15%
2 AAPL APPLE INC $57.3M 5.48%
3 BRK-B BERKSHIRE HATHAWAY INC DEL $45.7M 4.38%
4 MSFT MICROSOFT CORP $42.5M 4.07%
5 SPY SPDR S&P 500 ETF TR $37.2M 3.56%
6 GOOGL ALPHABET INC $25.0M 2.39%
7 WMT WALMART INC $24.9M 2.38%
8 TT TRANE TECHNOLOGIES PLC $24.4M 2.34%
9 QCOM QUALCOMM INC $21.9M 2.1%
10 AMAT APPLIED MATLS INC $20.6M 1.97%
11 ETN EATON CORP PLC $18.6M 1.78%
12 HRL HORMEL FOODS CORP $17.8M 1.71%
13 IJH ISHARES TR $17.5M 1.68%
14 BRK-A BERKSHIRE HATHAWAY INC DEL $15.3M 1.46%
15 CAH CARDINAL HEALTH INC $14.9M 1.43%
16 CSCO CISCO SYS INC $14.6M 1.39%
17 CVX CHEVRON CORP NEW $13.8M 1.32%
18 UNP UNION PAC CORP $13.5M 1.29%
19 DHR DANAHER CORPORATION $13.4M 1.28%
20 DPZ DOMINOS PIZZA INC $12.4M 1.19%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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