First Nebraska Trust Co Top Holdings Analysis: Strategic Investments in Tech and Consumer Stocks
As of June 30, 2026, First Nebraska Trust Co holds a substantial portfolio valued at $1.23 billion, with Technology and Consumer Defensive sectors dominating its allocations.
First Nebraska Trust Co's investment strategy as of June 30, 2026, appears to be concentrated in specific sectors, particularly Technology and Consumer Defensive stocks.
The largest position by weight is held in SYSCO CORP (SYY), a company involved in the food service distribution business. This stock accounts for approximately 14.83% of the total portfolio value, making it a cornerstone holding.
Second on the list is shares in APPLE INC (AAPL), which contribute about 6.53% to the portfolio's weight (6.53%). Applied Materials INC (AMAT) follows with a significant allocation of around 5.03%, also within the Technology sector.
Turning to other major holdings, GOOGL represents about 4.17% (4.17%) in Communication Services, while BRK-B (Berkshire Hathaway Inc) is allocated roughly 3.86% of the portfolio value.
The ETF SPDR S&P 500 ETF TR (SPY) holds a weighty position at about 3.78%, reflecting exposure to the broader US market. Similarly, the AVUV ETF is allocated approximately 0.43% of the portfolio.
Furthermore, IJH (iShares Core S&P Total U.S. Stock Market) and TRANE TECHNOLOGIES PLC (TT) are other notable holdings with allocations around 2.16% and 2.13% respectively.
The portfolio's sector breakdown reveals Technology as the largest allocation at about 24.56%, followed by Consumer Defensive (21.39%) and Unknown sectors (15.9%). Financial Services, Healthcare, and others round out the significant allocations for this institution.