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Portfolio (Quarterly) Guide ↗

First National Trust Co

· CIK 0001277303
13F Portfolio $2.9B AUM 576 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 382 New
Page 10 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS DISNEY WALT CO Communication Services 16,713.0 $1.6M 0.06% NEW $96.25 +11.0%
182 DUK DUKE ENERGY CORP NEW Utilities 12,440.0 $1.6M 0.05% NEW $126.58 -4.5%
183 PAYX PAYCHEX INC Industrials 15,991.0 $1.6M 0.05% NEW $98.33 +28.6%
184 TIP ISHARES TR 14,360.0 $1.6M 0.05% NEW $109.43 -1.8%
185 NSC NORFOLK SOUTHN CORP Industrials 4,976.0 $1.6M 0.05% NEW $314.59 +10.6%
186 USB US BANCORP Financial Services 25,743.0 $1.6M 0.05% NEW $60.40 +3.3%
187 GE GE AEROSPACE Industrials 4,095.0 $1.5M 0.05% NEW $373.73 -8.3%
188 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,128.0 $1.5M 0.05% NEW $293.18 +4.2%
189 PFF ISHARES TR 47,382.0 $1.4M 0.05% NEW $30.49 +0.5%
190 MA MASTERCARD INCORPORATED Financial Services 2,795.0 $1.4M 0.05% NEW $513.60 +15.2%
191 IWS ISHARES TR 8,519.0 $1.4M 0.05% NEW $164.60 +4.4%
192 IVW ISHARES TR 10,192.0 $1.4M 0.05% NEW $137.53 +2.4%
193 XLE SELECT SECTOR SPDR TR 26,299.0 $1.4M 0.05% NEW $53.11 +17.3%
194 BINC BLACKROCK ETF TRUST II 26,268.0 $1.4M 0.05% NEW $52.34 -0.5%
195 SYY SYSCO CORP Consumer Defensive 16,435.0 $1.4M 0.05% NEW $83.58 -1.4%
196 APH AMPHENOL CORP Technology 7,673.0 $1.4M 0.05% NEW $176.32 -8.5%
197 TGT TARGET CORP Consumer Defensive 10,343.0 $1.4M 0.05% NEW $130.61 +27.0%
198 VST VISTRA CORP Utilities 8,513.0 $1.4M 0.05% NEW $158.63 -11.9%
199 MET METLIFE INC Financial Services 15,809.0 $1.3M 0.04% NEW $84.61 +13.8%
200 MTB M & T BK CORP Financial Services 5,592.0 $1.3M 0.04% NEW $238.01 +0.3%
Page 10 of 20  ·  382 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 19.9%
Healthcare 10.7%
Industrials 8.1%
Consumer Cyclical 7.6%
Communication Services 7.2%
Consumer Defensive 5.6%
Energy 4.2%
Utilities 2.5%
Basic Materials 2.1%