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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 17 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JEPI J P MORGAN EXCHANGE TRADED F 5,436.0 $307K 0.01% NEW $56.48 +2.4%
322 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,945.0 $305K 0.01% NEW $61.76 -8.9%
323 EPD ENTERPRISE PRODS PARTNERS L 8,269.0 $304K 0.01% NEW $36.76
324 PKG PACKAGING CORP AMER Consumer Cyclical 1,273.0 $303K 0.01% NEW $238.28 +2.3%
325 CTAS CINTAS CORP Industrials 1,776.0 $302K 0.01% NEW $170.08 +20.0%
326 NDAQ NASDAQ INC Financial Services 3,828.0 $302K 0.01% NEW $78.82 +26.0%
327 TPR TAPESTRY INC Consumer Cyclical 2,000.0 $293K 0.01% NEW $146.38 -15.8%
328 HAS HASBRO INC Consumer Cyclical 3,541.0 $292K 0.01% NEW $82.59 +14.0%
329 SCHM SCHWAB STRATEGIC TR 7,893.0 $291K 0.01% NEW $36.87 -2.3%
330 C CITIGROUP INC Financial Services 2,070.0 $290K 0.01% NEW $139.96 -5.2%
331 MGK VANGUARD WORLD FD 3,287.0 $289K 0.01% NEW $87.91 +2.9%
332 SHW SHERWIN WILLIAMS CO Basic Materials 821.0 $283K 0.01% NEW $344.32 +0.3%
333 CARR CARRIER GLOBAL CORPORATION Industrials 3,830.0 $281K 0.01% NEW $73.35 -19.8%
334 HOOD ROBINHOOD MKTS INC Financial Services 2,765.0 $277K 0.01% NEW $100.28 +9.5%
335 COHR COHERENT CORP Technology 700.0 $276K 0.01% NEW $394.47 -25.1%
336 MATW MATTHEWS INTL CORP Industrials 9,940.0 $268K 0.01% NEW $26.92 -21.9%
337 ITA ISHARES TR 1,098.0 $266K 0.01% NEW $242.42 -3.4%
338 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,879.0 $265K 0.01% NEW $45.11 +20.6%
339 USMV ISHARES TR 2,733.0 $264K 0.01% NEW $96.46 +5.7%
340 WAB WABTEC Industrials 975.0 $263K 0.01% NEW $269.60 +10.3%
Page 17 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%