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Portfolio (Quarterly) Guide ↗

First National Advisers, LLC

· CIK 0001941030
13F Portfolio $712M AUM 273 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 251 New
Page 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IBM INTERNATIONAL BUSINESS MACHS Technology 864.0 $243K 0.03% NEW $281.21 -16.2%
242 IWM ISHARES TR 806.0 $242K 0.03% NEW $300.45 -0.2%
243 NOG NORTHERN OIL & GAS INC Energy 13,095.0 $238K 0.03% NEW $18.15 +50.6%
244 SCHG SCHWAB STRATEGIC TR 6,456.0 $218K 0.03% NEW $33.84 +4.4%
245 DPZ DOMINOS PIZZA INC Consumer Cyclical 737.0 $218K 0.03% NEW $296.04 +15.5%
246 MIR MIRION TECHNOLOGIES INC Industrials 11,992.0 $215K 0.03% NEW $17.93 -17.3%
247 ASML ASML HLDG NV Technology 106.0 $211K 0.03% NEW $1989.44 -11.3%
248 PLTR PALANTIR TECHNOLOGIES INC Technology 1,781.0 $208K 0.03% NEW $116.67 +54.2%
249 ROP ROPER TECHNOLOGIES INC Industrials 608.0 $206K 0.03% NEW $338.39 +21.7%
250 IVW ISHARES TR 1,466.0 $202K 0.03% NEW $137.53 +0.9%
251 PBR PETROLEO BRASILEIRO S A Energy 11,752.0 $190K 0.03% NEW $16.16 +18.5%
Page 13 of 13  ·  251 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 35.7%
Financial Services 13.2%
Industrials 10.4%
Consumer Cyclical 9.6%
Healthcare 9.3%
Consumer Defensive 5.7%
Communication Services 5.3%
Energy 3.6%
Utilities 3.0%
Real Estate 2.1%