MondegarAI
First National Advisers, LLC

Q3 2024 · 13F-HR

First National Advisers, LLCholdings as filed

Filed 2024-10-15 · accession 0001172661-24-004256

$627.1M
Reported value
215
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$38.7M6.17%166,023CommonSOLE
594918104MSFTMICROSOFT CORP$35.5M5.66%82,547CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$28.0M4.46%880,385CommonNONE
67066G104NVDANVIDIA CORPORATION$25.6M4.08%210,846CommonSOLE
023135106AMZNAMAZON COM INC$16.9M2.70%90,896CommonSOLE
02079K107GOOGALPHABET INC$15.2M2.43%91,110CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.3M2.13%63,245CommonSOLE
30303M102METAMETA PLATFORMS INC$12.7M2.03%22,268CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$12.3M1.96%206,441CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$11.1M1.76%16CommonSOLE
532457108LLYELI LILLY & CO$10.2M1.63%11,518CommonSOLE
002824100ABTABBOTT LABS$8.1M1.29%70,752CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.0M1.12%7,935CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.9M1.10%81,922CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.6M1.05%13,332CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.3M1.00%53,444CommonSOLE
75513E101RTXRTX CORPORATION$6.2M0.99%51,363CommonSOLE
747525103QCOMQUALCOMM INC$6.1M0.98%36,056CommonSOLE
437076102HDHOME DEPOT INC$6.0M0.95%14,760CommonSOLE
031162100AMGNAMGEN INC$5.8M0.93%18,045CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$5.7M0.92%71,553CommonSOLE
931142103WMTWALMART INC$5.7M0.91%70,846CommonSOLE
713448108PEPPEPSICO INC$5.5M0.87%32,212CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.4M0.87%8,791CommonSOLE
98978V103ZTSZOETIS INC$5.3M0.84%27,109CommonSOLE
172908105CTASCINTAS CORP$4.8M0.76%23,238CommonSOLE
126408103CSXCSX CORP$4.8M0.76%138,271CommonSOLE
02079K305GOOGLALPHABET INC$4.8M0.76%28,716CommonSOLE
00724F101ADBEADOBE INC$4.8M0.76%9,176CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.7M0.75%1,119CommonSOLE
26875P101EOGEOG RES INC$4.7M0.74%37,976CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.7M0.74%10,136CommonSOLE
09247X101BLKCHFBLACKROCK INC$4.6M0.74%4,896CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.5M0.72%100,850CommonSOLE
031100100AMEAMETEK INC$4.5M0.71%26,109CommonSOLE
G54950103LINLINDE PLC$4.4M0.70%9,223CommonSOLE
032095101APHAMPHENOL CORP NEW$4.2M0.68%65,092CommonSOLE
576323109MTZMASTEC INC$4.1M0.66%33,671CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.1M0.65%19,562CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.0M0.65%14,301CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.0M0.63%95,035CommonSOLE
166764100CVXCHEVRON CORP NEW$3.9M0.63%26,706CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.9M0.62%68,985CommonSOLE
337738108FISVFISERV INC$3.9M0.62%21,607CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.8M0.60%3,291CommonSOLE
12572Q105CMECME GROUP INC$3.8M0.60%17,140CommonSOLE
115236101BROBROWN & BROWN INC$3.7M0.59%35,931CommonSOLE
617446448MSMORGAN STANLEY$3.6M0.58%34,932CommonSOLE
H1467J104CBCHUBB LIMITED$3.6M0.57%12,457CommonSOLE
12514G108CDWCDW CORP$3.6M0.57%15,863CommonSOLE
872540109TJXTJX COS INC NEW$3.5M0.56%30,101CommonSOLE
887389104TKRTIMKEN CO$3.5M0.56%41,561CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.4M0.53%15,587CommonSOLE
G29183103ETNEATON CORP PLC$3.3M0.53%10,027CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.2M0.52%9,140CommonSOLE
615369105MCOMOODYS CORP$3.2M0.51%6,754CommonSOLE
842587107SOSOUTHERN CO$3.2M0.50%34,937CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$3.1M0.50%12,223CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$3.1M0.50%77,622CommonSOLE
513272104LWLAMB WESTON HLDGS INC$3.1M0.50%48,259CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$3.1M0.50%327,516CommonSOLE
29362U104ENTGENTEGRIS INC$3.1M0.49%27,556CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.1M0.49%29,539CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.0M0.48%18,537CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3.0M0.48%10,659CommonSOLE
58933Y105MRKMERCK & CO INC$3.0M0.47%26,153CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$2.9M0.47%26,816CommonSOLE
882508104TXNTEXAS INSTRS INC$2.9M0.46%13,959CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.9M0.45%16,073CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2.8M0.45%25,503CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$2.8M0.45%43,002CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.8M0.44%55,574CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.8M0.44%11,859CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$2.8M0.44%24,615CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.8M0.44%5,217CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.7M0.44%41,575CommonSOLE
73278L105POOLPOOL CORP$2.6M0.42%7,021CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.6M0.42%15,256CommonSOLE
570535104MKLMARKEL GROUP INC$2.6M0.42%1,674CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$2.6M0.41%61,910CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.6M0.41%46,482CommonSOLE
654106103NKENIKE INC$2.6M0.41%29,071CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.6M0.41%4,377CommonSOLE
548661107LOWLOWES COS INC$2.6M0.41%9,424CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.5M0.40%27,609CommonSOLE
74762E102QUREQUANTA SVCS INC$2.4M0.39%8,189CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.3M0.36%42,850CommonSOLE
69370C100PTCPTC INC$2.2M0.36%12,384CommonSOLE
770323103RHIROBERT HALF INC.$2.2M0.34%32,077CommonSOLE
98389B100XELXCEL ENERGY INC$2.1M0.34%32,767CommonSOLE
049560105ATOATMOS ENERGY CORP$2.1M0.34%15,248CommonSOLE
371901109GNTXGENTEX CORP$2.1M0.34%71,231CommonSOLE
20825C104COPCONOCOPHILLIPS$2.1M0.34%19,955CommonSOLE
76009N100UPBDUPBOUND GROUP INC$2.1M0.33%65,236CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.1M0.33%7,002CommonSOLE
278865100ECLECOLAB INC$2.1M0.33%8,034CommonSOLE
714046109RVTYREVVITY INC$2.0M0.32%15,923CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.0M0.32%8,672CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.0M0.31%11,416CommonSOLE
749685103RPMRPM INTL INC$1.9M0.30%15,563CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.9M0.30%6,956CommonSOLE
302491303FMCFMC CORP$1.9M0.30%28,361CommonSOLE
537008104LFUSLITTELFUSE INC$1.8M0.29%6,850CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.8M0.28%24,182CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$1.7M0.27%40,508CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.7M0.27%12,421CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.25%24,419CommonSOLE
87612E106TGTTARGET CORP$1.6M0.25%10,116CommonSOLE
902973304USBUS BANCORP DEL$1.6M0.25%34,348CommonSOLE
866674104SUISUN CMNTYS INC$1.6M0.25%11,555CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.6M0.25%4,341CommonSOLE
718546104PSXPHILLIPS 66$1.5M0.25%11,780CommonSOLE
907818108UNPUNION PAC CORP$1.5M0.25%6,255CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M0.24%2,534CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.23%9,006CommonSOLE
857477103STTSTATE STR CORP$1.4M0.22%15,566CommonSOLE
92826C839VVISA INC$1.4M0.22%4,990CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.4M0.22%2,438CommonSOLE
464287507IJHISHARES TR$1.3M0.21%21,314CommonSOLE
55306N104MKSIMKS INSTRS INC$1.3M0.21%12,100CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.3M0.21%15,462CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.20%13,315CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.3M0.20%4,356CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.20%10,816CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.2M0.20%7,478CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.19%22,706CommonSOLE
704326107PAYXPAYCHEX INC$1.2M0.19%8,899CommonSOLE
444859102HUMHUMANA INC$1.2M0.19%3,763CommonSOLE
46434V647REETISHARES TR$1.2M0.18%43,300CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.1M0.17%32,738CommonSOLE
303250104FICOFAIR ISAAC CORP$915,3980.15%471CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$910,3510.15%5,728CommonSOLE
122017106BURLBURLINGTON STORES INC$821,0040.13%3,116CommonSOLE
285512109EAELECTRONIC ARTS INC$813,5920.13%5,672CommonSOLE
353514102FELEFRANKLIN ELEC INC$793,9070.13%7,574CommonSOLE
855244109SBUXSTARBUCKS CORP$777,7750.12%7,978CommonSOLE
451107106IDAIDACORP INC$773,4840.12%7,503CommonSOLE
00206R102TAT&T INC$757,6800.12%34,440CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$708,1690.11%4,316CommonSOLE
88162G103TTEKTETRA TECH INC NEW$689,1960.11%14,614CommonSOLE
860630102SFSTIFEL FINL CORP$688,9440.11%7,337CommonSOLE
464287804IJRISHARES TR$665,3850.11%5,689CommonSOLE
46090E103QQQINVESCO QQQ TR$658,8940.11%1,350CommonSOLE
756109104OREALTY INCOME CORP$651,7040.10%10,276CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$625,3850.10%6,434CommonSOLE
921910840MGVVANGUARD WORLD FD$623,4410.10%4,860CommonSOLE
44925C103ICFIICF INTL INC$615,9550.10%3,693CommonSOLE
258278100DORMDORMAN PRODS INC$615,5990.10%5,442CommonSOLE
142339100CSLCARLISLE COS INC$593,2200.09%1,319CommonSOLE
631103108NDAQNASDAQ INC$583,5690.09%7,993CommonSOLE
922908744VTVVANGUARD INDEX FDS$574,5100.09%3,291CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$563,3110.09%4,394CommonSOLE
071813109BAXBAXTER INTL INC$539,8570.09%14,218CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$528,7560.08%5,441CommonSOLE
127190304CACICACI INTL INC$518,6880.08%1,028CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$513,2910.08%3,842CommonSOLE
147528103CASYCASEYS GEN STORES INC$504,9540.08%1,344CommonSOLE
008492100ADCAGREE RLTY CORP$504,5600.08%6,698CommonSOLE
191216100KOCOCA COLA CO$492,8880.08%6,859CommonSOLE
60786M105MCMOELIS & CO$483,0640.08%7,051CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$480,0410.08%12,583CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$478,5940.08%1,389CommonSOLE
09227Q100BLKBBLACKBAUD INC$460,1510.07%5,434CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$454,3500.07%3,495CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$437,6830.07%6,826CommonSOLE
922908736VUGVANGUARD INDEX FDS$437,2960.07%1,139CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$436,8310.07%4,682CommonSOLE
29275Y102ENSENERSYS$433,6100.07%4,249CommonSOLE
78454L100SMSM ENERGY CO$406,2950.06%10,165CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$404,8570.06%29,747CommonSOLE
057665200BCPCBALCHEM CORP$401,2800.06%2,280CommonSOLE
29355X107NPOENPRO INC$399,9360.06%2,466CommonSOLE
580135101MCDMCDONALDS CORP$398,6040.06%1,309CommonSOLE
12653C108CNXCNX RES CORP$396,9310.06%12,187CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$395,6010.06%2,427CommonSOLE
018802108LNTALLIANT ENERGY CORP$393,6350.06%6,486CommonSOLE
194014502ENOVENOVIS CORPORATION$375,6970.06%8,727CommonSOLE
50187T106LGIHLGI HOMES INC$370,0190.06%3,122CommonSOLE
683344105ONTOONTO INNOVATION INC$363,8530.06%1,753CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$359,7480.06%627CommonSOLE
G037AX101AMBAAMBARELLA INC$358,1720.06%6,350CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$354,8070.06%3,963CommonSOLE
11135F101AVGOBROADCOM INC$353,6250.06%2,050CommonSOLE
902788108UMBFUMB FINL CORP$347,9140.06%3,310CommonSOLE
464287499IWRISHARES TR$343,7460.05%3,900CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$342,4530.05%1,549CommonSOLE
74758T303QLYSQUALYS INC$327,4450.05%2,549CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$327,3720.05%1,183CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$320,2180.05%4,098CommonSOLE
427866108HSYHERSHEY CO$316,4370.05%1,650CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$315,0720.05%8,364CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$314,2700.05%2,149CommonSOLE
513847103MZTILANCASTER COLONY CORP$311,4690.05%1,764CommonSOLE
G4705A100ICLRICON PLC$305,4110.05%1,063CommonSOLE
075887109BDXBECTON DICKINSON & CO$303,7860.05%1,260CommonSOLE
254543101DIODDIODES INC$287,5720.05%4,487CommonSOLE
682680103OKEONEOK INC NEW$284,4170.05%3,121CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$283,7410.05%1,716CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$279,7380.04%8,158CommonSOLE
688239201OSKOSHKOSH CORP$266,7590.04%2,662CommonSOLE
665859104NTRSNORTHERN TR CORP$265,9490.04%2,954CommonSOLE
038222105AMATAPPLIED MATLS INC$264,6850.04%1,310CommonSOLE
922908629VOVANGUARD INDEX FDS$264,0940.04%1,001CommonSOLE
921910733ESGVVANGUARD WORLD FD$250,0590.04%2,460CommonSOLE
464287465EFAISHARES TR$245,9560.04%2,941CommonSOLE
92204A702VGTVANGUARD WORLD FD$245,7520.04%419CommonSOLE
125523100CITHE CIGNA GROUP$239,7360.04%692CommonSOLE
46434V621DGROISHARES TR$236,9680.04%3,780CommonSOLE
30034W106EVRGEVERGY INC$233,2200.04%3,761CommonSOLE
46432F842IEFAISHARES TR$226,3450.04%2,900CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$218,0780.03%561CommonSOLE
184496107CLHCLEAN HARBORS INC$217,5390.03%900CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$213,9480.03%3,396CommonSOLE
244199105DEDEERE & CO$211,1690.03%506CommonSOLE
46435G268SMMDISHARES TR$206,1020.03%3,043CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.