MondegarAI
First National Advisers, LLC

Q1 2025 · 13F-HR

First National Advisers, LLCholdings as filed

Filed 2025-05-07 · accession 0001172661-25-001609

$624.7M
Reported value
212
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$37.1M5.94%167,141CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$36.4M5.83%1,165,559CommonSOLE
594918104MSFTMICROSOFT CORP$31.7M5.07%84,418CommonSOLE
67066G104NVDANVIDIA CORPORATION$23.9M3.82%220,316CommonSOLE
023135106AMZNAMAZON COM INC$16.9M2.71%89,058CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$14.6M2.33%59,414CommonSOLE
02079K107GOOGALPHABET INC$14.5M2.33%93,117CommonSOLE
30303M102METAMETA PLATFORMS INC$13.2M2.11%22,901CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$12.8M2.04%16CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$12.5M2.00%218,895CommonNONE
002824100ABTABBOTT LABS$8.7M1.39%65,629CommonSOLE
532457108LLYELI LILLY & CO$8.2M1.32%9,971CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.5M1.20%13,684CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.8M1.08%95,478CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.7M1.07%7,051CommonSOLE
031162100AMGNAMGEN INC$6.4M1.03%20,589CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.9M0.95%49,712CommonSOLE
75513E101RTXRTX CORPORATION$5.7M0.91%42,965CommonSOLE
747525103QCOMQUALCOMM INC$5.5M0.89%36,013CommonSOLE
931142103WMTWALMART INC$5.4M0.86%61,389CommonSOLE
713448108PEPPEPSICO INC$5.2M0.83%34,447CommonSOLE
26875P101EOGEOG RES INC$5.1M0.81%39,604CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.0M0.79%9,308CommonSOLE
191216100KOCOCA COLA CO$4.8M0.77%67,501CommonSOLE
337738108FISVFISERV INC$4.8M0.77%21,793CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.8M0.77%1,044CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$4.7M0.76%42,984CommonSOLE
09290D101BLKBLACKROCK INC$4.7M0.76%4,999CommonSOLE
02079K305GOOGLALPHABET INC$4.7M0.75%30,337CommonSOLE
98978V103ZTSZOETIS INC$4.7M0.75%28,343CommonSOLE
437076102HDHOME DEPOT INC$4.6M0.74%12,651CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.6M0.74%19,867CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.6M0.73%63,500CommonSOLE
G54950103LINLINDE PLC$4.5M0.71%9,579CommonSOLE
032095101APHAMPHENOL CORP NEW$4.5M0.71%67,912CommonSOLE
00724F101ADBEADOBE INC$4.4M0.70%11,445CommonSOLE
115236101BROBROWN & BROWN INC$4.4M0.70%35,262CommonSOLE
166764100CVXCHEVRON CORP NEW$4.3M0.70%25,972CommonSOLE
H1467J104CBCHUBB LIMITED$4.3M0.69%14,189CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.3M0.69%2,989CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.2M0.68%93,182CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.2M0.67%15,296CommonSOLE
172908105CTASCINTAS CORP$4.0M0.64%19,440CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.9M0.63%7,898CommonSOLE
12572Q105CMECME GROUP INC$3.9M0.62%14,663CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.9M0.62%16,018CommonSOLE
872540109TJXTJX COS INC NEW$3.8M0.60%30,985CommonSOLE
031100100AMEAMETEK INC$3.7M0.59%21,320CommonSOLE
617446448MSMORGAN STANLEY$3.7M0.59%31,349CommonSOLE
842587107SOSOUTHERN CO$3.5M0.56%37,875CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$3.3M0.53%26,428CommonSOLE
615369105MCOMOODYS CORP$3.3M0.52%6,988CommonSOLE
049560105ATOATMOS ENERGY CORP$3.2M0.51%20,573CommonSOLE
12514G108CDWCDW CORP$3.1M0.50%19,594CommonSOLE
576323109MTZMASTEC INC$3.1M0.50%26,884CommonSOLE
570535104MKLMARKEL GROUP INC$3.1M0.49%1,642CommonSOLE
88160R101TSLATESLA INC$3.0M0.49%11,731CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$3.0M0.48%45,313CommonSOLE
45687V106IRINGERSOLL RAND INC$3.0M0.47%37,001CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.9M0.47%9,420CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.9M0.47%5,679CommonSOLE
303250104FICOFAIR ISAAC CORP$2.8M0.45%1,540CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.8M0.45%75,648CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.8M0.44%12,753CommonSOLE
G29183103ETNEATON CORP PLC$2.8M0.44%10,199CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.8M0.44%51,198CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$2.8M0.44%52,993CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$2.7M0.43%27,782CommonSOLE
872590104TMUST-MOBILE US INC$2.7M0.43%10,061CommonSOLE
887389104TKRTIMKEN CO$2.7M0.43%37,071CommonSOLE
513272104LWLAMB WESTON HLDGS INC$2.6M0.42%49,455CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.6M0.42%15,399CommonSOLE
20825C104COPCONOCOPHILLIPS$2.6M0.42%24,754CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.6M0.41%28,580CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2.5M0.41%20,440CommonSOLE
219350105GLWCORNING INC$2.5M0.40%55,104CommonSOLE
29362U104ENTGENTEGRIS INC$2.5M0.40%28,741CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.5M0.40%12,193CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.4M0.39%35,850CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.4M0.39%15,178CommonSOLE
882508104TXNTEXAS INSTRS INC$2.4M0.39%13,389CommonSOLE
98389B100XELXCEL ENERGY INC$2.4M0.38%33,930CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.4M0.38%7,786CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.3M0.37%31,840CommonSOLE
770323103RHIROBERT HALF INC.$2.3M0.37%42,241CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.3M0.37%8,661CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.3M0.37%13,769CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.3M0.36%46,994CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M0.36%4,321CommonSOLE
73278L105POOLPOOL CORP$2.3M0.36%7,089CommonSOLE
548661107LOWLOWES COS INC$2.2M0.36%9,615CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2.2M0.35%13,063CommonSOLE
69370C100PTCPTC INC$2.2M0.35%13,956CommonSOLE
537008104LFUSLITTELFUSE INC$2.2M0.35%10,971CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.1M0.34%7,263CommonSOLE
126408103CSXCSX CORP$2.1M0.34%72,752CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.34%41,355CommonSOLE
866674104SUISUN CMNTYS INC$2.1M0.34%16,337CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.0M0.33%11,846CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$2.0M0.32%9,767CommonSOLE
92826C839VVISA INC$1.9M0.31%5,535CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$1.9M0.30%272,360CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$1.9M0.30%81,329CommonSOLE
278865100ECLECOLAB INC$1.9M0.30%7,349CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.8M0.30%34,834CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.7M0.28%6,999CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.7M0.28%7,893CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.7M0.28%9,977CommonSOLE
74762E102QUREQUANTA SVCS INC$1.7M0.27%6,585CommonSOLE
G8068L108SNSHARKNINJA INC$1.7M0.27%20,058CommonSOLE
749685103RPMRPM INTL INC$1.7M0.27%14,340CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.6M0.26%2,766CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.26%9,651CommonSOLE
714046109RVTYREVVITY INC$1.6M0.26%15,225CommonSOLE
718546104PSXPHILLIPS 66$1.4M0.23%11,481CommonSOLE
46434V647REETISHARES TR$1.4M0.23%58,100CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.22%22,734CommonSOLE
857477103STTSTATE STR CORP$1.4M0.22%15,400CommonSOLE
254687106DISDISNEY WALT CO$1.4M0.22%13,723CommonSOLE
704326107PAYXPAYCHEX INC$1.3M0.22%8,731CommonSOLE
902973304USBUS BANCORP DEL$1.3M0.21%31,462CommonSOLE
907818108UNPUNION PAC CORP$1.3M0.21%5,553CommonSOLE
302491303FMCFMC CORP$1.2M0.20%29,352CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.20%11,118CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.20%13,600CommonSOLE
464287507IJHISHARES TR$1.1M0.18%19,636CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.1M0.18%20,198CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.18%9,066CommonSOLE
55306N104MKSIMKS INSTRS INC$1.1M0.18%13,670CommonSOLE
87612E106TGTTARGET CORP$1.1M0.17%10,105CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$987,8830.16%6,596CommonSOLE
G4705A100ICLRICON PLC$979,5940.16%5,598CommonSOLE
00206R102TAT&T INC$960,9540.15%33,980CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$938,5380.15%2,101CommonSOLE
451107106IDAIDACORP INC$918,7190.15%7,905CommonSOLE
444859102HUMHUMANA INC$916,7740.15%3,464CommonSOLE
205887102CAGCONAGRA BRANDS INC$873,1220.14%32,738CommonSOLE
122017106BURLBURLINGTON STORES INC$845,1180.14%3,546CommonSOLE
855244109SBUXSTARBUCKS CORP$817,0900.13%8,330CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$814,1120.13%10,400CommonSOLE
071813109BAXBAXTER INTL INC$792,7670.13%23,160CommonSOLE
631103108NDAQNASDAQ INC$771,1930.12%10,166CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$759,8310.12%6,530CommonSOLE
860630102SFSTIFEL FINL CORP$738,0560.12%7,830CommonSOLE
353514102FELEFRANKLIN ELEC INC$729,7290.12%7,773CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$717,6970.11%1,283CommonSOLE
147528103CASYCASEYS GEN STORES INC$668,8560.11%1,541CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$663,2530.11%14,049CommonSOLE
921910840MGVVANGUARD WORLD FD$639,0460.10%4,960CommonSOLE
46090E103QQQINVESCO QQQ TR$618,5050.10%1,319CommonSOLE
756109104OREALTY INCOME CORP$587,8150.09%10,133CommonSOLE
008492100ADCAGREE RLTY CORP$578,4620.09%7,494CommonSOLE
464287804IJRISHARES TR$578,1680.09%5,529CommonSOLE
922908736VUGVANGUARD INDEX FDS$576,9960.09%1,556CommonSOLE
922908744VTVVANGUARD INDEX FDS$570,2150.09%3,301CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$566,6500.09%4,394CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$564,0670.09%6,077CommonSOLE
258278100DORMDORMAN PRODS INC$553,6400.09%4,593CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$541,5510.09%5,916CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$536,2170.09%38,716CommonSOLE
142339100CSLCARLISLE COS INC$515,5170.08%1,514CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$511,1310.08%4,975CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$501,5420.08%4,408CommonSOLE
127190304CACICACI INTL INC$494,9750.08%1,349CommonSOLE
88162G103TTEKTETRA TECH INC NEW$490,4350.08%16,767CommonSOLE
580135101MCDMCDONALDS CORP$460,1210.07%1,473CommonSOLE
60786M105MCMOELIS & CO$456,6670.07%7,825CommonSOLE
194014502ENOVENOVIS CORPORATION$454,2790.07%11,889CommonSOLE
29355X107NPOENPRO INC$439,5830.07%2,717CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$435,5750.07%3,691CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$425,3970.07%4,700CommonSOLE
057665200BCPCBALCHEM CORP$420,3120.07%2,532CommonSOLE
29275Y102ENSENERSYS$416,5970.07%4,549CommonSOLE
44925C103ICFIICF INTL INC$407,1760.07%4,792CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$401,5260.06%1,219CommonSOLE
018802108LNTALLIANT ENERGY CORP$391,6340.06%6,086CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$385,7190.06%7,638CommonSOLE
09227Q100BLKBBLACKBAUD INC$375,7750.06%6,056CommonSOLE
902788108UMBFUMB FINL CORP$371,5420.06%3,675CommonSOLE
74758T303QLYSQUALYS INC$368,5970.06%2,927CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$361,4420.06%1,183CommonSOLE
513847103MZTILANCASTER COLONY CORP$354,0250.06%2,023CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$352,8840.06%1,969CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$352,7830.06%1,865CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$351,2780.06%5,770CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$344,1030.06%14,068CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$343,8360.06%11,374CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$342,4780.05%10,998CommonSOLE
78454L100SMSM ENERGY CO$338,9740.05%11,318CommonSOLE
683344105ONTOONTO INNOVATION INC$336,3540.05%2,772CommonSOLE
464287499IWRISHARES TR$331,7730.05%3,900CommonSOLE
25754A201DPZDOMINOS PIZZA INC$330,3450.05%719CommonSOLE
89055F103BLDTOPBUILD CORP$311,6590.05%1,022CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$291,0630.05%1,586CommonSOLE
427866108HSYHERSHEY CO$282,1990.05%1,650CommonSOLE
665859104NTRSNORTHERN TR CORP$280,4620.04%2,843CommonSOLE
G037AX101AMBAAMBARELLA INC$276,5630.04%5,495CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$275,4130.04%2,041CommonSOLE
075887109BDXBECTON DICKINSON & CO$271,8940.04%1,187CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$269,1320.04%8,158CommonSOLE
682680103OKEONEOK INC NEW$265,9100.04%2,680CommonSOLE
30034W106EVRGEVERGY INC$259,3210.04%3,761CommonSOLE
464287465EFAISHARES TR$240,3680.04%2,941CommonSOLE
922908629VOVANGUARD INDEX FDS$237,4130.04%918CommonSOLE
254543101DIODDIODES INC$236,0970.04%5,469CommonSOLE
46434V621DGROISHARES TR$233,5280.04%3,780CommonSOLE
92204A702VGTVANGUARD WORLD FD$227,2570.04%419CommonSOLE
125523100CITHE CIGNA GROUP$225,3650.04%685CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$223,5450.04%899CommonSOLE
00287Y109ABBVABBVIE INC$214,7580.03%1,025CommonSOLE
76009N100UPBDUPBOUND GROUP INC$201,1440.03%8,395CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$99,4840.02%10,059CommonSOLE

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.