MondegarAI
First National Advisers, LLC

Q1 2026 · 13F-HR

First National Advisers, LLCholdings as filed

Filed 2026-05-08 · accession 0001172661-26-001630

$683.5M
Reported value
239
Positions
2026-03-31
Period end
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The Brief · First National Advisers, LLC · Q1 2026

AI · grounded in 13F

First National Advisers, LLC initiated a new position in CMDT worth $16.3M. The fund also established new holdings in RLY for $15.2M and PPI for $4.9M. On the sell side, the fund closed its position in IR for $3.5M and trimmed shares in GOOG by 14.3% and NVDA by 11.3%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V203DFAIDIMENSIONAL ETF TRUST$56.9M8.32%1,460,459CommonSOLE
037833100AAPLAPPLE INC$38.7M5.66%152,507CommonSOLE
67066G104NVDANVIDIA CORPORATION$32.4M4.74%185,768CommonSOLE
594918104MSFTMICROSOFT CORP$26.7M3.91%72,260CommonSOLE
02079K107GOOGALPHABET INC$21.5M3.15%75,047CommonSOLE
023135106AMZNAMAZON COM INC$19.0M2.78%91,166CommonSOLE
72201R593CMDTPIMCO ETF TR$16.3M2.39%505,934CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$15.2M2.23%421,698CommonNONE
11135F101AVGOBROADCOM INC$14.3M2.10%46,320CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$14.0M2.05%47,664CommonSOLE
30303M102METAMETA PLATFORMS INC$12.8M1.88%22,401CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$12.0M1.76%211,674CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$11.5M1.68%16CommonSOLE
532457108LLYELI LILLY & CO$8.8M1.29%9,582CommonSOLE
02079K305GOOGLALPHABET INC$8.6M1.25%29,743CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.4M1.08%43,494CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.4M1.08%15,380CommonSOLE
75513E101RTXRTX CORPORATION$7.0M1.03%36,526CommonSOLE
65339F101NEENEXTERA ENERGY INC$7.0M1.02%75,367CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$6.4M0.94%6,466CommonSOLE
931142103WMTWALMART INC$6.3M0.92%50,618CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.1M0.89%12,127CommonSOLE
031162100AMGNAMGEN INC$5.8M0.85%16,537CommonSOLE
002824100ABTABBOTT LABORATORIES$5.7M0.84%55,656CommonSOLE
88160R101TSLATESLA INC$5.5M0.81%14,869CommonSOLE
46141T117PPIINVESTMENT MANAGERS SER TR I$4.9M0.72%236,350CommonNONE
713448108PEPPEPSICO INC$4.9M0.71%31,399CommonSOLE
26875P101EOGEOG RES INC$4.7M0.69%32,679CommonSOLE
00287Y109ABBVABBVIE INC$4.5M0.66%20,823CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.4M0.65%47,242CommonSOLE
576323109MTZMASTEC INC$4.4M0.65%13,744CommonSOLE
949746101WMT2WELLS FARGO & CO$4.4M0.64%54,806CommonSOLE
126408103CSXCSX CORP$4.4M0.64%105,971CommonSOLE
166764100CVXCHEVRON CORPORATION$4.3M0.63%20,655CommonSOLE
842587107SOSOUTHERN CO$4.1M0.60%42,532CommonSOLE
H1467J104CBCHUBB LTD SWITZ$4.1M0.59%12,467CommonSOLE
031100100AMEAMETEK INC$4.0M0.58%18,545CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.9M0.58%17,179CommonSOLE
191216100KOCOCA COLA CO$3.9M0.57%51,628CommonSOLE
219350105GLWCORNING INC$3.9M0.57%28,835CommonSOLE
537008104LFUSLITTELFUSE INC$3.9M0.57%11,486CommonSOLE
12572Q105CMECME GROUP INC$3.8M0.55%12,787CommonSOLE
617446448MSMORGAN STANLEY$3.8M0.55%22,839CommonSOLE
G54950103LINLINDE PLC$3.7M0.55%7,559CommonSOLE
032095101APHAMPHENOL CORP$3.7M0.55%29,499CommonSOLE
09290D101BLKBLACKROCK INC$3.7M0.54%3,824CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.7M0.54%6,138CommonSOLE
437076102HDHOME DEPOT INC$3.6M0.53%11,066CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.6M0.53%11,189CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.5M0.50%37,382CommonSOLE
68389X105ORCLORACLE CORP$3.4M0.50%23,004CommonSOLE
G29183103ETNEATON CORP PLC$3.3M0.49%9,363CommonSOLE
040413205ANETARISTA NETWORKS INC$3.3M0.49%27,253CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.3M0.48%27,894CommonSOLE
624758108MWAMUELLER WTR PRODS INC$3.3M0.48%119,632CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.2M0.47%756CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.2M0.46%5,323CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.1M0.46%6,379CommonSOLE
057665200BCPCBALCHEM CORP$3.1M0.45%18,206CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.0M0.44%46,514CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2.9M0.43%2,695CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.9M0.42%36,012CommonSOLE
872540109TJXTJX COS INC NEW$2.9M0.42%17,961CommonSOLE
20825C104COPCONOCOPHILLIPS$2.9M0.42%21,607CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$2.8M0.42%72,247CommonSOLE
74762E102QUREQUANTA SVCS INC$2.8M0.42%5,171CommonSOLE
172908105CTASCINTAS CORP$2.8M0.41%16,667CommonSOLE
615369105MCOMOODYS CORP$2.7M0.40%6,274CommonSOLE
049560105ATOATMOS ENERGY CORP$2.7M0.40%14,813CommonSOLE
G6700G107NVTNVENT ELEC PLC$2.7M0.40%23,102CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.7M0.39%13,641CommonSOLE
718546104PSXPHILLIPS 66$2.7M0.39%14,658CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.6M0.38%40,474CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.6M0.38%12,982CommonSOLE
759509102RSRELIANCE INC$2.5M0.36%8,163CommonSOLE
489170100KMTKENNAMETAL INC$2.5M0.36%68,300CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$2.5M0.36%40,730CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.4M0.35%8,778CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.4M0.35%9,868CommonSOLE
570535104MKLMARKEL GROUP INC$2.4M0.35%1,260CommonSOLE
303250104FICOFAIR ISAAC CORP$2.4M0.35%2,232CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.3M0.34%13,517CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.2M0.32%23,728CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.1M0.31%12,971CommonSOLE
256677105DGDOLLAR GEN CORP$2.1M0.31%17,686CommonSOLE
69370C100PTCPTC INC$2.1M0.31%14,645CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.1M0.30%35,569CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2.0M0.29%12,092CommonSOLE
872590104TMUST-MOBILE US INC$2.0M0.29%9,326CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$1.9M0.28%104,679CommonSOLE
882508104TXNTEXAS INSTRS INC$1.9M0.28%9,968CommonSOLE
G8068L108SNSHARKNINJA INC$1.9M0.28%17,909CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.28%19,575CommonSOLE
866674104SUISUN CMNTYS INC$1.9M0.27%14,784CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.27%9,342CommonSOLE
92826C839VVISA INC$1.8M0.26%5,912CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.8M0.26%12,345CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$1.7M0.25%8,914CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$1.6M0.24%44,335CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.6M0.24%10,429CommonSOLE
98389B100XELXCEL ENERGY INC$1.6M0.24%20,445CommonSOLE
65406E102NICNICOLET BANKSHARES INC$1.6M0.24%10,912CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$1.6M0.23%11,450CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.22%19,817CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.5M0.22%5,238CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.4M0.21%5,062CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.3M0.19%22,453CommonSOLE
464287507IJHISHARES TR$1.3M0.19%18,997CommonSOLE
451107106IDAIDACORP INC$1.2M0.18%8,740CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.18%6,656CommonSOLE
902973304USBUS BANCORP$1.2M0.18%23,320CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.18%24,120CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$1.1M0.17%9,043CommonSOLE
73278L105POOLPOOL CORP$1.1M0.17%5,606CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.17%4,663CommonSOLE
857477103STTSTATE STR CORP$1.1M0.16%8,528CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.1M0.16%11,852CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.15%5,001CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.0M0.15%2,869CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$988,8530.14%10,688CommonSOLE
922908744VTVVANGUARD INDEX FDS$965,6960.14%4,922CommonSOLE
16679L109CHWYCHEWY INC$964,7910.14%35,733CommonSOLE
00206R102TAT&T INC$964,0620.14%33,255CommonSOLE
929740108WABWABTEC$958,6550.14%3,836CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$943,2290.14%181,721CommonSOLE
921910840MGVVANGUARD WORLD FD$936,3770.14%6,460CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$929,5520.14%1,538CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$926,3460.14%9,416CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$917,2200.13%3,014CommonSOLE
278865100ECLECOLAB INC$910,3200.13%3,422CommonSOLE
631103108NDAQNASDAQ INC$879,2060.13%10,357CommonSOLE
749685103RPMRPM INTL INC$874,3220.13%8,796CommonSOLE
64110L106NFLXNETFLIX INC.$867,8500.13%9,026CommonSOLE
122017106BURLBURLINGTON STORES INC$845,9880.12%2,600CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$844,0290.12%18,632CommonSOLE
922908736VUGVANGUARD INDEX FDS$833,3950.12%1,908CommonSOLE
125523100CITHE CIGNA GROUP$791,4470.12%2,967CommonSOLE
855244109SBUXSTARBUCKS CORP$779,8810.11%8,705CommonSOLE
464287804IJRISHARES TR$740,6390.11%5,958CommonSOLE
353514102FELEFRANKLIN ELEC INC$739,6640.11%8,025CommonSOLE
747525103QCOMQUALCOMM INC$735,5910.11%5,712CommonSOLE
46187W107INVHINVITATION HOMES INC$725,7440.11%29,205CommonSOLE
22822V101CCICROWN CASTLE INC$711,7060.10%8,753CommonSOLE
683344105ONTOONTO INNOVATION INC$692,5210.10%3,377CommonSOLE
127190304CACICACI INTL INC$686,3640.10%1,262CommonSOLE
718172109PMPHILIP MORRIS INTL INC$684,3420.10%4,139CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$662,7470.10%4,475CommonSOLE
29355X107NPOENPRO INC$658,2070.10%2,626CommonSOLE
G4705A100ICLRICON PLC$656,8780.10%5,936CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$654,5350.10%9,743CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$650,3030.10%30,502CommonSOLE
88162G103TTEKTETRA TECH INC NEW$642,5800.09%21,334CommonSOLE
254543101DIODDIODES INC$626,4900.09%9,178CommonSOLE
860630102SFSTIFEL FINL CORP$624,4020.09%8,447CommonSOLE
704326107PAYXPAYCHEX INC$615,4540.09%6,681CommonSOLE
46090E103QQQINVESCO QQQ TR$586,4150.09%1,016CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$578,7480.08%6,288CommonSOLE
60786M105MCMOELIS & CO$578,0370.08%10,141CommonSOLE
87612E106TGTTARGET CORP$573,5180.08%4,732CommonSOLE
714046109RVTYREVVITY INC$546,3360.08%6,236CommonSOLE
29275Y102ENSENERSYS$525,5030.08%3,025CommonSOLE
142339100CSLCARLISLE COS INC$525,4510.08%1,575CommonSOLE
147528103CASYCASEYS GEN STORES INC$515,3250.08%708CommonSOLE
205887102CAGCONAGRA BRANDS INC$514,6410.08%32,738CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$500,4460.07%16,435CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$489,7060.07%753CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$482,2190.07%1,936CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$463,7260.07%12,975CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$462,7440.07%6,138CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$461,4660.07%9,013CommonSOLE
922908629VOVANGUARD INDEX FDS$451,7340.07%1,573CommonSOLE
548661107LOWLOWES COS INC$449,8770.07%1,904CommonSOLE
513272104LWLAMB WESTON HLDGS INC$449,0120.07%10,625CommonSOLE
258278100DORMDORMAN PRODS INC$447,6000.07%4,289CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$446,9850.07%15,292CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$442,8040.06%13,124CommonSOLE
46982L108JJACOBS SOLUTIONS INC$435,6790.06%3,423CommonSOLE
000360206AAONAAON INC$435,1820.06%5,259CommonSOLE
00724F101ADBEADOBE INC$429,7650.06%1,768CommonSOLE
008492100ADCAGREE RLTY CORP$425,5950.06%5,646CommonSOLE
018802108LNTALLIANT ENERGY CORP$414,2700.06%5,773CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$396,4840.06%4,881CommonSOLE
038222105AMATAPPLIED MATLS INC$395,7930.06%1,158CommonSOLE
580135101MCDMCDONALDS CORP$395,6360.06%1,273CommonSOLE
464287499IWRISHARES TR$379,1970.06%3,900CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$378,8400.06%4,305CommonSOLE
277276101EGPEASTGROUP PPTYS INC$376,6580.06%2,035CommonSOLE
654106103NKENIKE INC$371,9060.05%7,041CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$369,8900.05%43,774CommonSOLE
372460105GPCGENUINE PARTS CO$363,6740.05%3,439CommonSOLE
444859102HUMHUMANA INC$363,5990.05%2,097CommonSOLE
58933Y105MRKMERCK & CO INC$357,9830.05%2,976CommonSOLE
268150109DTDYNATRACE INC$355,3040.05%9,608CommonSOLE
44925C103ICFIICF INTL INC$353,1540.05%5,409CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$352,1020.05%2,645CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$347,4040.05%16,196CommonSOLE
148929102CAVACAVA GROUP INC$346,2520.05%4,280CommonSOLE
427866108HSYHERSHEY CO$344,2660.05%1,656CommonSOLE
133131102CPTCAMDEN PPTY TR$336,6340.05%3,447CommonSOLE
038336103ATRAPTARGROUP INC$334,9610.05%2,658CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$332,3110.05%12,742CommonSOLE
513847103MZTIMARZETTI COMPANY$332,1300.05%2,401CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$330,2000.05%6,562CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$324,0760.05%2,475CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$319,1050.05%10,535CommonSOLE
89055F103BLDTOPBUILD COR$317,9260.05%905CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$317,0200.05%8,158CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$312,6550.05%1,729CommonSOLE
194014502ENOVENOVIS CORPORATION$312,5170.05%13,737CommonSOLE
55306N104MKSIMKS INC.$309,5540.05%1,347CommonSOLE
46435G268SMMDISHARES TR$309,4470.05%4,053CommonSOLE
30034W106EVRGEVERGY INC$309,0020.05%3,772CommonSOLE
770323103RHIROBERT HALF INC.$308,9910.05%12,165CommonSOLE
25754A201DPZDOMINOS PIZZA INC$308,9180.05%861CommonSOLE
74758T303QLYSQUALYS INC$307,4750.04%3,500CommonSOLE
902788108UMBFUMB FINL CORP$307,2400.04%2,724CommonSOLE
92204A702VGTVANGUARD WORLD FD$303,5080.04%435CommonSOLE
665859104NTRSNORTHERN TR CORP$297,2840.04%2,130CommonSOLE
56585A102MPCMARATHON PETE CORP$285,6910.04%1,170CommonSOLE
464287465EFAISHARES TR$276,8200.04%2,850CommonSOLE
921910733ESGVVANGUARD WORLD FD$276,1840.04%2,460CommonSOLE
595112103MUMICRON TECHNOLOGY INC$270,6100.04%801CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$266,8120.04%5,899CommonSOLE
46434G103IEMGISHARES INC$262,2600.04%3,760CommonSOLE
184496107CLHCLEAN HARBORS INC$258,0570.04%900CommonSOLE
222795502CUZCOUSINS PPTYS INC$257,8170.04%11,423CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$251,1480.04%13,694CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$247,2290.04%3,292CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$240,0450.04%1,641CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$239,2890.04%11,532CommonSOLE
46432F842IEFAISHARES TR$234,4730.03%2,590CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$230,4570.03%553CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$224,9420.03%4,970CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$223,7010.03%1,101CommonSOLE
26884L109EQTEQT CORP$220,8940.03%3,471CommonSOLE
20030N101CMCSACOMCAST CORP NEW$217,9380.03%7,591CommonSOLE
512807306LRCXLAM RESEARCH CORP$217,9330.03%1,020CommonSOLE
09227Q100BLKBBLACKBAUD INC$207,7600.03%5,381CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$204,9750.03%1,318CommonSOLE

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.