First National Advisers
First National Advisers reported 251 stocks worth $712M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are DFAI (8.3%), AAPL (5.3%) and NVDA (5.0%). Compared with Q1 2026, the fund opened new positions in LIVN, AVT and KLIC, added to MU, BRK.B and AMD, trimmed DFAI, AAPL and NVDA and sold out of KMT, UFPT and EQH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAI Dimensional Intern Core | $59.5M | 8.3% | 1.4M | −19K (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $38M | 5.3% | 131K | −21K (−14%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $35.7M | 5.0% | 178K | −7,323 (−4%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $25M | 3.5% | 71K | −4,186 (−6%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $22.5M | 3.1% | 60K | −12K (−17%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $21.6M | 3.0% | 91K | −662 (−1%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $15.6M | 2.2% | 41K | −5,108 (−11%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $14.5M | 2.0% | 44K | −3,352 (−7%) | 8 of 8 | |
| 9 |  CMDT Pimco ETF TR | $14.2M | 2.0% | 462K | −44K (−9%) | 2 of 8 | |
| 10 |  RLY Ssga Active ETF TR | $13.5M | 1.9% | 391K | −30K (−7%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 KMT Kennametal Inc | $2.5M | 68K |
 UFPT Ufp Technologies Inc | $1.7M | 8,914 |
 EQH Equitable Hldgs Inc | $1.6M | 44K |
 POOL Pool Corp | $1.1M | 5,606 |
 ADBE Adobe Inc | $430K | 1,768 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →First National Advisers 13F FAQ
What does First National Advisers own?
First National Advisers reported 251 stocks worth $712M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are DFAI (8.3%), AAPL (5.3%) and NVDA (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did First National Advisers buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 61 added to, 151 trimmed and 15 sold out. New positions include LIVN, AVT and KLIC. It sold all of KMT, UFPT and EQH.
When will First National Advisers file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is First National Advisers's portfolio worth?
The Q2 2026 filing reports $712M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.