First National Advisers, LLC Portfolio Holdings
First National Advisers, LLC
- $720 Million
- Q3 2025
First National Advisers, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $720 Million distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $44.5M, Apple Inc. with a value of $43.2M, Microsoft Corp with a value of $42.6M, Nvidia Corp with a value of $40.3M, and Alphabet Inc. with a value of $21.8M.
Examining the 13F form we can see an increase of $53M in the current position value, from $667M to 720M.
First National Advisers, LLC is based out at Omaha, NE
Below you can find more details about First National Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$720 Million
Technology: $205 Million
Financial Services: $102 Million
ETFs: $80.2 Million
Industrials: $65.9 Million
Consumer Cyclical: $59.4 Million
Healthcare: $55.3 Million
Communication Services: $55.1 Million
Consumer Defensive: $34.8 Million
Other: $61.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 255
- Current Value $720 Million
- Prior Value $667 Million
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 12 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks