First National Corp Portfolio Holdings

First National Corp

  • $482 Million
  • Q2 2025

First National Corp has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $482 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.8M, Wisdomtree Floating Rate Treas with a value of $25.1M, Schwab Strategic Tr Us Broad M with a value of $23.3M, Spdr Gold Trust with a value of $18.5M, and Schwab Strategic Tr Us Large C with a value of $17.7M.

Examining the 13F form we can see an increase of $49.4M in the current position value, from $433M to 482M.

Below you can find more details about First National Corp portfolio as well as his latest detailed transactions.

Portfolio value $482 Million
ETFs: $399 Million
Technology: $23.6 Million
Utilities: $11.5 Million
Financial Services: $9.19 Million
Healthcare: $8.62 Million
Consumer Cyclical: $8.19 Million
Communication Services: $7.65 Million
Consumer Defensive: $6.13 Million
Other: $8.26 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$1.91 Million 0.4% of portfolio
36,913
Q2 2025 Reduced 8.6%
$1.34B
$1.59 Million 0.33% of portfolio
178,005
Q4 2024 Reduced 0.78%
$627M
$285,000 0.06% of portfolio
7,039
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $482 Million
  • Prior Value $433 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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