Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First National Trust Co (CIK 1277303) reported $2.93B across 403 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($139.4M, 4.75%), SPYG ($115.4M, 3.93%), SPYV ($107.7M, 3.67%), NVDA ($95.2M, 3.25%), IEFA ($93.2M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $139.4M | 4.75% | 549,400 | Trimmed |
| 2 | SPYG | SPDR SERIES TRUST | $115.4M | 3.93% | 1.2M | Added |
| 3 | SPYV | SPDR SERIES TRUST | $107.7M | 3.67% | 1.9M | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $95.2M | 3.25% | 546,141 | Trimmed |
| 5 | IEFA | ISHARES TR | $93.2M | 3.18% | 1.0M | Trimmed |
| 6 | AVDE | AMERICAN CENTY ETF TR | $86.3M | 2.94% | 1.0M | Added |
| 7 | GLD | SPDR GOLD TR | $86.0M | 2.93% | 199,770 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $84.5M | 2.88% | 228,201 | Added |
| 9 | GOOGL | ALPHABET INC | $72.4M | 2.47% | 251,762 | Trimmed |
| 10 | AVGO | BROADCOM INC | $53.3M | 1.82% | 172,318 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $52.0M | 1.77% | 176,820 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $50.7M | 1.73% | 78,015 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $48.0M | 1.64% | 230,410 | Trimmed |
| 14 | JMTG | J P MORGAN EXCHANGE TRADED F | $42.9M | 1.46% | 841,662 | Added |
| 15 | IJR | ISHARES TR | $39.6M | 1.35% | 318,505 | Trimmed |
| 16 | WMT | WALMART INC | $35.3M | 1.20% | 284,147 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $34.7M | 1.18% | 204,729 | Added |
| 18 | MDYG | SPDR SERIES TRUST | $34.2M | 1.17% | 356,566 | Trimmed |
| 19 | MDYV | SPDR SERIES TRUST | $32.6M | 1.11% | 382,687 | Added |
| 20 | LLY | 1ELI LILLY & CO | $31.6M | 1.08% | 34,377 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $31.5M | 1.07% | 129,056 | Trimmed |
| 22 | META | META PLATFORMS INC | $31.4M | 1.07% | 54,912 | Added |
| 23 | SCHR | SCHWAB STRATEGIC TR | $31.1M | 1.06% | 1.2M | Added |
| 24 | TSPA | T ROWE PRICE ETF INC | $30.9M | 1.05% | 756,516 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $29.0M | 0.99% | 140,153 | Added |
Source: SEC Form 13F filings · as of 2026-03-31