Arkolith/Funds/First National Trust Co

First National Trust Co

CIK 1277303
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Inactive

First National Trust Co holds a diversified book of 324 stocks worth $2.9B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened HARBOR ETF TRUST and trimmed SS SPDR S&P 400 MC VAL ETF. Their largest long position is SS SPDR S&P 400 MC VAL ETF at 12% of the equity book.

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Use Arkolith to show FIRST NATIONAL TRUST CO's latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
96
existing
Trimmed
167
reduced
Sold out
10
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
42%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Financials
5%
Health Care
4%
Consumer Discretionary
2%
Energy
2%
Industrials
2%
Utilities
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • SPDR GOLD TR
    −14%$14.1M
  • US BANCORP
    −83%$8.4M
  • BROADCOM INC
    −13%$7.7M
  • −25%$6.3M
  • ALPHABET INC
    −6.6%$5.5M
  • −63%$4.5M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

407 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$139.4M549.4K
4.8%
−2.0%
Reduced · −11K sh
2SPDR Series Trust
STATE STREET SPD
$115.4M1.18M
3.9%
+0.6%
Added · +7K sh
3SPDR Series Trust
STATE STREET SPD
$107.7M1.90M
3.7%
−3.2%
Reduced · −64K sh
4Nvidia Corporation
COM
$95.2M546.1K
3.2%
−2.2%
Reduced · −12K sh
5Ishares TR
CORE MSCI EAFE
$93.2M1.03M
3.2%
−4.1%
Reduced · −44K sh
6American Centy ETF TR
INTL EQT ETF
$86.3M1.02M
2.9%
+13%
Added · +118K sh
7SPDR Gold TR
GOLD SHS
$86.0M199.8K
2.9%
−14%
Reduced · −33K sh
8Microsoft Corp
COM
$84.5M228.2K
2.9%
+3.3%
Added · +7K sh
9Alphabet Inc
CAP STK CL A
$72.4M251.8K
2.5%
−7.1%
Reduced · −19K sh
10Broadcom Inc
COM
$53.3M172.3K
1.8%
−13%
Reduced · −25K sh
11JPMorgan Chase & Co
COM
$52.0M176.8K
1.8%
−1.1%
Reduced · −2K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$50.7M78.0K
1.7%
−2.3%
Reduced · −2K sh
13Amazon Com Inc
COM
$48.0M230.4K
1.6%
−4.0%
Reduced · −10K sh
14J P Morgan Exchange Traded F
MORTGAGE BACKED
$42.9M841.7K
1.5%
+14%
Added · +104K sh
15Ishares TR
CORE S&P SCP ETF
$39.6M318.5K
1.3%
−5.4%
Reduced · −18K sh
16Walmart Inc
COM
$35.3M284.1K
1.2%
−4.5%
Reduced · −13K sh
17Exxon Mobil Corp
COM
$34.7M204.7K
1.2%
+4.8%
Added · +9K sh
18SPDR Series Trust
STATE STREET SPD
$34.2M356.6K
1.2%
−1.6%
Reduced · −6K sh
19SPDR Series Trust
STATE STREET SPD
$32.6M382.7K
1.1%
+5.9%
Added · +21K sh
201ELI Lilly & Co
COM
$31.6M34.4K
1.1%
+5.7%
Added · +2K sh
21Johnson & Johnson
COM
$31.5M129.1K
1.1%
−1.2%
Reduced · −2K sh
22Meta Platforms Inc
CL A
$31.4M54.9K
1.1%
+4.7%
Added · +2K sh
23Schwab Strategic TR
INT-TRM U.S TRES
$31.1M1.25M
1.1%
+2.2%
Added · +27K sh
24T Rowe Price ETF Inc
US EQUITY RESEAR
$30.9M756.5K
1.1%
−5.5%
Reduced · −44K sh
25Caterpillar Inc
COM
$29.0M41.0K
1.0%
−5.7%
Reduced · −2K sh
26Chevron Corporation
COM
$29.0M140.2K
1.0%
+7.3%
Added · +10K sh
27Merck & Co Inc
COM
$24.5M203.7K
0.8%
+0.9%
Added · +2K sh
28Berkshire Hathaway Inc Del
CL B NEW
$24.2M50.5K
0.8%
−11%
Reduced · −6K sh
29SPDR Series Trust
STATE STREET SPD
$24.1M406.8K
0.8%
−0.5%
Reduced · −2K sh
30Vanguard Index FDS
S&P 500 ETF SHS
$23.6M39.5K
0.8%
+5.8%
Added · +2K sh
31Cisco Sys Inc
COM
$22.4M288.5K
0.8%
−1.1%
Reduced · −3K sh
32McDonalds Corp
COM
$22.4M71.9K
0.8%
+5.7%
Added · +4K sh
33Visa Inc
COM CL A
$21.9M72.3K
0.7%
−1.2%
Reduced · −895 sh
34Vanguard Whitehall FDS
HIGH DIV YLD
$20.1M135.9K
0.7%
−8.9%
Reduced · −13K sh
35NextEra Energy Inc
COM
$20.0M215.0K
0.7%
+0.9%
Added · +2K sh
36SPDR Series Trust
STATE STREET SPD
$19.8M209.2K
0.7%
+0.7%
Added · +1K sh
37SPDR Series Trust
STATE STREET SPD
$19.7M203.7K
0.7%
+3.7%
Added · +7K sh
38Vanguard Scottsdale FDS
SHRT TRM CORP BD
$19.6M246.7K
0.7%
−3.0%
Reduced · −8K sh
39Harbor ETF Trust
PANAGORA DYNAMIC
$19.2M819.2K
0.7%
New
New position
40Ishares TR
CORE S&P MCP ETF
$19.2M284.2K
0.7%
+1.9%
Added · +5K sh
41Abbvie Inc
COM
$19.1M87.9K
0.7%
−25%
Reduced · −29K sh
42Honeywell Intl Inc
COM
$18.6M82.1K
0.6%
+4.3%
Added · +3K sh
43Linde PLC
SHS
$17.8M35.9K
0.6%
+6.9%
Added · +2K sh
44Vanguard Scottsdale FDS
INT-TERM CORP
$17.6M213.3K
0.6%
−0.7%
Reduced · −2K sh
45Home Depot Inc
COM
$16.9M51.5K
0.6%
−0.3%
Reduced · −180 sh
461AMGEN Inc
COM
$16.9M47.9K
0.6%
+7.5%
Added · +3K sh
47Ishares TR
CORE S&P500 ETF
$15.7M24.1K
0.5%
+1.3%
Added · +302 sh
48Ishares TR
IBONDS DEC 29
$15.4M661.3K
0.5%
+32%
Added · +162K sh
49Costco Wholesale Corporation
COM
$14.2M14.3K
0.5%
−2.3%
Reduced · −340 sh
50Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$14.2M302.2K
0.5%
+0.1%
Added · +230 sh
Showing 50 of 407 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 2026630$2.9B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026628$3.0B13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025637$2.9B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025613$2.7B13F-HR
Q1 2025Mar 31, 2025May 8, 2025604$2.5B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025624$2.7B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024615$2.6B13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024617$2.4B13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024616$2.5B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024608$2.3B13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023598$2.1B13F-HR
Q2 2023Jun 30, 2023Aug 1, 2023609$2.2B13F-HR
Q1 2023Mar 31, 2023Apr 26, 2023608$1.9B13F-HR
Q4 2022Dec 31, 2022Feb 2, 2023604$1.9B13F-HR
Q3 2022Sep 30, 2022Nov 2, 2022579$1.7B13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022588$1.8B13F-HR
Q1 2022Mar 31, 2022May 3, 2022601$1.9B13F-HR
Q4 2021Dec 31, 2021Feb 3, 2022589$1.9B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021557$1.7B13F-HR
Q2 2021Jun 30, 2021Aug 6, 2021547$1.6B13F-HR
Q1 2021Mar 31, 2021May 6, 2021532$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 10, 2021507$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 4, 2020472$1.3B13F-HR
Q2 2020Jun 30, 2020Aug 6, 2020476$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.