FIRST NATIONAL TRUST CO Q2 2025 Filing

Filed August 1, 2025

Portfolio Value

$2.7T

Holdings

390

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (390 positions)

#StockSharesValue% PortfolioType
101
HWM1HOWMET AEROSPACE INC
32,179$6.0B0.22%
102
EQIXEQUINIX INC
7,373$5.9B0.22%
103
ETNEATON CORP PLC
16,139$5.8B0.22%
104
IRMIRON MTN INC DEL
54,706$5.6B0.21%
105
AMDADVANCED MICRO DEVICES INC
39,202$5.6B0.21%
106
MPCMARATHON PETE CORP
33,267$5.5B0.21%
107
TMOTHERMO FISHER SCIENTIFIC INC
13,055$5.3B0.20%
108
COPCONOCOPHILLIPS
58,113$5.2B0.19%
109
TSLXSIXTH STREET SPECIALTY LENDI
214,770$5.1B0.19%
110
OWLBLUE OWL CAPITAL INC
255,542$4.9B0.18%
111
BXSLBLACKSTONE SECD LENDING FD
159,605$4.9B0.18%
112
FSKFS KKR CAP CORP
236,098$4.9B0.18%
113
EQWLINVESCO EXCHANGE TRADED FD T
43,371$4.8B0.18%
114
TXNTEXAS INSTRS INC
22,674$4.7B0.18%
115
FDXFEDEX CORP
20,529$4.7B0.17%
116
IBDVISHARES TR
203,939$4.5B0.17%
117
SCHWSCHWAB CHARLES CORP
48,967$4.5B0.17%
118
RTXRTX CORPORATION
29,874$4.4B0.16%
119
IBDWISHARES TR
206,178$4.3B0.16%
120
EEMISHARES TR
89,396$4.3B0.16%
121
WCMIFIRST TR EXCHANGE-TRADED FD
265,782$4.2B0.16%
122
ARCCARES CAPITAL CORP
191,136$4.2B0.16%
123
SJNKSPDR SERIES TRUST
163,503$4.2B0.16%
124
IWFISHARES TR
9,793$4.2B0.16%
125
MUBISHARES TR
39,569$4.1B0.15%
126
NDQINVESCO QQQ TR
7,441$4.1B0.15%
127
UPSUNITED PARCEL SERVICE INC
40,565$4.1B0.15%
128
PFEPFIZER INC
165,789$4.0B0.15%
129
MDTMEDTRONIC PLC
45,426$4.0B0.15%
130
SCCOSOUTHERN COPPER CORP
38,609$3.9B0.15%
131
GBDCGOLUB CAP BDC INC
264,177$3.9B0.14%
132
ACNACCENTURE PLC IRELAND
12,631$3.8B0.14%
133
PRUPRUDENTIAL FINL INC
34,947$3.8B0.14%
134
METMETLIFE INC
45,704$3.7B0.14%
135
IMBBYIMPERIAL BRANDS PLC
93,099$3.7B0.14%
136
BCSBARCLAYS PLC
196,203$3.6B0.14%
137
CVC CAP PARTNERS PLC
200,152$3.6B0.14%
138
ADBEADOBE INC
9,191$3.6B0.13%
139
VEAVANGUARD TAX-MANAGED FDS
62,153$3.5B0.13%
140
RSPINVESCO EXCHANGE TRADED FD T
19,219$3.5B0.13%
141
GSBDGOLDMAN SACHS BDC INC
310,372$3.5B0.13%
142
AMTAMERICAN TOWER CORP NEW
15,688$3.5B0.13%
143
APOAPOLLO GLOBAL MGMT INC
24,427$3.5B0.13%
144
GOOGALPHABET INC
19,026$3.4B0.13%
145
PNCPNC FINL SVCS GROUP INC
17,734$3.3B0.12%
146
IWPISHARES TR
23,563$3.3B0.12%
147
FITBFIFTH THIRD BANCORP
76,163$3.1B0.12%
148
DHRDANAHER CORPORATION
15,719$3.1B0.12%
149
SOSOUTHERN CO
33,241$3.1B0.11%
150
LMTLOCKHEED MARTIN CORP
6,570$3.0B0.11%
151
KOCOCA COLA CO
42,602$3.0B0.11%
152
OBDCBLUE OWL CAPITAL CORPORATION
210,084$3.0B0.11%
153
SCHDSCHWAB STRATEGIC TR
111,686$3.0B0.11%
154
PLDPROLOGIS INC.
27,804$2.9B0.11%
155
JPSTJ P MORGAN EXCHANGE TRADED F
56,160$2.8B0.11%
156
PLTR1PALANTIR TECHNOLOGIES INC
20,517$2.8B0.10%
157
AVEMAMERICAN CENTY ETF TR
40,634$2.8B0.10%
158
CBCHUBB LIMITED
9,546$2.8B0.10%
159
LAZLAZARD INC
57,194$2.7B0.10%
160
XLKSELECT SECTOR SPDR TR
10,751$2.7B0.10%
161
EMREMERSON ELEC CO
19,562$2.6B0.10%
162
TAT&T INC
89,532$2.6B0.10%
163
PAYXPAYCHEX INC
17,757$2.6B0.10%
164
ADIANALOG DEVICES INC
10,783$2.6B0.10%
165
VTIVANGUARD INDEX FDS
8,363$2.5B0.10%
166
ACWXISHARES TR
41,396$2.5B0.09%
167
MDGL1MADRIGAL PHARMACEUTICALS INC
8,014$2.4B0.09%
168
MTBM & T BK CORP
12,131$2.4B0.09%
169
VIGVANGUARD SPECIALIZED FUNDS
11,445$2.3B0.09%
170
PPGPPG INDS INC
20,398$2.3B0.09%
171
FANGDIAMONDBACK ENERGY INC
16,840$2.3B0.09%
172
SYYSYSCO CORP
30,449$2.3B0.09%
173
BMTABRITISH AMERN TOB PLC
48,237$2.3B0.09%
174
AXPAMERICAN EXPRESS CO
7,012$2.2B0.08%
175
IBITISHARES BITCOIN TRUST ETF
36,398$2.2B0.08%
176
LOWLOWES COS INC
9,913$2.2B0.08%
177
GPCGENUINE PARTS CO
18,082$2.2B0.08%
178
PPLPPL CORP
64,223$2.2B0.08%
179
TRVTRAVELERS COMPANIES INC
8,114$2.2B0.08%
180
NFLXNETFLIX INC
1,578$2.1B0.08%
181
DISDISNEY WALT CO
17,003$2.1B0.08%
182
TROWPRICE T ROWE GROUP INC
21,682$2.1B0.08%
183
MMM3M CO
13,376$2.0B0.08%
184
HBANHUNTINGTON BANCSHARES INC
119,834$2.0B0.08%
185
PHPARKER-HANNIFIN CORP
2,747$1.9B0.07%
186
STXSEAGATE TECHNOLOGY HLDNGS PL
13,105$1.9B0.07%
187
BCSFBAIN CAP SPECIALTY FIN INC
121,720$1.8B0.07%
188
ITWILLINOIS TOOL WKS INC
7,401$1.8B0.07%
189
DUKDUKE ENERGY CORP NEW
15,436$1.8B0.07%
190
NOCNORTHROP GRUMMAN CORP
3,618$1.8B0.07%
191
BMYBRISTOL-MYERS SQUIBB CO
37,822$1.8B0.07%
192
BRBROADRIDGE FINL SOLUTIONS IN
7,200$1.7B0.07%
193
APDAIR PRODS & CHEMS INC
6,170$1.7B0.07%
194
VGTVANGUARD WORLD FD
2,595$1.7B0.06%
195
UVVUNIVERSAL CORP VA
29,432$1.7B0.06%
196
UGIUGI CORP NEW
46,471$1.7B0.06%
197
XLESELECT SECTOR SPDR TR
19,705$1.7B0.06%
198
IEMGISHARES INC
27,768$1.7B0.06%
199
CMCSACOMCAST CORP NEW
46,660$1.7B0.06%
200
LWLAMB WESTON HLDGS INC
31,845$1.7B0.06%
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