SEC 13F Intelligence

Managers / Q3 2025

FIRST NATIONAL CORP /MA/ /ADV

CIK 0000816192 · 300 LEDGEWOOD PLACE, SUITE 101, ROCKLAND, MA, 02370 · 7818787757

Reported Value
$527M
Q3 2025
Positions
174
Filings on Record
30
2019–present window
Filed
Oct 28, 2025
original filing

Summary

First National Corp /Ma/ /Adv reported $527M in U.S.-listed holdings across 174 positions for Q3 2025.

Its largest position, SPY, represents 6.5% of the portfolio.

Compared with Q2 2025, the fund opened 21 new positions and exited 10.

Reported Value by Quarter

13F Reported Value
Q2 ’19: $242MQ2 ’19Q3 ’19: $248MQ4 ’19: $269MQ1 ’20: $154MQ2 ’20: $291MQ2 ’20Q3 ’20: $321MQ4 ’20: $367MQ1 ’21: $403MQ2 ’21: $291MQ2 ’21Q3 ’21: $446MQ4 ’21: $447MQ1 ’22: $472MQ2 ’22: $382MQ2 ’22Q3 ’22: $365MQ4 ’22: $404.5BQ1 ’23: $420MQ2 ’23: $421MQ2 ’23Q3 ’23: $372MQ4 ’23: $408MQ1 ’24: $407MQ2 ’24: $420MQ2 ’24Q3 ’24: $450MQ4 ’24: $442MQ1 ’25: $453MQ2 ’25: $496MQ2 ’25Q3 ’25: $527Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$527M174Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$496M163Jul 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$453M160Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$442M153Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$450M145Oct 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$420M155Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$407M154Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$408M154Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$372M147Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$421M157Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$420M164Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$404.5B154Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$365M152Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$382M154Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$472M163Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$447M159Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$446M161Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$291M140Jul 30, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$403M152May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$367M150Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$321M146Oct 22, 202013F-HRchanges · EDGAR ↗
Q2 2020$291M141Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$154M134Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$269M145Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$248M141Oct 24, 201913F-HRchanges · EDGAR ↗
Q2 2019$242M137Jul 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.