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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
101
15
10
4
2
1
54
9
3
FIRST NATIONAL TRUST CO

Time Period2018-12-31

Total Holdings316

Total Value ($x1000)896,731
Activities
New15

Increased115

Unchanged39

Decreased147

Sold Out25

Top 10 Stock Holdingstotal 21.22%
SPY2.86

MSFT2.76

IJH2.3

SPYG2.17

AAPL2.15

 
JNJ1.95

MRK1.83

JPM1.8

CVX1.79

IVV1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
2.86%
TR UNIT
MSFT
2.76%
COM
IJH
2.3%
CORE S&P MCP ETF
SPYG
2.17%
S&P 500 GROWTH
AAPL
2.15%
COM
JNJ
1.95%
COM
MRK
1.83%
COM
JPM
1.8%
COM
CVX
1.79%
COM
IVV
1.61%
CORE S&P500 ETF
HD
1.54%
COM
NEE
1.48%
COM
EFA
1.44%
MSCI EAFE ETF
SPYV
1.44%
S&P 500 VALUE
FNB
1.42%
COM
ABBV
1.41%
COM
VZ
1.28%
COM
AMZN
1.27%
COM
HON
1.17%
COM
UNH
1.1%
COM
WMT
1.09%
COM
IWM
1.07%
RUSSELL 2000 ETF
AMGN
1.05%
COM
BA
1.04%
COM
MMM
1.01%
COM
MCD
1.01%
COM
ABT
1.01%
COM
XOM
1%
COM
INTC
0.96%
COM
MDYV
0.93%
S&P 400 MDCP VAL
V
0.92%
COM CL A
DIS
0.92%
COM DISNEY
DWDP
0.89%
COM
LMT
0.87%
COM
VLO
0.86%
COM
MDYG
0.83%
S&P 400 MDCP GRW
GOOGL
0.8%
CAP STK CL A
CSCO
0.77%
COM
ORCL
0.77%
COM
PEP
0.76%
COM
IEFA
0.76%
CORE MSCI EAFE
BBT
0.75%
COM
PG
0.75%
COM
BRK.B
0.74%
CL B NEW
PFE
0.74%
COM
VYM
0.72%
HIGH DIV YLD
IJR
0.68%
CORE S&P SCP ETF
TMO
0.66%
COM
SLYG
0.64%
S&P 600 SMCP GRW
PFF
0.63%
U.S. PFD STK ETF
UNP
0.63%
COM
LLY
0.62%
COM
CME
0.6%
COM
CHD
0.58%
COM
EW
0.56%
COM
SLYV
0.55%
S&P 600 SMCP VAL
AFL
0.54%
COM
BAX
0.54%
COM
ADP
0.52%
COM
BLK
0.52%
COM
TRV
0.5%
COM
LIN
0.49%
COM
PSX
0.48%
COM
XLRE
0.48%
RL EST SEL SEC
WFC
0.47%
COM
NKE
0.47%
CL B
OKE
0.46%
COM
RHT
0.44%
COM
UTX
0.43%
COM
SYY
0.43%
COM
PYPL
0.42%
COM
FB
0.42%
CL A
T
0.41%
COM
MO
0.4%
COM
NFLX
0.4%
COM
JPST
0.39%
ULTRA SHRT INC
NDAQ
0.38%
COM
HBAN
0.36%
COM
ETN
0.36%
SHS
IWR
0.35%
RUS MID-CAP ETF
GIS
0.35%
COM
PRU
0.34%
COM
STT
0.34%
COM
TROW
0.34%
COM
GD
0.33%
COM
MET
0.33%
COM
AEP
0.33%
COM
O
0.33%
COM
BKNG
0.33%
COM
PNC
0.33%
COM
D
0.32%
COM
VSS
0.32%
FTSE SMCAP ETF
VEA
0.31%
FTSE DEV MKT ETF
AMAT
0.31%
COM
BMY
0.31%
COM
WM
0.3%
COM
SO
0.3%
COM
BAC
0.3%
COM
NVDA
0.28%
COM
DVY
0.28%
SELECT DIVID ETF
WU
0.27%
COM
PM
0.25%
COM
HPQ
0.25%
COM
XLV
0.25%
SBI HEALTHCARE
VFC
0.25%
COM
GPC
0.25%
COM
EMR
0.25%
COM
IWP
0.25%
RUS MD CP GR ETF
EEM
0.25%
MSCI EMG MKT ETF
VGT
0.23%
INF TECH ETF
VOO
0.23%
SHS
IBM
0.23%
COM
IWF
0.22%
RUS 1000 GRW ETF
VCIT
0.22%
INT-TERM CORP
FITB
0.22%
COM
MNST
0.22%
COM
XLF
0.21%
SBI INT-FINL
MDT
0.21%
SHS
DUK
0.21%
COM NEW
DBEF
0.2%
XTRAK MSCI EAFE
NSC
0.2%
COM
XLY
0.2%
SBI CONS DISCR
TXN
0.2%
COM
IWS
0.2%
RUS MDCP VAL ETF
KO
0.2%
COM
AXP
0.19%
COM
UPS
0.19%
CL B
AES
0.19%
COM
ROP
0.19%
COM
ITW
0.19%
COM
RDS/B
0.18%
SPON ADR B
CCL
0.18%
PAIRED CTF
CB
0.18%
COM
LOW
0.18%
COM
XLI
0.17%
SBI INT-INDS
PAYX
0.17%
COM
PPG
0.17%
COM
VO
0.17%
MID CAP ETF
TGT
0.17%
COM
XLK
0.17%
TECHNOLOGY
DBEM
0.16%
XTRAK MSCI EMKT
VWO
0.16%
FTSE EMR MKT ETF
QCOM
0.16%
COM
BBY
0.16%
COM
MA
0.16%
CL A
XLB
0.16%
SBI MATERIALS
ADI
0.15%
COM
VNQ
0.15%
REIT ETF
GLW
0.15%
COM
TJX
0.15%
COM
WBA
0.14%
COM
VIG
0.14%
DIV APP ETF
CAH
0.14%
COM
DG
0.14%
COM
BG
0.14%
COM
BRK.A
0.14%
CL A
MMP
0.14%
COM UNIT RP LP
SYK
0.14%
COM
TIP
0.13%
TIPS BD ETF
IWD
0.13%
RUS 1000 VAL ETF
VB
0.13%
SMALL CP ETF
DEO
0.13%
SPON ADR NEW
XLE
0.13%
SBI INT-ENERGY
IP
0.13%
COM
ACN
0.13%
SHS CLASS A
XLP
0.12%
SBI CONS STPLS
CLX
0.12%
COM
STZ
0.11%
CL A
IYW
0.11%
U.S. TECH ETF
MPC
0.11%
COM
COF
0.1%
COM
VCSH
0.1%
SHRT TRM CORP BD
MTB
0.1%
COM
LYB
0.1%
SHS - A -
ETE
0.1%
COM UT LTD PTN
IEMG
0.1%
CORE MSCI EMKT
HSY
0.09%
COM
MS
0.09%
COM NEW
KMB
0.09%
COM
MATW
0.09%
CL A
BOND
0.09%
TOTL RETN ETF
AVGO
0.09%
COM
COST
0.09%
COM
IVW
0.09%
S&P 500 GRWT ETF
CMCSA
0.09%
CL A
COP
0.08%
COM
SLB
0.08%
COM
CSX
0.08%
COM
PFG
0.08%
COM
PH
0.08%
COM
GOOG
0.08%
CAP STK CL C
XLU
0.08%
SBI INT-UTILS
DAL
0.07%
COM NEW
MUB
0.07%
NAT AMT FREE BD
CAT
0.07%
COM
GSY
0.07%
ULTRA SHRT DUR
NEAR
0.07%
SHT MAT BD ETF
MINT
0.07%
ENHAN SHRT MAT
BDX
0.07%
COM
RYT
0.07%
S&P500 EQL TEC
PBCT
0.06%
COM
RTN
0.06%
COM NEW
IWB
0.06%
RUS 1000 ETF
FII
0.06%
CL B
EPD
0.06%
COM
CITIZENS...
0.06%
COM
GVI
0.06%
INTRM GOV/CR ETF
AMT
0.06%
COM
IWO
0.06%
RUS 2000 GRW ETF
SDY
0.06%
S&P DIVID ETF
NSRGY
0.06%
COM
NBTB
0.06%
COM
OXY
0.05%
COM
ECL
0.05%
COM
QQQ
0.05%
UNIT SER 1
DE
0.05%
COM
CMI
0.05%
COM
DFS
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
MMC
0.05%
COM
PPL
0.05%
COM
CVS
0.05%
COM
NOC
0.05%
COM
EFAV
0.05%
EAFE MIN VOL ETF
MBB
0.05%
MBS ETF
F
0.05%
COM PAR $0.01
MDLZ
0.05%
CL A
HYG
0.05%
IBOXX HI YD ETF
USMV
0.05%
USA MIN VOL ETF
FDX
0.05%
COM
KHC
0.04%
COM
DHR
0.04%
COM
AGG
0.04%
CORE TOTUSBD ETF
MCK
0.04%
COM
WMB
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
SPLV
0.04%
S&P500 LOW VOL
TOT
0.04%
SPONSORED ADR
IWN
0.04%
RUS 2000 VAL ETF
IJK
0.04%
S&P MC 400GR ETF
SUB
0.04%
SHT NTLAMTFR ETF
STI
0.04%
COM
DXJ
0.04%
JAPN HEDGE EQT
ICF
0.04%
COHEN&STEER REIT
HCP
0.04%
COM
RJI
0.04%
ROG TTL ETN 22
WTR
0.04%
COM
VTV
0.04%
VALUE ETF
SJM
0.04%
COM NEW
GLD
0.04%
GOLD SHS
GSG
0.04%
UNIT BEN INT
MAR
0.04%
CL A
APD
0.04%
COM
VLP
0.03%
COMUNT REP LP
ADBE
0.03%
COM
NTR
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
BP
0.03%
SPONSORED ADR
PEG
0.03%
COM
CELG
0.03%
COM
HAL
0.03%
COM
PKG
0.03%
COM
WY
0.03%
COM
GS
0.03%
COM
FCF
0.03%
COM
NFG
0.03%
COM
VUG
0.03%
GROWTH ETF
CBFV
0.03%
COM
NUE
0.03%
COM
UN
0.03%
N Y SHS NEW
SLF
0.03%
COM
VV
0.03%
LARGE CAP ETF
COO
0.03%
COM NEW
CTL
0.03%
COM
HEIO.AS
0.03%
COM
CL
0.03%
COM
MB BANCO...
0.03%
COM
IJJ
0.03%
S&P MC 400VL ETF
IR
0.03%
SHS
HST
0.03%
COM
PGR
0.03%
COM
PAA
0.03%
UNIT LTD PARTN
GM
0.03%
COM
BK
0.03%
COM
PLD
0.03%
COM
GE
0.03%
COM
KR
0.03%
COM
YUM
0.03%
COM
AWK
0.03%
COM
VTI
0.03%
TOTAL STK MKT
VHT
0.03%
HEALTH CAR ETF
ICE
0.03%
COM
IEI
0.02%
3-7 YR TR BD ETF
TMUS
0.02%
COM
C
0.02%
COM NEW
EXC
0.02%
COM
UGI
0.02%
COM
EFG
0.02%
EAFE GRWTH ETF
ALL
0.02%
COM
MKC
0.02%
COM NON VTG
KSS
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
KRG
0.02%
COM NEW
IAU
0.02%
ISHARES
VLY
0.01%
COM
FCX
0.01%
COM
PEI
0.01%
SH BEN INT
U S LTG ...
0.01%
COM
HCLP
0.01%
COM UNIT LTD
EXEO ENT...
< 0.01%
COM
DF
< 0.01%
COM NEW
NOG
< 0.01%
COM
TRQ
< 0.01%
COM
1LIBERTY...
< 0.01%
COM
ADELPHIA...
< 0.01%
CVV ACC-1 INT
MEDIZONE...
< 0.01%
COM
PX
0.45%
COM
SWK
0.04%
COM
ATVI
0.04%
COM
LEN
0.04%
CL A
HP
0.04%
COM
GILD
0.03%
COM
BWA
0.03%
COM
STX
0.03%
SHS
MU
0.03%
COM
VNOM
0.03%
COM UNT RP INT
SHLX
0.03%
UNIT LTD INT
AET
0.03%
COM
ESRX
0.03%
COM
EOG
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
USB
0.02%
COM NEW
INTU
0.02%
COM
TEL
0.02%
REG SHS
ZMH
0.02%
COM
FISV
0.02%
COM
HUM
0.02%
COM
IVE
0.02%
S&P 500 VAL ETF
ANET
0.02%
COM
APH
0.02%
CL A
ANR INC...
< 0.01%
RIGHT 03/31/2023