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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

First National Advisers, LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001172661-26-000464

Total Value
$727.3M
Positions
261
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V2031,267,804$48.3M6.64%
2APPLE INCAAPL160,819$43.7M6.01%
3NVIDIA CORPORATIONNVDA209,439$39.1M5.37%
4MICROSOFT CORPMSFT79,301$38.4M5.27%
5ALPHABET INCGOOG87,636$27.5M3.78%
6AMAZON COM INCAMZN92,823$21.4M2.95%
7BROADCOM INCAVGO49,317$17.1M2.35%
8JPMORGAN CHASE & CO.VYLD52,359$16.9M2.32%
9META PLATFORMS INCMETA23,539$15.5M2.14%
10J P MORGAN EXCHANGE TRADED F46641Q332215,279$12.3M1.69%
11BERKSHIRE HATHAWAY INC DELBRK-A16$12.1M1.66%
12ELI LILLY & COLLY10,362$11.1M1.53%
13ALPHABET INCGOOG28,253$8.8M1.22%
14MASTERCARD INCORPORATEDMA13,680$7.8M1.07%
15RTX CORPORATIONRTX40,844$7.5M1.03%
16ABBOTT LABSABLZF59,722$7.5M1.03%
17TESLA INCTSLA16,204$7.3M1.00%
18NEXTERA ENERGY INCNEE-PW87,993$7.1M0.97%
19AMGEN INCAMGN20,389$6.7M0.92%
20VANGUARD INDEX FDS92290876919,212$6.4M0.89%
21WALMART INCWMT57,092$6.4M0.87%
22BERKSHIRE HATHAWAY INC DELBRK-A12,490$6.3M0.86%
23EXXON MOBIL CORPXOM49,482$6.0M0.82%
24WELLS FARGO CO NEW94974610162,742$5.8M0.80%
25COSTCO WHSL CORP NEW22160K1056,666$5.7M0.79%
26ABBVIE INCABBV23,775$5.4M0.75%
27ORACLE CORPORCL-PD26,273$5.1M0.70%
28SCHWAB CHARLES CORPSCHW-PJ51,206$5.1M0.70%
29MASTEC INCMTZ22,139$4.8M0.66%
30AMPHENOL CORP NEW03209510135,190$4.8M0.65%
31PEPSICO INCPEP32,901$4.7M0.65%
32MORGAN STANLEYMS-PQ26,224$4.7M0.64%
33BOOKING HOLDINGS INCBKNG865$4.6M0.64%
34BLACKROCK INCBLK4,195$4.5M0.62%
35CHUBB LIMITEDCB14,338$4.5M0.62%
36CSX CORPCSX122,493$4.4M0.61%
37AMETEK INCAME21,528$4.4M0.61%
38WASTE MGMT INC DEL94106L10919,960$4.4M0.60%
39HOME DEPOT INCHD12,668$4.4M0.60%
40ARISTA NETWORKS INCANET31,605$4.1M0.57%
41TJX COS INC NEW87254010926,777$4.1M0.57%
42CME GROUP INCCME14,773$4.0M0.55%
43CORNING INCGLW45,767$4.0M0.55%
44EOG RES INCEOG38,038$4.0M0.55%
45OREILLY AUTOMOTIVE INC67103H10742,565$3.9M0.53%
46THERMO FISHER SCIENTIFIC INCTMO6,646$3.9M0.53%
47COCA COLA COKO53,694$3.8M0.52%
48BANK NEW YORK MELLON CORP06405810031,911$3.7M0.51%
49VANGUARD INDEX FDS9229083635,905$3.7M0.51%
50CINTAS CORPCTAS19,392$3.6M0.50%
51CHEVRON CORP NEWCVX23,891$3.6M0.50%
52LINDE PLCLIN8,451$3.6M0.50%
53MOODYS CORPMCO7,050$3.6M0.50%
54EDWARDS LIFESCIENCES CORPEW41,479$3.5M0.49%
55INGERSOLL RAND INCIR44,637$3.5M0.49%
56MICROCHIP TECHNOLOGY INC.MCHPP54,265$3.5M0.48%
57NAPCO SEC TECHNOLOGIES INC63040210582,656$3.4M0.47%
58SOUTHERN COSOMN36,509$3.2M0.44%
59EATON CORP PLCETN9,939$3.2M0.44%
60MUELLER WTR PRODS INC624758108132,180$3.1M0.43%
61UNITED THERAPEUTICS CORP DELUTHR6,269$3.1M0.42%
62FAIR ISAAC CORPFICO1,773$3.0M0.41%
63ACCENTURE PLC IRELANDACN11,060$3.0M0.41%
64ROYAL CARIBBEAN GROUPV7780T10310,197$2.8M0.39%
65FIRST AMERN FINL CORP31847R10246,121$2.8M0.39%
66MONOLITHIC PWR SYS INC6098391053,091$2.8M0.39%
67DISNEY WALT CO25468710624,025$2.7M0.38%
68SYNCHRONY FINANCIALSYF-PB32,696$2.7M0.38%
69BALCHEM CORPBCPC17,620$2.7M0.37%
70DOLLAR GEN CORP NEW25667710520,275$2.7M0.37%
71MIRION TECHNOLOGIES INCMIR111,199$2.6M0.36%
72QUANTA SVCS INC74762E1026,145$2.6M0.36%
73LITTELFUSE INCLFUS10,079$2.5M0.35%
74BROWN & BROWN INCBRO31,967$2.5M0.35%
75EQUITABLE HLDGS INCEQH-PC51,762$2.5M0.34%
76FIRST INDL RLTY TR INC32054K10343,020$2.5M0.34%
77JOHNSON & JOHNSONJNJ11,843$2.5M0.34%
78CULLEN FROST BANKERS INCCFR-PB19,302$2.4M0.34%
79ATMOS ENERGY CORPATO14,432$2.4M0.33%
80BROADRIDGE FINL SOLUTIONS IN11133T10310,754$2.4M0.33%
81QUEST DIAGNOSTICS INCDGX13,828$2.4M0.33%
82XCEL ENERGY INCXELLL32,195$2.4M0.33%
83AMERICAN TOWER CORP NEW03027X10013,458$2.4M0.32%
84SHARKNINJA INCSN20,870$2.3M0.32%
85TEXAS ROADHOUSE INCTXRH13,987$2.3M0.32%
86VANGUARD TAX-MANAGED FDS92194385836,400$2.3M0.31%
87DIAMONDBACK ENERGY INCFANG14,997$2.3M0.31%
88CONOCOPHILLIPSCOP24,080$2.3M0.31%
89CHURCH & DWIGHT CO INCCHD26,314$2.2M0.30%
90NVENT ELECTRIC PLCNVT21,633$2.2M0.30%
91PHILLIPS 66PSX17,064$2.2M0.30%
92UFP TECHNOLOGIES INCUFPT9,803$2.2M0.30%
93T-MOBILE US INCTMUSZ10,549$2.1M0.29%
94MARKEL GROUP INCMKL971$2.1M0.29%
95VISA INCV5,929$2.1M0.29%
96LOWES COS INC5486611078,412$2.0M0.28%
97RELIANCE INCRS7,010$2.0M0.28%
98PROCTER AND GAMBLE CO74271810913,622$2.0M0.27%
99TEXAS INSTRS INC88250810410,564$1.8M0.25%
100TRAVELERS COMPANIES INCTRV6,193$1.8M0.25%
101PURECYCLE TECHNOLOGIES INCPCTTW208,407$1.8M0.25%
102SUN CMNTYS INC86667410414,425$1.8M0.25%
103CISCO SYS INCCSCO22,127$1.7M0.23%
104INTERCONTINENTAL EXCHANGE IN45866F10410,458$1.7M0.23%
105PTC INCPTC9,449$1.6M0.23%
106ISHARES TR46434V64764,500$1.6M0.22%
107US BANCORP DELUSB-PS28,923$1.5M0.21%
108LAMB WESTON HLDGS INCLW35,953$1.5M0.21%
109STATE STR CORPSTT-PG11,637$1.5M0.21%
110POOL CORPPOOL6,191$1.4M0.19%
111MONDELEZ INTL INC60920710524,787$1.3M0.18%
112ROPER TECHNOLOGIES INCROP2,915$1.3M0.18%
113ISHARES TR46428750719,351$1.3M0.18%
114JONES LANG LASALLE INCJLL3,711$1.2M0.17%
115ECOLAB INCECL4,470$1.2M0.16%
116QUALCOMM INCQCOM6,669$1.1M0.16%
117VERIZON COMMUNICATIONS INCVZ27,534$1.1M0.15%
118UNION PAC CORPUNP4,663$1.1M0.15%
119SALESFORCE INCCRM4,049$1.1M0.15%
120LOCKHEED MARTIN CORPLMT2,210$1.1M0.15%
121ADVANCED MICRO DEVICES INCAMD4,918$1.1M0.14%
122KEYSIGHT TECHNOLOGIES INCKEYS5,134$1.0M0.14%
123NASDAQ INCNDAQ10,501$1.0M0.14%
124UNITED PARCEL SERVICE INCUPS10,266$1.0M0.14%
125RPM INTL INC7496851039,612$999,6480.14%
126MARKEL GROUP INCMKL462$993,1380.14%
127STARBUCKS CORPSBUX11,656$981,5520.13%
128IDACORP INCIDA7,271$920,2180.13%
129PTC INCPTC5,264$917,0410.13%
130VANGUARD WORLD FD9219108406,460$911,8940.13%
131LITTELFUSE INCLFUS3,533$893,5660.12%
132BURLINGTON STORES INCBURL3,083$890,5250.12%
133PAYCHEX INCPAYX7,608$853,4650.12%
134AT&T INCT-PC33,821$840,1140.12%
135VANGUARD INDEX FDS9229087361,695$826,9230.11%
136WABTEC9297401083,808$812,8180.11%
137ADOBE INCADBE2,296$803,5770.11%
138ICON PLCICLR4,362$794,8440.11%
139REVVITY INCRVTY8,012$775,1610.11%
140STIFEL FINL CORP8606301025,763$721,6430.10%
141TETRA TECH INC NEWTTEK20,675$693,4390.10%
142CACI INTL INC1271903041,293$688,9230.09%
143VANGUARD INDEX FDS9229087443,535$675,1500.09%
144HUMANA INCHUM2,589$663,1210.09%
145CULLEN FROST BANKERS INCCFR-PB5,210$659,7420.09%
146BROADRIDGE FINL SOLUTIONS IN11133T1032,943$656,7890.09%
147VANGUARD WHITEHALL FDS9219464064,475$642,2520.09%
148OLLIES BARGAIN OUTLET HLDGS6811161095,805$636,2860.09%
149EXLSERVICE HOLDINGS INCEXLS14,937$633,9260.09%
150ISHARES TR4642878045,258$631,9060.09%
151DUKE ENERGY CORP NEWDUKB5,292$620,2750.09%
152REVVITY INCRVTY6,361$615,4270.08%
153TRACTOR SUPPLY COTSCO12,235$611,8720.08%
154INVESCO QQQ TRIVZ995$611,2380.08%
155SOUTHSTATE BK CORP84472E1026,465$608,4210.08%
156LAMAR ADVERTISING CO NEWLAMR4,740$599,9890.08%
157TARGET CORPTGT6,072$593,5380.08%
158LAMAR ADVERTISING CO NEWLAMR4,687$593,2800.08%
159ONTO INNOVATION INCONTO3,717$586,7660.08%
160ICON PLCICLR3,211$585,1080.08%
161PERMIAN RESOURCES CORPPR41,126$576,9980.08%
162ENPRO INCNPO2,689$575,7960.08%
163MOELIS & COMC8,323$572,1230.08%
164CONAGRA BRANDS INCCAG32,745$566,8160.08%
165CASEYS GEN STORES INC147528103998$551,6050.08%
166PHILIP MORRIS INTL INC7181721093,432$550,4930.08%
167FRANKLIN ELEC INCFELE5,741$548,4380.08%
168JONES LANG LASALLE INCJLL1,619$544,7450.07%
169BERKSHIRE HATHAWAY INC DELBRK-A1,080$542,8620.07%
170APPLE INCAAPL1,954$531,2140.07%
171ENERSYSENS3,608$529,4740.07%
172SELECTIVE INS GROUP INC8163001076,283$525,6990.07%
173RPM INTL INC7496851035,002$520,2080.07%
174ATLANTIC UN BANKSHARES CORP04911A10714,726$519,8280.07%
175CARLISLE COS INC1423391001,610$514,9750.07%
176SPDR S&P 500 ETF TRSPY753$513,4860.07%
177PAYCOM SOFTWARE INCPAYC3,118$496,8840.07%
178PAYPAL HLDGS INCPYPL8,423$491,7350.07%
179LINCOLN ELEC HLDGS INC5339001061,981$474,7270.07%
180ICF INTL INC44925C1035,538$472,3910.06%
181NETFLIX INCNFLX5,029$471,5190.06%
182MICROSOFT CORPMSFT935$452,1850.06%
183DORMAN PRODS INC2582781003,592$442,4980.06%
184THE CIGNA GROUP1255231001,580$434,8630.06%
185CDW CORPCDW3,190$434,4780.06%
186INTEGER HLDGS CORPITGR5,435$426,2670.06%
187NEXSTAR MEDIA GROUP INCNXST2,094$425,1870.06%
188MERCK & CO INCMRK3,996$420,6190.06%
189AGREE RLTY CORP0084921005,771$415,6850.06%
190QUALYS INCQLYS3,108$413,0530.06%
191UMB FINL CORP9027881083,569$410,5780.06%
192MCDONALDS CORPMCD1,333$407,4050.06%
193ZIMMER BIOMET HOLDINGS INCZBH4,485$403,2910.06%
194DIODES INCDIOD8,118$400,5420.06%
195TRACTOR SUPPLY COTSCO7,956$397,8800.05%
196ALPHABET INCGOOG1,259$394,0670.05%
197MARZETTI COMPANYMZTI2,391$393,1280.05%
198PALANTIR TECHNOLOGIES INCPLTR2,162$384,2950.05%
199UNITEDHEALTH GROUP INCUNH1,155$381,2770.05%
200MANHATTAN ASSOCIATES INCMANH2,198$380,9350.05%
201WYNDHAM HOTELS & RESORTS INCWH4,995$377,4220.05%
202TOPBUILD CORPBLD900$375,4710.05%
203ISHARES TR4642874993,900$375,4530.05%
204ALLIANT ENERGY CORPLNT5,761$374,5230.05%
205ENOVIS CORPORATIONENOV14,039$373,9990.05%
206EASTGROUP PPTYS INC2772761012,085$371,4220.05%
207ROBERT HALF INC.RHI13,620$369,9190.05%
208FORTUNE BRANDS INNOVATIONS IFBIN7,391$369,6980.05%
209DOMINOS PIZZA INCDPZ876$365,1340.05%
210AAON INCAAON4,722$360,0520.05%
211RELIANCE INCRS1,246$359,9320.05%
212BLACKBAUD INCBLKB5,512$349,0200.05%
213ZOETIS INCZTS2,765$347,8920.05%
214BALCHEM CORPBCPC2,200$337,3920.05%
215NORTHERN OIL & GAS INCNOG15,463$331,9910.05%
216JPMORGAN CHASE & CO.VYLD1,027$330,9200.05%
217VANGUARD WORLD FD92204A702435$327,8940.05%
218ROBERT HALF INC.RHI12,051$327,3050.05%
219DIMENSIONAL ETF TRUST25434V7088,158$322,9750.04%
220VANGUARD BD INDEX FDS9219378354,295$318,0000.04%
221POWER INTEGRATIONS INCPOWI8,947$317,9760.04%
222ISHARES TR46434V6214,555$316,2080.04%
223COMCAST CORP NEWCCZ10,476$313,1280.04%
224DYNATRACE INCDT7,218$312,8280.04%
225ISHARES TR46435G2684,053$303,7320.04%
226NORTHERN TR CORPNTRSO2,217$302,8200.04%
227HERSHEY COHSY1,650$300,2670.04%
228APPLIED MATLS INC0382221051,112$285,7730.04%
229RTX CORPORATIONRTX1,553$284,8200.04%
230MOLINA HEALTHCARE INCMOH1,641$284,7790.04%
231VANGUARD INDEX FDS922908629980$284,4160.04%
232ABBOTT LABSABLZF2,250$281,9020.04%
233AUTOMATIC DATA PROCESSING INADP1,092$280,8950.04%
234VANGUARD WORLD FD9219107332,310$279,4180.04%
235ISHARES TR4642874652,850$273,6850.04%
236EVERGY INCEVRG3,761$272,6350.04%
237CAVA GROUP INCCAVA4,612$270,6780.04%
238CROWN CASTLE INCCCI3,025$268,8320.04%
239CHEWY INCCHWY8,045$265,8870.04%
240INTERNATIONAL BUSINESS MACHSINTR876$259,4800.04%
241LEIDOS HOLDINGS INCLDOS1,411$254,5440.03%
242ISHARES INC46434G1033,760$252,7470.03%
243BROWN & BROWN INCBRO3,042$242,4470.03%
244JACOBS SOLUTIONS INCJ1,819$240,9450.03%
245VANGUARD INTL EQUITY INDEX F9220427753,263$240,0260.03%
246SOUTHSTATE BK CORP84472E1022,534$238,4750.03%
247FRANKLIN ELEC INCFELE2,472$236,1500.03%
248ISHARES TR46432F8422,590$231,7010.03%
249MKS INC.MKSI1,427$228,0350.03%
250INVESCO EXCHANGE TRADED FD TIVZ4,970$226,1850.03%
251BECTON DICKINSON & COBDX1,134$220,0750.03%
252FISERV INCFISV3,246$218,0000.03%
253ISHARES TR4642882732,800$217,0840.03%
254TRAVELERS COMPANIES INCTRV745$216,0950.03%
255IDACORP INCIDA1,706$215,9110.03%
256CLEAN HARBORS INCCLH900$211,0320.03%
257SCHWAB STRATEGIC TR8085243006,456$210,5950.03%
258TRANE TECHNOLOGIES PLCTT533$207,4440.03%
259GOLDMAN SACHS GROUP INCGSCE234$205,6860.03%
260AMN HEALTHCARE SVCS INC00174410110,916$172,0360.02%
261DNP SELECT INCOME FD INC23325P10411,196$111,8480.02%