First National Bank Of Mount Dora, Trust Investment Services Portfolio Holdings

First National Bank Of Mount Dora, Trust Investment Services

  • $425 Million
  • Q2 2025

First National Bank Of Mount Dora, Trust Investment Services has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $425 Million distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.8M, Spdr S&P 500 ETF Trust with a value of $18.9M, Microsoft Corp with a value of $17.2M, Broadcom Inc. with a value of $16.5M, and Apple Inc. with a value of $14M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $394M to 425M.

Below you can find more details about First National Bank Of Mount Dora, Trust Investment Services portfolio as well as his latest detailed transactions.

Portfolio value $425 Million
Technology: $108 Million
ETFs: $59 Million
Financial Services: $54 Million
Industrials: $38.5 Million
Communication Services: $35.6 Million
Consumer Cyclical: $34.7 Million
Consumer Defensive: $30.6 Million
Healthcare: $30.5 Million
Other: $34.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$20.8 Million 4.9% of portfolio
131,727
Q2 2025 Reduced 0.99%
$0
$18.9 Million 4.43% of portfolio
30,517
Q2 2025 Added 30.21%
$3.84T
$17.2 Million 4.05% of portfolio
34,607
Q2 2025 Added 0.29%
$147B
$16.5 Million 3.89% of portfolio
60,033
Q2 2025 Reduced 0.23%
$3.8T
$14 Million 3.29% of portfolio
68,077
Q2 2025 Reduced 0.11%
$906B
$12.8 Million 3.02% of portfolio
44,285
Q2 2025 Added 1.17%
$425B
$12.8 Million 3.0% of portfolio
12,889
Q2 2025 Reduced 0.17%
$815B
$11.4 Million 2.69% of portfolio
52,329
Q2 2025 Added 4.42%
$711B
$11 Million 2.59% of portfolio
14,131
Q2 2025 Added 0.27%
$144B
$10.3 Million 2.42% of portfolio
38,570
Q2 2025 Reduced 0.09%
$281B
$10.2 Million 2.41% of portfolio
104,618
Q2 2025 Reduced 0.08%
$1.53T
$10.1 Million 2.39% of portfolio
57,177
Q2 2025 Added 3.51%
$468B
$9.87 Million 2.32% of portfolio
91,595
Q2 2025 Added 1.83%
$298B
$9.86 Million 2.32% of portfolio
41,384
Q2 2025 Added 0.4%
$0
$9.82 Million 2.31% of portfolio
444,558
Q2 2025 New
$177B
$8.82 Million 2.07% of portfolio
45,321
Q2 2025 Reduced 0.65%
$1.75T
$8.63 Million 2.03% of portfolio
11,693
Q2 2025 Added 2.34%
$2.36T
$7 Million 1.65% of portfolio
31,895
Q2 2025 Reduced 35.41%
$142B
$6.71 Million 1.58% of portfolio
13,189
Q2 2025 Reduced 0.9%
$161B
$6.6 Million 1.55% of portfolio
17,071
Q2 2025 Added 0.39%
$164B
$6.53 Million 1.54% of portfolio
52,854
Q2 2025 Added 0.1%
$41.4B
$6.47 Million 1.52% of portfolio
76,889
Q2 2025 Reduced 0.11%
$222B
$6.44 Million 1.51% of portfolio
22,039
Q2 2025 Added 1.04%
$433B
$6.27 Million 1.47% of portfolio
17,098
Q2 2025 Reduced 11.83%
$61.3B
$6.18 Million 1.45% of portfolio
61,221
Q2 2025 Reduced 0.11%
$554B
$5.82 Million 1.37% of portfolio
16,395
Q2 2025 Reduced 1.19%
$63.9B
$5.8 Million 1.36% of portfolio
54,832
Q2 2025 Added 2.23%
$140B
$5.12 Million 1.21% of portfolio
73,799
Q2 2025 Added 4.65%
$372B
$5.12 Million 1.2% of portfolio
32,155
Q2 2025 Reduced 1.52%
$96.2B
$4.93 Million 1.16% of portfolio
26,849
Q2 2025 Reduced 0.86%
$6.68B
$4.93 Million 1.16% of portfolio
54,749
Q2 2025 Added 1,091.49%
$144B
$4.86 Million 1.14% of portfolio
136,226
Q2 2025 Reduced 30.87%
$147B
$4.74 Million 1.11% of portfolio
25,894
Q2 2025 Added 1.51%
$142B
$4.53 Million 1.07% of portfolio
19,458
Q2 2025 Added 1.66%
$88.7B
$4.45 Million 1.05% of portfolio
19,430
Q2 2025 Added 0.36%
$177B
$4.27 Million 1.0% of portfolio
8,090
Q2 2025 Reduced 1.39%
$0
$4.08 Million 0.96% of portfolio
22,386
Q2 2025 Added 1.98%
$0
$4.06 Million 0.95% of portfolio
13,356
Q2 2025 Added 7.79%
$92.5B
$3.77 Million 0.89% of portfolio
10,988
Q2 2025 Reduced 0.25%
$98.3B
$3.72 Million 0.88% of portfolio
17,020
Q2 2025 Reduced 1.57%
$124B
$3.68 Million 0.87% of portfolio
7,954
Q2 2025 Added 0.09%
$0
$3.62 Million 0.85% of portfolio
19,927
Q1 2022 Added 1.15%
$35.5B
$3.54 Million 0.83% of portfolio
37,231
Q2 2025 Added 1.84%
$116B
$3.49 Million 0.82% of portfolio
9,111
Q2 2025 Added 0.75%
$644B
$3.4 Million 0.8% of portfolio
7,004
Q2 2025 Reduced 0.17%
$101B
$3.25 Million 0.76% of portfolio
7,291
Q2 2025 Reduced 0.79%
$20.3B
$2.98 Million 0.7% of portfolio
13,380
Q2 2025 Added 2.73%
$53.2B
$2.95 Million 0.69% of portfolio
14,653
Q2 2025 Added 2.41%
$53.9B
$2.71 Million 0.64% of portfolio
10,813
Q2 2025 Reduced 5.75%

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $425 Million
  • Prior Value $394 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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