First National Bank Of Mount Dora, Trust Investment Services has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $396 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21.4M, Spdr S&P 500 ETF Trust with a value of $17.2M, Microsoft Corp with a value of $13.8M, Apple Inc. with a value of $12.6M, and Costco Wholesale Corp with a value of $11.1M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $359M to 396M.

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 $396 Million
Technology: $80.9 Million
Healthcare: $50.7 Million
ETFs: $45.7 Million
Industrials: $45.5 Million
Financial Services: $41.7 Million
Consumer Defensive: $31 Million
Communication Services: $28.5 Million
Consumer Cyclical: $24.1 Million
Other: $47.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $396 Million
  • Prior Value $359 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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