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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$4.93 Million 1.16% of portfolio
54,749
Q2 2025 Added 1,091.49%
$2.45B
$534,000 0.13% of portfolio
29,246
Q1 2021 Added 92.53%
$7.61B
$297,000 0.07% of portfolio
3,987
Q2 2025 Reduced 14.18%
$9.35B
$237,000 0.06% of portfolio
11,580
Q2 2025 Reduced 9.52%

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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