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CIK: 0001537720
Total reported value
$3.2B
$3.2B
422 檔
23.4%
During the Q3 2024 filing period, FineMark National Bank & Trust (CIK: 0001537720) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.2B across 422 reported positions.
During Q3 2024, FineMark National Bank & Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 422 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.17% | +0.61% | -0.20% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.71% | -0.15% | -1.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.73% | +0.03% | -1.34% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | +0.07% | +0.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.41% | +1.61% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.47% | — | -0.51% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | -0.19% | -0.30% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.83% | — | -0.82% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | -0.03% | +885.58% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.49% | -0.48% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | — | +35.36% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.32% | +0.05% | +1.34% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.21% | +1.01% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.20% | — | +2.48% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | — | +1.98% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.19% | -0.98% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.05% | +0.09% | +3.70% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | — | -1.25% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 0.95% | — | -1.16% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | — | -2.19% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | — | -1.36% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.11% | -1.54% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.07% | -1.21% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.85% | — | -2.61% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | — | +9.68% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 0.82% | -0.72% | -3.14% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.80% | — | -0.45% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.77% | — | -0.50% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | — | -8.01% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | +7.31% | |
| 31 | BLKCHF | Blackrock Inc | Stock-Other | 0.74% | — | -3.89% | |
| 32 | TT | Trane Technologies plc | Stock-Industrials | 0.74% | — | -0.98% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | — | +2.22% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.73% | +0.05% | -0.39% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | — | +2.18% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.25% | -10.68% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | +0.16% | +3.92% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | — | +1.24% | |
| 39 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.64% | — | -0.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.17% | -4.72% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.63% | — | -0.40% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | -9.16% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.62% | — | +0.80% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | +0.05% | +8.67% | |
| 45 | KKR | Kkr & Co Inc | Stock-Financials | 0.61% | — | -0.68% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.60% | — | -0.22% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.59% | — | -0.46% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.59% | — | -0.66% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.59% | — | +2.14% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | — |
According to official SEC Form 13F filings, FineMark National Bank & Trust reported a total U.S. public equity portfolio value of $3.2B across 422 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including UPS, SPY, AAPL) accounted for 23.4% of total reported equity market value during Q3 2024.
During Q3 2024, FineMark National Bank & Trust's top holdings by market value included UPS (8.2%)、SPY (5.7%)、AAPL (4.7%). The largest single position, UPS, represented 8.2% of total portfolio value.
In Q3 2024, FineMark National Bank & Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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