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CIK: 0001537720
Total reported value
$3.2B
$3.2B
447 檔
20.9%
In Q1 2025, FineMark National Bank & Trust's U.S. equity holdings reached a combined market value of $3.2B, distributed across 447 disclosed stock positions.
In Q1 2025, FineMark National Bank & Trust displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 447 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 6.89% | +0.61% | -0.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.68% | -0.15% | -2.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.03% | -0.69% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.59% | +0.07% | +0.04% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.41% | +0.05% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.42% | — | +0.00% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | -0.19% | +4.21% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.74% | — | +0.44% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | -0.03% | -0.25% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | — | +1.40% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | +0.49% | -0.72% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | — | -2.70% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | — | -0.85% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | +0.05% | -6.36% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.21% | -0.08% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.19% | +3.61% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | — | -0.50% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | — | -3.23% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | — | — | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | +0.09% | -0.59% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | — | +0.48% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | -0.11% | +0.65% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | — | +0.05% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | — | +0.74% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.81% | +0.05% | -1.31% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.81% | — | -0.43% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | -0.72% | +2.97% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.76% | -0.11% | -0.42% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.72% | — | +0.85% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | +0.16% | -1.53% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | — | -0.12% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.03% | +8.19% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | -1.16% | |
| 34 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.67% | — | +2.19% | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.66% | — | -0.99% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.65% | — | +1.17% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 0.65% | — | -10.39% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.64% | — | -0.14% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | — | +1.05% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | — | -14.42% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | +0.05% | -2.49% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.17% | -1.26% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | — | -4.06% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | +2.22% | |
| 45 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.61% | -0.12% | +3.13% | |
| 46 | KKR | Kkr & Co Inc | Stock-Financials | 0.61% | — | +5.95% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.60% | — | -2.80% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.60% | — | +5.39% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.60% | — | -0.53% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.58% | — | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 14 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 15 | HD | Home Depot Inc | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | MA | Mastercard Inc - A | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 22 | HON | Honeywell International Inc | — | NEW | New buy |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 24 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 25 | RTX | Rtx CORP | — | NEW | New buy |
| 26 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 27 | PWR | Quanta Services Inc | — | NEW | New buy |
| 28 | BLK | Blackrock Inc | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 31 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 32 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 34 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 35 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 36 | TT | Trane Technologies plc | — | NEW | New buy |
| 37 | PGR | Progressive CORP | — | NEW | New buy |
| 38 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 39 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 40 | ABBV | Abbvie Inc | — | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 42 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 43 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 45 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 46 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 47 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 48 | GEV | GE Vernova Inc | — | NEW | New buy |
| 49 | MS | Morgan Stanley | — | NEW | New buy |
| 50 | ACN | Accenture plc | — | NEW | New buy |
According to official SEC Form 13F filings, FineMark National Bank & Trust reported a total U.S. public equity portfolio value of $3.2B across 447 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UPS, SPY, AAPL) accounted for 20.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
UPS
市值: $188.7M
During Q1 2025, FineMark National Bank & Trust's top holdings by market value included UPS (6.9%)、SPY (5.7%)、AAPL (4.6%). The largest single position, UPS, represented 6.9% of total portfolio value.
In Q1 2025, FineMark National Bank & Trust made 50 total portfolio adjustments, initiating 50 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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