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CIK: 0001537720
Total reported value
$3.2B
$3.2B
454 檔
21.8%
As reported in its official Q2 2025 Form 13F filing, FineMark National Bank & Trust's tracked investment portfolio stood at $3.2B with 454 total positions.
During Q2 2025, 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 454 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.89% | +0.61% | -0.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.79% | -0.15% | -0.95% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +0.07% | +0.43% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | +0.03% | +0.87% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.41% | +0.11% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.54% | -0.03% | -4.52% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | -0.19% | +0.85% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.35% | — | -1.64% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | — | +33.43% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.75% | — | -0.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | — | +2.79% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.49% | +1.30% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.49% | — | +16.16% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.19% | +0.45% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.21% | -1.07% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.05% | +0.05% | -12.96% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | — | -1.88% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | — | +6.61% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.11% | -0.99% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | — | +0.24% | |
| 21 | PWR | Quanta Services Inc | Stock-Industrials | 0.86% | -0.72% | -18.95% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | — | +1.62% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.84% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.03% | +7.77% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.83% | +0.05% | -0.30% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | — | -5.99% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.80% | — | -16.88% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.79% | — | -0.28% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | — | +0.45% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.25% | +1.09% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.70% | -0.11% | -11.50% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.66% | — | -0.90% | |
| 33 | KKR | Kkr & Co Inc | Stock-Financials | 0.66% | — | +1.11% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | — | +1.46% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.66% | — | -3.66% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.17% | +0.21% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | -1.84% | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.63% | — | +45.04% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.62% | — | -1.79% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | -4.43% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.07% | +0.43% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.60% | — | -0.56% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | — | -3.90% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | +0.16% | -2.57% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.57% | — | +1.17% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | — | -7.49% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | — | -3.06% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.09% | -0.29% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | — | -3.83% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.05% | +0.01% |
According to official SEC Form 13F filings, FineMark National Bank & Trust reported a total U.S. public equity portfolio value of $3.2B across 454 disclosed positions in Q2 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, IVV) accounted for 21.8% of total reported equity market value during Q2 2025.
During Q2 2025, FineMark National Bank & Trust's top holdings by market value included UPS (5.9%)、SPY (5.8%)、IVV (4.8%). The largest single position, UPS, represented 5.9% of total portfolio value.
In Q2 2025, 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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