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CIK: 0001423045
Total reported value
$499.4M
$499.4M
131 檔
15.2%
In Q1 2024, First National Bank of Mount Dora, Trust Investment Services's U.S. equity holdings reached a combined market value of $499.4M, distributed across 131 disclosed stock positions.
During Q1 2024, First National Bank of Mount Dora, Trust Investment Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.21% | -0.78% | -12.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.18% | +0.61% | -4.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -1.85% | -3.44% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.55% | +2.09% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.70% | -0.99% | -17.41% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | -0.71% | +20.75% | |
| 7 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 2.18% | -2.15% | EXIT | |
| 8 | PEG | Public Service Enterprise Gp | Stock-Utilities | 2.08% | -0.35% | -8.52% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 2.03% | -0.48% | -6.41% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.00% | +0.49% | -12.49% | |
| 11 | DE | Deere & Co | Stock-Industrials | 1.99% | +0.42% | -4.09% | |
| 12 | PGR | Progressive CORP | Stock-Financials | 1.98% | -0.71% | +3.68% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.22% | -7.39% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.86% | +0.67% | +3.96% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.85% | -0.15% | -0.75% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.83% | +0.16% | -3.67% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.82% | -0.10% | +0.26% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.80% | -0.44% | +200.32% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.76% | -0.44% | +11.51% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | +0.25% | -1.08% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.57% | -0.09% | -1.45% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.48% | -0.25% | +9.20% | |
| 23 | EA | Electronic Arts Inc | Stock-Comm Services | 1.46% | -0.14% | +30.55% | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 1.42% | +0.05% | -18.67% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.40% | -0.06% | EXIT | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | -0.48% | -4.97% | |
| 27 | LIN | Linde plc | Stock-Materials | 1.37% | +0.13% | -13.30% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.21% | -2.77% | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 1.28% | -0.26% | -0.77% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.24% | -4.24% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.22% | -0.58% | +8.04% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.05% | -0.86% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | — | +0.68% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.42% | -2.85% | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.19% | -0.09% | +7.94% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 1.10% | +0.46% | -15.08% | |
| 37 | INTC | Intel CORP | Stock-Tech | 1.05% | — | -9.47% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | +0.69% | +58.87% | |
| 39 | EQIX | Equinix Inc | Stock-Real Estate | 1.01% | -0.06% | -22.91% | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 1.00% | +0.70% | +1.24% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | +0.03% | +1.64% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.96% | -0.44% | -2.48% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -1.02% | EXIT | |
| 44 | AEP | American Electric Power | Stock-Utilities | 0.91% | -0.03% | +8.51% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.86% | -0.70% | -4.50% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | +0.02% | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.81% | — | +16.17% | |
| 48 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.81% | -0.04% | -15.06% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.11% | +0.74% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.39% | +2.69% |
According to official SEC Form 13F filings, First National Bank of Mount Dora, Trust Investment Services reported a total U.S. public equity portfolio value of $499.4M across 131 disclosed positions in Q1 2024.
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 NVDA, SPY, MSFT) accounted for 15.2% of total reported equity market value during Q1 2024.
During Q1 2024, First National Bank of Mount Dora, Trust Investment Services's top holdings by market value included NVDA (5.2%)、SPY (4.2%)、MSFT (3.4%). The largest single position, NVDA, represented 5.2% of total portfolio value.
In Q1 2024, First National Bank of Mount Dora, Trust Investment Services 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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