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CIK: 0001423045
Total reported value
$499.4M
$499.4M
133 檔
16.3%
In Q4 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 133 disclosed stock positions.
In Q4 2024, First National Bank of Mount Dora, Trust Investment Services adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.40% | +0.61% | -9.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.55% | -0.49% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.76% | -0.78% | -8.30% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.72% | -0.71% | -0.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -1.85% | -0.19% | |
| 6 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.59% | -0.22% | +0.23% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.37% | +0.16% | +1.25% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.37% | -0.99% | -6.00% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.32% | -0.44% | -2.01% | |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 2.25% | +0.67% | +1.22% | |
| 11 | MSI | Motorola Solutions Inc | Stock-Tech | 2.06% | +0.97% | +3.25% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 1.92% | -0.48% | +1.57% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.22% | -1.34% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.79% | +0.49% | -1.47% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 1.79% | -0.71% | -2.87% | |
| 16 | DE | Deere & Co | Stock-Industrials | 1.75% | +0.42% | -0.88% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.74% | -0.58% | +87.05% | |
| 18 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.66% | -0.35% | -3.09% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.60% | -0.15% | +1.67% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.48% | +0.49% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.51% | +0.05% | -1.18% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.51% | -0.44% | +0.19% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | +0.25% | -2.14% | |
| 24 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.43% | -2.15% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.21% | -1.16% | |
| 26 | LIN | Linde plc | Stock-Materials | 1.40% | +0.13% | +0.51% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.40% | -0.25% | +0.27% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.39% | -0.70% | +0.91% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.39% | +0.69% | +2.74% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.10% | +2.73% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | -0.24% | -0.52% | |
| 32 | EA | Electronic Arts Inc | Stock-Comm Services | 1.29% | -0.14% | +0.03% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | -0.42% | -1.50% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.24% | -0.09% | +0.86% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.15% | -0.01% | +2.96% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 1.15% | -0.26% | +0.04% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.09% | +0.89% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.05% | -0.09% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | +0.03% | — | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 1.00% | +2.22% | +3.83% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | — | -1.03% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.99% | -0.44% | -0.44% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -1.02% | EXIT | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.92% | +0.46% | -0.91% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.39% | +0.69% | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.86% | -0.05% | EXIT | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.85% | +0.70% | +2.49% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.11% | — | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | +0.02% | — | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.80% | -0.04% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -0.42% | Trim |
| 2 | UPS | United Parcel Service-cl B | +0.8% | +87.05% | Add |
| 3 | AAPL | Apple Inc | +0.4% | -0.49% | Trim |
| 4 | WMT | Walmart Inc | +0.3% | -2.01% | Trim |
| 5 | TMUS | T-mobile US Inc | +0.3% | +0.23% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.50% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.2% | -0.52% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.16% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.14% | Trim |
| 10 | MSI | Motorola Solutions Inc | +0.2% | +3.25% | Add |
| 11 | HON | Honeywell International Inc | +0.1% | -0.13% | Trim |
| 12 | TJX | Tjx Companies Inc | +0.1% | +2.74% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +2.73% | Add |
| 14 | MSFT | Microsoft CORP | 0% | -0.19% | Trim |
| 15 | COST | Costco Wholesale CORP | 0% | -6.00% | Trim |
| 16 | PG | Procter & Gamble Co/the | 0% | -1.34% | Trim |
| 17 | SPGI | S&p Global Inc | 0% | -1.18% | Trim |
| 18 | VLO | Valero Energy CORP | 0% | +2.49% | Add |
| 19 | ICE | Intercontinental Exchange In | 0% | -0.44% | Trim |
| 20 | VZ | Verizon Communications Inc | -0.1% | -6.90% | Trim |
| 21 | NEE | Nextera Energy Inc | -0.1% | +2.66% | Add |
| 22 | XOM | Exxon Mobil CORP | -0.1% | +1.67% | Add |
| 23 | CEG | Constellation Energy | -0.1% | -0.14% | Trim |
| 24 | TMO | Thermo Fisher Scientific Inc | -0.1% | -15.99% | Trim |
| 25 | JNJ | Johnson & Johnson | -0.1% | -0.09% | Trim |
| 26 | PEG | Public Service Enterprise Gp | -0.1% | -3.09% | Trim |
| 27 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | +2.96% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | +0.19% | Add |
| 30 | PGR | Progressive CORP | -0.1% | -2.87% | Trim |
| 31 | TRI4EUR | Thomson Reuters CORP | -0.1% | -4.22% | Trim |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | +0.91% | Add |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +0.89% | Add |
| 34 | TXN | Texas Instruments Inc | -0.1% | +1.22% | Add |
| 35 | LHX | L3harris Technologies Inc | -0.1% | +0.27% | Add |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -1.03% | Trim |
| 37 | LMT | Lockheed Martin CORP | -0.1% | +0.46% | Add |
| 38 | LIN | Linde plc | -0.1% | +0.51% | Add |
| 39 | PSA | Public Storage | -0.1% | +1.26% | Add |
| 40 | ABBV | Abbvie Inc | -0.2% | +1.25% | Add |
| 41 | AMAT | Applied Materials Inc | -0.2% | +3.83% | Add |
| 42 | LEN | Lennar Corp-a | -0.2% | +3.55% | Add |
| 43 | VOO | Vanguard S&p 500 ETF | -0.2% | -50.97% | Trim |
| 44 | DOW | Dow Inc | -0.2% | EXIT | Sold out |
| 45 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 46 | HCA | Hca Healthcare Inc | -0.2% | +0.11% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -9.25% | Trim |
| 48 | ADBE | Adobe Inc | -0.2% | +1.57% | Add |
| 49 | LLY | Eli Lilly & Co | -0.2% | -1.47% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.4% | EXIT | Sold out |
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 133 disclosed positions in Q4 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 SPY, AAPL, NVDA) accounted for 16.3% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
AGG
前期市值: $1.6M
During Q4 2024, First National Bank of Mount Dora, Trust Investment Services's top holdings by market value included SPY (4.4%)、AAPL (4.1%)、NVDA (3.8%). The largest single position, SPY, represented 4.4% of total portfolio value.
In Q4 2024, First National Bank of Mount Dora, Trust Investment Services made 50 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 24 holdings, and fully liquidating 4 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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