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CIK: 0001423045
Total reported value
$499.4M
$499.4M
129 檔
13.6%
The Q1 2025 SEC filing reveals that First National Bank of Mount Dora, Trust Investment Services held a total portfolio value of $499.4M, covering 129 public equity positions.
In Q1 2025, First National Bank of Mount Dora, Trust Investment Services displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.70% | +0.55% | -2.69% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | -0.78% | +11.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.20% | +0.61% | -27.02% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -1.85% | +11.44% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.98% | -0.99% | +16.93% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.84% | +0.49% | +41.99% | |
| 7 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.69% | -0.22% | -17.76% | |
| 8 | PGR | Progressive CORP | Stock-Financials | 2.67% | -0.71% | +20.73% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | -0.21% | +72.45% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.61% | -0.15% | +41.19% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | -0.71% | -12.23% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.43% | +0.16% | -16.48% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.42% | +97.20% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.25% | -0.44% | -4.60% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.11% | +0.25% | +68.45% | |
| 16 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 2.01% | -2.15% | EXIT | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 2.00% | +0.67% | -11.15% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.78% | -0.44% | +14.74% | |
| 19 | LIN | Linde plc | Stock-Materials | 1.75% | +0.13% | +7.43% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.48% | +14.88% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.71% | -1.21% | — | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.66% | -0.39% | +68.81% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.65% | -0.58% | +3.83% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.10% | +15.00% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.61% | -0.04% | +58.50% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.59% | -0.48% | -7.67% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.57% | +0.69% | +7.42% | |
| 28 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.55% | -0.35% | -8.48% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.53% | +0.42% | -24.62% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | -0.24% | -8.56% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.22% | -28.85% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 1.26% | +1.94% | — | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.22% | -0.89% | +129.07% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 1.14% | -0.44% | -4.20% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 1.10% | +0.46% | -0.89% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.04% | +0.03% | -0.40% | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.03% | -0.09% | -30.49% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 1.02% | +0.05% | -36.67% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.99% | -1.02% | EXIT | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.94% | -0.70% | -37.03% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.13% | -0.95% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | +2.22% | -3.13% | |
| 43 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.87% | -0.01% | -39.91% | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 0.87% | -0.80% | EXIT | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.87% | -0.08% | +13.94% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | +0.02% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.11% | — | |
| 48 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.76% | -0.21% | +11.82% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.72% | +0.20% | — | |
| 50 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.68% | -0.60% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 7 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 8 | PGR | Progressive CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | ABBV | Abbvie Inc | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | WMT | Walmart Inc | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | TRI4EUR | Thomson Reuters CORP | — | NEW | New buy |
| 17 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 18 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 19 | LIN | Linde plc | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | ORCL | Oracle CORP | — | NEW | New buy |
| 22 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 23 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 25 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 26 | ADBE | Adobe Inc | — | NEW | New buy |
| 27 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 28 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 29 | DE | Deere & Co | — | NEW | New buy |
| 30 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 32 | FTNT | Fortinet Inc | — | NEW | New buy |
| 33 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 34 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 35 | WM | Waste Management Inc | — | NEW | New buy |
| 36 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 37 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 38 | SPGI | S&p Global Inc | — | NEW | New buy |
| 39 | HON | Honeywell International Inc | — | NEW | New buy |
| 40 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 42 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 43 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 44 | PCAR | Paccar Inc | — | NEW | New buy |
| 45 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 46 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 47 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 48 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 49 | ALL | Allstate CORP | — | NEW | New buy |
| 50 | LEN | Lennar Corp-a | — | NEW | New buy |
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 129 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 AAPL, NVDA, SPY) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $15.1M
During Q1 2025, First National Bank of Mount Dora, Trust Investment Services's top holdings by market value included AAPL (3.7%)、NVDA (3.5%)、SPY (3.2%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q1 2025, First National Bank of Mount Dora, Trust Investment Services 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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