13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001423045
Total reported value
$499.4M
$499.4M
130 檔
17.5%
According to the latest 13F quarterly dataset, First National Bank of Mount Dora, Trust Investment Services managed an equity portfolio of $499.4M at the end of Q2 2025, spanning 130 distinct U.S. exchange-listed positions.
First National Bank of Mount Dora, Trust Investment Services executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.69% | -0.78% | -0.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.25% | +0.61% | +30.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -1.85% | +0.29% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.73% | -0.71% | -0.23% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.15% | +0.55% | -0.11% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | -0.21% | +1.17% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.88% | -0.99% | -0.17% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.58% | -1.21% | +4.42% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.48% | +0.49% | +0.27% | |
| 10 | PGR | Progressive CORP | Stock-Financials | 2.32% | -0.71% | -0.09% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.31% | -0.44% | -0.08% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.29% | +0.25% | +3.51% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.23% | -0.15% | +1.83% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.22% | -0.22% | +0.40% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.22% | -0.28% | — | |
| 16 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 2.15% | -2.15% | EXIT | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 2.12% | +0.67% | -0.65% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.97% | +0.16% | -1.16% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.10% | +2.34% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.63% | +0.13% | +0.51% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.42% | -35.41% | |
| 22 | DE | Deere & Co | Stock-Industrials | 1.51% | +0.42% | -0.90% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.49% | -0.48% | +0.39% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.47% | +0.69% | +0.10% | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.46% | -0.35% | -0.11% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.45% | -0.39% | +1.04% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.48% | -11.83% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.39% | -0.58% | -0.11% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.24% | -1.19% | |
| 30 | FTNT | Fortinet Inc | Stock-Tech | 1.31% | +1.94% | +2.23% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.16% | -0.89% | +4.65% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | -0.22% | -1.52% | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.11% | -0.04% | +1091.49% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 1.11% | -0.44% | -0.86% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.10% | -0.44% | -30.87% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 1.07% | +2.22% | +1.51% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | +0.03% | +1.98% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 1.02% | -1.02% | EXIT | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 1.00% | +0.46% | +0.36% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.96% | +0.05% | -1.39% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.11% | +7.79% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.85% | -0.70% | -0.25% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.84% | -0.09% | -1.57% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.83% | -0.08% | +0.09% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | +0.02% | — | |
| 46 | PCAR | Paccar Inc | Stock-Industrials | 0.80% | -0.80% | EXIT | |
| 47 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.79% | -0.21% | +0.75% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.13% | -0.17% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.73% | -0.01% | -0.79% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.67% | -0.08% | +2.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +2.2% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +1.3% | -0.23% | Trim |
| 3 | NVDA | Nvidia CORP | +1.2% | -0.99% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +30.21% | Add |
| 5 | ORCL | Oracle CORP | +0.9% | +4.42% | Add |
| 6 | MSFT | Microsoft CORP | +0.7% | +0.29% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +2.34% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.17% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +3.51% | Add |
| 10 | AMAT | Applied Materials Inc | +0.2% | +1.51% | Add |
| 11 | TRI4EUR | Thomson Reuters CORP | +0.1% | -0.37% | Trim |
| 12 | TXN | Texas Instruments Inc | +0.1% | -0.65% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.79% | Add |
| 14 | WMT | Walmart Inc | +0.1% | -0.08% | Trim |
| 15 | APH | Amphenol Corp-cl A | +0.1% | -0.31% | Trim |
| 16 | FTNT | Fortinet Inc | +0.1% | +2.23% | Add |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 18 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 19 | HON | Honeywell International Inc | 0% | +1.66% | Add |
| 20 | HCA | Hca Healthcare Inc | 0% | +0.75% | Add |
| 21 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 22 | LHX | L3harris Technologies Inc | 0% | -5.75% | Trim |
| 23 | CTAS | Cintas CORP | 0% | +2.73% | Add |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.98% | Add |
| 25 | DE | Deere & Co | 0% | -0.90% | Trim |
| 26 | ICE | Intercontinental Exchange In | 0% | -0.86% | Trim |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | Sold out |
| 28 | BDX | Becton Dickinson And Co | -0.1% | -15.09% | Trim |
| 29 | MSI | Motorola Solutions Inc | -0.1% | -20.61% | Trim |
| 30 | VZ | Verizon Communications Inc | -0.1% | -16.28% | Trim |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -8.40% | Trim |
| 32 | JNJ | Johnson & Johnson | -0.1% | -4.39% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.1% | -0.17% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.17% | Trim |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -0.79% | Trim |
| 36 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.57% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.2% | -1.52% | Trim |
| 38 | MCD | Mcdonald's CORP | -0.2% | +1.04% | Add |
| 39 | UPS | United Parcel Service-cl B | -0.3% | -0.11% | Trim |
| 40 | HD | Home Depot Inc | -0.3% | -11.83% | Trim |
| 41 | PGR | Progressive CORP | -0.4% | -0.09% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.4% | +0.27% | Add |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | Sold out |
| 44 | XOM | Exxon Mobil CORP | -0.4% | +1.83% | Add |
| 45 | ABBV | Abbvie Inc | -0.5% | -1.16% | Trim |
| 46 | TMUS | T-mobile US Inc | -0.5% | +0.40% | Add |
| 47 | ORLY | O'reilly Automotive Inc | -0.5% | +1091.49% | Add |
| 48 | AAPL | Apple Inc | -0.6% | -0.11% | Trim |
| 49 | CMCSA | Comcast Corp-class A | -0.7% | -30.87% | Trim |
| 50 | AMZN | Amazon.com Inc | -0.7% | -35.41% | Trim |
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 130 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 NVDA, SPY, MSFT) accounted for 17.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCHF
市值: $9.8M
Top Position Liquidated / Trimmed
UNH
前期市值: $1.5M
During Q2 2025, First National Bank of Mount Dora, Trust Investment Services's top holdings by market value included NVDA (4.7%)、SPY (4.3%)、MSFT (3.9%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q2 2025, First National Bank of Mount Dora, Trust Investment Services made 49 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 26 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.