13F filer
FineMark National Bank & Trust
Stale filing snapshot.
This manager's latest published quarter is Q4 2025, behind the current site baseline of Q2 2026.
These holdings remain available for historical reference but are excluded from sitewide current-holder totals.
13F Value
$3.20B
Positions
452
Top Position
SPY5.7%
Top 5
23.5%
Latest filing changes
No increased positions
No new positions
No reduced positions
No exited positions
Holdings452
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 5.7% | $182.9M | — | 268.2K | — | ETF | |
| 2 | UPS | 5.3% | $169.2M | — | 1.71M | — | Common Stock | |
| 3 | IVV | 5.1% | $162.7M | — | 237.6K | — | ETF | |
| 4 | AAPL | 4.6% | $148.0M | — | 544.5K | — | Common Stock | |
| 5 | MSFT | 2.8% | $90.2M | — | 186.5K | — | Common Stock | |
| 6 | GOOG | 2.8% | $89.2M | — | 284.4K | — | Common Stock | |
| 7 | AVGO | 2.6% | $83.0M | — | 239.8K | — | Common Stock | |
| 8 | NVDA | 2.4% | $77.9M | — | 417.9K | — | Common Stock | |
| 9 | MDY | 2.2% | $70.0M | — | 116.1K | — | ETF | |
| 10 | JPM | 1.9% | $59.9M | — | 185.8K | — | Common Stock | |
| 11 | IWM | 1.8% | $56.7M | — | 230.4K | — | ETF | |
| 12 | AMZN | 1.7% | $55.8M | — | 241.6K | — | Common Stock | |
| 13 | EFA | 1.7% | $53.1M | — | 553.3K | — | ETF | |
| 14 | META | 1.2% | $37.7M | — | 57.2K | — | Common Stock | |
| 15 | IJH | 1.1% | $35.3M | — | 534.1K | — | ETF | |
| 16 | GOOGLFiling details
|
1.0% | $32.2M | — | 102.8K | — | Common Stock | |
| 17 | QQQ | 1.0% | $30.7M | — | 49.9K | — | ETF | |
| 18 | TJX | 0.9% | $30.4M | — | 198.2K | — | Common Stock | |
| 19 | RTX | 0.9% | $30.1M | — | 163.9K | — | Common Stock | |
| 20 | RSP | 0.9% | $29.7M | — | 154.9K | — | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.