FineMark National Bank & Trust
Top Portfolio Positions
285 positions ·
$2,278,166,871 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
268,215 | $182,901,172 | 8.03% |
| UPS |
United Parcel Service Inc
Industrials
|
1,706,226 | $169,240,556 | 7.43% |
| AAPL |
Apple Inc.
Technology
|
544,537 | $148,037,828 | 6.50% |
| MSFT |
Microsoft Corp
Technology
|
186,474 | $90,182,555 | 3.96% |
| AVGO |
Broadcom Inc.
Technology
|
239,844 | $83,010,008 | 3.64% |
| NVDA |
Nvidia Corp
Technology
|
417,884 | $77,935,365 | 3.42% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
116,109 | $70,046,237 | 3.07% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
185,822 | $59,875,564 | 2.63% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
241,620 | $55,770,728 | 2.45% |
| META |
Meta Platforms, Inc.
Communication Services
|
57,161 | $37,731,403 | 1.66% |
Portfolio Trend
Holdings in CBUS
Export CSVShares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $35,670 | 20,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,445 | 20,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,290 | 20,500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,335 | 20,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $56,990 | 20,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $133,620 | 40,988 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $201,806 | 20,488 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $370,320 | 16,488 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $323,824 | 16,488 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $300,411 | 16,488 | Shares | Sole | 2023-11-15 | |
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