FineMark National Bank & Trust
BankTop Portfolio Positions
307 positions ·
$2,348,630,481 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
268,215 | $182,901,172 | 7.79% | |
| UPS |
United Parcel Service Inc
Industrials
|
1,706,226 | $169,240,556 | 7.21% | |
| AAPL |
Apple Inc.
Technology
|
544,537 | $148,037,828 | 6.30% | |
| MSFT |
Microsoft Corp
Technology
|
186,474 | $90,182,555 | 3.84% | |
| AVGO |
Broadcom Inc.
Technology
|
239,844 | $83,010,008 | 3.53% | |
| NVDA |
Nvidia Corp
Technology
|
417,884 | $77,935,365 | 3.32% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
116,109 | $70,046,237 | 2.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
185,822 | $59,875,564 | 2.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
241,620 | $55,770,728 | 2.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
57,161 | $37,731,403 | 1.61% |
Portfolio Trend
Holdings in SFRX
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $5,040 | 2,400,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,680 | 2,400,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,840 | 2,400,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,120 | 2,400,000 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $22,800 | 2,400,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $68,640 | 2,400,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,640 | 2,400,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,800 | 2,400,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,440 | 2,400,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,400 | 2,400,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,120 | 2,400,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,960 | 2,400,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,720 | 2,400,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,200 | 2,400,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,400 | 2,400,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,840 | 2,400,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,160 | 2,400,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,400 | 2,400,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,120 | 2,400,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,200 | 2,400,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,800 | 2,400,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,600 | 2,400,000 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||