FineMark National Bank & Trust

Bank

CIK

1537720

City

FORT MYERS

State / Country

Stock

UPS — United Parcel Service Inc

Top Portfolio Positions

307 positions · $2,348,630,481 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	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

24 quarters · across all stocks

Holdings in UPS

Compact Export CSV

Shares Held

Position Value (USD)

28 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$169,240,556	1,706,226	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$143,176,267	1,714,070	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$172,992,587	1,713,816	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$188,737,339	1,715,950	-0.1%	Shares	Sole	2025-05-13
2024-12-31	$216,580,910	1,717,533	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$234,893,641	1,722,852	-0.2%	Shares	Sole	2024-11-13
2024-06-30	$236,240,186	1,726,271	-0.4%	Shares	Sole	2024-08-02
2024-03-31	$257,531,348	1,732,701	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$272,108,841	1,730,642	-0.5%	Shares	Sole	2024-02-09
2023-09-30	$271,081,778	1,739,153	+0.6%	Shares	Sole	2023-11-15
2023-06-30	$309,777,161	1,728,185	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$334,895,800	1,726,356	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$299,496,245	1,722,827	-0.1%	Shares	Sole	2023-02-09
2022-09-30	$278,521,775	1,724,166	+268.0%	Shares	Sole	2022-11-14
2022-09-30	$75,681,490	468,500	-72.8%	Put	Sole	2022-11-14
2022-06-30	$314,439,935	1,722,581	+267.7%	Shares	Sole	2022-08-09
2022-06-30	$85,519,990	468,500	-72.3%	Put	Sole	2022-08-09
2022-03-31	$363,244,198	1,693,762	+1298.6%	Shares	Sole	2022-05-16
2022-03-31	$25,971,106	121,100	-93.2%	Put	Sole	2022-05-16
2021-12-31	$381,023,215	1,777,658	+1367.9%	Shares	Sole	2022-02-14
2021-12-31	$25,956,574	121,100	-93.3%	Put	Sole	2022-02-14
2021-09-30	$327,763,428	1,799,909	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$374,345,583	1,799,998	-26.6%	Shares	Sole	2021-08-13
2021-03-31	$416,810,719	2,451,972	-12.2%	Shares	Sole	2021-05-12
2020-12-31	$470,445,439	2,793,619	+0.1%	Shares	Sole	2021-02-10
2020-09-30	$465,215,296	2,791,906	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$311,452,536	2,801,336	-1.0%	Shares	Sole	2020-08-13
2020-03-31	$264,388,222	2,830,103	—	Shares	Sole	2020-05-06
No 13F history on record for this holder in this stock.