FINEMARK NATIONAL BANK & TRUST 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001537720 · FORT MYERS, FL

As of Sep 30, 2025, FINEMARK NATIONAL BANK & TRUST reported 522 positions worth $2.9B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SPDR S&P 500 ETF TRUST	SPY	—	269,303	79.4M	6.15%
ISHARES CORE S&P 500 ETF	IVV	—	228,367	52.8M	5.24%
UNITED PARCEL SERVICE INC	UPS	Industrials	1,714,070	43.2M	4.91%
APPLE INC	AAPL	Technology	550,642	40.2M	4.81%
MICROSOFT CORP	MSFT	Technology	188,499	$97.6M	3.35%
NVIDIA CORP	NVDA	Technology	430,169	$80.3M	2.75%
BROADCOM INC	AVGO	Technology	241,298	$79.6M	2.73%
ALPHABET INC	GOOG	Equity	285,772	$69.6M	2.39%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	115,981	$69.1M	2.37%
JPMORGAN CHASE & CO	JPM	Financial Services	188,895	$59.6M	2.04%
ISHARES RUSSELL 2000 ETF	IWM	—	231,252	$56.0M	1.92%
AMAZON.COM INC	AMZN	Equity	238,405	$52.3M	1.80%
ISHARES MSCI EAFE ETF	EFA	—	544,870	$50.9M	1.75%
META PLATFORMS INC	META	Communication Services	55,602	$40.8M	1.40%
HOME DEPOT INC	HD	Consumer Cyclical	85,157	$34.5M	1.18%
ISHARES CORE S&P MID-CAP ETF	IJH	—	493,659	$32.2M	1.11%
TJX COMPANIES INC	TJX	Consumer Cyclical	202,116	$29.2M	1.00%
MASTERCARD INC	MA	Financial Services	51,213	$29.1M	1.00%
INVESCO QQQ TRUST SERIES 1	QQQ	—	47,408	$28.5M	0.98%
GE VERNOVA INC	GEV	Utilities	45,202	$27.8M	0.95%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	195,047	$27.5M	0.94%
RTX CORP	RTX	Equity	162,583	$27.2M	0.93%
ISHARES RUSSELL 1000 ETF	IWB	—	71,056	$26.0M	0.89%
BERKSHIRE HATHAWAY INC	BRK.A	Financial Services	34	$25.6M	0.88%
ALPHABET INC	GOOGL	Equity	104,655	$25.4M	0.87%