FineMark National Bank & Trust
Q2 2025 13F Holdings
- Locationfort myers, FL
- Num holdings
455
- Value ($000)
$2,939,336
- Date Filed08/11/2025
- Form type13F-HR
- CIK0001537720
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $172.99M | 6 % | 1,713,816 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $170.16M | 6 % | 275,414 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $139.54M | 5 % | 224,736 | ||
AAPL APPLE INC | COM | 037833100 | $118.49M | 4 % | 577,529 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $97.70M | 3 % | 196,419 | ||
AVGO BROADCOM INC | COM | 11135F101 | $74.61M | 3 % | 270,662 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $72.13M | 3 % | 456,535 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $69.12M | 2 % | 122,014 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $55.90M | 2 % | 192,827 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $51.37M | 2 % | 238,044 |
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