FineMark National Bank & Trust

Q3 2025 13F Holdings

  • Location
    fort myers, FL
  • Num holdings

    454

  • Value ($000)

    $3,063,540

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001537720
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$179.40M
6 %

269,303

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$153.52M
5 %

229,378

U
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$143.18M
5 %

1,714,070

A
AAPL

APPLE INC

COM
037833100
$140.69M
5 %

552,534

M
MSFT

MICROSOFT CORP

COM
594918104
$98.54M
3 %

190,249

A
AVGO

BROADCOM INC

COM
11135F101
$80.37M
3 %

243,618

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$78.21M
3 %

419,169

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$70.09M
2 %

287,767

M
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
78467Y107
$69.42M
2 %

116,467

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$59.58M
2 %

188,895

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 454