StockDriftsStockDriftsTop 50 City National Bank Of Florida Msd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 (MKT) | 22.65% | 72.1K | $54.0M | +9.49%(+6.25K) | $604.34(+28.63%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 4.96% | 79.8K | $11.8M | +36.42%(+21.30K) | $125.02(+18.98%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION SR NT | 3.82% | 45.5K | $9.1M | +54.80%(+16.10K) | $157.40(+40.06%) | 2026-06-30 | |
| AGG | ISHARES CORE TOTAL US BOND | 3.51% | 84.5K | $8.4M | +29.30%(+19.15K) | $99.45(-2.04%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE | 2.76% | 68.0K | $6.6M | +170.74%(+42.91K) | $86.12(+17.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.57% | 21.2K | $6.1M | +37.22%(+5.75K) | $246.48(+24.42%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH | 2.49% | 47.8K | $5.9M | -1.97%(-958) | $103.95(+20.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.29% | 14.6K | $5.5M | +58.48%(+5.40K) | $404.61(+24.26%) | 2026-06-30 | |
| GOOGL | ALPHABET INC SR | 2.1% | 14.0K | $5.0M | +34.53%(+3.59K) | $227.71(+54.35%) | 2026-06-30 | |
| SMMD | ISHARE RUSSEL 2500 ETF | 2.08% | 54.3K | $5.0M | -1.22%(-669) | $67.11(+37.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.14% |
City National Bank Of Florida Msd reports $238.49M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.6%), IJR (5.0%) and NVDA (3.8%). The top 20 holdings account for 63.33% of reported assets. Its disclosed equity book has returned +23.21% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from City National Bank Of Florida Msd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 709447). View City National Bank Of Florida Msd’s 13F filings on SEC