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Finemark National Bank & Trust

Portfolio Manager
Finemark National Bank & Trust
Performance
+4.15% (2025 Q4)
AUM (13F)
$3.20B
# of Holdings
515
Performance Rank
Allocation (Top 20)
47.67%

Finemark National Bank & Trust Holdings Map

Top 50 Finemark National Bank & Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
5.72%268.2K$182.9M
-0.40%(-1.09K)
2024-Q4: 284.7K shares2025-Q1: 278.1K shares2025-Q2: 275.4K shares2025-Q3: 269.3K shares2025-Q4: 268.2K shares
$305.79(+128.89%)
2025-12-31
UPS
UNITED PARCEL SERVICE INC
5.29%1.71M$169.2M
-0.46%(-7.84K)
2024-Q4: 1.72M shares2025-Q1: 1.72M shares2025-Q2: 1.71M shares2025-Q3: 1.71M shares2025-Q4: 1.71M shares
$107.62(-3.76%)
2025-12-31
IVV
ISHARES TR
5.09%237.6K$162.7M
+3.57%(+8.19K)
2024-Q4: 223.7K shares2025-Q1: 223.8K shares2025-Q2: 224.7K shares2025-Q3: 229.4K shares2025-Q4: 237.6K shares
$382.47(+83.86%)
2025-12-31
AAPL
APPLE INC
4.63%544.5K$148.0M
-1.45%(-8.00K)
2024-Q4: 576.5K shares2025-Q1: 572.5K shares2025-Q2: 577.5K shares2025-Q3: 552.5K shares2025-Q4: 544.5K shares
$76.12(+250.02%)
2025-12-31
MSFT
MICROSOFT CORP
2.82%186.5K$90.2M
-1.98%(-3.77K)
2024-Q4: 196.1K shares2025-Q1: 196.2K shares2025-Q2: 196.4K shares2025-Q3: 190.2K shares2025-Q4: 186.5K shares
$165.58(+148.35%)
2025-12-31
GOOG
ALPHABET INC
2.79%284.4K$89.2M
-1.18%(-3.39K)
2024-Q4: 268.0K shares2025-Q1: 266.1K shares2025-Q2: 269.6K shares2025-Q3: 287.8K shares2025-Q4: 284.4K shares
$75.49(+343.07%)
2025-12-31
AVGO
BROADCOM INC
2.59%239.8K$83.0M
-1.55%(-3.77K)
2024-Q4: 284.2K shares2025-Q1: 283.5K shares2025-Q2: 270.7K shares2025-Q3: 243.6K shares2025-Q4: 239.8K shares
$45.31(+775.58%)
2025-12-31
NVDA
NVIDIA CORPORATION
2.44%417.9K$77.9M
-0.31%(-1.28K)
2024-Q4: 444.9K shares2025-Q1: 463.6K shares2025-Q2: 456.5K shares2025-Q3: 419.2K shares2025-Q4: 417.9K shares
$23.60(+742.60%)
2025-12-31
MDY
SPDR S&P MIDCAP 400 ETF TR
2.19%116.1K$70.0M
-0.31%(-358)
2024-Q4: 124.0K shares2025-Q1: 124.0K shares2025-Q2: 122.0K shares2025-Q3: 116.5K shares2025-Q4: 116.1K shares
$344.77(+88.93%)
2025-12-31
JPM
JPMORGAN CHASE & CO.
1.87%185.8K$59.9M
-1.63%(-3.07K)
2024-Q4: 148.5K shares2025-Q1: 144.5K shares2025-Q2: 192.8K shares2025-Q3: 188.9K shares2025-Q4: 185.8K shares
$155.26(+97.05%)
2025-12-31

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