StockDriftsStockDriftsTop 50 Finemark National Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 5.72% | 268.2K | $182.9M | -0.40%(-1.09K) | $305.79(+128.89%) | 2025-12-31 | |
| UPS | UNITED PARCEL SERVICE INC | 5.29% | 1.71M | $169.2M | -0.46%(-7.84K) | $107.62(-3.76%) | 2025-12-31 | |
| IVV | ISHARES TR | 5.09% | 237.6K | $162.7M | +3.57%(+8.19K) | $382.47(+83.86%) | 2025-12-31 | |
| AAPL | APPLE INC | 4.63% | 544.5K | $148.0M | -1.45%(-8.00K) | $76.12(+250.02%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 2.82% | 186.5K | $90.2M | -1.98%(-3.77K) | $165.58(+148.35%) | 2025-12-31 | |
| GOOG | ALPHABET INC | 2.79% | 284.4K | $89.2M | -1.18%(-3.39K) | $75.49(+343.07%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 2.59% | 239.8K | $83.0M | -1.55%(-3.77K) | $45.31(+775.58%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.44% | 417.9K | $77.9M | -0.31%(-1.28K) | $23.60(+742.60%) | 2025-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2.19% | 116.1K | $70.0M | -0.31%(-358) | $344.77(+88.93%) | 2025-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 1.87% | 185.8K | $59.9M | -1.63%(-3.07K) | $155.26(+97.05%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.61% | +46.65% | +8.36% | +49.41% |
| Top 20 Holdings Unweighted | +20.15% | +73.44% | +11.48% | +72.17% |
Finemark National Bank & Trust reports $3.20B in US-listed equity holdings across 515 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.7%), UPS (5.3%) and IVV (5.1%). The top 20 holdings account for 47.67% of reported assets. Its disclosed equity book has returned +46.65% on a three-year cumulative basis. Figures reflect the Q4 2025 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 Finemark National Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1537720). View Finemark National Bank & Trust’s 13F filings on SEC