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First National Bank of Mount Dora, Trust Investment Services

Portfolio Manager
First National Bank of Mount Dora, Trust Investment Services
Performance
-0.56% (2026 Q1)
AUM (13F)
$462.78M
# of Holdings
126
Performance Rank
Allocation (Top 20)
49.84%

First National Bank of Mount Dora, Trust Investment Services Holdings Map

Top 50 First National Bank of Mount Dora, Trust Investment Services Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
4.01%28.6K$18.6M
-17.84%(-6.20K)
2025-Q1: 23.4K shares2025-Q2: 30.5K shares2025-Q3: 27.8K shares2025-Q4: 34.8K shares2026-Q1: 28.6K shares
$461.95(+61.23%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.81%101.0K$17.6M
-9.88%(-11.08K)
2025-Q1: 133.0K shares2025-Q2: 131.7K shares2025-Q3: 114.2K shares2025-Q4: 112.1K shares2026-Q1: 101.0K shares
$21.19(+819.57%)
2026-03-31
AAPL
APPLE INC
3.59%65.5K$16.6M
-7.16%(-5.05K)
2025-Q1: 68.2K shares2025-Q2: 68.1K shares2025-Q3: 71.4K shares2025-Q4: 70.6K shares2026-Q1: 65.5K shares
$59.36(+419.94%)
2026-03-31
XOM
EXXON MOBIL CORP
2.86%77.9K$13.2M
-27.67%(-29.81K)
2025-Q1: 89.9K shares2025-Q2: 91.6K shares2025-Q3: 107.6K shares2025-Q4: 107.7K shares2026-Q1: 77.9K shares
$93.89(+46.01%)
2026-03-31
AVGO
BROADCOM INC
2.76%41.3K$12.8M
-11.65%(-5.45K)
2025-Q1: 60.2K shares2025-Q2: 60.0K shares2025-Q3: 47.5K shares2025-Q4: 46.8K shares2026-Q1: 41.3K shares
$70.03(+414.73%)
2026-03-31
TMUS
T-MOBILE US INC
2.72%60.0K$12.6M
+34.85%(+15.49K)
2025-Q1: 41.2K shares2025-Q2: 41.4K shares2025-Q3: 44.4K shares2025-Q4: 44.5K shares2026-Q1: 60.0K shares
$189.88(-6.51%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.62%41.2K$12.1M
+18.69%(+6.49K)
2025-Q1: 43.8K shares2025-Q2: 44.3K shares2025-Q3: 35.4K shares2025-Q4: 34.7K shares2026-Q1: 41.2K shares
$195.00(+71.52%)
2026-03-31
TJX
TJX COS INC NEW
2.48%71.9K$11.5M
-1.11%(-810)
2025-Q1: 52.8K shares2025-Q2: 52.9K shares2025-Q3: 72.6K shares2025-Q4: 72.7K shares2026-Q1: 71.9K shares
$105.07(+46.82%)
2026-03-31
LLY
ELI LILLY & CO
2.47%12.4K$11.4M
-21.28%(-3.36K)
2025-Q1: 14.1K shares2025-Q2: 14.1K shares2025-Q3: 15.9K shares2025-Q4: 15.8K shares2026-Q1: 12.4K shares
$374.77(+223.91%)
2026-03-31
GOOG
ALPHABET INC
2.28%36.8K$10.6M
-7.83%(-3.13K)
2025-Q1: 55.2K shares2025-Q2: 57.2K shares2025-Q3: 41.6K shares2025-Q4: 39.9K shares2026-Q1: 36.8K shares
$133.31(+167.19%)
2026-03-31

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