StockDriftsStockDriftsTop 50 First National Bank Of Mount Dora Trust Investment Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.52% | 99.7K | $22.8M | +2.26%(+2.21K) | $25.46(+733.57%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.02% | 26.6K | $20.2M | -18.26%(-5.93K) | $489.40(+56.10%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.83% | 57.9K | $19.3M | -9.41%(-6.01K) | $59.36(+486.63%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.88% | 43.8K | $14.5M | +6.74%(+2.76K) | $203.47(+65.40%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.83% | 27.8K | $14.2M | +2.34%(+636) | $150.95(+245.20%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.68% | 38.4K | $13.5M | -3.89%(-1.55K) | $70.03(+361.60%) | 2026-09-30 | |
| FTNT | FORTINET INC | 2.62% | 73.8K | $13.2M | -30.12%(-31.82K) | $92.12(+87.78%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 2.39% | 31.1K | $12.0M | +75.20%(+13.34K) | $240.41(+81.30%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.36% | 16.4K | $11.9M | +0.08%(+13) | $557.69(+16.35%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.35% | 34.6K | $11.8M | -3.46%(-1.24K) | $133.31(+140.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.56% | +93.26% | +14.28% | +94.94% |
| Top 20 Holdings Unweighted | +23.93% | +90.33% | +13.89% | +91.65% |
First National Bank Of Mount Dora Trust Investment Services reports $503.28M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.5%), SPY (4.0%) and AAPL (3.8%). The top 20 holdings account for 51.29% of reported assets. Its disclosed equity book has returned +93.26% on a three-year cumulative basis. Figures reflect the Q3 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 First National Bank Of Mount Dora Trust Investment Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1423045). View First National Bank Of Mount Dora Trust Investment Services’s 13F filings on SEC