Top 50 First National Bank of Mount Dora, Trust Investment Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 4.01% | 28.6K | $18.6M | -17.84%(-6.20K) | $461.95(+61.23%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.81% | 101.0K | $17.6M | -9.88%(-11.08K) | $21.19(+819.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.59% | 65.5K | $16.6M | -7.16%(-5.05K) | $59.36(+419.94%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.86% | 77.9K | $13.2M | -27.67%(-29.81K) | $93.89(+46.01%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.76% | 41.3K | $12.8M | -11.65%(-5.45K) | $70.03(+414.73%) | 2026-03-31 | |
| TMUS | T-MOBILE US INC | 2.72% | 60.0K | $12.6M | +34.85%(+15.49K) | $189.88(-6.51%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.62% | 41.2K | $12.1M | +18.69%(+6.49K) | $195.00(+71.52%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.48% | 71.9K | $11.5M | -1.11%(-810) | $105.07(+46.82%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.47% | 12.4K | $11.4M | -21.28%(-3.36K) | $374.77(+223.91%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.28% | 36.8K | $10.6M | -7.83%(-3.13K) | $133.31(+167.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.24% | +78.21% |
| Top 20 Holdings Unweighted | +19.60% | +71.07% |
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