Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CITY NATIONAL BANK OF FLORIDA /MSD (CIK 709447) reported $167.7M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($43.0M, 25.66%), IJR ($7.3M, 4.33%), AGG ($6.5M, 3.87%), IWF ($5.2M, 3.10%), NVDA ($5.1M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 (MKT) | $43.0M | 25.66% | 65,894 | Added |
| 2 | IJR | ISHARES CORE S&P SMALL-CAP (MKT) | $7.3M | 4.33% | 58,477 | Added |
| 3 | AGG | ISHARES CORE TOTAL US BOND | $6.5M | 3.87% | 65,353 | New |
| 4 | IWF | ISHARES RUSSELL 1000 GROWTH | $5.2M | 3.10% | 12,187 | Added |
| 5 | NVDA | NVIDIA CORP | $5.1M | 3.05% | 29,374 | Added |
| 6 | SRLN | STATE STREET BLACKSTONE SENIOR | $5.1M | 3.05% | 127,637 | Added |
| 7 | SMMD | ISHARE RUSSEL 2500 ETF | $4.2M | 2.50% | 54,934 | Trimmed |
| 8 | AAPL | APPLE INC | $3.9M | 2.34% | 15,463 | Added |
| 9 | IUSB | ISHARES TRUST ISHARES CORE | $3.5M | 2.06% | 74,984 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $3.4M | 2.04% | 9,231 | Added |
| 11 | AMZN | AMAZON COM INC | $3.2M | 1.88% | 15,127 | Added |
| 12 | XOM | EXXON MOBIL CORP | $3.1M | 1.84% | 18,225 | Added |
| 13 | SPDW | STATE STREET SPDR PORTFOLIO | $3.0M | 1.79% | 65,613 | Trimmed |
| 14 | GOOGL | ALPHABET INC SR | $3.0M | 1.78% | 10,404 | Added |
| 15 | PHYS | SPROTT PHYSICAL GOLD TRUST | $2.6M | 1.53% | 72,508 | Added |
| 16 | IEFA | ISHARES CORE MSCI EAFE | $2.3M | 1.36% | 25,130 | Added |
| 17 | HCA | HCA HEALTHCARE INC | $1.7M | 1.02% | 3,600 | Added |
| 18 | IGSB | ISHARES SHORT-TERM CORPORATE | $1.5M | 0.92% | 29,288 | Trimmed |
| 19 | META | META PLATFORMS INC | $1.5M | 0.89% | 2,613 | Added |
| 20 | AVGO | BROADCOM INC SR GLBL | $1.5M | 0.89% | 4,848 | Added |
| 21 | LLY | ELI LILLY & CO | $1.4M | 0.82% | 1,487 | Trimmed |
| 22 | JPM | JP MORGAN CHASE & CO | $1.3M | 0.78% | 4,461 | Added |
| 23 | TSLA | TESLA INC | $1.3M | 0.78% | 3,507 | Added |
| 24 | GOOG | ALPHABET INC SR | $1.3M | 0.78% | 4,583 | Added |
| 25 | NTRS | NORTHERN TRUST CORP | $1.3M | 0.76% | 9,158 | Added |
Source: SEC Form 13F filings · as of 2026-03-31