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.
First National Bank of Mount Dora, Trust Investment Services (CIK 1423045) reported $443.5M across 130 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: NVDA ($20.8M, 4.69%), SPY ($18.9M, 4.25%), MSFT ($17.2M, 3.88%), AVGO ($16.5M, 3.73%), AAPL ($14.0M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.8M | 4.69% | 131,727 | Trimmed |
| 2 | SPY | SPDR S&P 500 ETF TR | $18.9M | 4.25% | 30,517 | Added |
| 3 | MSFT | MICROSOFT CORP | $17.2M | 3.88% | 34,607 | Added |
| 4 | AVGO | BROADCOM INC | $16.5M | 3.73% | 60,033 | Trimmed |
| 5 | AAPL | APPLE INC | $14.0M | 3.15% | 68,077 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO. | $12.8M | 2.90% | 44,285 | Added |
| 7 | COST | COSTCO WHSL CORP NEW | $12.8M | 2.88% | 12,889 | Trimmed |
| 8 | ORCL | ORACLE CORP | $11.4M | 2.58% | 52,329 | Added |
| 9 | LLY | ELI LILLY & CO | $11.0M | 2.48% | 14,131 | Added |
| 10 | PGR | PROGRESSIVE CORP | $10.3M | 2.32% | 38,570 | Trimmed |
| 11 | WMT | WALMART INC | $10.2M | 2.31% | 104,618 | Trimmed |
| 12 | GOOG | ALPHABET INC | $10.1M | 2.29% | 57,177 | Added |
| 13 | XOM | EXXON MOBIL CORP | $9.9M | 2.23% | 91,595 | Added |
| 14 | TMUS | T-MOBILE US INC | $9.9M | 2.22% | 41,384 | Added |
| 15 | SCHF | SCHWAB STRATEGIC TR | $9.8M | 2.22% | 444,558 | New |
| 16 | TRI | THOMSON REUTERS CORP | $9.5M | 2.15% | 47,436 | Trimmed |
| 17 | TXN | TEXAS INSTRS INC | $9.4M | 2.12% | 45,321 | Trimmed |
| 18 | ABBV | ABBVIE INC | $8.7M | 1.97% | 47,011 | Trimmed |
| 19 | META | META PLATFORMS INC | $8.6M | 1.95% | 11,693 | Added |
| 20 | LIN | LINDE PLC | $7.2M | 1.63% | 15,428 | Added |
| 21 | AMZN | AMAZON COM INC | $7.0M | 1.58% | 31,895 | Trimmed |
| 22 | DE | DEERE & CO | $6.7M | 1.51% | 13,189 | Trimmed |
| 23 | ADBE | ADOBE INC | $6.6M | 1.49% | 17,071 | Added |
| 24 | TJX | TJX COS INC NEW | $6.5M | 1.47% | 52,854 | Added |
| 25 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $6.5M | 1.46% | 76,889 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30