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 $499.4M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($24.3M, 4.86%), NVDA ($19.5M, 3.91%), AAPL ($18.5M, 3.70%), AMAT ($16.4M, 3.29%), FTNT ($16.2M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $24.3M | 4.86% | 32,482 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $19.5M | 3.91% | 97,463 | Trimmed |
| 3 | AAPL | APPLE INC | $18.5M | 3.70% | 63,904 | Trimmed |
| 4 | AMAT | APPLIED MATLS INC | $16.4M | 3.29% | 22,690 | Trimmed |
| 5 | FTNT | FORTINET INC | $16.2M | 3.25% | 105,670 | Trimmed |
| 6 | AVGO | BROADCOM INC | $15.1M | 3.02% | 39,932 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $14.8M | 2.97% | 12,363 | Trimmed |
| 8 | TXN | TEXAS INSTRS INC | $13.9M | 2.79% | 46,746 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $13.4M | 2.69% | 41,010 | Trimmed |
| 10 | GOOG | ALPHABET INC | $12.7M | 2.54% | 35,891 | Trimmed |
| 11 | TJX | TJX COS INC NEW | $10.8M | 2.16% | 71,323 | Trimmed |
| 12 | ABBV | ABBVIE INC | $10.7M | 2.13% | 42,339 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $10.4M | 2.08% | 76,075 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $10.1M | 2.03% | 27,145 | Trimmed |
| 15 | TMUS | T-MOBILE US INC | $10.0M | 2.00% | 59,563 | Trimmed |
| 16 | SCHF | SCHWAB STRATEGIC TR | $9.7M | 1.94% | 349,524 | Added |
| 17 | DE | DEERE & CO | $9.6M | 1.93% | 15,179 | Trimmed |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | $9.6M | 1.92% | 116,071 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $9.4M | 1.89% | 10,086 | Trimmed |
| 20 | WMT | WALMART INC | $9.3M | 1.87% | 82,271 | Trimmed |
| 21 | META | META PLATFORMS INC | $9.2M | 1.85% | 16,387 | Added |
| 22 | LIN | LINDE PLC | $8.8M | 1.76% | 16,907 | Trimmed |
| 23 | PGR | PROGRESSIVE CORP | $8.0M | 1.61% | 36,703 | Trimmed |
| 24 | WELL | WELLTOWER INC | $7.5M | 1.49% | 32,878 | Trimmed |
| 25 | WM | WASTE MGMT INC DEL | $7.3M | 1.46% | 32,730 | Added |
Source: SEC Form 13F filings · as of 2026-06-30