FineMark National Bank & Trust

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1537720
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$3.2B

Holdings

452

Latest Filing

2025-12-31

Filing Quarter

Q4 2025

Portfolio Overview

FineMark National Bank & Trust disclosed 452 positions worth $3.2B in its Form 13F-HR for Q4 2025, led by $SPY (SPDR S&P 500 ETF TRUST) at 5.7% of the equity portfolio, followed by $UPS. During the quarter the fund opened 13 new positions and exited 22 — including a new stake in $ROL and a full exit from $DEO. The portfolio is most concentrated in Other (29.5% of disclosed assets). All figures are sourced directly from FineMark National Bank & Trust’s Form 13F-HR filing with the SEC under CIK 1537720.

Sector Allocation

OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q4 2025

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of FineMark National Bank & Trust's 452 positions.

Showing top 10 of 452 holdings.

Sector Allocation

Other

$945.6M

Technology

$825.1M

Financials

$434.3M

Industrials

$343.6M

Consumer Discretionary

$205.4M

Healthcare

$168.5M

Energy

$83.2M

Consumer Staples

$81.6M

Full Holdings — FineMark National Bank & Trust (Q4 2025)

All 452 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
SPY$SPYSPDR S&P 500 ETF TRUST$182.9M
UPS$UPSUNITED PARCEL SERVICE INC$169.2M
ISHARES TR$162.7M
AAPL$AAPLApple Inc.$148.0M
MSFT$MSFTMICROSOFT CORP$90.2M
GOOGL$GOOGLAlphabet Inc.$89.2M
AVGO$AVGOBroadcom Inc.$83.0M
NVDA$NVDANVIDIA CORP$77.9M
MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$70.0M
JPM$JPMJPMORGAN CHASE & CO$59.9M
ISHARES TR$56.7M
AMZN$AMZNAMAZON COM INC$55.8M
ISHARES TR$53.1M
META$METAMeta Platforms, Inc.$37.7M
ISHARES TR$35.3M
GOOG$GOOGAlphabet Inc.$32.2M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$30.7M
TJX$TJXTJX COMPANIES INC /DE/$30.4M
RTX$RTXRTX Corp$30.1M
IVZ$IVZInvesco Ltd.$29.7M
GEV$GEVGE Vernova Inc.$29.5M
HD$HDHOME DEPOT, INC.$29.4M
MA$MAMastercard Inc$29.2M
VANGUARD WHITEHALL FDS$28.2M
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$26.4M
ISHARES TR$25.8M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$23.5M
NEE$NEENEXTERA ENERGY INC$22.6M
HON$HONHONEYWELL INTERNATIONAL INC$22.2M
CAT$CATCATERPILLAR INC$21.5M
MS$MSMORGAN STANLEY$21.5M
JNJ$JNJJOHNSON & JOHNSON$20.8M
TT$TTTrane Technologies plc$20.7M
PG$PGPROCTER & GAMBLE Co$20.6M
VANGUARD INDEX FDS$20.6M
UNH$UNHUNITEDHEALTH GROUP INC$20.2M
ISHARES TR$20.0M
BLK$BLKBlackRock, Inc.$19.9M
CAH$CAHCARDINAL HEALTH INC$19.7M
VANGUARD INDEX FDS$19.6M
GS$GSGOLDMAN SACHS GROUP INC$19.1M
IVZ$IVZInvesco Ltd.$18.7M
ABBV$ABBVAbbVie Inc.$18.6M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$18.5M
ISHARES TR$18.3M
KKR$KKRKKR & Co. Inc.$18.2M
V$VVISA INC.$17.9M
CSCO$CSCOCISCO SYSTEMS, INC.$17.4M
ORCL$ORCLORACLE CORP$17.2M
LLY$LLYELI LILLY & Co$16.7M
WMT$WMTWalmart Inc.$16.5M
DHR$DHRDANAHER CORP /DE/$16.4M
ICE$ICEIntercontinental Exchange, Inc.$15.9M
PANW$PANWPalo Alto Networks Inc$15.7M
ELV$ELVElevance Health, Inc.$15.5M
QCOM$QCOMQUALCOMM INC/DE$15.3M
AMGN$AMGNAMGEN INC$14.9M
ISHARES TR$14.9M
ISHARES TR$14.2M
KO$KOCOCA COLA CO$14.1M
PGR$PGRPROGRESSIVE CORP/OH/$13.8M
ISRG$ISRGINTUITIVE SURGICAL INC$13.5M
MRVL$MRVLMarvell Technology, Inc.$13.4M
WFC$WFCWELLS FARGO & COMPANY/MN$13.1M
MRK$MRKMerck & Co., Inc.$12.7M
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$12.7M
DUK$DUKDuke Energy CORP$12.6M
SHEL$SHELShell plc$12.6M
BR$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$12.2M
ACN$ACNAccenture plc$11.7M
AJG$AJGArthur J. Gallagher & Co.$11.6M
LOW$LOWLOWES COMPANIES INC$11.5M
GLD$GLDSPDR GOLD TRUST$11.3M
MCD$MCDMCDONALDS CORP$11.0M
BX$BXBlackstone Inc.$10.7M
FANG$FANGDiamondback Energy, Inc.$10.7M
LMT$LMTLOCKHEED MARTIN CORP$10.4M
CDW$CDWCDW Corp$10.1M
IAU$IAUISHARES GOLD TRUST$10.0M
LIN$LINLINDE PLC$9.9M
HUBB$HUBBHUBBELL INC$9.9M
VANGUARD SCOTTSDALE FDS$9.5M
ASML$ASMLASML HOLDING NV$9.3M
NOC$NOCNORTHROP GRUMMAN CORP /DE/$9.3M
NOW$NOWServiceNow, Inc.$9.3M
BP$BPBP PLC$9.2M
VANGUARD INDEX FDS$8.9M
ISHARES TR$8.8M
EOG$EOGEOG RESOURCES INC$8.4M
FISV$FISVFISERV INC$8.4M
CVX$CVXCHEVRON CORP$8.4M
ROL$ROLROLLINS INC$8.3M
ADI$ADIANALOG DEVICES INC$8.2M
TRMB$TRMBTRIMBLE INC.$8.2M
PPL$PPLPPL Corp$8.0M
PM$PMPhilip Morris International Inc.$8.0M
ISHARES TR$8.0M
UNP$UNPUNION PACIFIC CORP$7.6M
TEL$TELTE Connectivity plc$7.5M
ISHARES TR$7.4M
MDT$MDTMedtronic plc$7.3M
ADBE$ADBEADOBE INC.$7.1M
WSO$WSOWATSCO INC$7.0M
AMERICAN CENTY ETF TR$6.9M
CALY$CALYCallaway Golf Co$6.7M
HLT$HLTHilton Worldwide Holdings Inc.$6.7M
PEP$PEPPEPSICO INC$6.5M
TSLA$TSLATesla, Inc.$6.2M
HLI$HLIHOULIHAN LOKEY, INC.$6.0M
ISHARES TR$5.9M
ABT$ABTABBOTT LABORATORIES$5.9M
AMERICAN CENTY ETF TR$5.8M
NXPI$NXPINXP Semiconductors N.V.$5.8M
STAG$STAGSTAG Industrial, Inc.$5.8M
VANGUARD SCOTTSDALE FDS$5.5M
VANGUARD INDEX FDS$5.3M
COST$COSTCOSTCO WHOLESALE CORP /NEW$5.3M
AVB$AVBAVALONBAY COMMUNITIES INC$5.0M
AMAT$AMATAPPLIED MATERIALS INC /DE$5.0M
BAC$BACBANK OF AMERICA CORP /DE/$4.8M
RPM$RPMRPM INTERNATIONAL INC/DE/$4.8M
VANGUARD TAX-MANAGED FDS$4.7M
META$METAMeta Platforms, Inc.$4.6M
EXC$EXCEXELON CORP$4.5M
WM$WMWASTE MANAGEMENT INC$4.5M
VANGUARD INDEX FDS$4.5M
PFE$PFEPFIZER INC$4.5M
DGX$DGXQUEST DIAGNOSTICS INC$4.4M
MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$4.4M
IVZ$IVZInvesco Ltd.$4.2M
EMR$EMREMERSON ELECTRIC CO$4.2M
COF$COFCAPITAL ONE FINANCIAL CORP$4.1M
OC$OCOwens Corning$4.1M
AMERICAN CENTY ETF TR$4.0M
DIMENSIONAL ETF TRUST$3.9M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$3.9M
DIMENSIONAL ETF TRUST$3.8M
ISHARES TR$3.7M
SLV$SLViShares Silver Trust$3.7M
ISHARES TR$3.6M
DLR$DLRDIGITAL REALTY TRUST, INC.$3.5M
SBUX$SBUXSTARBUCKS CORP$3.5M
SELECT SECTOR SPDR TR$3.4M
MO$MOALTRIA GROUP, INC.$3.4M
AMT$AMTAMERICAN TOWER CORP /MA/$3.4M
AMP$AMPAMERIPRISE FINANCIAL INC$3.3M
AMERICAN CENTY ETF TR$3.2M
C$CCITIGROUP INC$3.2M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$3.2M
VANGUARD SPECIALIZED FUNDS$3.1M
DIMENSIONAL ETF TRUST$3.0M
VLO$VLOVALERO ENERGY CORP/TX$2.9M
AXP$AXPAMERICAN EXPRESS CO$2.9M
GE$GEGENERAL ELECTRIC CO$2.8M
DIMENSIONAL ETF TRUST$2.8M
ISHARES TR$2.8M
SPDR SERIES TRUST$2.8M
ISHARES TR$2.8M
MMM$MMM3M CO$2.7M
ALL$ALLALLSTATE CORP$2.6M
AMERICAN CENTY ETF TR$2.6M
HBAN$HBANHUNTINGTON BANCSHARES INC /MD/$2.5M
MDLZ$MDLZMondelez International, Inc.$2.5M
COR$CORCencora, Inc.$2.4M
ISHARES TR$2.4M
USB$USBUS BANCORP \DE\$2.4M
DIMENSIONAL ETF TRUST$2.3M
NFLX$NFLXNETFLIX INC$2.3M
RY$RYROYAL BANK OF CANADA$2.2M
SPDR SERIES TRUST$2.2M
AUB$AUBAtlantic Union Bankshares Corp$2.2M
GD$GDGENERAL DYNAMICS CORP$2.2M
VZ$VZVERIZON COMMUNICATIONS INC$2.1M
TSCO$TSCOTRACTOR SUPPLY CO /DE/$2.1M
ISHARES INC$2.1M
CBRE$CBRECBRE GROUP, INC.$2.0M
VANGUARD INDEX FDS$1.9M
VANGUARD SCOTTSDALE FDS$1.9M
ISHARES TR$1.9M
BKNG$BKNGBooking Holdings Inc.$1.9M
RIO$RIORIO TINTO PLC$1.9M
SCHWAB STRATEGIC TR$1.9M
VANGUARD WORLD FD$1.8M
CNI$CNICANADIAN NATIONAL RAILWAY CO$1.8M
DIS$DISWalt Disney Co$1.8M
DIMENSIONAL ETF TRUST$1.7M
AMD$AMDADVANCED MICRO DEVICES INC$1.7M
CSX$CSXCSX CORP$1.7M
VANGUARD INDEX FDS$1.7M
HCA$HCAHCA Healthcare, Inc.$1.7M
LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$1.6M
UBER$UBERUber Technologies, Inc$1.6M
SCHW$SCHWSCHWAB CHARLES CORP$1.6M
ANET$ANETArista Networks, Inc.$1.6M
BMY$BMYBRISTOL MYERS SQUIBB CO$1.5M
CMI$CMICUMMINS INC$1.5M
VANGUARD INDEX FDS$1.5M
SYK$SYKSTRYKER CORP$1.5M
ISHARES TR$1.5M
SELECT SECTOR SPDR TR$1.5M
ISHARES TR$1.5M
APD$APDAir Products & Chemicals, Inc.$1.4M
KMI$KMIKINDER MORGAN, INC.$1.4M
CL$CLCOLGATE PALMOLIVE CO$1.4M
NVS$NVSNOVARTIS AG$1.4M
ISHARES TR$1.3M
TRV$TRVTRAVELERS COMPANIES, INC.$1.3M
CARR$CARRCARRIER GLOBAL Corp$1.3M
IVZ$IVZInvesco Ltd.$1.3M
DE$DEDEERE & CO$1.3M
AEP$AEPAMERICAN ELECTRIC POWER CO INC$1.3M
GM$GMGeneral Motors Co$1.3M
CME$CMECME GROUP INC.$1.3M
VANGUARD INDEX FDS$1.2M
BA$BABOEING CO$1.2M
SCHWAB STRATEGIC TR$1.2M
TPR$TPRTAPESTRY, INC.$1.2M
GLW$GLWCORNING INC /NY$1.2M
KLAC$KLACKLA CORP$1.1M
MPC$MPCMarathon Petroleum Corp$1.1M
SPDR SERIES TRUST$1.1M
CRWD$CRWDCrowdStrike Holdings, Inc.$1.1M
GLOBAL X FDS$1.1M
INTU$INTUINTUIT INC.$1.1M
NKE$NKENIKE, Inc.$1.1M
COP$COPCONOCOPHILLIPS$1.0M
FDX$FDXFEDEX CORP$1.0M
WPC$WPCW. P. Carey Inc.$1.0M
PAYX$PAYXPAYCHEX INC$1.0M
MU$MUMICRON TECHNOLOGY INC$1.0M
ETN$ETNEaton Corp plc$1.0M
SELECT SECTOR SPDR TR$1.0M
ISHARES TR$1.0M
TMUS$TMUST-Mobile US, Inc.$1.0M
NSC$NSCNORFOLK SOUTHERN CORP$970,965
SELECT SECTOR SPDR TR$963,459
SCHWAB STRATEGIC TR$948,906
IBIT$IBITiShares Bitcoin Trust ETF$941,165
TIDAL TRUST III$919,740
ADSK$ADSKAutodesk, Inc.$918,519
D$DDOMINION ENERGY, INC$890,743
J P MORGAN EXCHANGE TRADED F$885,903
VANGUARD INTL EQUITY INDEX F$884,782
USCF ETF TR$869,550
ITW$ITWILLINOIS TOOL WORKS INC$868,700
SCHWAB STRATEGIC TR$863,069
HROW$HROWHARROW, INC.$854,070
WEC$WECWEC ENERGY GROUP, INC.$848,742
CVS$CVSCVS HEALTH Corp$848,596
DAL$DALDELTA AIR LINES, INC.$841,613
ISHARES INC$835,880
NJR$NJRNEW JERSEY RESOURCES CORP$827,531
ISHARES TR$816,526
OMC$OMCOMNICOM GROUP INC.$812,036
NEM$NEMNEWMONT Corp /DE/$809,783
BNY$BNYBank of New York Mellon Corp$807,405
MCK$MCKMCKESSON CORP$802,243
ISHARES TR$798,825
T$TAT&T INC.$792,023
SPGI$SPGIS&P Global Inc.$787,020
CB$CBChubb Ltd$773,121
SMP$SMPSTANDARD MOTOR PRODUCTS, INC.$744,517
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$725,545
CI$CICigna Group$723,854
OTIS$OTISOtis Worldwide Corp$714,697
VANECK ETF TRUST$702,973
CCZ$CCZCOMCAST CORP$695,600
SELECT SECTOR SPDR TR$692,858
SELECT SECTOR SPDR TR$678,538
AMCR$AMCRAmcor plc$671,395
XEL$XELXCEL ENERGY INC$668,876
FIRST TR EXCHANGE-TRADED FD$667,914
ISHARES TR$658,299
FTNT$FTNTFortinet, Inc.$655,847
IVZ$IVZInvesco Ltd.$639,870
GL$GLGLOBE LIFE INC.$639,020
TD$TDTORONTO DOMINION BANK$637,545
ISHARES TR$636,140
MKL$MKLMARKEL GROUP INC.$619,099
FBTC$FBTCFidelity Wise Origin Bitcoin Fund$614,794
GTLS$GTLSCHART INDUSTRIES INC$611,471
ISHARES TR$608,258
VANGUARD MALVERN FDS$604,203
ENB$ENBENBRIDGE INC$603,901
ET$ETEnergy Transfer LP$598,290
VEEV$VEEVVEEVA SYSTEMS INC$596,917
J P MORGAN EXCHANGE TRADED F$586,365
VRT$VRTVertiv Holdings Co$584,370
ED$EDCONSOLIDATED EDISON INC$582,114
PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$579,846
TFC$TFCTRUIST FINANCIAL CORP$579,398
SELECT SECTOR SPDR TR$578,899
CTVA$CTVACorteva, Inc.$576,256
EVRG$EVRGEvergy, Inc.$571,728
APO$APOApollo Global Management, Inc.$570,933
SPDR SERIES TRUST$566,974
FSLR$FSLRFIRST SOLAR, INC.$564,778
TDG$TDGTransDigm Group INC$563,856
DD$DDDuPont de Nemours, Inc.$558,538
SO$SOSOUTHERN CO$557,731
FAST$FASTFASTENAL CO$548,015
URI$URIUNITED RENTALS, INC.$545,481
EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$544,827
TIDAL TRUST III$541,915
AMERICAN CENTY ETF TR$540,113
ISHARES TR$532,975
STZ$STZCONSTELLATION BRANDS, INC.$531,008
RCI$RCIROGERS COMMUNICATIONS INC$528,220
PSX$PSXPhillips 66$528,160
ORLY$ORLYO REILLY AUTOMOTIVE INC$528,105
EA$EAELECTRONIC ARTS INC.$520,837
SLB$SLBSLB LIMITED/NV$519,588
MCO$MCOMOODYS CORP /DE/$513,404
SHW$SHWSHERWIN WILLIAMS CO$509,051
ISHARES TR$507,747
CGBD$CGBDCarlyle Secured Lending, Inc.$504,358
FBIN$FBINFortune Brands Innovations, Inc.$493,947
HSBC$HSBCHSBC HOLDINGS PLC$487,754
WH$WHWYNDHAM HOTELS & RESORTS, INC.$484,566
WAL$WALWESTERN ALLIANCE BANCORPORATION$483,402
TIDAL TRUST I$482,547
MFC$MFCMANULIFE FINANCIAL CORP$480,202
CLS$CLSCELESTICA INC$473,566
TXN$TXNTEXAS INSTRUMENTS INC$466,167
FNLC$FNLCFirst Bancorp, Inc /ME/$453,446
EW$EWEdwards Lifesciences Corp$451,910
HEI$HEIHEICO CORP$451,731
ISHARES TR$449,593
VANGUARD INTL EQUITY INDEX F$446,582
SCHWAB STRATEGIC TR$443,817
GILD$GILDGILEAD SCIENCES, INC.$441,495
SHOP$SHOPSHOPIFY INC.$437,999
MCHP$MCHPMICROCHIP TECHNOLOGY INC$430,810
NEO$NEONEOGENOMICS INC$425,100
AMERICAN CENTY ETF TR$424,626
ISHARES TR$424,045
Q$QQnity Electronics, Inc.$423,845
APH$APHAMPHENOL CORP /DE/$421,501
USO$USOUnited States Oil Fund, LP$417,380
SYY$SYYSYSCO CORP$411,927
AON$AONAon plc$407,576
VANGUARD BD INDEX FDS$405,287
INTC$INTCINTEL CORP$395,715
ISHARES TR$395,452
CRM$CRMSalesforce, Inc.$394,715
CRS$CRSCARPENTER TECHNOLOGY CORP$393,550
OGE$OGEOGE ENERGY CORP.$390,961
PLTR$PLTRPalantir Technologies Inc.$388,383
SELECT SECTOR SPDR TR$387,545
FHN$FHNFIRST HORIZON CORP$380,655
FSS$FSSFEDERAL SIGNAL CORP /DE/$380,065
WMB$WMBWILLIAMS COMPANIES, INC.$375,266
MPWR$MPWRMONOLITHIC POWER SYSTEMS, INC.$375,233
NET$NETCloudflare, Inc.$372,809
MAR$MARMARRIOTT INTERNATIONAL INC /MD/$371,047
ICLR$ICLRICON PLC$370,817
ISHARES INC$368,532
PROSHARES TR$364,723
WSFS$WSFSWSFS FINANCIAL CORP$359,888
ISHARES TR$359,169
SELECT SECTOR SPDR TR$358,172
CECO$CECOCECO ENVIRONMENTAL CORP$356,526
AZO$AZOAUTOZONE INC$356,107
VANGUARD INDEX FDS$351,631
ROST$ROSTROSS STORES, INC.$348,751
IR$IRIngersoll Rand Inc.$343,814
LRCX$LRCXLAM RESEARCH CORP$340,990
ISHARES TR$340,848
ISHARES TR$334,832
GLOBAL X FDS$333,762
ROK$ROKROCKWELL AUTOMATION, INC$331,876
VANGUARD WORLD FD$328,919
PLD$PLDPrologis, Inc.$323,873
IVZ$IVZInvesco Ltd.$313,754
SRE$SRESEMPRA$313,429
VANGUARD SCOTTSDALE FDS$310,492
KR$KRKROGER CO$310,213
PKG$PKGPACKAGING CORP OF AMERICA$303,570
LYB$LYBLyondellBasell Industries N.V.$300,025
PH$PHParker-Hannifin Corp$297,967
CCL$CCLCarnival Corp Ltd.$296,635
WDAY$WDAYWorkday, Inc.$295,322
CINF$CINFCINCINNATI FINANCIAL CORP$293,976
F$FFORD MOTOR CO$292,261
GPC$GPCGENUINE PARTS CO$291,538
GLOBAL X FDS$290,308
CTSH$CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$281,619
ISHARES TR$280,429
AWK$AWKAmerican Water Works Company, Inc.$278,878
WELL$WELLWELLTOWER INC.$275,816
STT$STTSTATE STREET CORP$274,258
HSY$HSYHERSHEY CO$272,606
R$RRYDER SYSTEM INC$270,051
AMERICAN CENTY ETF TR$267,443
HOOD$HOODRobinhood Markets, Inc.$266,350
SCHWAB STRATEGIC TR$259,794
CEG$CEGConstellation Energy Corp$259,653
BIIB$BIIBBIOGEN INC.$257,473
CMG$CMGCHIPOTLE MEXICAN GRILL INC$255,596
SPDR SERIES TRUST$251,650
HOLX$HOLXHOLOGIC INC$251,403
FOR$FORForestar Group Inc.$249,501
SPDR SERIES TRUST$246,192
SPDR DOW JONES INDL AVERAGE$244,610
YUM$YUMYUM BRANDS INC$243,106
ISHARES TR$242,079
THFF$THFFFIRST FINANCIAL CORP /IN/$241,680
IFF$IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$241,458
UBS AG LONDON BRANCH$239,740
EL$ELESTEE LAUDER COMPANIES INC$238,656
KMB$KMBKIMBERLY CLARK CORP$231,340
KHC$KHCKraft Heinz Co$230,884
CYBR$CYBRCyberArk Software Ltd.$230,166
SCHWAB STRATEGIC TR$228,111
NTRS$NTRSNORTHERN TRUST CORP$228,105
AXON$AXONAXON ENTERPRISE, INC.$227,739
GSK$GSKGSK plc$219,306
BSX$BSXBOSTON SCIENTIFIC CORP$219,209
WRB$WRBBERKLEY W R CORP$217,231
SYNOVUS FINL CORP COM NEW$211,711
ENTERIN INC.$211,699
VANECK ETF TRUST$210,907
CSL$CSLCARLISLE COMPANIES INC$207,909
PROFESIONALLY MANAGED PORTFO$207,011
ISHARES TR$206,117
COLB$COLBCOLUMBIA BANKING SYSTEM, INC.$205,572
SPDR SERIES TRUST$203,246
BXP$BXPBXP, Inc.$202,440
VRSK$VRSKVerisk Analytics, Inc.$202,215
ISHARES TR$202,110
LCNB$LCNBLCNB CORP$195,909
STWD$STWDSTARWOOD PROPERTY TRUST, INC.$188,276
EBC$EBCEastern Bankshares, Inc.$184,300
IVZ$IVZInvesco Ltd.$137,015
INFU$INFUInfuSystem Holdings, Inc$112,125
PWR$PWRQUANTA SERVICES, INC.$97,073
ORBS$ORBSEightco Holdings Inc.$43,974
CBUS$CBUSCibus, Inc.$35,670
VERTICAL COMPUTER SYS INC COM NEW$16,000
CYBER ENVIRO TECH INC$7,810
TTC TECHNOLOGY CORP COM$6,950
5BARZ INTL INC COM$3,512
ORGN$ORGNOrigin Materials, Inc.$3,387
HCWC$HCWCHEALTHY CHOICE WELLNESS CORP.$2,854
HEALTHIER CHOICES MGMT CORP$233
REVIVE THERAPEUTICS LTD$85
EVENTURE INTERACTIVE INC COM$8
APPLIED MINERALS INC COM$6
EGPI FIRECREEK INC$1
HERO TECHNOLOGIES INC$1
MYRIAD ENTMT & RESORTS INC COM$0
VAPOR GROUP INC$0

New Positions (13)

ROL$ROL ROLLINS INC$8.3M
PPL$PPL PPL Corp$8.0M
OMC$OMC OMNICOM GROUP INC.$812,036
TFC$TFC TRUIST FINANCIAL CORP$579,398
TIDAL TRUST I$482,547
Q$Q Qnity Electronics, Inc.$423,845
KR$KR KROGER CO$310,213
BIIB$BIIB BIOGEN INC.$257,473
SPDR DOW JONES INDL AVERAGE$244,610
NTRS$NTRS NORTHERN TRUST CORP$228,105
GSK$GSK GSK plc$219,306
PROFESIONALLY MANAGED PORTFO$207,011
COLB$COLB COLUMBIA BANKING SYSTEM, INC.$205,572

Exited Positions (22)

DEO$DEO DIAGEO PLC
ALEXANDRIA REAL ESTATE EQ IN
NVDA$NVDACALL NVIDIA CORP
FIRST FINL BANCORP OH
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13F Pro tracks comprehensive institutional data for FineMark National Bank & Trust including:

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AI-Powered Hedge Fund Analysis: FineMark National Bank & Trust

13F Pro is an AI hedge fund tracker and stock research platform. For FineMark National Bank & Trust (SEC CIK: 1537720), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in FineMark National Bank & Trust's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.