FN
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FineMark National Bank & Trust13F | |
| FineMark National Bank & Trust | |
| Last update 2025-05-13 | 445 Stocks (28 new) |
| Value $2.74 Bil | Turnover 3 % |
FineMark National Bank & Trust... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPS | United Parcel Service Inc | 1,715,950 | 188,737.4 | -0.09% | 6.890 | -0.01% | 0.200 | +8.40% | -15.24% | 87,787.5 | Transportation | |
SPY | SPDR S&P 500 ETF Trust | 278,056 | 155,541.8 | -2.33% | 5.680 | -0.14% | 0.030 | +18.61% | +8.69% | 653,329.6 | ||
AAPL | Apple Inc | 572,530 | 127,176.1 | -0.69% | 4.640 | -0.03% | 0.000 | +4.72% | -14.35% | 3,195,818.7 | Hardware | |
IVV | iShares Core S&P 500 ETF | 223,777 | 125,740.3 | +0.04% | 4.590 | 0% | 0.020 | +18.68% | +8.77% | 641,181.3 | ||
MSFT | Microsoft Corp | 196,197 | 73,650.7 | +0.05% | 2.690 | 0% | 0.000 | +35.07% | +20.21% | 3,751,576.5 | Software | |
MDY | S&P MidCap 400 ETF | 124,050 | 66,178.2 | 0% | 2.420 | 0% | 0.310 | +15.90% | +3.83% | 23,457.2 | ||
NVDA | NVIDIA Corp | 463,591 | 50,244.0 | +4.21% | 1.830 | +0.07% | 0.000 | +65.85% | +26.86% | 4,154,059.4 | Semiconductors | |
IWM | iShares Russell 2000 ETF | 239,159 | 47,709.8 | +0.44% | 1.740 | +0.01% | 0.080 | +19.34% | +2.98% | 65,612.3 | ||
AVGO | Broadcom Inc | 283,487 | 47,464.2 | -0.25% | 1.730 | -0.01% | 0.010 | +59.73% | +22.26% | 1,326,002.5 | Semiconductors | |
AMZN | Amazon.com Inc | 222,276 | 42,290.2 | +1.40% | 1.540 | +0.02% | 0.000 | +26.17% | +3.87% | 2,419,150.3 | Retail - Cyclical |
FineMark National Bank & Trust's Historical Top Holdings Breakdowns
FineMark National Bank & Trust's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
STZ | Constellation Brands Inc | 2025-03-31 | Reduce Reduce | -0.36% | 161.05 ($181.67) 222.93 | $176.09 | -3.07% | Reduce -83.33% | 9,250 | -46,249 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Add Add | +0.35% | 524.81 ($601.74) 672.19 | $718.75 | 19.45% | Add 528.45% | 21,185 | 17,814 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.28% | 84.5 ($93.81) 105.05 | $95.66 | 1.97% | Reduce -34.62% | 169,180 | -89,584 | |
TRMB | Trimble Inc | 2025-03-31 | New Buy New Buy | +0.26% | 65.52 ($71.89) 77.49 | $83.62 | 16.32% | New holding | 108,074 | 108,074 | |
TEL | TE Connectivity PLC | 2025-03-31 | New Buy New Buy | +0.23% | 140.64 ($148) 156.98 | $201.72 | 36.30% | New holding | 44,373 | 44,373 | |
CAT | Caterpillar Inc | 2025-03-31 | Reduce Reduce | -0.18% | 326.75 ($356.21) 407.63 | $426.83 | 19.83% | Reduce -23.81% | 46,015 | -14,380 | |
RPM | RPM International Inc | 2025-03-31 | New Buy New Buy | +0.16% | 114.03 ($121.57) 128.31 | $112.95 | -7.09% | New holding | 37,923 | 37,923 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.14% | 200.51 ($218.93) 237.79 | $142.64 | -34.85% | Reduce -23.44% | 64,794 | -19,843 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.14% | 551.42 ($587.78) 612.93 | $633.21 | 7.73% | Reduce -2.33% | 278,056 | -6,644 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -0.09% | 169.2 ($194.4) 216.66 | $190.26 | -2.13% | Reduce -14.42% | 80,948 | -13,644 |
FineMark National Bank & Trust Total Holding History ($B)
FineMark National Bank & Trust's Asset Allocation
FineMark National Bank & Trust Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FineMark National Bank & Trust's Hypothetical Growth since 2025-03-31
FineMark National Bank & Trust's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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FineMark National Bank & Trust's Holdings Heat Map
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FineMark National Bank & Trust's Holdings Bubble Chart
FineMark National Bank & Trust News
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