FineMark National Bank & Trust

Q3 2025 13F Holdings

  • Location
    fort myers, FL
  • Num holdings

    454

  • Value ($000)

    $3,063,540

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001537720
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$179.40 M
6 %

269,303

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$153.52 M
5 %

229,378

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
$143.18 M
5 %

1,714,070

AAPL
AAPL

APPLE INC

COM
$140.69 M
5 %

552,534

MSFT
MSFT

MICROSOFT CORP

COM
$98.54 M
3 %

190,249

AVGO
AVGO

BROADCOM INC

COM
$80.37 M
3 %

243,618

NVDA
NVDA

NVIDIA CORPORATION

COM
$78.21 M
3 %

419,169

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$70.09 M
2 %

287,767

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
$69.42 M
2 %

116,467

JPM
JPM

JPMORGAN CHASE & CO.

COM
$59.58 M
2 %

188,895

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