§ 13F · FUND PROFILE
FineMark National Bank & Trust.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $2939.3T (13F)Positions · 523Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 268K | $182.9T | 5.7% | ±0% |
| 2 | UPS | UNITED PARCEL SERVICE INC | 1.71M | $169.2T | 5.3% | ±0% |
| 3 | IVV | ISHARES TR | 237K | $162.0T | 5.1% | +4% |
| 4 | AAPL | APPLE INC | 543K | $147.5T | 4.6% | −1% |
| 5 | MSFT | MICROSOFT CORP | 185K | $89.3T | 2.8% | — |
| 6 | GOOG | ALPHABET INC | 282K | $88.6T | 2.8% | −1% |
| 7 | AVGO | BROADCOM INC | 238K | $82.2T | 2.6% | — |
| 8 | NVDA | NVIDIA CORPORATION | 410K | $76.5T | 2.4% | — |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | 116K | $69.8T | 2.2% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO. | 186K | $59.9T | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINEMARK SIGNAL
AC read
FineMark National Bank & Trust is a Dealer / Bank fund managing $2939335.5 trillion in assets. The fund runs a broad portfolio of 523 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed