§ 13F · FUND PROFILE
First National Bank of Mount Dora, Trust Investment Services.
AUM · $499M (13F)Positions · 211Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 32K | $24M | 4.8% | +14% |
| 2 | AAPL | APPLE INC | 58K | $17M | 3.4% | −2% |
| 3 | AMAT | APPLIED MATLS INC | 21K | $15M | 3.1% | −4% |
| 4 | NVDA | NVIDIA CORPORATION | 76K | $15M | 3.0% | −3% |
| 5 | FTNT | FORTINET INC | 99K | $15M | 3.0% | −4% |
| 6 | AVGO | BROADCOM INC | 37K | $14M | 2.8% | −3% |
| 7 | LLY | ELI LILLY & CO | 11K | $14M | 2.7% | −1% |
| 8 | TXN | TEXAS INSTRS INC | 44K | $13M | 2.6% | −3% |
| 9 | JPM | JPMORGAN CHASE & CO | 38K | $12M | 2.5% | ±0% |
| 10 | GOOG | ALPHABET INC | 34K | $12M | 2.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First National Bank of Mount Dora, Trust Investment Services is a Dealer / Bank fund managing $499 million in assets. The fund runs a broad portfolio of 211 positions.
Read the full dossier →