§ 13F · FUND PROFILE
First National Bank of Mount Dora, Trust Investment Services.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $443M (13F)Positions · 222Turnover · — · Q2Filed · Jul 29, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$410M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 29, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 28K | $17M | 3.9% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 105K | $17M | 3.8% | NEW |
| 3 | AVGO | BROADCOM INC | 56K | $15M | 3.5% | NEW |
| 4 | MSFT | MICROSOFT CORP | 31K | $15M | 3.5% | NEW |
| 5 | AAPL | APPLE INC | 62K | $13M | 2.9% | NEW |
| 6 | JPM | JPMORGAN CHASE & CO. | 41K | $12M | 2.7% | NEW |
| 7 | COST | COSTCO WHSL CORP NEW | 12K | $12M | 2.7% | NEW |
| 8 | ORCL | ORACLE CORP | 49K | $11M | 2.4% | NEW |
| 9 | LLY | ELI LILLY & CO | 13K | $10M | 2.3% | NEW |
| 10 | SCHF | SCHWAB STRATEGIC TR | 443K | $10M | 2.2% | NEW |
§ 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 $443 million in assets. The fund runs a broad portfolio of 222 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed