Institutional Investor · CIK 0001423045
FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMENT SERVICES
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
185
Total Value
$2.01B
Total Shares
11.67M
Latest Filing
Jun 8, 2026
CIK
0001423045
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2025-12-31 | 2026-06-08 | 34,762 | $23.70M | 0.0033% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2025-09-30 | 2026-06-08 | 114,186 | $21.30M | 0.0005% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2025-12-31 | 2026-06-08 | 112,080 | $20.90M | 0.0005% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2025-12-31 | 2026-06-08 | 70,589 | $19.19M | 0.0001% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2025-12-31 | 2026-06-08 | 70,589 | $19.19M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-08 | 28,561 | $18.57M | 0.0027% | SH | — | View | |
| Financial Services | Asset Management | 2025-09-30 | 2026-06-08 | 27,763 | $18.50M | 0.0026% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2025-09-30 | 2026-06-08 | 71,397 | $18.18M | 0.0001% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2025-09-30 | 2026-06-08 | 71,397 | $18.18M | 0.0005% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-06-08 | 101,003 | $17.61M | 0.0004% | SH | — | View |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2025-12-31 | 2026-06-08 | 15,803 | $16.98M | 0.0017% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2025-12-31 | 2026-06-08 | 15,803 | $16.98M | 0.0017% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-08 | 65,535 | $16.63M | 0.0004% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-08 | 65,535 | $16.63M | 0.0000% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2025-12-31 | 2026-06-08 | 46,765 | $16.19M | 0.0010% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2025-12-31 | 2026-06-08 | 46,765 | $16.19M | 0.0010% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2025-09-30 | 2026-06-08 | 47,533 | $15.68M | 0.0010% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2025-09-30 | 2026-06-08 | 47,533 | $15.68M | 0.0010% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2025-09-30 | 2026-06-08 | 27,886 | $14.44M | 0.0004% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2025-09-30 | 2026-06-08 | 27,886 | $14.44M | 0.0004% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-08 | 77,911 | $13.22M | 0.0019% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-08 | 77,911 | $13.22M | 0.0019% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2025-12-31 | 2026-06-08 | 27,307 | $13.21M | 0.0004% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2025-12-31 | 2026-06-08 | 27,307 | $13.21M | 0.0004% | SH | — | View |
| Energy | Oil & Gas Integrated | 2025-12-31 | 2026-06-08 | 107,720 | $12.96M | 0.0026% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2025-12-31 | 2026-06-08 | 107,720 | $12.96M | 0.0026% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-03-31 | 2026-06-08 | 41,317 | $12.79M | 0.0009% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-06-08 | 41,317 | $12.79M | 0.0009% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2025-09-30 | 2026-06-08 | 13,671 | $12.65M | 0.0031% | SH | — | View |
| Consumer Defensive | Discount Stores | 2025-09-30 | 2026-06-08 | 13,671 | $12.65M | 0.0031% | SH | — | View | |
T-Mobile US, Inc.(TMUS) | Communication Services | Telecommunications Services | 2026-03-31 | 2026-06-08 | 59,958 | $12.59M | 0.0055% | SH | — | View |
T-Mobile US, Inc.(TMUS.SW) | Communication Services | Telecommunications Services | 2026-03-31 | 2026-06-08 | 59,958 | $12.59M | 0.0024% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2025-12-31 | 2026-06-08 | 39,931 | $12.53M | 0.0003% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2025-09-30 | 2026-06-08 | 15,903 | $12.13M | 0.0017% | SH | — | View | |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2025-09-30 | 2026-06-08 | 15,903 | $12.13M | 0.0017% | SH | — | View |
| Energy | Oil & Gas Integrated | 2025-09-30 | 2026-06-08 | 107,600 | $12.13M | 0.0026% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2025-09-30 | 2026-06-08 | 107,600 | $12.13M | 0.0026% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-03-31 | 2026-06-08 | 41,218 | $12.12M | 0.0015% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-08 | 41,218 | $12.12M | 0.0015% | SH | — | View |
| Consumer Defensive | Discount Stores | 2025-12-31 | 2026-06-08 | 13,746 | $11.85M | 0.0031% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2025-12-31 | 2026-06-08 | 13,746 | $11.85M | 0.0031% | SH | — | View |
| Consumer Cyclical | Apparel - Retail | 2026-03-31 | 2026-06-08 | 71,921 | $11.49M | 0.0065% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-08 | 12,440 | $11.44M | 0.0013% | SH | — | View | |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-08 | 12,440 | $11.44M | 0.0013% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2025-12-31 | 2026-06-08 | 34,726 | $11.19M | 0.0013% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2025-12-31 | 2026-06-08 | 34,726 | $11.19M | 0.0013% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2025-09-30 | 2026-06-08 | 35,437 | $11.18M | 0.0013% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2025-09-30 | 2026-06-08 | 35,437 | $11.18M | 0.0013% | SH | — | View |
| Consumer Cyclical | Apparel - Retail | 2025-12-31 | 2026-06-08 | 72,731 | $11.17M | 0.0066% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2025-12-31 | 2026-06-08 | 98,428 | $10.97M | 0.0012% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2025-09-30 | 2026-06-08 | 45,942 | $10.64M | 0.0026% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2025-09-30 | 2026-06-08 | 45,942 | $10.64M | 0.0026% | SH | — | View |
T-Mobile US, Inc.(TMUS.SW) | Communication Services | Telecommunications Services | 2025-09-30 | 2026-06-08 | 44,359 | $10.62M | 0.0018% | SH | — | View |
T-Mobile US, Inc.(TMUS) | Communication Services | Telecommunications Services | 2025-09-30 | 2026-06-08 | 44,359 | $10.62M | 0.0041% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-08 | 36,803 | $10.56M | 0.0003% | SH | — | View |
| Consumer Cyclical | Apparel - Retail | 2025-09-30 | 2026-06-08 | 72,605 | $10.49M | 0.0066% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-08 | 83,957 | $10.43M | 0.0011% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2025-12-31 | 2026-06-08 | 45,591 | $10.42M | 0.0026% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2025-12-31 | 2026-06-08 | 45,591 | $10.42M | 0.0026% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-08 | 10,322 | $10.29M | 0.0023% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-08 | 10,322 | $10.29M | 0.0023% | SH | — | View | |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2025-09-30 | 2026-06-08 | 36,451 | $10.25M | 0.0013% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2025-09-30 | 2026-06-08 | 36,451 | $10.25M | 0.0013% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-06-08 | 425,704 | $10.23M | 0.0175% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2025-09-30 | 2026-06-08 | 98,506 | $10.15M | 0.0012% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2025-09-30 | 2026-06-08 | 41,613 | $10.13M | 0.0003% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-08 | 27,342 | $10.12M | 0.0004% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-08 | 27,342 | $10.12M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-09-30 | 2026-06-08 | 427,323 | $9.95M | 0.0175% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-08 | 16,347 | $9.35M | 0.0006% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-06-08 | 47,999 | $9.32M | 0.0053% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-08 | 42,721 | $9.29M | 0.0024% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-08 | 42,721 | $9.29M | 0.0024% | SH | — | View |
T-Mobile US, Inc.(TMUS) | Communication Services | Telecommunications Services | 2025-12-31 | 2026-06-08 | 44,463 | $9.03M | 0.0041% | SH | — | View |
T-Mobile US, Inc.(TMUS.SW) | Communication Services | Telecommunications Services | 2025-12-31 | 2026-06-08 | 44,463 | $9.03M | 0.0018% | SH | — | View |
Fortinet, Inc.(FTNT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-08 | 110,356 | $9.02M | 0.0151% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2025-09-30 | 2026-06-08 | 12,001 | $8.81M | 0.0005% | SH | — | View |
| Technology | Semiconductors | 2025-09-30 | 2026-06-08 | 47,788 | $8.78M | 0.0053% | SH | — | View | |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-06-08 | 15,410 | $8.68M | 0.0057% | SH | — | View |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-06-08 | 15,410 | $8.68M | 0.0057% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-08 | 349,213 | $8.64M | 0.0143% | SH | — | View | |
Linde plc(LIN) | Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-06-08 | 17,136 | $8.50M | 0.0037% | SH | — | View |
| Healthcare | Medical - Devices | 2026-03-31 | 2026-06-08 | 134,736 | $8.45M | 0.0091% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-08 | 110,705 | $8.38M | 0.0826% | SH | — | View | |
| Technology | Semiconductors | 2025-12-31 | 2026-06-08 | 47,961 | $8.32M | 0.0053% | SH | — | View | |
Applied Materials, Inc.(AMAT) | Technology | Semiconductors | 2026-03-31 | 2026-06-08 | 23,564 | $8.05M | 0.0030% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2025-12-31 | 2026-06-08 | 12,002 | $7.92M | 0.0005% | SH | — | View |
Applied Materials, Inc.(AMAT) | Technology | Semiconductors | 2025-12-31 | 2026-06-08 | 30,230 | $7.77M | 0.0038% | SH | — | View |
S&P Global Inc.(SPGI) | Financial Services | Financial - Data & Stock Exchanges | 2025-12-31 | 2026-06-08 | 14,795 | $7.73M | 0.0050% | SH | — | View |
Linde plc(LIN) | Basic Materials | Chemicals - Specialty | 2025-09-30 | 2026-06-08 | 15,784 | $7.50M | 0.0034% | SH | — | View |
Waste Management, Inc.(UWS.DE) | Industrials | Environmental Services | 2026-03-31 | 2026-06-08 | 32,627 | $7.50M | 0.0081% | SH | — | View |
| Industrials | Waste Management | 2026-03-31 | 2026-06-08 | 32,627 | $7.50M | 0.0081% | SH | — | View | |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2025-12-31 | 2026-06-08 | 15,872 | $7.39M | 0.0059% | SH | — | View |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2025-12-31 | 2026-06-08 | 15,872 | $7.39M | 0.0059% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2025-12-31 | 2026-06-08 | 24,043 | $7.35M | 0.0034% | SH | — | View |
| Consumer Cyclical | Restaurants | 2025-12-31 | 2026-06-08 | 24,043 | $7.35M | 0.0034% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-03-31 | 2026-06-08 | 36,751 | $7.29M | 0.0063% | SH | — | View | |
Fortinet, Inc.(FTNT) | Technology | Software - Infrastructure | 2025-09-30 | 2026-06-08 | 86,627 | $7.28M | 0.0118% | SH | — | View |
| Consumer Cyclical | Restaurants | 2025-09-30 | 2026-06-08 | 23,824 | $7.24M | 0.0034% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2025-09-30 | 2026-06-08 | 23,824 | $7.24M | 0.0034% | SH | — | View |
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