13F Insight
DOSSIER · 13F-HR · Q4 2025

FineMark National Bank & Trust

$3.2B in tracked AUM across 515 positions as of Q4 2025.

FN
CIK 0001537720 · last filed Dec 31, 2025
Total AUM
$3.2B
as of Q4 2025
Holdings
515
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

FineMark National Bank & Trust filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$183M268K5.7%02
UPS
UNITED PARCEL SERVICE INC
$169M1.7M5.3%03
IVV
ISHARES TR
$163M238K5.1%04
AAPL
APPLE INC
$148M545K4.6%05
MSFT
MICROSOFT CORP
$90M186K2.8%06
GOOG
ALPHABET INC
$89M284K2.8%07
AVGO
BROADCOM INC
$83M240K2.6%08
NVDA
NVIDIA CORPORATION
$78M418K2.4%09
MDY
SPDR S&P MIDCAP 400 ETF TR
$70M116K2.2%10
JPM
JPMORGAN CHASE & CO.
$60M186K1.9%

Filing history

2025Q4Dec 31
$3.2B▲ 4.6%
515 positionsView →2025Q3Sep 30
$3.1B▲ 4.2%
522 positionsView →2025Q2Jun 30
$2.9B▲ 7.3%
523 positionsLocked2025Q1Mar 31
$2.7B▼ 4.5%
525 positionsLocked2024Q4Dec 31
$2.9B▼ 0.2%
525 positionsLocked2024Q3Sep 30
$2.9B▲ 5.9%
509 positionsLocked2024Q2Jun 30
$2.7B▲ 0.9%
519 positionsLocked2024Q1Mar 31
$2.7B▲ 10.0%
523 positionsLocked2023Q4Dec 31
$2.4B▲ 0.5%
501 positionsLocked2023Q3Sep 30
$2.4B— 0.0%
520 positionsLocked2023Q2Jun 30
$2.4B▲ 3.9%
520 positionsLocked2023Q1Mar 31
$2.3B▲ 5.4%
511 positionsLocked
Showing 12 of 51