DOSSIER · 13F-HR · Q2 2026

First National Bank of Mount Dora, Trust Investment Services

$499M in tracked AUM across 211 positions as of Q2 2026.

FN
CIK 0001423045 · last filed Jun 30, 2026
Total AUM
$499M
as of Q2 2026
Holdings
211
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

First National Bank of Mount Dora, Trust Investment Services filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$24M32K4.9%
02
NVDA
NVIDIA CORPORATION
$20M97K3.9%
03
AAPL
APPLE INC
$18M64K3.7%
04
AMAT
APPLIED MATLS INC
$16M23K3.3%
05
34959E109
FORTINET INC
$16M106K3.3%
06
AVGO
BROADCOM INC
$15M40K3.0%
07
LLY
ELI LILLY & CO
$15M12K3.0%
08
TXN
TEXAS INSTRS INC
$14M47K2.8%
09
JPM
JPMORGAN CHASE & CO
$13M41K2.7%
10
GOOG
ALPHABET INC
$13M36K2.5%

Filing history

2026Q2Jun 30
$499M 7.9%
211 positionsView →
2026Q1Mar 31
$463M 1.1%
212 positionsView →
2025Q4Dec 31
$458M 1.2%
212 positionsView →
2025Q3Sep 30
$452M 1.9%
212 positionsView →
2025Q2Jun 30
$443M 8.4%
222 positionsLocked
2025Q1Mar 31
$409M 4.2%
223 positionsLocked
2024Q4Dec 31
$427M 3.0%
228 positionsLocked
2024Q3Sep 30
$441M 6.3%
235 positionsLocked
2024Q2Jun 30
$415M 0.9%
235 positionsLocked
2024Q1Mar 31
$411M 9.5%
228 positionsLocked
2023Q4Dec 31
$375M 11.0%
213 positionsLocked
2023Q3Sep 30
$338M 3.8%
221 positionsLocked
Showing 12 of 72