First National Bank of Mount Dora, Trust Investment Services

CIK 0001423045 · MOUNT DORA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

First National Bank of Mount Dora, Trust Investment Services reported 126 positions worth $499.4M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: SPY (4.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$499.4M
2026 Q2
Positions
126
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.0%
Est. Net Flow (Q)
2026 Q2
10 / 126 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$24.3M4.86%32,482
2NVDANVIDIA CORPORATIONSH$19.5M3.91%97,463
3AAPLAPPLE INCSH$18.5M3.70%63,904
4AMATAPPLIED MATLS INCSH$16.4M3.29%22,690
5FTNTFORTINET INCSH$16.2M3.25%105,670
6AVGOBROADCOM INCSH$15.1M3.02%39,932
7LLYELI LILLY & COSH$14.8M2.97%12,363
8TXNTEXAS INSTRS INCSH$13.9M2.79%46,746
9JPMJPMORGAN CHASE & COSH$13.4M2.69%41,010
10GOOGALPHABET INCSH$12.7M2.54%35,891

The free plan shows the top 10 positions. The remaining 116 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does First National Bank of Mount Dora, Trust Investment Services hold as of Q2 2026?

First National Bank of Mount Dora, Trust Investment Services reported 126 positions worth $499.4M in its Q2 2026 13F filing. Largest positions: SPY (4.9%), NVDA (3.9%), AAPL (3.7%), AMAT (3.3%) and FTNT (3.3%).

What did First National Bank of Mount Dora, Trust Investment Services buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did First National Bank of Mount Dora, Trust Investment Services sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.