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FineMark National Bank & Trust

FineMark National Bank & Trust is an Investment Adviser institutional filer with the SEC under CIK 1537720, reporting 452 portfolio positions, with 12 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Filing type: 13F-HR
  • Latest reporting period: 2025-12-31
  • Last filed: 2026-02-12

Top 10 portfolio positions

The largest reported holdings in FineMark National Bank & Trust's most recent 13F filing, ranked by reported market value.

  1. SPDR S&P 500 ETF TR (SPY)
  2. UNITED PARCEL SERVICE INC (UPS)
  3. ISHARES TR (IVV)
  4. APPLE INC (AAPL)
  5. MICROSOFT CORP (MSFT)
  6. ALPHABET INC (GOOG)
  7. BROADCOM INC (AVGO)
  8. NVIDIA CORPORATION (NVDA)
  9. SPDR S&P MIDCAP 400 ETF TR (MDY)
  10. JPMORGAN CHASE & CO. (JPM)
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