Finemark National Bank & Trust Top Holdings and 13F Report (2025) About Finemark National Bank & TrustInvestment ActivityFinemark National Bank & Trust has $2.94 billion in total holdings as of June 30, 2025.Finemark National Bank & Trust owns shares of 454 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 2.67% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Finemark National Bank & Trust has purchased 447 new stocks and bought additional shares in 157 stocks.Finemark National Bank & Trust sold shares of 208 stocks and completely divested from 20 stocks this quarter.Largest Holdings United Parcel Service $172,992,654SPDR S&P 500 ETF Trust $170,164,539iShares Core S&P 500 ETF $139,538,582Apple $118,491,624Microsoft $97,701,129 Largest New Holdings this Quarter 464287689 - iShares Russell 3000 ETF $1,250,964 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $1,053,667 Holding92936U109 - W.P. Carey $1,010,306 Holding58733R102 - MercadoLibre $475,680 Holding651639106 - Newmont $459,613 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 48,314 shares (about $14.01M)iShares MSCI EAFE ETF 68,354 shares (about $6.11M)Elevance Health 14,697 shares (about $5.72M)Vanguard Short-Term Corporate Bond ETF 64,587 shares (about $5.13M)Marvell Technology 57,882 shares (about $4.48M) Largest Sales this Quarter Hilton Worldwide 56,685 shares (about $15.10M)Quanta Services 15,642 shares (about $5.91M)GE VERNOVA INC 9,030 shares (about $4.78M)iShares Core S&P Mid-Cap ETF 74,366 shares (about $4.61M)Vanguard S&P 500 ETF 7,244 shares (about $4.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinemark National Bank & Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUPSUnited Parcel Service$172,992,654$215,406 ▼-0.1%1,713,8165.9%TransportationSPYSPDR S&P 500 ETF Trust$170,164,539$1,632,360 ▼-1.0%275,4145.8%FinanceIVViShares Core S&P 500 ETF$139,538,582$595,443 ▲0.4%224,7364.7%ETFAAPLApple$118,491,624$1,025,645 ▲0.9%577,5294.0%Computer and TechnologyMSFTMicrosoft$97,701,129$110,425 ▲0.1%196,4193.3%Computer and TechnologyAVGOBroadcom$74,607,980$3,535,211 ▼-4.5%270,6622.5%Computer and TechnologyNVDANVIDIA$73,865,854$623,113 ▲0.9%467,5352.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$69,118,490$1,153,353 ▼-1.6%122,0142.4%ETFJPMJPMorgan Chase & Co.$55,902,475$14,006,712 ▲33.4%192,8271.9%FinanceIWMiShares Russell 2000 ETF$51,367,514$240,606 ▼-0.5%238,0441.7%FinanceAMZNAmazon.com$50,126,226$1,361,096 ▲2.8%228,4801.7%Retail/WholesaleGOOGAlphabet$47,824,166$615,543 ▲1.3%269,5991.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$43,924,636$6,110,164 ▲16.2%491,3821.5%FinanceMETAMeta Platforms$41,434,896$185,261 ▲0.4%56,1381.4%Computer and TechnologyHDHome Depot$32,244,154$348,675 ▼-1.1%87,9451.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$30,980,168$4,612,179 ▼-13.0%499,5191.1%ETFMAMastercard$29,502,973$566,436 ▼-1.9%52,5021.0%Business ServicesVYMVanguard High Dividend Yield ETF$28,232,925$1,749,827 ▲6.6%211,7841.0%ETFHONHoneywell International$27,504,059$274,798 ▼-1.0%118,1040.9%Multi-Sector ConglomeratesTJXTJX Companies$25,397,941$61,745 ▲0.2%205,6680.9%Retail/WholesalePWRQuanta Services$25,298,844$5,913,927 ▼-18.9%66,9140.9%ConstructionIWBiShares Russell 1000 ETF$24,934,625$396,618 ▲1.6%73,4300.8%ETFBRK.ABerkshire Hathaway$24,779,2000.0%340.8%FinanceQQQInvesco QQQ$24,456,407$1,764,145 ▲7.8%44,3340.8%FinanceRTXRTX$24,381,706$72,280 ▼-0.3%166,9750.8%AerospacePGProcter & Gamble$23,919,348$1,524,214 ▼-6.0%150,1340.8%Consumer StaplesGE VERNOVA INC$23,533,417$4,778,224 ▼-16.9%44,4740.8%COMTTTrane Technologies$23,170,482$66,049 ▼-0.3%52,9720.8%ConstructionBRK.BBerkshire Hathaway$23,052,214$103,469 ▲0.5%47,4550.8%FinanceORCLOracle$22,409,575$242,242 ▲1.1%102,5000.8%Computer and TechnologyBLACKROCK INC$20,541,167$2,668,243 ▼-11.5%19,5770.7%COMMSMorgan Stanley$19,541,366$176,920 ▼-0.9%138,7290.7%FinanceKKRKKR & Co. Inc.$19,339,369$213,114 ▲1.1%145,3760.7%FinanceNEENextEra Energy$19,321,807$277,611 ▲1.5%278,3320.7%UtilitiesADBEAdobe$19,275,135$731,590 ▼-3.7%49,8220.7%Computer and TechnologyGOOGLAlphabet$19,270,750$40,357 ▲0.2%109,3500.7%Computer and TechnologyVVisa$18,446,977$345,109 ▼-1.8%51,9560.6%Business ServicesELVElevance Health$18,409,865$5,716,545 ▲45.0%47,3310.6%MedicalICEIntercontinental Exchange$18,326,818$334,282 ▼-1.8%99,8900.6%FinanceVTIVanguard Total Stock Market ETF$18,278,958$847,357 ▼-4.4%60,1420.6%ETFCATCaterpillar$17,941,125$77,642 ▲0.4%46,2150.6%IndustrialsSPLVInvesco S&P 500 Low Volatility ETF$17,547,508$98,089 ▼-0.6%240,9710.6%ETFEEMiShares MSCI Emerging Markets ETF$17,465,243$709,610 ▼-3.9%362,0490.6%FinanceXOMExxon Mobil$17,242,610$455,347 ▼-2.6%159,9500.6%EnergyPGRProgressive$16,897,041$195,608 ▲1.2%63,3180.6%FinanceIJRiShares Core S&P Small-Cap ETF$16,194,810$1,311,589 ▼-7.5%148,1820.6%ETFCSCOCisco Systems$16,194,194$510,637 ▼-3.1%233,4130.6%Computer and TechnologyUNHUnitedHealth Group$15,958,825$46,172 ▼-0.3%51,1550.5%MedicalWMTWalmart$15,909,098$633,321 ▼-3.8%162,7030.5%Retail/WholesaleJNJJohnson & Johnson$15,583,096$2,291 ▲0.0%102,0170.5%MedicalAJGArthur J. Gallagher & Co.$15,394,570$78,109 ▼-0.5%48,0900.5%FinanceCDWCDW$15,364,632$95,903 ▼-0.6%86,0330.5%Computer and TechnologyACNAccenture$15,253,851$12,852 ▼-0.1%51,0350.5%Computer and TechnologyDHRDanaher$15,174,627$69,534 ▼-0.5%76,8180.5%MedicalGSThe Goldman Sachs Group$15,173,452$179,768 ▲1.2%21,4390.5%FinanceABBVAbbVie$15,033,735$8,167 ▲0.1%80,9920.5%MedicalQCOMQUALCOMM$14,852,746$15,926 ▼-0.1%93,2610.5%Computer and TechnologyKOCocaCola$14,501,743$195,129 ▼-1.3%204,9710.5%Consumer StaplesVOOVanguard S&P 500 ETF$14,346,733$4,114,809 ▼-22.3%25,2570.5%ETFIVEiShares S&P 500 Value ETF$14,194,331$65,075 ▼-0.5%72,6350.5%ETFBRBroadridge Financial Solutions$13,962,073$18,470 ▼-0.1%57,4500.5%Computer and TechnologyPANWPalo Alto Networks$13,476,361$79,196 ▼-0.6%65,8540.5%Computer and TechnologyMRVLMarvell Technology$13,286,097$4,480,067 ▲50.9%171,6550.5%Computer and TechnologyLLYEli Lilly and Company$13,216,931$1,329,878 ▼-9.1%16,9550.4%MedicalISRGIntuitive Surgical$13,147,261$292,898 ▲2.3%24,1940.4%MedicalDISWalt Disney$13,111,825$51,588 ▲0.4%105,7320.4%Consumer DiscretionaryNOWServiceNow$12,868,476$335,154 ▲2.7%12,5170.4%Computer and TechnologyAMGNAmgen$12,590,137$134,579 ▲1.1%45,0920.4%MedicalSHELShell$12,087,355$73,015 ▼-0.6%171,6710.4%EnergyDUKDuke Energy$12,054,510$85,433 ▼-0.7%102,1560.4%UtilitiesFIFiserv$11,169,064$2,069 ▼0.0%64,7820.4%Business ServicesLOWLowe's Companies$10,972,137$169,065 ▼-1.5%49,4530.4%Retail/WholesaleMCDMcDonald's$10,947,609$1,549,377 ▼-12.4%37,4700.4%Retail/WholesaleEOGEOG Resources$10,789,898$961,904 ▼-8.2%90,2090.4%EnergyBXBlackstone$10,731,916$1,362,375 ▲14.5%71,7470.4%FinanceLMTLockheed Martin$10,599,051$416,830 ▼-3.8%22,8850.4%AerospaceDLRDigital Realty Trust$10,547,836$350,926 ▼-3.2%60,5050.4%FinanceMRKMerck & Co., Inc.$10,075,563$60,953 ▲0.6%127,2810.3%MedicalTMOThermo Fisher Scientific$9,264,354$118,394 ▼-1.3%22,8490.3%MedicalIVWiShares S&P 500 Growth ETF$9,235,518$137,295 ▼-1.5%83,8830.3%ETFPMPhilip Morris International$9,026,544$504,682 ▼-5.3%49,5610.3%Consumer StaplesADIAnalog Devices$8,716,768$27,134 ▲0.3%36,6220.3%Computer and TechnologyGLDSPDR Gold Shares$8,677,290$83,828 ▲1.0%28,4660.3%FinanceGTLSChart Industries$8,649,558$6,586 ▼-0.1%52,5330.3%IndustrialsNOCNorthrop Grumman$8,599,156$80,497 ▼-0.9%17,1990.3%AerospaceLINDE PLC$8,494,034$7,507 ▲0.1%18,1040.3%SHSWFCWells Fargo & Company$8,363,486$4,281,693 ▲104.9%104,3870.3%FinanceTRMBTrimble$8,231,825$20,363 ▲0.2%108,3420.3%IndustrialsBSVVanguard Short-Term Bond ETF$7,932,173$137,804 ▼-1.7%100,7900.3%ETFUNPUnion Pacific$7,909,690$167,958 ▼-2.1%34,3780.3%TransportationBPBP$7,760,699$4,070 ▲0.1%259,2950.3%EnergyDGXQuest Diagnostics$7,458,776$66,463 ▼-0.9%41,5230.3%MedicalHESHess$7,349,408$11,360 ▼-0.2%53,0490.3%EnergyIAUiShares Gold Trust$7,322,685$20,891 ▲0.3%117,4260.2%FinanceTE CONNECTIVITY PLC$7,216,714$267,679 ▼-3.6%42,7860.2%ORD SHSWSOWatsco$7,192,664$31,355 ▲0.4%16,2870.2%ConstructionASMLASML$7,172,440$12,822 ▼-0.2%8,9500.2%Computer and TechnologyICLRIcon$7,163,994$48,435 ▼-0.7%49,2540.2%MedicalIWFiShares Russell 1000 Growth ETF$6,783,514$59,866 ▼-0.9%15,9770.2%ETFMDTMedtronic$6,730,570$60,845 ▼-0.9%77,2120.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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