Finemark National Bank & Trust Top Holdings and 13F Report (2025) About Finemark National Bank & TrustInvestment ActivityFinemark National Bank & Trust has $2.87 billion in total holdings as of December 31, 2024.Finemark National Bank & Trust owns shares of 438 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Finemark National Bank & Trust has purchased 422 new stocks and bought additional shares in 123 stocks.Finemark National Bank & Trust sold shares of 180 stocks and completely divested from 30 stocks this quarter.Largest Holdings United Parcel Service $216,580,961SPDR S&P 500 ETF Trust $166,856,976Apple $144,364,625iShares Core S&P 500 ETF $131,681,828Microsoft $82,655,941 Largest New Holdings this Quarter BLACKROCK INC $22,771,792 HoldingMarvell Technology $11,828,753 HoldingARISTA NETWORKS INC $1,339,623 HoldingTIDAL TRUST III $741,168 HoldingiShares U.S. Aerospace & Defense ETF $671,662 Holding Largest Purchases this Quarter BLACKROCK INC 22,214 shares (about $22.77M)Marvell Technology 107,096 shares (about $11.83M)Palo Alto Networks 31,845 shares (about $5.79M)CDW 26,161 shares (about $4.55M)Invesco QQQ 5,600 shares (about $2.86M) Largest Sales this Quarter GE VERNOVA INC 13,139 shares (about $4.32M)Blackstone 16,724 shares (about $2.88M)Houlihan Lokey 13,555 shares (about $2.35M)Morgan Stanley 17,553 shares (about $2.21M)Oracle 12,220 shares (about $2.04M) 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$216,580,961$670,726 ▼-0.3%1,717,5337.6%TransportationSPYSPDR S&P 500 ETF Trust$166,856,976$933,039 ▼-0.6%284,7005.8%FinanceAAPLApple$144,364,625$1,854,110 ▼-1.3%576,4905.0%Computer and TechnologyIVViShares Core S&P 500 ETF$131,681,828$742,325 ▲0.6%223,6904.6%ETFMSFTMicrosoft$82,655,941$1,763,139 ▼-2.1%196,0992.9%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$70,652,981$312,130 ▼-0.4%124,0442.5%ETFAVGOBroadcom$65,890,782$1,383,157 ▼-2.1%284,2082.3%Computer and TechnologyNVDANVIDIA$59,741,054$438,457 ▼-0.7%444,8662.1%Computer and TechnologyIWMiShares Russell 2000 ETF$52,612,785$121,528 ▲0.2%238,1101.8%FinanceGOOGAlphabet$51,047,251$1,148,925 ▼-2.2%268,0491.8%Computer and TechnologyAMZNAmazon.com$48,090,945$561,200 ▲1.2%219,2031.7%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$38,187,680$348,251 ▲0.9%612,8661.3%ETFJPMJPMorgan Chase & Co.$35,601,968$396,720 ▼-1.1%148,5211.2%FinanceHDHome Depot$34,608,050$1,113,678 ▼-3.1%88,9691.2%Retail/WholesaleEFAiShares MSCI EAFE ETF$32,260,291$1,169,082 ▲3.8%426,6671.1%FinanceMETAMeta Platforms$31,582,994$543,939 ▲1.8%53,9411.1%Computer and TechnologyMAMastercard$28,318,934$838,299 ▼-2.9%53,7801.0%Business ServicesPGProcter & Gamble$27,668,620$186,259 ▼-0.7%165,0381.0%Consumer StaplesHONHoneywell International$26,772,030$696,645 ▼-2.5%118,5180.9%Multi-Sector ConglomeratesUNHUnitedHealth Group$26,106,928$49,574 ▼-0.2%51,6090.9%MedicalPWRQuanta Services$25,338,992$441,838 ▲1.8%80,1740.9%ConstructionVYMVanguard High Dividend Yield ETF$25,226,839$215,372 ▼-0.8%197,7180.9%ETFTJXTJX Companies$24,603,077$400,244 ▼-1.6%203,6510.9%Retail/WholesaleIWBiShares Russell 1000 ETF$23,380,762$173,000 ▼-0.7%72,5750.8%ETFWMTWalmart$23,379,327$685,666 ▼-2.8%258,7640.8%Retail/WholesaleBRK.ABerkshire Hathaway$23,151,2800.0%340.8%FinanceADBEAdobe$22,801,411$772,409 ▼-3.3%51,2760.8%Computer and TechnologyBLACKROCK INC$22,771,792$22,771,792 ▲New Holding22,2140.8%COMCATCaterpillar$21,908,890$721,530 ▼-3.2%60,3950.8%IndustrialsBRK.BBerkshire Hathaway$21,403,427$310,950 ▲1.5%47,2190.7%FinanceGOOGLAlphabet$20,920,110$4,354 ▲0.0%110,5130.7%Computer and TechnologyKKRKKR & Co. Inc.$20,071,830$254,553 ▲1.3%135,7030.7%FinanceNEENextEra Energy$19,690,590$1,887,311 ▲10.6%274,6630.7%UtilitiesRTXRTX$19,637,544$271,365 ▼-1.4%169,6980.7%AerospaceHLTHilton Worldwide$19,622,032$88,483 ▼-0.4%79,3900.7%Consumer DiscretionaryQQQInvesco QQQ$19,437,987$2,862,888 ▲17.3%38,0220.7%FinanceTTTrane Technologies$19,394,198$752,735 ▼-3.7%52,5090.7%ConstructionIJRiShares Core S&P Small-Cap ETF$19,236,785$182,624 ▲1.0%166,9570.7%ETFVTIVanguard Total Stock Market ETF$18,048,787$162,873 ▼-0.9%62,2780.6%ETFXOMExxon Mobil$17,935,360$271,184 ▲1.5%166,7320.6%EnergyACNAccenture$17,919,830$8,443 ▲0.0%50,9390.6%Computer and TechnologyMSMorgan Stanley$17,693,078$2,206,763 ▼-11.1%140,7340.6%FinanceDHRDanaher$17,677,645$567,218 ▼-3.1%77,0100.6%MedicalFIFiserv$17,386,132$239,520 ▲1.4%84,6370.6%Business ServicesSPLVInvesco S&P 500 Low Volatility ETF$17,132,570$716,380 ▲4.4%244,7510.6%ETFVOOVanguard S&P 500 ETF$17,131,463$190,739 ▲1.1%31,7950.6%ETFVVisa$16,924,257$128,944 ▼-0.8%53,5510.6%Business ServicesORCLOracle$16,819,308$2,036,341 ▼-10.8%100,9320.6%Computer and TechnologyABBVAbbVie$16,808,998$372,104 ▼-2.2%94,5920.6%MedicalPGRProgressive$16,734,841$565,480 ▲3.5%69,8420.6%FinanceGE VERNOVA INC$16,698,460$4,321,811 ▼-20.6%50,7660.6%COMEEMiShares MSCI Emerging Markets ETF$16,209,556$74,774 ▲0.5%387,6030.6%FinanceIVEiShares S&P 500 Value ETF$15,845,330$308,844 ▲2.0%83,0120.6%ETFICEIntercontinental Exchange$15,177,413$548,804 ▼-3.5%101,8550.5%FinanceJNJJohnson & Johnson$15,128,553$526,272 ▼-3.4%104,6090.5%MedicalCDWCDW$14,458,895$4,553,060 ▲46.0%83,0780.5%Computer and TechnologyQCOMQUALCOMM$14,345,495$2,113,350 ▲17.3%93,3830.5%Computer and TechnologyCSCOCisco Systems$14,190,418$155,578 ▼-1.1%239,7030.5%Computer and TechnologyLLYEli Lilly and Company$13,868,208$33,196 ▲0.2%17,9640.5%MedicalAJGArthur J. Gallagher & Co.$13,303,765$223,674 ▲1.7%46,8690.5%FinanceKOCoca-Cola$13,237,795$112,691 ▲0.9%212,6210.5%Consumer StaplesMCDMcDonald's$12,819,515$149,293 ▼-1.2%44,2220.4%Retail/WholesaleMRKMerck & Co., Inc.$12,728,466$282,225 ▼-2.2%127,9500.4%MedicalBRBroadridge Financial Solutions$12,668,727$234,003 ▲1.9%56,0340.4%Business ServicesLOWLowe's Companies$12,357,029$163,628 ▼-1.3%50,0690.4%Retail/WholesaleSTZConstellation Brands$12,265,279$43,979 ▲0.4%55,4990.4%Consumer StaplesNOWServiceNow$12,225,303$455,852 ▲3.9%11,5320.4%Computer and TechnologyELVElevance Health$11,861,241$243,843 ▼-2.0%32,1530.4%MedicalEOGEOG Resources$11,840,002$145,870 ▲1.2%96,5900.4%EnergyMRVLMarvell Technology$11,828,753$11,828,753 ▲New Holding107,0960.4%Computer and TechnologyTMOThermo Fisher Scientific$11,801,417$97,283 ▲0.8%22,6850.4%MedicalLMTLockheed Martin$11,694,595$270,679 ▼-2.3%24,0650.4%AerospaceAMGNAmgen$11,671,980$87,054 ▼-0.7%44,7820.4%MedicalDISWalt Disney$11,663,912$41,199 ▲0.4%104,7500.4%Consumer DiscretionaryPANWPalo Alto Networks$11,518,976$5,794,515 ▲101.2%63,3050.4%Computer and TechnologyISRGIntuitive Surgical$11,158,460$164,939 ▲1.5%21,3780.4%MedicalDUKDuke Energy$11,075,145$5,064 ▲0.0%102,7950.4%UtilitiesSHELShell$10,939,567$140,211 ▼-1.3%174,6140.4%EnergyDLRDigital Realty Trust$10,636,430$357,497 ▲3.5%59,9810.4%FinanceBXBlackstone$10,626,417$2,883,552 ▼-21.3%61,6310.4%FinanceICLRICON Public$9,959,966$22,858 ▼-0.2%47,4940.3%MedicalGTLSChart Industries$9,687,801$321,947 ▲3.4%50,7640.3%IndustrialsUNPUnion Pacific$9,633,321$1,028,916 ▼-9.7%42,2440.3%TransportationIVWiShares S&P 500 Growth ETF$8,593,194$928,695 ▲12.1%84,6370.3%ETFNOCNorthrop Grumman$8,024,859$16,894 ▲0.2%17,1000.3%AerospacePEPPepsiCo$7,989,840$538,749 ▼-6.3%52,5440.3%Consumer StaplesADIAnalog Devices$7,847,209$99,856 ▼-1.3%36,9350.3%Computer and TechnologyWSOWatsco$7,750,470$180,552 ▼-2.3%16,3550.3%ConstructionBSVVanguard Short-Term Bond ETF$7,672,370$243,864 ▲3.3%99,2930.3%ETFBPBP$7,650,216$667,672 ▼-8.0%258,8030.3%EnergyLINDE PLC$7,525,174$98,387 ▼-1.3%17,9740.3%SHSHESHess$6,917,451$69,298 ▼-1.0%52,0070.2%EnergyGLDSPDR Gold Shares$6,793,199$55,932 ▼-0.8%28,0560.2%FinanceAVBAvalonBay Communities$6,773,316$79,189 ▼-1.2%30,7920.2%FinanceIWFiShares Russell 1000 Growth ETF$6,544,549$31,725 ▼-0.5%16,2970.2%ETFPMPhilip Morris International$6,430,902$93,632 ▼-1.4%53,4350.2%Consumer StaplesOCOwens Corning$6,400,455$25,378 ▼-0.4%37,5790.2%ConstructionDGXQuest Diagnostics$6,351,507$80,258 ▼-1.2%42,1020.2%MedicalCVXChevron$6,071,258$62,571 ▼-1.0%41,9170.2%EnergyFANGDiamondback Energy$6,066,133$47,183 ▲0.8%37,0270.2%EnergyShowing 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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