HoldingsChannel.com
FineMark National Bank & Trust Top Holdings
As of  09/30/2022, below is a summary of the FineMark National Bank & Trust top holdings by largest position size, as per the latest 13f filing made by FineMark National Bank & Trust. In the FineMark National Bank & Trust-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by FineMark National Bank & Trust in that top holding, then the share count change between reporting periods, and finally the FineMark National Bank & Trust top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
UNITED PARCEL SERVICE INC      $202,841
     UPS1,724,166+1,585$278,522
     Put468,500UNCH$75,681
SPDR S&P 500 ETF TR (SPY) 291,324 +2,091 $104,055
     SPY291,324+2,091$104,055
APPLE INC 619,411 -23,179 $85,602
     AAPL619,411-23,179$85,602
FINEMARK HLDGS INC 2,461,351 +73,001 $71,995
     COM2,461,351+73,001$71,995
SPDR S&P MIDCAP 400 ETF TR (MDY) 139,380 -3,090 $55,983
     MDY139,380-3,090$55,983
ISHARES TR (IVV) 148,924 +9,368 $53,412
     IVV148,924+9,368$53,412
MICROSOFT CORP 207,837 -876 $48,405
     MSFT207,837-876$48,405
ISHARES TR (IWM) 237,524 +3,643 $39,172
     IWM237,524+3,643$39,172
ALPHABET INC 292,713 +277,526 $28,144
     GOOG292,713+277,526$28,144
HOME DEPOT INC 93,775 -605 $25,876
     HD93,775-605$25,876
AMAZON COM INC 186,107 -837 $21,030
     AMZN186,107-837$21,030
HONEYWELL INTL INC 120,712 -109 $20,155
     HON120,712-109$20,155
NEXTERA ENERGY INC 253,657 +288 $19,889
     NEE253,657+288$19,889
PROCTER AND GAMBLE CO 156,381 -281 $19,743
     PG156,381-281$19,743
UNITEDHEALTH GROUP INC 38,635 -3,216 $19,512
     UNH38,635-3,216$19,512
VANGUARD WHITEHALL FDS (VYM) 198,615 +10,213 $18,845
     VYM198,615+10,213$18,845
UNION PAC CORP 94,077 -962 $18,328
     UNP94,077-962$18,328
ISHARES TR (IJH) 82,120 +4,686 $18,006
     IJH82,120+4,686$18,006
DANAHER CORPORATION 68,333 -1,394 $17,650
     DHR68,333-1,394$17,650
BROADCOM INC 39,503 -11 $17,539
     AVGO39,503-11$17,539
JOHNSON & JOHNSON 107,151 +2,093 $17,504
     JNJ107,151+2,093$17,504
MASTERCARD INCORPORATED 58,227 -1,003 $16,556
     MA58,227-1,003$16,556
ISHARES TR (EFA) 286,367 +81,317 $16,039
     EFA286,367+81,317$16,039
MCDONALDS CORP 68,481 +544 $15,802
     MCD68,481+544$15,802
JPMORGAN CHASE & CO 150,429 -33,092 $15,719
     JPM150,429-33,092$15,719
ISHARES TR (IWB) 79,476 -2,130 $15,683
     IWB79,476-2,130$15,683
BERKSHIRE HATHAWAY INC DEL      $15,551
     BRK.B41,496-592$11,080
     BRK.A11UNCH$4,471
ELEVANCE HEALTH INC 33,132 -856 $15,050
     ANTM33,132-856$15,050
INVESCO EXCH TRADED FD TR II (SPLV) 256,311 +10,565 $14,822
     SPLV256,311+10,565$14,822
RAYTHEON TECHNOLOGIES CORP 178,957 -82,308 $14,649
     RTX178,957-82,308$14,649
PFIZER INC 328,202 -5,910 $14,363
     PFE328,202-5,910$14,363
TJX COS INC NEW 227,060 -2,192 $14,105
     TJX227,060-2,192$14,105
ADOBE SYSTEMS INCORPORATED 51,163 -751 $14,080
     ADBE51,163-751$14,080
MERCK & CO INC 162,356 -656 $13,982
     MRK162,356-656$13,982
CISCO SYS INC 345,571 -4,898 $13,823
     CSCO345,571-4,898$13,823
BLACKROCK INC 24,540 -254 $13,504
     BLK24,540-254$13,504
ISHARES TR (IVE) 102,780 +7,670 $13,209
     IVE102,780+7,670$13,209
CATERPILLAR INC 77,005 +1,012 $12,635
     CAT77,005+1,012$12,635
WALMART INC 95,584 -1,167 $12,397
     WMT95,584-1,167$12,397
COCA COLA CO 210,886 -1,097 $11,814
     KO210,886-1,097$11,814
NIKE INC 141,747 -8,038 $11,782
     NKE141,747-8,038$11,782
TITAN PARTNERS LP 3 UNCH $11,617
     COM3UNCH$11,617
AMGEN INC 51,268 +1,057 $11,556
     AMGN51,268+1,057$11,556
INTERCONTINENTAL EXCHANGE IN (ICE) 116,860 -3,006 $10,558
     ICE116,860-3,006$10,558
LOCKHEED MARTIN CORP 27,028 -1,108 $10,441
     LMT27,028-1,108$10,441
MORGAN STANLEY 128,918 +22,237 $10,186
     MS128,918+22,237$10,186
QUANTA SVCS INC 79,677 -1,401 $10,150
     PWR79,677-1,401$10,150
PEPSICO INC 60,909 -585 $9,944
     PEP60,909-585$9,944
DUKE ENERGY CORP NEW 104,293 -935 $9,701
     DUK104,293-935$9,701
EOG RES INC 86,133 +1,042 $9,624
     EOG86,133+1,042$9,624

See Full List: All Stocks Held By FineMark National Bank & Trust
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By FineMark National Bank & Trust

Size ($ in 1000's)
At 09/30/2022: $2,086,340
At 06/30/2022: $2,261,081

FineMark National Bank & Trust holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FineMark National Bank & Trust 13F filings. Link to 13F filings: SEC filings

FineMark National Bank & Trust Top Holdings 13F Filings | www.HoldingsChannel.com

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