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Showing Q4 2025 data
HedgeTrack has imported Q1 2026 data overall, but FineMark National Bank & Trust's latest available filing here is Q4 2025.
FineMark National Bank & Trust
•CIK: 1537720•Filing: Q4 2025
FineMark National Bank & Trust, with $3.2 billion in assets under management, maintains a diversified portfolio with top holdings in SPY, UPS, and AAPL, reflecting a balanced approach to growth and stability. Recently, the fund has made notable moves by adding high-growth stocks NVDA and IWS, while exiting positions in DGED and ARE, indicating a strategic shift towards technology and infrastructure sectors.
Total AUM
$3.2B
QoQ Performance
+7.4%
Positions
349
Top 10 Concentration
36.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
UPS
IVV
SPY5.7%
UPS5.3%
IVV5.1%
AAPL4.6%
MSFT2.8%
GOOG2.8%
AVGO2.6%
NVDA2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.9%
Technology20.8%
ETF11.9%
Industrial8.7%
Financial6.5%
Healthcare5.0%
Consumer4.9%
Energy1.4%
🚪 Exited Positionssold since Q3 2025
+249 more exited positions
Changes from Q3 2025
NEW3 new positions
↑85 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022