FineMark National Bank & Trust
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), FineMark National Bank & Trust reported 447 stock positions worth $2.7 billion. Its top holding was United Parcel Service Class B (UPS) at 6.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.7%) and Apple (AAPL, 4.6%). Compared with Q4 2024, it opened 28 new positions, sold out of 18, added to 153 and reduced 171. The biggest buy was Goldman Sachs (GS, shares +528%) and the biggest sale United Parcel Service Class B (UPS, shares −0%).
- Most Recent 13F
- Q4 2025
- Location
- FORT MYERS, FL
- CIK
- 0001537720
- Portfolio Value
- $2.7B (Q1 2025)
- SEC Filing
- 0001537720-25-000008 ↗ filed May 13, 2025
Holdings Value
Holdings 447 stocks · $2.7B
| UPS United Parcel Service Class B | 6.89% | 1,715,950 | $188.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.68% | 278,056 | $155.5M | Reduce -2.3% |
| AAPL Apple Inc. | 4.64% | 572,530 | $127.2M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 4.59% | 223,777 | $125.7M | Add +0.0% |
| MSFT Microsoft Corp. | 2.69% | 196,197 | $73.7M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 2.42% | 124,050 | $66.2M | Add +0.0% |
| NVDA Nvidia Corp. | 1.83% | 463,591 | $50.2M | Add +4.2% |
| IWM iShares Russell 2000 ETF | 1.74% | 239,159 | $47.7M | Add +0.4% |
| AVGO Broadcom Inc. | 1.73% | 283,487 | $47.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.54% | 222,276 | $42.3M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 1.52% | 266,129 | $41.6M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.29% | 144,513 | $35.4M | Reduce -2.7% |
| EFA iShares MSCI Eafe ETF | 1.26% | 423,028 | $34.6M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 1.22% | 573,885 | $33.5M | Reduce -6.4% |
| HD Home Depot Inc. | 1.19% | 88,896 | $32.6M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.18% | 55,887 | $32.2M | Add +3.6% |
| MA Mastercard Inc. Class A | 1.07% | 53,510 | $29.3M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.99% | 159,701 | $27.2M | Reduce -3.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.99% | 34 | $27.1M | No change |
| UNH Unitedhealth Group Inc. | 0.98% | 51,303 | $26.9M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 0.94% | 198,658 | $25.6M | Add +0.5% |
| HON Honeywell International Inc. | 0.92% | 119,284 | $25.3M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 47,242 | $25.2M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.91% | 205,168 | $25.0M | Add +0.7% |
| RTX RTX Corp. | 0.81% | 167,470 | $22.2M | Reduce -1.3% |
| IWB iShares Russell 1000 ETF | 0.81% | 72,262 | $22.2M | Reduce -0.4% |
| PWR Quanta Services Inc. | 0.77% | 82,556 | $21.0M | Add +3.0% |
| BLK BlackRock Inc. | 0.76% | 22,120 | $20.9M | Reduce -0.4% |
| ADBE Adobe Inc. | 0.72% | 51,713 | $19.8M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.71% | 164,174 | $19.5M | Reduce -1.5% |
| NEE Nextera Energy Inc. | 0.71% | 274,333 | $19.4M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 41,136 | $19.3M | Add +8.2% |
| V Visa Inc. Class A | 0.68% | 52,928 | $18.5M | Reduce -1.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.67% | 81,130 | $18.5M | Add +2.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.66% | 242,318 | $18.1M | Reduce -1.0% |
| TT Trane Technologies PLC | 0.65% | 53,123 | $17.9M | Add +1.2% |
| PGR Progressive Corp. | 0.65% | 62,585 | $17.7M | Reduce -10.4% |
| ICE Intercontinental Exchange Inc. | 0.64% | 101,712 | $17.5M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 62,930 | $17.3M | Add +1.1% |
| ABBV Abbvie Inc. | 0.62% | 80,948 | $17.0M | Reduce -14.4% |
| JNJ Johnson & Johnson | 0.62% | 102,002 | $16.9M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.62% | 109,121 | $16.9M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 0.61% | 160,183 | $16.8M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 0.61% | 32,501 | $16.7M | Add +2.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.61% | 48,334 | $16.7M | Add +3.1% |
| KKR KKR & Co. Inc. | 0.61% | 143,774 | $16.6M | Add +6.0% |
| EEM iShares MSCI Emerging Market | 0.60% | 376,759 | $16.5M | Reduce -2.8% |
| GEV GE Vernova Inc. | 0.60% | 53,504 | $16.3M | Add +5.4% |
| MS Morgan Stanley | 0.60% | 139,985 | $16.3M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.58% | 51,078 | $15.9M | Add +0.3% |
| DHR Danaher Corp. | 0.58% | 77,170 | $15.8M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.56% | 18,661 | $15.4M | Add +3.9% |
| CAT Caterpillar Inc. | 0.55% | 46,015 | $15.2M | Reduce -23.8% |
| KO The Coca-Cola Co. | 0.54% | 207,729 | $14.9M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 0.54% | 240,773 | $14.9M | Add +0.5% |
| WMT Walmart Inc. | 0.54% | 169,180 | $14.9M | Reduce -34.6% |
| QCOM Qualcomm Inc. | 0.52% | 93,361 | $14.3M | Reduce -0.0% |
| FISV Fiserv Inc. | 0.52% | 64,794 | $14.3M | Reduce -23.4% |
| ELV Elevance Health Inc. | 0.52% | 32,634 | $14.2M | Add +1.5% |
| ORCL Oracle Corp. | 0.52% | 101,392 | $14.2M | Add +0.5% |
| BR Broadridge Financial Solutio | 0.51% | 57,526 | $13.9M | Add +2.7% |
| IVE iShares S&P 500 Value ETF | 0.51% | 72,968 | $13.9M | Reduce -12.1% |
| AMGN Amgen Inc. | 0.51% | 44,610 | $13.9M | Reduce -0.4% |
| CDW CDW Corp. | 0.51% | 86,570 | $13.9M | Add +4.2% |
| MCD McDonald's Corp. | 0.49% | 42,773 | $13.4M | Reduce -3.3% |
| SHEL Shell PLC-ADR | 0.46% | 172,708 | $12.7M | Reduce -1.1% |
| EOG EOG Resources Inc. | 0.46% | 98,251 | $12.6M | Add +1.7% |
| DUK Duke Energy Corp. | 0.46% | 102,880 | $12.5M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.43% | 23,655 | $11.7M | Add +10.7% |
| LOW Lowe's Cos Inc. | 0.43% | 50,215 | $11.7M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.42% | 21,185 | $11.6M | Add +528.5% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 23,141 | $11.5M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.41% | 126,511 | $11.4M | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 0.41% | 66,241 | $11.3M | Add +4.6% |
| LMT Lockheed Martin Corp. | 0.39% | 23,785 | $10.6M | Reduce -1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 105,316 | $10.4M | Add +0.5% |
| NOW ServiceNow Inc. | 0.35% | 12,191 | $9.7M | Add +5.7% |
| DLR Digital Realty Trust Inc. | 0.33% | 62,518 | $9.0M | Add +4.2% |
| NOC Northrop Grumman Corp. | 0.32% | 17,360 | $8.9M | Add +1.5% |
| BP BP PLC-Spons ADR | 0.32% | 259,159 | $8.8M | Add +0.1% |
| BX Blackstone Inc. | 0.32% | 62,639 | $8.8M | Add +1.6% |
| ICLR Icon PLC | 0.32% | 49,587 | $8.7M | Add +4.4% |
| HES Hess Corp. | 0.31% | 53,131 | $8.5M | Add +2.2% |
| LIN Linde PLC | 0.31% | 18,088 | $8.4M | Add +0.6% |
| PM Philip Morris International | 0.30% | 52,332 | $8.3M | Reduce -2.1% |
| UNP Union Pacific Corp. | 0.30% | 35,108 | $8.3M | Reduce -16.9% |
| WSO Watsco Inc. | 0.30% | 16,216 | $8.2M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.30% | 28,191 | $8.1M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.29% | 102,541 | $8.0M | Add +3.3% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 85,130 | $7.9M | Add +0.6% |
| PEP Pepsico Inc. | 0.28% | 51,094 | $7.7M | Reduce -2.8% |
| GTLS Chart Industries Inc. | 0.28% | 52,573 | $7.6M | Add +3.6% |
| ADI Analog Devices Inc. | 0.27% | 36,508 | $7.4M | Reduce -1.2% |
| TRMB Trimble Inc. | 0.26% | 108,074 | $7.1M | New |
| DGX Quest Diagnostics Inc. | 0.26% | 41,893 | $7.1M | Reduce -0.5% |
| MRVL Marvell Technology Inc. | 0.26% | 113,773 | $7.0M | Add +6.2% |
| MDT Medtronic PLC | 0.26% | 77,910 | $7.0M | Add +3.4% |
| CVX Chevron Corp. | 0.25% | 41,703 | $7.0M | Reduce -0.5% |
| IAU iShares Gold Trust | 0.25% | 117,091 | $6.9M | Add +5.7% |
| AVB Avalonbay Communities Inc. | 0.24% | 30,626 | $6.6M | Reduce -0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | Reduce -0.1% | 6.89% | −0.67 |
| AVGO Broadcom Inc. | Reduce -0.3% | 1.73% | −0.57 |
| AAPL Apple Inc. | Reduce -0.7% | 4.64% | −0.39 |
| STZ Constellation Brands Inc. Class A | Reduce -83.3% | 0.06% | −0.37 |
| WMT Walmart Inc. | Reduce -34.6% | 0.54% | −0.27 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.52% | −0.26 |
| CAT Caterpillar Inc. | Reduce -23.8% | 0.55% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 5.68% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.62% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.4% | 1.22% | −0.11 |
| FISV Fiserv Inc. | Reduce -23.4% | 0.52% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.1% | 0.61% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -12.1% | 0.51% | −0.05 |
| UNP Union Pacific Corp. | Reduce -16.9% | 0.30% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.4% | 0.76% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.41% | −0.03 |
| NKE Nike Inc. Class B | Reduce -17.1% | 0.07% | −0.03 |
| TGT Target Corp. | Reduce -42.4% | 0.02% | −0.02 |
| MS Morgan Stanley | Reduce -0.5% | 0.60% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.2% | 0.39% | −0.02 |
| HD Home Depot Inc. | Reduce -0.1% | 1.19% | −0.02 |
| ANET Arista Networks Inc. | Reduce -10.1% | 0.03% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.21% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.5% | 0.07% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -18.2% | 0.06% | −0.01 |
| PPG PPG Industries Inc. | Reduce -42.8% | 0.01% | −0.01 |
| SBR Sabine Royalty Trust | Sold out | 0.00% | −0.01 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -2.3% | 0.11% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.3% | 0.13% | −0.01 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.01 |
| DAL Delta Air Lines Inc. | Reduce -4.3% | 0.03% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.8% | 0.14% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -14.5% | 0.06% | −0.01 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.4% | 0.17% | −0.01 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.01 |
| AXP American Express Co. | Reduce -5.3% | 0.08% | −0.01 |
| SYY Sysco Corp. | Reduce -40.1% | 0.01% | −0.01 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.8% | 0.09% | −0.01 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.01 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -52.0% | 0.01% | −0.01 |
| CEG Constellation Energy | Sold out | 0.00% | −0.01 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.01 |
| GLW Corning Inc. | Reduce -27.9% | 0.02% | −0.01 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -10.6% | 0.03% | −0.01 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GS Goldman Sachs Group Inc. | Add +528.5% | 0.42% | +0.35 |
| TRMB Trimble Inc. | New | 0.26% | +0.26 |
| TEL Te Connectivity PLC | New | 0.23% | +0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.92% | +0.17 |
| RPM RPM International Inc. | New | 0.16% | +0.16 |
| AJG Arthur J Gallagher & Co. | Add +3.1% | 0.61% | +0.14 |
| ELV Elevance Health Inc. | Add +1.5% | 0.52% | +0.10 |
| LLY Eli Lilly & Co. | Add +3.9% | 0.56% | +0.08 |
| ALL Allstate Corp. | Add +184.4% | 0.11% | +0.07 |
| META Meta Platforms Inc. Class A | Add +3.6% | 1.18% | +0.07 |
| DUK Duke Energy Corp. | Add +0.1% | 0.46% | +0.07 |
| NXPI NXP Semiconductors NV | Add +70.6% | 0.18% | +0.07 |
| HES Hess Corp. | Add +2.2% | 0.31% | +0.07 |
| BR Broadridge Financial Solutio | Add +2.7% | 0.51% | +0.07 |
| IAU iShares Gold Trust | Add +5.7% | 0.25% | +0.06 |
| HBAN Huntington Bancshares Inc. | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | Add +0.5% | 0.30% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.94% | +0.06 |
| TJX TJX Companies Inc. | Add +0.7% | 0.91% | +0.05 |
| BP BP PLC-Spons ADR | Add +0.1% | 0.32% | +0.05 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.54% | +0.05 |
| EOG EOG Resources Inc. | Add +1.7% | 0.46% | +0.05 |
| MDT Medtronic PLC | Add +3.4% | 0.26% | +0.05 |
| LIN Linde PLC | Add +0.6% | 0.31% | +0.04 |
| NOC Northrop Grumman Corp. | Add +1.5% | 0.32% | +0.04 |
| ABT Abbott Laboratories | Add +0.0% | 0.24% | +0.04 |
| EXC Exelon Corp. | Add +3.6% | 0.17% | +0.04 |
| AMT American Tower Corp. | Add +3.3% | 0.18% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +10.7% | 0.43% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +30.0% | 0.17% | +0.04 |
| VZ Verizon Communications Inc. | Add +21.1% | 0.11% | +0.03 |
| STAG Stag Industrial Inc. | Add +4.4% | 0.21% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.2% | 0.70% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +16.2% | 0.14% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +3.3% | 0.29% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +104.3% | 0.05% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +43.8% | 0.09% | +0.02 |
| COST Costco Wholesale Corp. | Add +2.2% | 0.22% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +172.9% | 0.03% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +0.6% | 0.12% | +0.02 |
| IHI iShares U.S. Medical Devices | Add +211.0% | 0.03% | +0.02 |
| FANG Diamondback Energy Inc. | Add +5.5% | 0.23% | +0.02 |
| MLPX Global X MLP & Energy Infras | Add +134.7% | 0.03% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +99.5% | 0.03% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | Add +180.7% | 0.02% | +0.01 |
| GEV GE Vernova Inc. | Add +5.4% | 0.60% | +0.01 |
| GE General Electric | Add +3.3% | 0.06% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.08% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +11.3% | 0.09% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| XHB SS SPDR S&P Homebldrs ETF | put | Sold out | 9,000 | $941Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 452 | $3.2B | SPY, UPS, IVV, AAPL, MSFT |
| Q3 2025 | 453 | $3.1B | SPY, IVV, UPS, AAPL, MSFT |
| Q2 2025 | 454 | $2.9B | UPS, SPY, IVV, AAPL, MSFT |
| Q1 2025 | 447 | $2.7B | UPS, SPY, AAPL, IVV, MSFT |
| Q4 2024 | 437 | $2.9B | UPS, SPY, AAPL, IVV, MSFT |
| Q3 2024 | 421 | $2.9B | UPS, SPY, AAPL, IVV, MSFT |
| Q2 2024 | 428 | $2.7B | UPS, SPY, AAPL, IVV, MSFT |
| Q1 2024 | 432 | $2.7B | UPS, SPY, IVV, AAPL, MSFT |