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Size ($ in 1000's)
At 09/30/2025: $3,063,922
At 06/30/2025: $2,939,347Finemark National Bank & Trust AUM history
Finemark National Bank & Trust holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Finemark National Bank & Trust 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Finemark National Bank & Trust top holdings by largest position size, as per the latest 13f filing made by Finemark National Bank & Trust.
In the Finemark National Bank & Trust-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Finemark National Bank & Trust in that top holding, then the share count change between reporting periods, and finally the Finemark National Bank & Trust top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
269,303 |
-6,111 |
$179,404 | | SPY | 269,303 | -6,111 | $179,404 | | ISHARES TR (IVV) |
229,378 |
+4,642 |
$153,523 | | IVV | 229,378 | +4,642 | $153,523 | | UNITED PARCEL SERVICE INC |
1,714,070 |
+254 |
$143,176 | | UPS | 1,714,070 | +254 | $143,176 | | APPLE INC |
552,534 |
-24,995 |
$140,692 | | AAPL | 552,534 | -24,995 | $140,692 | | MICROSOFT CORP |
190,249 |
-6,170 |
$98,540 | | MSFT | 190,249 | -6,170 | $98,540 | | BROADCOM INC |
243,618 |
-27,044 |
$80,372 | | AVGO | 243,618 | -27,044 | $80,372 |  NVIDIA CORPORATION |
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$80,261 | | NVDA | 419,169 | -37,366 | $78,209 | | Call | 11,000 | UNCH | $2,052 | | ALPHABET INC |
287,767 |
+18,168 |
$70,086 | | GOOG | 287,767 | +18,168 | $70,086 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
116,467 |
-5,547 |
$69,418 | | MDY | 116,467 | -5,547 | $69,418 | | JPMORGAN CHASE & CO. |
188,895 |
-3,932 |
$59,583 | | JPM | 188,895 | -3,932 | $59,583 | | ISHARES TR (IWM) |
231,690 |
-6,354 |
$56,060 | | IWM | 231,690 | -6,354 | $56,060 | | AMAZON COM INC |
243,465 |
+14,985 |
$53,458 | | AMZN | 243,465 | +14,985 | $53,458 | | ISHARES TR (EFA) |
549,497 |
+58,115 |
$51,307 | | EFA | 549,497 | +58,115 | $51,307 | | BERKSHIRE HATHAWAY INC DEL |
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$43,426 | | BRK.A | 34 | UNCH | $25,643 | | BRK.B | 35,372 | -12,083 | $17,783 | | META PLATFORMS INC |
57,103 |
+965 |
$41,935 | | META | 57,103 | +965 | $41,935 | | HOME DEPOT INC |
85,320 |
-2,625 |
$34,571 | | HD | 85,320 | -2,625 | $34,571 | | ISHARES TR (IJH) |
493,659 |
-5,860 |
$32,216 | | IJH | 493,659 | -5,860 | $32,216 | | TJX COS INC NEW |
202,116 |
-3,552 |
$29,214 | | TJX | 202,116 | -3,552 | $29,214 | | MASTERCARD INCORPORATED |
51,213 |
-1,289 |
$29,130 | | MA | 51,213 | -1,289 | $29,130 | | INVESCO QQQ TR |
47,408 |
+3,074 |
$28,462 | | QQQ | 47,408 | +3,074 | $28,462 | | GE VERNOVA INC |
45,202 |
+728 |
$27,795 | | GEV | 45,202 | +728 | $27,795 | | VANGUARD WHITEHALL FDS (VYM) |
195,047 |
-16,737 |
$27,492 | | VYM | 195,047 | -16,737 | $27,492 | | RTX CORPORATION |
162,873 |
-4,102 |
$27,254 | | RTX | 162,873 | -4,102 | $27,254 | | ISHARES TR (IWB) |
71,056 |
-2,374 |
$25,970 | | IWB | 71,056 | -2,374 | $25,970 | | ALPHABET INC |
104,855 |
-4,495 |
$25,490 | | GOOGL | 104,855 | -4,495 | $25,490 | | HONEYWELL INTL INC |
116,595 |
-1,509 |
$24,543 | | HON | 116,595 | -1,509 | $24,543 | | ORACLE CORP |
85,752 |
-16,748 |
$24,117 | | ORCL | 85,752 | -16,748 | $24,117 | | PROCTER AND GAMBLE CO |
146,652 |
-3,482 |
$22,533 | | PG | 146,652 | -3,482 | $22,533 | | BLACKROCK INC |
19,189 |
-388 |
$22,372 | | BLK | 19,189 | -388 | $22,372 | | TRANE TECHNOLOGIES PLC |
52,938 |
-34 |
$22,338 | | TT | 52,938 | -34 | $22,338 | | QUANTA SVCS INC |
53,090 |
-13,824 |
$22,002 | | PWR | 53,090 | -13,824 | $22,002 | | MORGAN STANLEY |
134,715 |
-4,014 |
$21,414 | | MS | 134,715 | -4,014 | $21,414 | | NEXTERA ENERGY INC |
274,710 |
-3,622 |
$20,738 | | NEE | 274,710 | -3,622 | $20,738 | | VANGUARD INDEX FDS (VTI) |
61,152 |
+1,010 |
$20,068 | | VTI | 61,152 | +1,010 | $20,068 | | INVESCO EXCH TRADED FD TR II (SPLV) |
259,712 |
+18,741 |
$19,084 | | SPLV | 259,712 | +18,741 | $19,084 | | KKR & CO INC |
144,501 |
-875 |
$18,778 | | KKR | 144,501 | -875 | $18,778 | | ISHARES TR (IJR) |
154,989 |
+6,807 |
$18,417 | | IJR | 154,989 | +6,807 | $18,417 | | JOHNSON & JOHNSON |
99,313 |
-2,704 |
$18,415 | | JNJ | 99,313 | -2,704 | $18,415 | | VANGUARD INDEX FDS (VOO) |
29,920 |
+4,663 |
$18,322 | | VOO | 29,920 | +4,663 | $18,322 | | CATERPILLAR INC |
38,391 |
-7,824 |
$18,318 | | CAT | 38,391 | -7,824 | $18,318 | | ABBVIE INC |
78,973 |
-2,019 |
$18,285 | | ABBV | 78,973 | -2,019 | $18,285 | | ISHARES TR (EEM) |
339,623 |
-22,426 |
$18,136 | | EEM | 339,623 | -22,426 | $18,136 | | PALO ALTO NETWORKS INC |
88,354 |
+22,500 |
$17,991 | | PANW | 88,354 | +22,500 | $17,991 | | VISA INC |
51,591 |
-365 |
$17,612 | | V | 51,591 | -365 | $17,612 | | EXXON MOBIL CORP |
154,983 |
-4,967 |
$17,474 | | XOM | 154,983 | -4,967 | $17,474 | | GOLDMAN SACHS GROUP INC |
21,416 |
-23 |
$17,055 | | GS | 21,416 | -23 | $17,055 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
99,526 |
-364 |
$16,768 | | ICE | 99,526 | -364 | $16,768 | | UNITEDHEALTH GROUP INC |
47,494 |
-3,661 |
$16,400 | | UNH | 47,494 | -3,661 | $16,400 | | WALMART INC |
151,722 |
-10,981 |
$15,636 | | WMT | 151,722 | -10,981 | $15,636 | | CISCO SYS INC |
228,454 |
-4,959 |
$15,631 | | CSCO | 228,454 | -4,959 | $15,631 |
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
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