First National Bank of Mount Dora, Trust Investment Services

13F filer · CIK 0001423045

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$499MU.S. long equity reported on 13F

Positions980 new · 3 closed

Net flow last quarter-$4.06MBuys minus sells

Top 10 positions weight33.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202698 positions
SPYSPDR S&P 500 ETF Trust	$24.3M	4.86%	Not reported	+13.7%	Q3 2013
NVDANvidia Corp	$19.5M	3.91%	0.00%	-3.5%	Q2 2020
AAPLApple Inc.	$18.5M	3.70%	0.00%	-2.5%	Q2 2014
AMATApplied Materials Inc	$16.4M	3.29%	0.00%	-3.7%	Q1 2024
FTNTFortinet, Inc.	$16.2M	3.25%	0.01%	-4.3%	Q1 2025
AVGOBroadcom Inc.	$15.1M	3.02%	0.00%	-3.4%	Q3 2022
LLYELI LILLY & Co	$14.8M	2.97%	0.00%	-0.6%	Q3 2013
TXNTexas Instruments Inc	$13.9M	2.79%	0.01%	-2.6%	Q3 2013
JPMJPMorgan Chase & Co	$13.4M	2.69%	0.00%	-0.5%	Q4 2020
GOOGAlphabet Inc.	$12.7M	2.54%	Not reported	-2.5%	Q3 2021
TJXTJX Companies Inc	$10.8M	2.16%	0.01%	-0.8%	Q3 2019
ABBVAbbVie Inc.	$10.7M	2.13%	0.00%	-0.9%	Q3 2013
XOMExxonMobil Holdings Corp	$10.4M	2.08%	0.00%	-2.4%	Q3 2013
MSFTMicrosoft Corp	$10.1M	2.03%	0.00%	-0.7%	Q3 2013
TMUST-Mobile US, Inc.	$9.99M	2.00%	0.01%	-0.7%	Q2 2024
DEDeere & Co	$9.63M	1.93%	0.01%	-1.5%	Q3 2013
COSTCostco Wholesale Corp	$9.44M	1.89%	0.00%	-2.3%	Q3 2018
WMTWalmart Inc.	$9.32M	1.87%	0.00%	-2.0%	Q3 2013
METAMeta Platforms, Inc.	$9.23M	1.85%	Not reported	+0.2%	Q2 2024
LINLinde PLC	$8.77M	1.76%	0.00%	-1.3%	Q1 2021
PGRProgressive Corp	$8.02M	1.61%	0.01%	-0.1%	Q3 2021
WELLWelltower Inc.	$7.46M	1.49%	0.00%	-0.6%	Q2 2021
WMWaste Management Inc	$7.29M	1.46%	0.01%	+0.3%	Q3 2017
ANETArista Networks, Inc.	$7.29M	1.46%	0.00%	-0.2%	Q1 2026
ORCLOracle Corp	$6.85M	1.37%	0.00%	-2.3%	Q1 2014
BSXBoston Scientific Corp	$6M	1.20%	0.01%	+4.4%	Q1 2026
AMZNAmazon Com Inc	$5.79M	1.16%	0.00%	-1.4%	Q2 2020
MSIMotorola Solutions, Inc.	$5.66M	1.13%	0.01%	-0.8%	Q2 2024
PEGPublic Service Enterprise Group Inc	$5.53M	1.11%	0.01%	-0.3%	Q4 2013
ORLYO Reilly Automotive Inc	$5.36M	1.07%	0.01%	-0.2%	Q3 2013
VVisa Inc.	$5.32M	1.07%	0.00%	-1.7%	Q3 2013
MCDMcdonalds Corp	$5.31M	1.06%	0.00%	-0.3%	Q3 2022
ADBEAdobe Inc.	$5.06M	1.01%	0.01%	-1.1%	Q1 2018
SPGIS&P Global Inc.	$5.05M	1.01%	0.00%	-0.8%	Q3 2021
PGPROCTER & GAMBLE Co	$4.7M	0.94%	0.00%	-1.7%	Q3 2013
VLOValero Energy Corp	$4.62M	0.93%	0.01%	-1.2%	Q2 2017
HDHome Depot, Inc.	$4.62M	0.93%	0.00%	+0.6%	Q3 2013
ALLAllstate Corp	$4.34M	0.87%	0.01%	-1.2%	Q1 2025
UPSUnited Parcel Service Inc	$4.03M	0.81%	0.01%	-0.3%	Q2 2020
WMBWilliams Companies, Inc.	$3.99M	0.80%	0.00%	-1.5%	Q3 2025
LMTLockheed Martin Corp	$3.76M	0.75%	0.00%	0.0%	Q3 2021
MRSHMarsh & Mclennan Companies, Inc.	$3.74M	0.75%	0.00%	-0.7%	Q2 2023
TRIThomson Reuters Corp	$3.65M	0.73%	0.01%	-2.5%	Q1 2014
VRTXVertex Pharmaceuticals Inc / Ma	$3.57M	0.72%	0.00%	-0.2%	Q1 2024
ICEIntercontinental Exchange, Inc.	$3.33M	0.67%	0.00%	-0.2%	Q1 2020
CMCSAComcast Corp	$3.31M	0.66%	0.00%	-1.3%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.2M	0.64%	Not reported	-1.2%	Q4 2018
CEGConstellation Energy Corp	$3.13M	0.63%	0.00%	-0.5%	Q2 2024
CTASCintas Corp	$2.97M	0.59%	0.00%	+0.4%	Q1 2025
HCAHCA Healthcare, Inc.	$2.89M	0.58%	0.00%	+2.1%	Q1 2023

Q1 2026Reported Jun 8, 2026100 positions
SPYSPDR S&P 500 ETF Trust	$18.6M	4.01%	Not reported	-17.8%	Q3 2013
NVDANvidia Corp	$17.6M	3.81%	0.00%	-9.9%	Q2 2020
AAPLApple Inc.	$16.6M	3.59%	0.00%	-7.2%	Q2 2014
XOMExxonMobil Holdings Corp	$13.2M	2.86%	0.00%	-27.7%	Q3 2013
AVGOBroadcom Inc.	$12.8M	2.76%	0.00%	-11.7%	Q3 2022
TMUST-Mobile US, Inc.	$12.6M	2.72%	0.01%	+34.9%	Q2 2024
JPMJPMorgan Chase & Co	$12.1M	2.62%	0.00%	+18.7%	Q4 2020
TJXTJX Companies Inc	$11.5M	2.48%	0.01%	-1.1%	Q3 2019
LLYELI LILLY & Co	$11.4M	2.47%	0.00%	-21.3%	Q3 2013
GOOGAlphabet Inc.	$10.6M	2.28%	Not reported	-7.8%	Q3 2021
WMTWalmart Inc.	$10.4M	2.25%	0.00%	-14.7%	Q3 2013
COSTCostco Wholesale Corp	$10.3M	2.22%	0.00%	-24.9%	Q3 2018
MSFTMicrosoft Corp	$10.1M	2.19%	0.00%	+0.1%	Q3 2013
METAMeta Platforms, Inc.	$9.35M	2.02%	Not reported	+36.2%	Q2 2024
TXNTexas Instruments Inc	$9.32M	2.01%	0.01%	+0.1%	Q3 2013
ABBVAbbVie Inc.	$9.29M	2.01%	0.00%	-6.3%	Q3 2013
FTNTFortinet, Inc.	$9.02M	1.95%	0.02%	+27.1%	Q1 2025
DEDeere & Co	$8.68M	1.88%	0.01%	-2.9%	Q3 2013
LINLinde PLC	$8.5M	1.84%	0.00%	+8.5%	Q1 2021
BSXBoston Scientific Corp	$8.45M	1.83%	0.01%	New	Q1 2026
AMATApplied Materials Inc	$8.05M	1.74%	0.00%	-22.1%	Q1 2024
WMWaste Management Inc	$7.5M	1.62%	0.01%	+64.5%	Q3 2017
PGRProgressive Corp	$7.29M	1.57%	0.01%	+42.1%	Q3 2021
ORCLOracle Corp	$7.04M	1.52%	0.00%	+31.1%	Q1 2014
WELLWelltower Inc.	$6.54M	1.41%	0.00%	+1286.4%	Q2 2021
MCDMcdonalds Corp	$6.12M	1.32%	0.00%	-18.1%	Q3 2022
ADBEAdobe Inc.	$6.06M	1.31%	0.01%	+32.4%	Q1 2018
MSIMotorola Solutions, Inc.	$5.97M	1.29%	0.01%	+36.3%	Q2 2024
PEGPublic Service Enterprise Group Inc	$5.53M	1.20%	0.01%	-2.5%	Q4 2013
ORLYO Reilly Automotive Inc	$5.38M	1.16%	0.01%	+26.8%	Q3 2013
SPGIS&P Global Inc.	$5.32M	1.15%	0.00%	-15.5%	Q3 2021
ANETArista Networks, Inc.	$5.28M	1.14%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$5.13M	1.11%	0.00%	-3.3%	Q2 2020
VVisa Inc.	$4.77M	1.03%	0.00%	-1.0%	Q3 2013
PGPROCTER & GAMBLE Co	$4.71M	1.02%	0.00%	-27.2%	Q3 2013
LMTLockheed Martin Corp	$4.46M	0.96%	0.00%	-12.4%	Q3 2021
VLOValero Energy Corp	$4.44M	0.96%	0.01%	+245.0%	Q2 2017
HDHome Depot, Inc.	$4.28M	0.93%	0.00%	-9.8%	Q3 2013
ICEIntercontinental Exchange, Inc.	$4.26M	0.92%	0.00%	+5.3%	Q1 2020
HONHoneywell International Inc	$4.17M	0.90%	0.00%	-5.4%	Q3 2013
TRIThomson Reuters Corp	$4.13M	0.89%	0.01%	+12.5%	Q1 2014
WMBWilliams Companies, Inc.	$3.96M	0.86%	0.00%	-16.2%	Q3 2025
CMCSAComcast Corp	$3.93M	0.85%	0.00%	+7.9%	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$3.92M	0.85%	0.00%	-14.0%	Q2 2023
ALLAllstate Corp	$3.82M	0.83%	0.01%	+13.4%	Q1 2025
UPSUnited Parcel Service Inc	$3.7M	0.80%	0.01%	-41.9%	Q2 2020
CEGConstellation Energy Corp	$3.54M	0.76%	0.00%	+74.2%	Q2 2024
HCAHCA Healthcare, Inc.	$3.44M	0.74%	0.00%	+177.5%	Q1 2023
VRTXVertex Pharmaceuticals Inc / Ma	$3.22M	0.70%	0.00%	+16.1%	Q1 2024
BRK.BBerkshire Hathaway Inc	$3.1M	0.67%	Not reported	-4.2%	Q4 2018

Q4 2025Reported Jun 8, 2026101 positions
SPYSPDR S&P 500 ETF Trust	$23.7M	5.18%	Not reported	+25.2%	Q3 2013
NVDANvidia Corp	$20.9M	4.57%	0.00%	-1.8%	Q2 2020
AAPLApple Inc.	$19.2M	4.19%	0.00%	-1.1%	Q2 2014
LLYELI LILLY & Co	$17M	3.71%	0.00%	-0.6%	Q3 2013
AVGOBroadcom Inc.	$16.2M	3.54%	0.00%	-1.6%	Q3 2022
MSFTMicrosoft Corp	$13.2M	2.89%	0.00%	-2.1%	Q3 2013
XOMExxonMobil Holdings Corp	$13M	2.83%	0.00%	+0.1%	Q3 2013
GOOGAlphabet Inc.	$12.5M	2.74%	Not reported	-4.0%	Q3 2021
COSTCostco Wholesale Corp	$11.9M	2.59%	0.00%	+0.6%	Q3 2018
JPMJPMorgan Chase & Co	$11.2M	2.45%	0.00%	-2.0%	Q4 2020
TJXTJX Companies Inc	$11.2M	2.44%	0.01%	+0.2%	Q3 2019
WMTWalmart Inc.	$11M	2.40%	0.00%	-0.1%	Q3 2013
ABBVAbbVie Inc.	$10.4M	2.28%	0.00%	-0.8%	Q3 2013
TMUST-Mobile US, Inc.	$9.03M	1.97%	0.00%	+0.2%	Q2 2024
TXNTexas Instruments Inc	$8.32M	1.82%	0.01%	+0.4%	Q3 2013
METAMeta Platforms, Inc.	$7.92M	1.73%	Not reported	0.0%	Q2 2024
AMATApplied Materials Inc	$7.77M	1.70%	0.00%	-0.3%	Q1 2024
SPGIS&P Global Inc.	$7.73M	1.69%	0.01%	+1.7%	Q3 2021
DEDeere & Co	$7.39M	1.62%	0.01%	+0.7%	Q3 2013
MCDMcdonalds Corp	$7.35M	1.61%	0.00%	+0.9%	Q3 2022
ORCLOracle Corp	$7.11M	1.55%	0.00%	+0.1%	Q1 2014
FTNTFortinet, Inc.	$6.9M	1.51%	0.01%	+0.3%	Q1 2025
LINLinde PLC	$6.73M	1.47%	0.00%	0.0%	Q1 2021
ADBEAdobe Inc.	$6.6M	1.44%	0.00%	-0.3%	Q1 2018
PGPROCTER & GAMBLE Co	$6.41M	1.40%	0.00%	+0.6%	Q3 2013
UPSUnited Parcel Service Inc	$6.41M	1.40%	0.01%	-0.7%	Q2 2020
PGRProgressive Corp	$5.89M	1.29%	0.00%	-2.2%	Q3 2021
AMZNAmazon Com Inc	$5.88M	1.28%	0.00%	-0.1%	Q2 2020
SHWSherwin Williams Co	$5.7M	1.25%	0.01%	+0.9%	Q3 2013
PEGPublic Service Enterprise Group Inc	$5.63M	1.23%	0.01%	-0.8%	Q4 2013
VVisa Inc.	$5.59M	1.22%	0.00%	-3.2%	Q3 2013
TRIThomson Reuters Corp	$5.37M	1.17%	0.01%	-0.4%	Q1 2014
HDHome Depot, Inc.	$4.97M	1.09%	0.00%	-2.1%	Q3 2013
MRSHMarsh & Mclennan Companies, Inc.	$4.88M	1.07%	0.01%	+1.2%	Q2 2023
WMWaste Management Inc	$4.36M	0.95%	0.00%	+1.0%	Q3 2017
NEENextera Energy Inc	$4.2M	0.92%	0.00%	-1.8%	Q3 2013
ORLYO Reilly Automotive Inc	$4.19M	0.92%	0.01%	-1.0%	Q3 2013
ICEIntercontinental Exchange, Inc.	$4.17M	0.91%	0.00%	+0.1%	Q1 2020
LMTLockheed Martin Corp	$4.08M	0.89%	0.00%	+2.2%	Q3 2021
WMBWilliams Companies, Inc.	$3.91M	0.85%	0.01%	+4.3%	Q3 2025
MSIMotorola Solutions, Inc.	$3.87M	0.84%	0.01%	+2.8%	Q2 2024
HONHoneywell International Inc	$3.8M	0.83%	0.00%	-0.4%	Q3 2013
CMCSAComcast Corp	$3.79M	0.83%	0.00%	-1.4%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.4M	0.74%	Not reported	Not reported	Q4 2018
ALLAllstate Corp	$3.39M	0.74%	0.01%	+0.1%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.82M	0.62%	0.00%	+0.6%	Q1 2024
CTASCintas Corp	$2.73M	0.60%	0.00%	+0.3%	Q1 2025
CEGConstellation Energy Corp	$2.57M	0.56%	0.00%	+2.2%	Q2 2024
LHXL3harris Technologies, Inc.	$2.4M	0.53%	0.00%	-1.9%	Q3 2019
JNJJohnson & Johnson	$2.02M	0.44%	0.00%	-4.0%	Q3 2013

Q3 2025Reported Jun 8, 2026101 positions
NVDANvidia Corp	$21.3M	4.71%	0.00%	-13.3%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$18.5M	4.09%	Not reported	-9.0%	Q3 2013
AAPLApple Inc.	$18.2M	4.02%	0.00%	+4.9%	Q2 2014
AVGOBroadcom Inc.	$15.7M	3.47%	0.00%	-20.8%	Q3 2022
MSFTMicrosoft Corp	$14.4M	3.20%	0.00%	-19.4%	Q3 2013
COSTCostco Wholesale Corp	$12.7M	2.80%	0.00%	+6.1%	Q3 2018
LLYELI LILLY & Co	$12.1M	2.68%	0.00%	+12.5%	Q3 2013
XOMExxonMobil Holdings Corp	$12.1M	2.68%	0.00%	+17.5%	Q3 2013
JPMJPMorgan Chase & Co	$11.2M	2.47%	0.00%	-20.0%	Q4 2020
ABBVAbbVie Inc.	$10.6M	2.35%	0.00%	-2.3%	Q3 2013
TMUST-Mobile US, Inc.	$10.6M	2.35%	0.00%	+7.2%	Q2 2024
TJXTJX Companies Inc	$10.5M	2.32%	0.01%	+37.4%	Q3 2019
ORCLOracle Corp	$10.3M	2.27%	0.00%	-30.3%	Q1 2014
WMTWalmart Inc.	$10.2M	2.25%	0.00%	-5.8%	Q3 2013
GOOGAlphabet Inc.	$10.1M	2.24%	Not reported	-27.2%	Q3 2021
METAMeta Platforms, Inc.	$8.81M	1.95%	Not reported	+2.6%	Q2 2024
TXNTexas Instruments Inc	$8.78M	1.94%	0.01%	+5.4%	Q3 2013
LINLinde PLC	$7.5M	1.66%	0.00%	+2.3%	Q1 2021
FTNTFortinet, Inc.	$7.28M	1.61%	0.01%	+58.0%	Q1 2025
MCDMcdonalds Corp	$7.24M	1.60%	0.00%	+8.1%	Q3 2022
DEDeere & Co	$7.21M	1.59%	0.01%	+19.5%	Q3 2013
SPGIS&P Global Inc.	$7.08M	1.57%	0.00%	+79.9%	Q3 2021
PGPROCTER & GAMBLE Co	$6.84M	1.51%	0.00%	+38.4%	Q3 2013
ADBEAdobe Inc.	$6.67M	1.48%	0.00%	+10.7%	Q1 2018
PGRProgressive Corp	$6.53M	1.44%	0.00%	-31.4%	Q3 2021
TRIThomson Reuters Corp	$6.36M	1.41%	0.01%	-13.7%	Q1 2014
AMATApplied Materials Inc	$6.21M	1.37%	0.00%	+17.1%	Q1 2024
SHWSherwin Williams Co	$6.04M	1.34%	0.01%	+58.6%	Q3 2013
HDHome Depot, Inc.	$5.98M	1.32%	0.00%	-13.7%	Q3 2013
PEGPublic Service Enterprise Group Inc	$5.9M	1.30%	0.01%	-8.1%	Q4 2013
VVisa Inc.	$5.62M	1.24%	0.00%	+0.5%	Q3 2013
AMZNAmazon Com Inc	$5.6M	1.24%	0.00%	-20.1%	Q2 2020
UPSUnited Parcel Service Inc	$5.44M	1.20%	0.01%	+6.4%	Q2 2020
MRSHMarsh & Mclennan Companies, Inc.	$5.23M	1.16%	0.01%	+52.5%	Q2 2023
ORLYO Reilly Automotive Inc	$5.01M	1.11%	0.01%	-15.1%	Q3 2013
MSIMotorola Solutions, Inc.	$4.49M	0.99%	0.01%	+489.8%	Q2 2024
WMWaste Management Inc	$4.34M	0.96%	0.00%	+1.1%	Q3 2017
ICEIntercontinental Exchange, Inc.	$4.33M	0.96%	0.00%	-4.2%	Q1 2020
LMTLockheed Martin Corp	$4.12M	0.91%	0.00%	+3.7%	Q3 2021
HONHoneywell International Inc	$4.12M	0.91%	0.00%	+0.5%	Q3 2013
CMCSAComcast Corp	$4.04M	0.89%	0.00%	-5.6%	Q1 2018
NEENextera Energy Inc	$4.02M	0.89%	0.00%	-27.9%	Q3 2013
WMBWilliams Companies, Inc.	$3.95M	0.87%	0.01%	New	Q3 2025
ALLAllstate Corp	$3.49M	0.77%	0.01%	+11.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$3.4M	0.75%	Not reported	-3.5%	Q4 2018
CTASCintas Corp	$2.97M	0.66%	0.00%	+8.0%	Q1 2025
LHXL3harris Technologies, Inc.	$2.55M	0.56%	0.00%	-22.8%	Q3 2019
VRTXVertex Pharmaceuticals Inc / Ma	$2.42M	0.54%	0.00%	-15.3%	Q1 2024
CEGConstellation Energy Corp	$2.34M	0.52%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$1.89M	0.42%	0.00%	-16.0%	Q3 2013

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