FineMark National Bank & Trust
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$17.1B
Holdings
387
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSLA
TESLA INC
Q1 2026: Increased +465.3% (2.9k → 16.4k shares)
41.4%
02
$AMZN
AMAZON COM INC
Q1 2026: Increased +12087.5% (10.1k → 1.23M shares)
6.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +18162.6% (3.5k → 639.2k shares)
4.8%
04
$GOOG
ALPHABET INC
Q1 2026: Increased +18263.8% (4.0k → 732.7k shares)
4.4%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +36841.0% (400 → 147.8k shares)
3.1%
06
$MA
MASTERCARD INCORPORATED
Q1 2026: Exited (was 51.1k shares)
2.9%
07
$MCD
MCDONALDS CORP
Q1 2026: Increased +596.7% (35.9k → 250.4k shares)
2.6%
08
$WM
WASTE MGMT INC DEL
Q1 2026: Exited (was 20.5k shares)
2.2%
09
$TXN
TEXAS INSTRS INC
Q1 2026: Increased +5570.8% (2.7k → 152.4k shares)
2.0%
10
$MSCI
MSCI INC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:40 UTC.