First National Bank of Mount Dora, Trust Investment Services holds a diversified book of 126 stocks worth $499.4M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Thomson Reuters Corp and trimmed Nvidia Corp. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 5% of the equity book. Cloning the disclosed picks since 2013 would be +351% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1423045/holdings"
Use Arkolith to show First National Bank of Mount Dora, Trust Investment Services's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 12.3 points over this window.
Growth of $10,000 cloning First National Bank of Mount Dora, Trust Investment Services's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as First National Bank of Mount Dora, Trust Investment Services
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $16.9B |
| Kestra Advisory Services, LLC | 80 / 80 | $7.8B |
| D.A. DAVIDSON & CO. | 80 / 80 | $4.2B |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 80 / 80 | $2.6B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| CULLEN/FROST BANKERS, INC. | 79 / 80 | $3.7B |
| Concurrent Investment Advisors, LLC | 79 / 80 | $3.3B |
| Merit Financial Group, LLC | 79 / 80 | $3.2B |
Ranked by how many of First National Bank of Mount Dora, Trust Investment Services's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $24.3M | 32.5K | 4.9% | ▲+14% Added · +4K sh | |
| 2 | Nvidia Corporation COM | $19.5M | 97.5K | 3.9% | ▼−3.5% Reduced · −4K sh | |
| 3 | Apple Inc COM | $18.5M | 63.9K | 3.7% | ▼−2.5% Reduced · −2K sh | |
| 4 | Applied Matls Inc COM | $16.4M | 22.7K | 3.3% | ▼−3.7% Reduced · −874 sh | |
| 5 | Fortinet Inc COM | $16.2M | 105.7K | 3.3% | ▼−4.2% Reduced · −5K sh | |
| 6 | Broadcom Inc COM | $15.1M | 39.9K | 3.0% | ▼−3.4% Reduced · −1K sh | |
| 7 | Eli Lilly & Co COM | $14.8M | 12.4K | 3.0% | ▼−0.6% Reduced · −77 sh | |
| 8 | Texas Instrs Inc COM | $13.9M | 46.7K | 2.8% | ▼−2.6% Reduced · −1K sh | |
| 9 | JPMorgan Chase & Co COM | $13.4M | 41.0K | 2.7% | ▼−0.5% Reduced · −208 sh | |
| 10 | Alphabet Inc CAP STK CL C | $12.7M | 35.9K | 2.5% | ▼−2.5% Reduced · −912 sh | |
| 11 | TJX Cos Inc New COM | $10.8M | 71.3K | 2.2% | ▼−0.8% Reduced · −598 sh | |
| 12 | Abbvie Inc COM | $10.7M | 42.3K | 2.1% | ▼−0.9% Reduced · −382 sh | |
| 13 | Exxon Mobil Corp COM | $10.4M | 76.1K | 2.1% | ▼−2.4% Reduced · −2K sh | |
| 14 | Microsoft Corp COM | $10.1M | 27.1K | 2.0% | ▼−0.7% Reduced · −197 sh | |
| 15 | T-Mobile US Inc COM | $10.0M | 59.6K | 2.0% | ▼−0.7% Reduced · −395 sh | |
| 16 | Schwab Strategic TR INTL EQTY ETF | $9.7M | 349.5K | 1.9% | ▲+0.1% Added · +311 sh | |
| 17 | Deere & Co COM | $9.6M | 15.2K | 1.9% | ▼−1.5% Reduced · −231 sh | |
| 18 | J P Morgan Exchange Traded F INTRNL RES EQT | $9.6M | 116.1K | 1.9% | ▲+4.8% Added · +5K sh | |
| 19 | Costco Wholesale Corporation COM | $9.4M | 10.1K | 1.9% | ▼−2.3% Reduced · −236 sh | |
| 20 | Walmart Inc COM | $9.3M | 82.3K | 1.9% | ▼−2.0% Reduced · −2K sh | |
| 21 | Meta Platforms Inc CL A | $9.2M | 16.4K | 1.8% | ▲+0.2% Added · +40 sh | |
| 22 | Linde PLC SHS | $8.8M | 16.9K | 1.8% | ▼−1.3% Reduced · −229 sh | |
| 23 | Progressive Corp COM | $8.0M | 36.7K | 1.6% | ▼−0.1% Reduced · −48 sh | |
| 24 | Welltower Inc COM | $7.5M | 32.9K | 1.5% | ▼−0.6% Reduced · −188 sh | |
| 25 | Waste Mgmt Inc Del COM | $7.3M | 32.7K | 1.5% | ▲+0.3% Added · +103 sh | |
| 26 | Arista Networks Inc COM SHS | $7.3M | 42.9K | 1.5% | ▼−0.1% Reduced · −65 sh | |
| 27 | Oracle Corp COM | $6.9M | 46.8K | 1.4% | ▼−2.3% Reduced · −1K sh | |
| 28 | Boston Scientific Corp COM | $6.0M | 140.6K | 1.2% | ▲+4.3% Added · +6K sh | |
| 29 | Amazon Com Inc COM | $5.8M | 24.3K | 1.2% | ▼−1.4% Reduced · −350 sh | |
| 30 | Motorola Solutions Inc COM NEW | $5.7M | 13.6K | 1.1% | ▼−0.8% Reduced · −110 sh | |
| 31 | Public SVC Enterprise Group COM | $5.5M | 68.1K | 1.1% | ▼−0.3% Reduced · −200 sh | |
| 32 | Oreilly Automotive Inc COM | $5.4M | 58.2K | 1.1% | ▼−0.1% Reduced · −86 sh | |
| 33 | Visa Inc COM CL A | $5.3M | 15.5K | 1.1% | ▼−1.7% Reduced · −268 sh | |
| 34 | McDonalds Corp COM | $5.3M | 19.6K | 1.1% | ▼−0.3% Reduced · −58 sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $5.3M | 22.4K | 1.1% | —Held | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $5.2M | 14.0K | 1.0% | —Held | |
| 37 | Adobe Inc COM | $5.1M | 24.7K | 1.0% | ▼−1.0% Reduced · −261 sh | |
| 38 | S&P Global Inc COM | $5.0M | 12.4K | 1.0% | ▼−0.8% Reduced · −103 sh | |
| 39 | Procter & Gamble Co COM | $4.7M | 32.0K | 0.9% | ▼−1.7% Reduced · −556 sh | |
| 40 | Valero Energy Corp COM | $4.6M | 17.7K | 0.9% | ▼−1.2% Reduced · −211 sh | |
| 41 | Home Depot Inc COM | $4.6M | 13.1K | 0.9% | ▲+0.6% Added · +74 sh | |
| 42 | Allstate Corp COM | $4.3M | 18.2K | 0.9% | ▼−1.2% Reduced · −222 sh | |
| 43 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.2M | 19.8K | 0.8% | —Held | |
| 44 | United Parcel Svcs Inc CL B | $4.0M | 37.5K | 0.8% | ▼−0.3% Reduced · −127 sh | |
| 45 | Williams Cos Inc COM | $4.0M | 53.7K | 0.8% | ▼−1.5% Reduced · −799 sh | |
| 46 | Lockheed Martin Corp COM | $3.8M | 7.4K | 0.8% | ▼~0% Reduced · −3 sh | |
| 47 | Marsh & McLennan Cos Inc COM | $3.7M | 22.4K | 0.7% | ▼−0.7% Reduced · −165 sh | |
| 48 | Thomson Reuters Corp COM | $3.7M | 44.7K | 0.7% | ▲New New position | |
| 49 | Vertex Pharmaceuticals Inc COM | $3.6M | 7.2K | 0.7% | ▼−0.2% Reduced · −17 sh | |
| 50 | Intercontinental Exchange In COM | $3.3M | 27.0K | 0.7% | ▼−0.2% Reduced · −61 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 211 | $499.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Jun 8, 2026 | 212 | $462.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jun 8, 2026 | 212 | $457.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jun 8, 2026 | 212 | $452.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 222 | $443.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 223 | $409.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 228 | $427.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 235 | $440.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 11, 2024 | 235 | $414.7M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 10, 2024 | 228 | $410.8M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 5, 2024 | 213 | $375.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 221 | $338.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 7, 2023 | 231 | $351.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 12, 2023 | 222 | $330.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 5, 2023 | 212 | $303.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 6, 2022 | 209 | $282.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 216 | $290.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 6, 2022 | 217 | $331.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 10, 2022 | 212 | $339.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 6, 2021 | 230 | $304.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 2, 2021 | 223 | $304.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 5, 2021 | 217 | $287.1M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 6, 2021 | 202 | $276.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 8, 2020 | 190 | $241.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.