First National Bank of Mount Dora, Trust Investment Services holds a diversified book of 109 stocks worth $462.8M as of Q1 2026 (disclosed Jun 8, 2026, a ~45-day 13F lag). This quarter they opened BOSTON SCIENTIFIC CORP and trimmed SS SPDR S&P 500 ETF TRUST-US. Their largest long position is SS SPDR S&P 500 ETF TRUST-US at 4% of the equity book.
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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.
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.
30% 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
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 | $18.6M | 28.6K | 4.0% | ▼−18% Reduced · −6K sh | |
| 2 | Nvidia Corporation COM | $17.6M | 101.0K | 3.8% | ▼−9.9% Reduced · −11K sh | |
| 3 | Apple Inc COM | $16.6M | 65.5K | 3.6% | ▼−7.2% Reduced · −5K sh | |
| 4 | Exxon Mobil Corp COM | $13.2M | 77.9K | 2.9% | ▼−28% Reduced · −30K sh | |
| 5 | Broadcom Inc COM | $12.8M | 41.3K | 2.8% | ▼−12% Reduced · −5K sh | |
| 6 | T-Mobile US Inc COM | $12.6M | 60.0K | 2.7% | ▲+35% Added · +15K sh | |
| 7 | JPMorgan Chase & Co COM | $12.1M | 41.2K | 2.6% | ▲+19% Added · +6K sh | |
| 8 | TJX Cos Inc New COM | $11.5M | 71.9K | 2.5% | ▼−1.1% Reduced · −810 sh | |
| 9 | Eli Lilly & Co COM | $11.4M | 12.4K | 2.5% | ▼−21% Reduced · −3K sh | |
| 10 | Alphabet Inc CAP STK CL C | $10.6M | 36.8K | 2.3% | ▼−7.8% Reduced · −3K sh | |
| 11 | Walmart Inc COM | $10.4M | 84.0K | 2.3% | ▼−15% Reduced · −14K sh | |
| 12 | Costco Wholesale Corporation COM | $10.3M | 10.3K | 2.2% | ▼−25% Reduced · −3K sh | |
| 13 | Microsoft Corp COM | $10.1M | 27.3K | 2.2% | ▲+0.1% Added · +35 sh | |
| 14 | Meta Platforms Inc CL A | $9.4M | 16.3K | 2.0% | ▲+36% Added · +4K sh | |
| 15 | Texas Instrs Inc COM | $9.3M | 48.0K | 2.0% | ▲+0.1% Added · +38 sh | |
| 16 | Abbvie Inc COM | $9.3M | 42.7K | 2.0% | ▼−6.3% Reduced · −3K sh | |
| 17 | Fortinet Inc COM | $9.0M | 110.4K | 1.9% | ▲+27% Added · +23K sh | |
| 18 | Deere & Co COM | $8.7M | 15.4K | 1.9% | ▼−2.9% Reduced · −462 sh | |
| 19 | Schwab Strategic TR INTL EQTY ETF | $8.6M | 349.2K | 1.9% | ▼−18% Reduced · −76K sh | |
| 20 | Linde PLC SHS | $8.5M | 17.1K | 1.8% | ▲+8.5% Added · +1K sh | |
| 21 | Boston Scientific Corp COM | $8.5M | 134.7K | 1.8% | ▲New New position | |
| 22 | J P Morgan Exchange Traded F INTRNL RES EQT | $8.4M | 110.7K | 1.8% | ▲New New position | |
| 23 | Applied Matls Inc COM | $8.1M | 23.6K | 1.7% | ▼−22% Reduced · −7K sh | |
| 24 | Waste Mgmt Inc Del COM | $7.5M | 32.6K | 1.6% | ▲+64% Added · +13K sh | |
| 25 | Progressive Corp COM | $7.3M | 36.8K | 1.6% | ▲+42% Added · +11K sh | |
| 26 | Oracle Corp COM | $7.0M | 47.8K | 1.5% | ▲+31% Added · +11K sh | |
| 27 | Welltower Inc COM | $6.5M | 33.1K | 1.4% | ▲14× Added · +31K sh | |
| 28 | McDonalds Corp COM | $6.1M | 19.7K | 1.3% | ▼−18% Reduced · −4K sh | |
| 29 | Adobe Inc COM | $6.1M | 24.9K | 1.3% | ▲+32% Added · +6K sh | |
| 30 | Motorola Solutions Inc COM NEW | $6.0M | 13.8K | 1.3% | ▲+36% Added · +4K sh | |
| 31 | Public SVC Enterprise Group COM | $5.5M | 68.3K | 1.2% | ▼−2.5% Reduced · −2K sh | |
| 32 | Oreilly Automotive Inc COM | $5.4M | 58.3K | 1.2% | ▲+27% Added · +12K sh | |
| 33 | S&P Global Inc COM | $5.3M | 12.5K | 1.1% | ▼−16% Reduced · −2K sh | |
| 34 | Arista Networks Inc COM SHS | $5.3M | 43.0K | 1.1% | ▲New New position | |
| 35 | Amazon Com Inc COM | $5.1M | 24.6K | 1.1% | ▼−3.3% Reduced · −839 sh | |
| 36 | Vanguard Specialized Funds DIV APP ETF | $4.8M | 22.4K | 1.0% | —Held | |
| 37 | Visa Inc COM CL A | $4.8M | 15.8K | 1.0% | ▼−1.0% Reduced · −158 sh | |
| 38 | Procter & Gamble Co COM | $4.7M | 32.6K | 1.0% | ▼−27% Reduced · −12K sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $4.5M | 14.0K | 1.0% | —Held | |
| 40 | Lockheed Martin Corp COM | $4.5M | 7.4K | 1.0% | ▼−12% Reduced · −1K sh | |
| 41 | Valero Energy Corp COM | $4.4M | 18.0K | 1.0% | ▲+245% Added · +13K sh | |
| 42 | Home Depot Inc COM | $4.3M | 13.0K | 0.9% | ▼−9.8% Reduced · −1K sh | |
| 43 | Intercontinental Exchange In COM | $4.3M | 27.1K | 0.9% | ▲+5.3% Added · +1K sh | |
| 44 | Honeywell Intl Inc COM | $4.2M | 18.4K | 0.9% | ▼−5.4% Reduced · −1K sh | |
| 45 | Thomson Reuters Corp COM | $4.1M | 45.8K | 0.9% | ▲+13% Added · +5K sh | |
| 46 | Williams Cos Inc COM | $4.0M | 54.5K | 0.9% | ▼−16% Reduced · −11K sh | |
| 47 | Comcast Corp New CL A | $3.9M | 136.8K | 0.8% | ▲+7.9% Added · +10K sh | |
| 48 | Marsh & McLennan Cos Inc COM | $3.9M | 22.6K | 0.8% | ▼−14% Reduced · −4K sh | |
| 49 | Allstate Corp COM | $3.8M | 18.4K | 0.8% | ▲+13% Added · +2K sh | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.8M | 19.8K | 0.8% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Jul 8, 2020 | 187 | $220.1M | 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.