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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
99
12
12
5
8
1
62
27
8
FINEMARK NATIONAL BANK TRUST

Time Period2017-12-31

Total Holdings366

Total Value ($x1000)1,574,765
Activities
New21

Increased120

Unchanged70

Decreased155

Sold Out24

Top 10 Stock Holdingstotal 41.6%
UPS20.22

SPY5.11

MDY3.56

IWM3.17

AAPL2.4

 
MSFT1.79

EFA1.72

XOM1.23

HD1.21

WFC1.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
20.22%
CL B
SPY
5.11%
TR UNIT
MDY
3.56%
UTSER1 S&PDCRP
IWM
3.17%
RUSSELL 2000 ETF
AAPL
2.4%
COM
MSFT
1.79%
COM
EFA
1.72%
MSCI EAFE ETF
XOM
1.23%
COM
HD
1.21%
COM
WFC
1.19%
COM
CSCO
1.13%
COM
AGG
1.03%
CORE TOTUSBD ETF
GOOG
1.03%
CAP STK CL C
JPM
0.98%
COM
HON
0.98%
COM
PFE
0.94%
COM
AMZN
0.92%
COM
BLK
0.92%
COM
BA
0.89%
COM
ADBE
0.88%
COM
LMT
0.87%
COM
PEP
0.86%
COM
PG
0.86%
COM
T
0.85%
COM
IWB
0.84%
RUS 1000 ETF
MMM
0.83%
COM
VZ
0.82%
COM
DWDP
0.81%
COM
UTX
0.8%
COM
MRK
0.74%
COM
JNJ
0.73%
COM
SBUX
0.67%
COM
MA
0.65%
CL A
BRK.B
0.65%
CL B NEW
ABBV
0.65%
COM
WMT
0.64%
COM
CMCSA
0.6%
CL A
NKE
0.6%
CL B
VLO
0.59%
COM
KO
0.56%
COM
EEM
0.54%
MSCI EMG MKT ETF
RTN
0.52%
COM NEW
UNH
0.51%
COM
LEG
0.51%
COM
BMY
0.49%
COM
MCD
0.48%
COM
DUK
0.47%
COM NEW
MPC
0.47%
COM
TJX
0.47%
COM
MBB
0.47%
MBS ETF
COF
0.46%
COM
L
0.44%
COM
ICE
0.44%
COM
DHR
0.42%
COM
CVX
0.42%
COM
V
0.41%
COM CL A
IVV
0.41%
CORE S&P500 ETF
BSV
0.41%
SHORT TRM BOND
CI
0.41%
COM
VYM
0.41%
HIGH DIV YLD
NEE
0.41%
COM
IWR
0.4%
RUS MID-CAP ETF
C
0.4%
COM NEW
MDLZ
0.39%
CL A
CME
0.39%
COM
CTSH
0.38%
CL A
GD
0.38%
COM
SPLV
0.38%
S&P500 LOW VOL
IR
0.37%
SHS
AMGN
0.36%
COM
ABT
0.36%
COM
LYB
0.35%
SHS - A -
TXN
0.34%
COM
CDW
0.34%
COM
GOOGL
0.34%
CAP STK CL A
AIG
0.34%
COM NEW
FTV
0.33%
COM
DG
0.33%
COM
DVN
0.32%
COM
KHC
0.32%
COM
ADSK
0.31%
COM
MHK
0.3%
COM
MFC
0.29%
COM
DIS
0.28%
COM DISNEY
SYF
0.28%
COM
PRU
0.27%
COM
GILD
0.27%
COM
BRK.A
0.26%
CL A
IBM
0.26%
COM
IJR
0.26%
CORE S&P SCP ETF
EIX
0.25%
COM
FBHS
0.24%
COM
IVE
0.24%
S&P 500 VAL ETF
HOLX
0.24%
COM
PM
0.24%
COM
IVW
0.23%
S&P 500 GRWT ETF
UNP
0.22%
COM
NEO
0.21%
COM NEW
MO
0.21%
COM
HCA
0.2%
COM
SDY
0.2%
S&P DIVID ETF
ALLY
0.2%
COM
ORCL
0.19%
COM
FB
0.19%
CL A
COST
0.16%
COM
IJH
0.16%
CORE S&P MCP ETF
STZ
0.16%
CL A
IWF
0.15%
RUS 1000 GRW ETF
GE
0.15%
COM
LLY
0.15%
COM
MDT
0.15%
SHS
PFF
0.15%
U.S. PFD STK ETF
USB
0.15%
COM NEW
CL
0.15%
COM
INTC
0.14%
COM
LOW
0.14%
COM
IWP
0.14%
RUS MD CP GR ETF
GIS
0.14%
COM
EOG
0.14%
COM
HYG
0.14%
IBOXX HI YD ETF
TRV
0.14%
COM
SLB
0.13%
COM
PPG
0.13%
COM
KMB
0.12%
COM
SASR
0.12%
COM
DYSL
0.12%
COM
GLW
0.11%
COM
CSJ
0.11%
1-3 YR CR BD ETF
BIIB
0.1%
COM
TCB
0.1%
COM
CELG
0.1%
COM
SCHF
0.1%
INTL EQTY ETF
BAC
0.1%
COM
EMR
0.1%
COM
OXY
0.1%
COM
IWO
0.09%
RUS 2000 GRW ETF
VWO
0.09%
FTSE EMR MKT ETF
QQQ
0.09%
UNIT SER 1
IJK
0.09%
S&P MC 400GR ETF
QCOM
0.09%
COM
VIG
0.09%
DIV APP ETF
CAT
0.09%
COM
COP
0.08%
COM
CVS
0.08%
COM
CHRW
0.08%
COM NEW
NOC
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
D
0.08%
COM
AXP
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
EXPD
0.07%
COM
PYPL
0.07%
COM
CSX
0.07%
COM
VEU
0.07%
ALLWRLD EX US
SCHX
0.07%
US LRG CAP ETF
AMAT
0.07%
COM
WPC
0.07%
COM
GLD
0.07%
GOLD SHS
AIMC
0.07%
COM
IPG
0.06%
COM
ACN
0.06%
SHS CLASS A
EL
0.06%
CL A
IWD
0.06%
RUS 1000 VAL ETF
WBA
0.06%
COM
XEL
0.06%
COM
ADP
0.06%
COM
PH
0.06%
COM
BK
0.06%
COM
DNP
0.06%
COM
ALL
0.06%
COM
PSX
0.06%
COM
CWB
0.06%
BRC CNV SECS ETF
EW
0.05%
COM
RSP
0.05%
GUG S&P500 EQ WT
PNC
0.05%
COM
XLF
0.05%
SBI INT-FINL
AVB
0.05%
COM
ADI
0.05%
COM
AEP
0.05%
COM
PX
0.05%
COM
ROST
0.05%
COM
TGT
0.05%
COM
FDX
0.05%
COM
VMC
0.05%
COM
CHD
0.05%
COM
PAYX
0.05%
COM
ITW
0.05%
COM
F
0.05%
COM PAR $0.01
VUG
0.05%
GROWTH ETF
APD
0.05%
COM
FISV
0.05%
COM
SCHW
0.05%
COM
SO
0.05%
COM
FAST
0.05%
COM
TIP
0.05%
TIPS BD ETF
VTI
0.05%
TOTAL STK MKT
ABC
0.05%
COM
RCI
0.05%
CL B
HUBB
0.05%
COM
DON
0.04%
MIDCAP DIVI FD
TSLA
0.04%
COM
ZMH
0.04%
COM
ANTM
0.04%
COM
VAR
0.04%
COM
BAX
0.04%
COM
MMP
0.04%
COM UNIT RP LP
SYY
0.04%
COM
IBB
0.04%
NASDQ BIOTEC ETF
VB
0.04%
SMALL CP ETF
SYK
0.04%
COM
IFF
0.04%
COM
ELY
0.04%
COM
NUE
0.04%
COM
BCR
0.04%
COM
HAL
0.04%
COM
IP
0.04%
COM
SHW
0.04%
COM
VFC
0.04%
COM
TD
0.04%
COM NEW
ETN
0.04%
SHS
AMT
0.04%
COM
IWV
0.03%
RUSSELL 3000 ETF
NTRS
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
BDX
0.03%
COM
TSCO
0.03%
COM
IEFA
0.03%
CORE MSCI EAFE
ETP
0.03%
UNIT LTD PRT INT
CB
0.03%
COM
INFU
0.03%
COM
CCI
0.03%
COM
VRSK
0.03%
CL A
CLX
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
TMO
0.03%
COM
SCHA
0.03%
US SML CAP ETF
TWX
0.03%
COM NEW
SPG
0.03%
COM
PII
0.03%
COM
AVGO
0.03%
SHS
QDF
0.03%
QUALT DIVD IDX
TROW
0.03%
COM
VO
0.03%
MID CAP ETF
WEC
0.03%
COM
TDOC
0.03%
COM
AGU
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
EPD
0.03%
COM
XBI
0.03%
S&P BIOTECH
IWS
0.03%
RUS MDCP VAL ETF
ICLR
0.03%
SHS
INTU
0.03%
COM
PEG
0.03%
COM
DES
0.03%
SMALLCAP DIVID
FOXA
0.03%
CL A
ED
0.03%
COM
TSS
0.03%
COM
MTD
0.03%
COM
FDS
0.03%
COM
TLRD
0.03%
COM
TMK
0.03%
COM
KMI
0.03%
COM
XLU
0.03%
SBI INT-UTILS
CYAN
0.03%
COM PAR $0.02
ROK
0.03%
COM
AGN
0.03%
SHS
EEQ
0.03%
SHS UNITS LLI
HRL
0.02%
COM
VEA
0.02%
FTSE DEV MKT ETF
CLB
0.02%
COM
GAB
0.02%
COM
O
0.02%
COM
DOV
0.02%
COM
VNQ
0.02%
REIT ETF
EVBG
0.02%
COM
GDV
0.02%
COM
APU
0.02%
UNIT L P INT
BBRY
0.02%
COM
FIS
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
BIP
0.02%
LP INT UNIT
NJR
0.02%
COM
NSC
0.02%
COM
NZF
0.02%
COM SH BEN INT
FRT
0.02%
SH BEN INT NEW
ESNT
0.02%
COM
HCN
0.02%
COM
FMSA
0.02%
COM
SNA
0.02%
COM
GS
0.02%
COM
VTR
0.02%
COM
BCE
0.02%
COM NEW
ENB
0.02%
COM
RCL
0.02%
COM
EBF
0.02%
COM
HSY
0.02%
COM
FITB
0.02%
COM
IHDG
0.02%
ITL HDG DIV GT
BX
0.02%
COM UNIT LTD
SJM
0.02%
COM NEW
MCHP
0.02%
COM
MTN
0.02%
COM
ATMP
0.02%
ETN+ SEL MLP
IRIX
0.02%
COM
SKT
0.02%
COM
OLP
0.02%
COM
XLK
0.02%
TECHNOLOGY
GM
0.02%
COM
CHW
0.02%
COM
CMI
0.02%
COM
PRGO
0.02%
SHS
URI
0.02%
COM
JTD
0.02%
COM
OFIX
0.02%
COM
IGA
0.02%
COM
CHY
0.02%
COM SHS
FFBC
0.02%
COM
PPL
0.02%
COM
FCAU
0.02%
SHS
DE
0.02%
COM
WY
0.02%
COM
VPU
0.02%
UTILITIES ETF
AFL
0.02%
COM
MEOH
0.02%
COM
EXC
0.02%
COM
JCI
0.02%
SHS
HIW
0.02%
COM
KR
0.02%
COM
LNT
0.01%
COM
JCE
0.01%
COM
DXC
0.01%
COM
BR
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
MKL
0.01%
COM
BGY
0.01%
COM BENE INTER
PRA
0.01%
COM
DFS
0.01%
COM
ARMK
0.01%
COM
ULTI
0.01%
COM
LOPE
0.01%
COM
KKR
0.01%
COM UNITS
UDR
0.01%
COM
DLTR
0.01%
COM
INBK
0.01%
COM
ETV
0.01%
COM
JPI
0.01%
COM
JPC
0.01%
COM
TSEM
0.01%
SHS NEW
XLI
0.01%
SBI INT-INDS
NXPI
0.01%
COM
WHR
0.01%
COM
ITA
0.01%
U.S. AER&DEF ETF
OMAM
0.01%
SHS
HIX
0.01%
COM
BIF
0.01%
COM
CHS
0.01%
COM
RVSB
0.01%
COM
SWZ
0.01%
COM
EMES
0.01%
COM REP PARTN
USA
0.01%
SH BEN INT
NRO
0.01%
COM
PSDV
< 0.01%
COM
CECE
< 0.01%
COM
OHRP
< 0.01%
COM NEW
AVEO
< 0.01%
COM
COBALT I...
< 0.01%
CONVERTIBLE
BEN
0.09%
COM
PCLN
0.06%
COM NEW
HES
0.05%
COM
AET
0.05%
COM
USO
0.04%
UNITS
CPB
0.03%
COM
VBK
0.03%
SML CP GRW ETF
PSA
0.03%
COM
AMP
0.02%
COM
XL
0.02%
COM
CLS
0.02%
SUB VTG SHS
IJJ
0.02%
S&P MC 400VL ETF
MON
0.02%
COM
JWN
0.02%
COM
BSCH
0.02%
GUGG CRP BD 2017
NWL
0.02%
COM
AGO
0.02%
COM
YUM
0.02%
COM
INXN
0.02%
SHS
HOMB
0.02%
COM
CP
0.01%
COM
ZTS
0.01%
CL A
PANW
0.01%
COM
OPK
< 0.01%
COM