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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
33
6
3
1
3
0
12
2
2
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES

Time Period2018-06-30

Total Holdings98

Total Value ($x1000)223,324
Activities
New4

Increased33

Unchanged28

Decreased33

Sold Out3

Top 10 Stock Holdingstotal 28.93%
TXN3.17

AAPL3.03

HD3.03

HRS2.99

SPY2.97

 
JNJ2.93

INTC2.85

ABBV2.73

V2.65

BA2.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TXN
3.17%
COM
AAPL
3.03%
COM
HD
3.03%
COM
HRS
2.99%
COM
SPY
2.97%
TR UNIT
JNJ
2.93%
COM
INTC
2.85%
COM
ABBV
2.73%
COM
V
2.65%
COM CL A
BA
2.58%
COM
BDX
2.52%
COM
MSFT
2.49%
COM
ITW
2.3%
COM
PEG
2.16%
COM
PSX
2.12%
COM
COF
2.09%
COM
VLO
2.05%
COM
HIG
2.05%
COM
BMO
2.04%
COM
C
2%
COM NEW
PFE
1.98%
COM
XOM
1.94%
COM
DIS
1.86%
COM DISNEY
VZ
1.86%
COM
MRK
1.81%
COM
PK
1.8%
COM
COP
1.73%
COM
WMT
1.72%
COM
APH
1.72%
CL A
RTN
1.7%
COM NEW
HON
1.64%
COM
EMN
1.6%
COM
TRI
1.58%
COM
DE
1.57%
COM
TRN
1.41%
COM
ADBE
1.31%
COM
PG
1.16%
COM
CVS
1.11%
COM
GILD
1.08%
COM
CAG
1.05%
COM
AEP
0.99%
COM
DWDP
0.95%
COM
CMCSA
0.87%
CL A
HFC
0.82%
COM
MMM
0.82%
COM
WH
0.78%
COM
MDY
0.7%
UTSER1 S&PDCRP
RSP
0.68%
S&P500 EQL WGT
CVX
0.6%
COM
KO
0.6%
COM
WYN
0.59%
COM
T
0.54%
COM
TD
0.47%
COM NEW
VIG
0.46%
DIV APP ETF
ESRX
0.44%
COM
KMB
0.42%
COM
CA
0.42%
COM
XLK
0.41%
TECHNOLOGY
VOE
0.38%
MCAP VL IDXVIP
LLY
0.36%
COM
SCHB
0.34%
US BRD MKT ETF
LEN
0.34%
CL A
NEE
0.33%
COM
VTI
0.33%
TOTAL STK MKT
VXUS
0.31%
VG TL INTL STK F
SCHD
0.31%
US DIVIDEND EQ
VBR
0.26%
SM CP VAL ETF
BRK.A
0.25%
CL A
NAVI
0.24%
COM
OC
0.21%
COM
SO
0.2%
COM
CLX
0.19%
COM
BMY
0.18%
COM
WPC
0.17%
COM
CSCO
0.16%
COM
DVY
0.13%
SELECT DIVID ETF
BCE
0.13%
COM NEW
HTD
0.12%
COM
VTV
0.11%
VALUE ETF
TYG
0.1%
COM
SIR
0.1%
COM SH BEN INT
SCHA
0.1%
US SML CAP ETF
VB
0.1%
SMALL CP ETF
WM
0.1%
COM
NNN
0.09%
COM
VNQI
0.09%
GLB EX US ETF
HCLP
0.08%
COM UNIT LTD
FMO
0.06%
COM
HTGC
0.06%
COM
CPLP
0.05%
COM UNIT LP
CLNE
0.04%
COM
PSEC
0.04%
COM
LLEX
0.02%
COM NEW
MARIJUAN...
< 0.01%
COM
SOUTHERN...
< 0.01%
COM NEW
ENTECH S...
< 0.01%
COM
SK3 GROU...
< 0.01%
COM
SINOFRES...
< 0.01%
COM
RSP
0.68%
GUG S&P500 EQ WT
STI
0.1%
COM
MPC
0.09%
COM