Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
35
6
3
1
3
0
12
2
1
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES

Time Period2018-03-31

Total Holdings97

Total Value ($x1000)217,690
Activities
New5

Increased15

Unchanged29

Decreased48

Sold Out3

Top 10 Stock Holdingstotal 29.78%
HRS3.48

BA3.2

INTC3.1

JNJ3.07

TXN3.04

 
SPY3

ABBV2.79

HD2.78

AAPL2.75

ITW2.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
HRS
3.48%
COM
BA
3.2%
COM
INTC
3.1%
COM
JNJ
3.07%
COM
TXN
3.04%
COM
SPY
3%
TR UNIT
ABBV
2.79%
COM
HD
2.78%
COM
AAPL
2.75%
COM
ITW
2.57%
COM
V
2.45%
COM CL A
BDX
2.33%
COM
MSFT
2.31%
COM
COF
2.27%
COM
BMO
2.03%
COM
HIG
2.01%
COM
PEG
2%
COM
C
1.98%
COM NEW
PFE
1.96%
COM
PSX
1.9%
COM
DE
1.84%
COM
RTN
1.82%
COM NEW
DIS
1.76%
COM DISNEY
VZ
1.76%
COM
VLO
1.73%
COM
APH
1.71%
CL A
XOM
1.68%
COM
EMN
1.67%
COM
MRK
1.66%
COM
COP
1.64%
COM
HON
1.63%
COM
TRI
1.57%
COM
WYN
1.55%
COM
PK
1.51%
COM
TRN
1.42%
COM
MMM
1.39%
COM
WMT
1.34%
COM
PG
1.2%
COM
AEP
1.08%
COM
ADBE
1.08%
COM
CVS
1.08%
COM
CAG
1.07%
COM
DWDP
1.03%
COM
KO
0.84%
COM
CMCSA
0.79%
CL A
MDY
0.73%
UTSER1 S&PDCRP
RSP
0.68%
GUG S&P500 EQ WT
T
0.66%
COM
HFC
0.65%
COM
GILD
0.61%
COM
CVX
0.6%
COM
TD
0.5%
COM NEW
VIG
0.47%
DIV APP ETF
KMB
0.46%
COM
ESRX
0.45%
COM
XLK
0.42%
TECHNOLOGY
CA
0.41%
COM
LEN
0.41%
CL A
VOE
0.39%
MCAP VL IDXVIP
LLY
0.35%
COM
NEE
0.35%
COM
VXUS
0.34%
VG TL INTL STK F
SCHB
0.34%
US BRD MKT ETF
VTI
0.32%
TOTAL STK MKT
SCHD
0.32%
US DIVIDEND EQ
BRK.A
0.27%
CL A
OC
0.27%
COM
NAVI
0.26%
COM
VBR
0.25%
SM CP VAL ETF
SO
0.23%
COM
CLX
0.22%
COM
BMY
0.21%
COM
CSCO
0.17%
COM
WPC
0.16%
COM
BCE
0.13%
COM NEW
DVY
0.13%
SELECT DIVID ETF
VTV
0.11%
VALUE ETF
HTD
0.11%
COM
WM
0.1%
COM
STI
0.1%
COM
VNQI
0.1%
GLB EX US ETF
TYG
0.1%
COM
SCHA
0.1%
US SML CAP ETF
MPC
0.09%
COM
VB
0.09%
SMALL CP ETF
NNN
0.09%
COM
SIR
0.09%
COM SH BEN INT
HCLP
0.07%
COM UNIT LTD
FMO
0.06%
COM
HTGC
0.06%
COM
CPLP
0.05%
COM UNIT LP
PSEC
0.04%
COM
MARIJUAN...
< 0.01%
COM
SOUTHERN...
< 0.01%
COM NEW
SK3 GROU...
< 0.01%
COM
ENTECH S...
< 0.01%
COM
SINOFRES...
< 0.01%
COM
HCP
0.99%
COM
LW
0.15%
COM
PEP
0.09%
COM