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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
37
6
2
1
3
0
13
2
1
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES

Time Period2018-09-30

Total Holdings98

Total Value ($x1000)232,771
Activities
New6

Increased13

Unchanged25

Decreased54

Sold Out6

Top 10 Stock Holdingstotal 28.9%
AAPL3.42

HRS3.18

JNJ3.05

HD2.97

SPY2.91

 
TXN2.9

BA2.77

MSFT2.67

V2.61

PFE2.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.42%
COM
HRS
3.18%
COM
JNJ
3.05%
COM
HD
2.97%
COM
SPY
2.91%
TR UNIT
TXN
2.9%
COM
BA
2.77%
COM
MSFT
2.67%
COM
V
2.61%
COM CL A
PFE
2.42%
COM
BDX
2.41%
COM
BMO
2.31%
COM
APH
2.18%
CL A
PSX
2.16%
COM
COF
2.12%
COM
MRK
2.11%
COM
ITW
2.08%
COM
INTC
2.02%
COM
ABBV
1.97%
COM
C
1.94%
COM NEW
RTN
1.91%
COM NEW
VLO
1.89%
COM
DIS
1.85%
COM DISNEY
VZ
1.84%
COM
PK
1.83%
COM
XOM
1.77%
COM
PEG
1.7%
COM
DE
1.61%
COM
HON
1.49%
COM
EMN
1.45%
COM
AEP
1.43%
COM
WMT
1.36%
COM
HIG
1.36%
COM
PG
1.33%
COM
TRI
1.31%
COM
COP
1.31%
COM
CVS
1.3%
COM
ADBE
1.25%
COM
CHKP
1.14%
ORD
CAG
1.12%
COM
WH
1.11%
COM
TRN
1.03%
COM
GILD
0.97%
COM
PNC
0.89%
COM
UNH
0.8%
COM
DWDP
0.79%
COM
HFC
0.72%
COM
RSP
0.68%
S&P500 EQL WGT
CMCSA
0.66%
CL A
COST
0.66%
COM
KO
0.62%
COM
MDY
0.6%
UTSER1 S&PDCRP
T
0.52%
COM
ESRX
0.5%
COM
CA
0.49%
COM
VIG
0.48%
DIV APP ETF
MMM
0.48%
COM
CVX
0.47%
COM
TD
0.42%
COM NEW
XLK
0.4%
TECHNOLOGY
KMB
0.4%
COM
WYN
0.38%
COM
LLY
0.38%
COM
VOE
0.37%
MCAP VL IDXVIP
SCHB
0.35%
US BRD MKT ETF
VTI
0.33%
TOTAL STK MKT
SCHD
0.32%
US DIVIDEND EQ
VXUS
0.3%
VG TL INTL STK F
NEE
0.26%
COM
VBR
0.25%
SM CP VAL ETF
LEN
0.23%
CL A
CLX
0.2%
COM
NAVI
0.2%
COM
BMY
0.19%
COM
SO
0.17%
COM
WPC
0.15%
COM
CSCO
0.14%
COM
BRK.A
0.14%
CL A
DVY
0.13%
SELECT DIVID ETF
OC
0.13%
COM
VTV
0.11%
VALUE ETF
HTD
0.11%
COM
WM
0.1%
COM
TYG
0.1%
COM
SCHA
0.1%
US SML CAP ETF
VB
0.1%
SMALL CP ETF
MPC
0.1%
COM
SIR
0.09%
COM SH BEN INT
BCE
0.09%
COM NEW
STI
0.09%
COM
FMO
0.06%
COM
HTGC
0.06%
COM
CPLP
0.05%
COM UNIT LP
PSEC
0.04%
COM
MARIJUAN...
< 0.01%
COM
SK3 GROU...
< 0.01%
COM
SINOFRES...
< 0.01%
COM
ENTECH S...
< 0.01%
COM
NNN
0.09%
COM
VNQI
0.09%
GLB EX US ETF
HCLP
0.08%
COM UNIT LTD
CLNE
0.04%
COM
LLEX
0.02%
COM NEW
SOUTHERN...
< 0.01%
COM NEW