FineMark National Bank & Trust - Portfolio overview

FineMark National Bank & Trust has 470 reported holdings in this dataset, with the latest filing dated 2026-02-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 6.53%
2. UPS - UNITED PARCEL SERVICE INC, 6.05%
3. AAPL - APPLE INC, 5.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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