First National Bank of Mount Dora, Trust Investment Services - Portfolio overview

First National Bank of Mount Dora, Trust Investment Services has 130 reported holdings in this dataset, with the latest filing dated 2025-07-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 7.60%
2. LLY - ELI LILLY & CO, 5.04%
3. SCHF - SCHWAB STRATEGIC TR, 4.83%

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

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