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13F holdings · Q3 2026

First National Bank of Mount Dora, Trust Investment Services

Mount Dora, FL · files as First National Bank of Mount Dora, Trust Investment Services
Holdings as of Sep 30, 2026Filed Oct 21, 2026Next filing due Feb 15, 2027CIK 1423045

First National Bank of Mount Dora, Trust Investment Services reported 128 stocks worth $503M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are NVDA (4.5%), SPY (4.0%) and AAPL (3.8%). Compared with Q2 2026, the fund opened new positions in XOM, DFUV and GOVT, added to NVDA, JPM and MSFT, trimmed SPY, AAPL and AVGO and sold out of XOM, BSX and CTAS.

Reported value$503M+0.8% vs last quarter
Stocks held1289 new · 7 sold out
Top 5 weight18.2%spread out
Turnover26%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
NVDA
Nvidia Corporation
$22.8M4.5%100K+2,205 (+2%)8 of 8
2
SPY
Spdr S&P 500 ETF TR
$20.2M4.0%27K−5,932 (−18%)8 of 8
3
AAPL
Apple Inc
$19.3M3.8%58K−6,012 (−9%)8 of 8
4
XOM
Exxon Mobil Corp
$14.6M2.9%90KNew position1 of 8
5
JPM
Jpmorgan Chase & Co.
$14.5M2.9%44K+2,764 (+7%)8 of 8
6
MSFT
Microsoft Corp
$14.2M2.8%28K+636 (+2%)8 of 8
7
AVGO
Broadcom Inc
$13.5M2.7%38K−1,553 (−4%)8 of 8
8
FTNT
Fortinet Inc
$13.2M2.6%74K−32K (−30%)7 of 8
9
VLO
Valero Energy Corp
$12M2.4%31K+13K (+75%)8 of 8
10
META
Meta Platforms Inc
$11.9M2.4%16KNo change8 of 8
🔒 118 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$10.4M76K
BSX
Boston Scientific Corp
$6M141K
CTAS
Cintas Corp
$3M17K
ELECTRONIC ARTS INC
$267K1,303
TYG
Tortoise Energy Infrstrctr CP Com
$210K4,892

🔒 Free account: see all 7.

Reported value

last 8 quarters
$427MQ4 '24
$409MQ1 '25
$443MQ2 '25
$452MQ3 '25
$458MQ4 '25
$463MQ1 '26
$499MQ2 '26
$503MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 21, 202613F-HRQ3 2026SEC filing ↗

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First National Bank of Mount Dora, Trust Investment Services 13F FAQ

What does First National Bank of Mount Dora, Trust Investment Services own?

First National Bank of Mount Dora, Trust Investment Services reported 128 stocks worth $503M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are NVDA (4.5%), SPY (4.0%) and AAPL (3.8%). The table above lists every position in the filing (the top 10 without an account).

What did First National Bank of Mount Dora, Trust Investment Services buy and sell in Q3 2026?

Compared with Q2 2026: 9 new positions, 39 added to, 42 trimmed and 7 sold out. New positions include XOM, DFUV and GOVT. It sold all of XOM, BSX and CTAS.

When will First National Bank of Mount Dora, Trust Investment Services file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is First National Bank of Mount Dora, Trust Investment Services's portfolio worth?

The Q3 2026 filing reports $503M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.