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Home > Institutional Investor > Finemark National Bank & Trust > Profile

Instuitional Investor - Finemark National Bank & Trust

Fund Profile
Filing Period:
Fund Name: Finemark National Bank & Trust
Portfolio Value $2,868,095,155
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 1,717,533 $216,580,961 7.55%
2.
Spdr S & P 500 Etf Trust
 SPY 284,700 $166,856,976 5.81%
3.
Apple Inc.
 AAPL 576,490 $144,364,625 5.03%
4.
Ishares Trust
 IEF 223,690 $131,681,828 4.59%
5.
Microsoft Corp
 MSFT 196,099 $82,655,941 2.88%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)