Q2 2026 13F · SEC CIK 1423045

First National Bank of Mount Dora, Trust Investment Services

Bank & trustFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $499.4M
Reported positions: 126
Top holdings a year, 3 yrs: +19.9%
Average holding period: 6.8 yrs

First National Bank of Mount Dora, Trust Investment Services is a bank & trust that reported 126 positions worth $499.4M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 4.9%), Nvidia Corporation Com (NVDA, 3.9%), Apple Inc (AAPL, 3.7%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 18.9% for the S&P 500.

First National Bank of Mount Dora, Trust Investment Services holdings largest 50 of 126 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

First National Bank of Mount Dora, Trust Investment Services 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	4.9%	4.0%	32,482	+13.7%	$24.3M
NVDANvidia Corporation Com	3.9%	3.8%	97,463	-3.5%	$19.5M
AAPLApple Inc	3.7%	3.6%	63,904	-2.5%	$18.5M
AMATApplied Matls Inc	3.3%	1.7%	22,690	-3.7%	$16.4M
FTNTFortinet Inc	3.3%	1.9%	105,670	-4.2%	$16.2M
AVGOBroadcom Inc	3.0%	2.8%	39,932	-3.4%	$15.1M
LLYLilly Eli & Co	3.0%	2.5%	12,363	-0.6%	$14.8M
TXNTexas Instruments Inc	2.8%	2.0%	46,746	-2.6%	$13.9M
JPMJpmorgan Chase & Co	2.7%	2.6%	41,010	-0.5%	$13.4M
GOOGAlphabet Inc	2.5%	2.3%	35,891	-2.5%	$12.7M
TJXTjx Cos Inc New Com	2.2%	2.5%	71,323	-0.8%	$10.8M
ABBVAbbvie Inc	2.1%	2.0%	42,339	-0.9%	$10.7M
XOMExxon Mobil Corp	2.1%	2.9%	76,075	-2.4%	$10.4M
MSFTMicrosoft Corp	2.0%	2.2%	27,145	-0.7%	$10.1M
TMUST-Mobile US Inc	2.0%	2.7%	59,563	-0.7%	$10.0M
SCHFSchwab Intl Equity	1.9%	1.9%	349,524	+0.1%	$9.7M
DEDeere & Co Com	1.9%	1.9%	15,179	-1.5%	$9.6M
JIREJ P Morgan Exchange Traded F	1.9%	1.8%	116,071	+4.8%	$9.6M
COSTCostco Whsl Corp New	1.9%	2.2%	10,086	-2.3%	$9.4M
WMTWalmart Inc	1.9%	2.3%	82,271	-2.0%	$9.3M
METAMeta Platforms Inc Class A	1.8%	2.0%	16,387	+0.2%	$9.2M
LINLinde PLC	1.8%	1.8%	16,907	-1.3%	$8.8M
PGRProgressive Corp.	1.6%	1.6%	36,703	-0.1%	$8.0M
WELLWelltower Inc	1.5%	1.4%	32,878	-0.6%	$7.5M
WMWaste Mgmt Inc Del	1.5%	1.6%	32,730	+0.3%	$7.3M
ANETArista Networks Inc	1.5%	1.1%	42,929	-0.2%	$7.3M
ORCLOracle Corp	1.4%	1.5%	46,753	-2.3%	$6.9M
BSXBoston Scientific Corp	1.2%	1.8%	140,595	+4.3%	$6.0M
AMZNAmazon Com Inc Com	1.2%	1.1%	24,277	-1.4%	$5.8M
MSIMotorola Solutions Inc	1.1%	1.3%	13,640	-0.8%	$5.7M
PEGPublic Service Enterprise Group Inc	1.1%	1.2%	68,139	-0.3%	$5.5M
ORLYO'Reilly Automotive Inc	1.1%	1.2%	58,211	-0.1%	$5.4M
VVisa Inc Com Cl A	1.1%	1.0%	15,520	-1.7%	$5.3M
MCDMcdonalds Corp Com	1.1%	1.3%	19,642	-0.3%	$5.3M
VIGVanguard Dividend Appreciation ETF	1.1%	1.0%	22,386	+0.0%	$5.3M
VTIVanguard Index Fds	1.0%	1.0%	13,955	+0.0%	$5.2M
ADBEAdobe Inc	1.0%	1.3%	24,688	-1.0%	$5.1M
SPGIS&P Global Inc.	1.0%	1.1%	12,394	-0.8%	$5.0M
PGProcter & Gamble Co Com	0.9%	1.0%	32,047	-1.7%	$4.7M
VLOValero Energy Corp	0.9%	1.0%	17,743	-1.2%	$4.6M
HDHome Depot Inc Com	0.9%	0.9%	13,100	+0.6%	$4.6M
ALLAllstate Corp	0.9%	0.8%	18,225	-1.2%	$4.3M
RSPInvesco S&p 500 Equal Weight ETF	0.8%	0.8%	19,827	+0.0%	$4.2M
UPSUnited Parcel Svcs Inc Cl B	0.8%	—	37,464	—	$4.0M
WMBWilliams Companies	0.8%	0.9%	53,675	-1.5%	$4.0M
LMTLockheed Martin Corp Com	0.8%	1.0%	7,382	-0.0%	$3.8M
MRSHMarsh	0.7%	0.8%	22,435	-0.7%	$3.7M
TRIThomson Reuters Corp	0.7%	—	44,702	—	$3.7M
VRTXVertex Pharmaceuticals Inc	0.7%	—	7,194	—	$3.6M
ICEIntercontinental Exchange in	0.7%	0.9%	27,047	-0.2%	$3.3M

What First National Bank of Mount Dora, Trust Investment Services bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPY Spdr S&p 500 ETF Tr+13.7% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: +19.9% /yr; S&P 500 +18.9%
5 years: +11.0% /yr; S&P 500 +9.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$499.4M	126
Q1 2026	$462.8M	126
Q4 2025	$457.5M	126
Q2 2025	$443.5M	130
Q1 2025	$409.3M	129
Q4 2024	$427.4M	133
Q3 2024	$440.7M	137
Q2 2024	$414.7M	135
Q1 2024	$410.8M	131
Q4 2023	$375.3M	123
Q3 2023	$338.2M	133
Q2 2023	$351.5M	138

Questions about First National Bank of Mount Dora, Trust Investment Services's portfolio

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

First National Bank of Mount Dora, Trust Investment Services's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 126 positions worth $499.4M. The largest are Spdr S&p 500 ETF Tr (SPY) at 4.9%, Nvidia Corporation Com (NVDA) at 3.9%, Apple Inc (AAPL) at 3.7%, Applied Matls Inc (AMAT) at 3.3% and Fortinet Inc (FTNT) at 3.3%.

What did First National Bank of Mount Dora, Trust Investment Services buy last quarter?

In Q2 2026, First National Bank of Mount Dora, Trust Investment Services added Spdr S&p 500 ETF Tr (SPY) (+13.7% shares), compared with its Q1 2026 filing.

What did First National Bank of Mount Dora, Trust Investment Services sell last quarter?

In Q2 2026, First National Bank of Mount Dora, Trust Investment Services cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Thomson Reuters Corp (TRI) and cut from its top 50 Comcast Corp New (CMCSA), compared with its Q1 2026 filing.

How has First National Bank of Mount Dora, Trust Investment Services's portfolio performed?

A portfolio copying First National Bank of Mount Dora, Trust Investment Services's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +18.9% for the S&P 500. Over 5 years: +11.0% a year against +9.9%.

When is First National Bank of Mount Dora, Trust Investment Services's next 13F filing due?

13F filings are due 45 days after each quarter ends. First National Bank of Mount Dora, Trust Investment Services's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.