First National Bank of Mount Dora Trust Investment Services Portfolio Changes in Q2 2026
This quarter, First National Bank of Mount Dora's portfolio saw significant additions across various sectors including Technology and Financial Services. The bank maintained its existing holdings while establishing new positions.
As reported for the period ending June 30th, 2026, First National Bank of Mount Dora Trust Investment Services has made notable adjustments to its investment portfolio. The bank's total assets under management stood at $491,536,059 as of this date.
The most significant change observed during the quarter was a substantial increase in holdings within several key sectors. Notably, SPY (State Street SPDR S&P 500 ETF Trust) saw its position grow by an additional 32,482 shares, now representing approximately 4.86% of the portfolio.
In Technology, there was a major new investment in NVIDIA Corporation (NVDA) with an additional 97,463 shares purchased. Similarly, existing positions in Apple Inc. (AAPL) and Applied Materials Inc. (AMAT) were significantly bolstered with new share purchases.
The Financial Services sector also received a major boost through the addition of JPMorgan Chase & Co. (JPM) shares, which now constitute about 2.69% of the portfolio.
Across other sectors, several new positions were established or existing holdings increased:
- Healthcare: New investment in Eli Lilly & Co. (LLY) and Boston Scientific Corp. (BSX). Existing holdings in Fortinet Inc. (FTNT) were also increased.
- Communication Services: New investment in Alphabet Inc. (GOOG) and T-Mobile US Inc. (TMUS). Existing holdings in Comcast Corp New (CMCSA) were increased.
- Consumer Cyclical: New investment in TJX Cos Inc New (TJX) and O' Reilly Automotive Inc. (ORLY). Existing holdings in Wal-Mart Stores Inc. (WMT) were increased.
- Industrials: New investment in Broadcom Inc. (AVGO). Existing holdings in Texas Instruments Inc. (TXN) were increased.
- Energy: New investment in Exxon Mobil Corp (XOM).
- Utilities: New investment in Public Service Enterprise Group Inc. (PEG). Existing holdings in Fortinet were already noted.
Interestingly, the investor did not exit any positions during this quarter according to the disclosed data. All changes reported show an increase of 100% from the previous period for every holding listed under 'changed_holdings'. This indicates a strategy focused solely on accumulation rather than reduction.
The portfolio now includes holdings in SCHWab Strategic Trust (SCHF), SCHWab Strategic Trust (SCHB), and SCHWab Strategic Trust (SCHD) as part of its fixed income allocation.