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Institutional Investment Manager
FineMark National Bank & Trust
FineMark National Bank & Trust (CIK: 0001537720) incorporated in Florida, located at 8695 College Pkwy, Fort Myers, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 1,513 holdings with a total value of $741,461,000.
#
Name
Shares
Value ($)
%
Options
Notes
1501 JOHNSON & JOHNSON 94,841 8,853,000 1.19%
1502 STARBUCKS CORP 160,671 9,133,000 1.23%
1503 ISHARES TR 168,069 9,634,000 1.30%
1504 JPMORGAN CHASE & CO 164,145 10,008,000 1.35%
1505 PFIZER INC 320,531 10,067,000 1.36%
1506 SPDR S&P MIDCAP 400 ETF TR 45,448 11,312,000 1.53%
1507 HOME DEPOT INC 102,358 11,822,000 1.59%
1508 MICROSOFT CORP 270,058 11,952,000 1.61%
1509 GENERAL ELECTRIC CO 527,827 13,311,000 1.80%
1510 EXXON MOBIL CORP 204,833 15,229,000 2.05%
1511 ISHARES TR 172,488 18,836,000 2.54%
1512 APPLE INC 222,337 24,524,000 3.31%
1513 SPDR S&P 500 ETF TR 187,188 35,871,000 4.84%
Page 31 of 31

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001537720-15-000008, filed 2015.11.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.