Tammy Rollins

@First National Bank Of Mount Dora, Trust Investment Services

Latest period2024 - Q4

Reported4d ago

Managed Assets$427.397M

Total holdings133

Assets growth rate-3.01%

Assets growth rate (2-Q avg)1.64%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Bank Of Mount Dora, Trust Investment Services's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of First National Bank Of Mount Dora, Trust Investment Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 427.397M in assets, with a quarterly growth rate of -3.01% and a 2-quarter average growth rate of 1.64%. The portfolio is managed by Tammy Rollins, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MCDMcdonalds Corp Recent Activity Increased 0.69%	0.88%	$3.746M 12,921 shares@ $289.89 avg price	Increased 0.69%
PSAPublic Storage Oper Co Recent Activity Increased 1.27%	0.87%	$3.679M 12,286 shares@ $299.44 avg price	Increased 1.27%
VLOValero Energy Corp Recent Activity Increased 2.5%	0.85%	$3.617M 29,504 shares@ $122.59 avg price	Increased 2.5%
LMTLockheed Martin Corp Recent Activity Increased 0.47%	0.8%	$3.389M 6,975 shares@ $485.94 avg price	Increased 0.47%
NSCNorfolk Southn Corp Recent Activity Increased 0.74%	0.72%	$3.045M 12,975 shares@ $234.7 avg price	Increased 0.74%
LHLabcorp Holdings Inc Recent Activity Increased 0.73%	0.63%	$2.672M 11,654 shares@ $229.32 avg price	Increased 0.73%
HCAHca Healthcare Inc Recent Activity Increased 0.12%	0.57%	$2.427M 8,087 shares@ $300.15 avg price	Increased 0.12%
LENLennar Corp Recent Activity Increased 3.56%	0.56%	$2.384M 17,479 shares@ $136.37 avg price	Increased 3.56%
SCHDSchwab Strategic Tr Recent Activity Increased 200%	0.53%	$2.253M 82,452 shares@ $27.32 avg price	Increased 200%
PCARPaccar Inc Recent Activity Increased 4.77%	0.53%	$2.249M 21,621 shares@ $104.02 avg price	Increased 4.77%