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Cassandra Martin

First National Bank Of Mount Dora, Trust Investment Services

Assets Managed
$499.378M
Holdings
126
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
7.91%(2Q avg: 4.53%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Bank Of Mount Dora, Trust Investment Services's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 126 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 499.378M in assets, with a quarterly growth rate of 7.91% and a 2-quarter average growth rate of 4.53%. The portfolio is managed by Cassandra Martin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 13.73%
4.86%
$24.257M
32,482 shares@ $746.77 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.5%
3.91%
$19.501M
97,463 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.48%
3.71%
$18.491M
63,904 shares@ $289.36 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -3.7%
3.29%
$16.405M
22,690 shares@ $723.0 avg price
FTNT
Fortinet Inc
Recent Activity
Decreased -4.24%
3.26%
$16.233M
105,670 shares@ $153.62 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.35%
3.03%
$15.084M
39,932 shares@ $377.75 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.61%
2.97%
$14.829M
12,363 shares@ $1199.43 avg price
TXN
Texas Instruments Inc
Recent Activity
Decreased -2.61%
2.8%
$13.934M
46,746 shares@ $298.07 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.5%
2.69%
$13.424M
41,010 shares@ $327.33 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.47%
2.54%
$12.681M
35,891 shares@ $353.33 avg price

1-10 of 126