Latest Glenview Trust Co Stock Portfolio
Glenview Trust Co Performance:
2025 Q3: 6.43%YTD: 10.1%2024: 21.85%
Performance for 2025 Q3 is 6.43%, and YTD is 10.1%, and 2024 is 21.85%.
About Glenview Trust Co and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Glenview Trust co reported an equity portfolio of $6.3 Billions as of 30 Sep, 2025.
The top stock holdings of Glenview Trust co are NVDA, AAPL, MSFT. The fund has invested 9.6% of it's portfolio in NVIDIA CORPORATION and 4.3% of portfolio in APPLE INC.
The fund managers got completely rid off ISHARES INC (EMGF), LABCORP HOLDINGS INC and HESS CORP (HES) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), CSX CORP (CSX) and SHAKE SHACK INC (SHAK). Glenview Trust co opened new stock positions in J P MORGAN EXCHANGE TRADED F, SEMPRA (SRE) and NASDAQ INC (NDAQ). The fund showed a lot of confidence in some stocks as they added substantially to MARSH & MCLENNAN COS INC (MMC), CARLISLE COS INC (CSL) and INTUIT (INTU).
The top stock holdings of Glenview Trust co are NVDA, AAPL, MSFT. The fund has invested 9.6% of it's portfolio in NVIDIA CORPORATION and 4.3% of portfolio in APPLE INC.
The fund managers got completely rid off ISHARES INC (EMGF), LABCORP HOLDINGS INC and HESS CORP (HES) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), CSX CORP (CSX) and SHAKE SHACK INC (SHAK). Glenview Trust co opened new stock positions in J P MORGAN EXCHANGE TRADED F, SEMPRA (SRE) and NASDAQ INC (NDAQ). The fund showed a lot of confidence in some stocks as they added substantially to MARSH & MCLENNAN COS INC (MMC), CARLISLE COS INC (CSL) and INTUIT (INTU).
Glenview Trust Co Annual Return Estimates Vs S&P 500
Our best estimate is that Glenview Trust Co made a return of 6.43% in the last quarter. In trailing 12 months, it's portfolio return was 12.19%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 98,243,900 |
| sempra | 513,695 |
| nasdaq inc | 462,504 |
| crown castle inc | 351,223 |
| halozyme therapeutics inc | 274,291 |
| schwab strategic tr | 265,449 |
| alliancebernstein hldg l p | 237,116 |
| cbre group inc | 224,207 |
New stocks bought by Glenview Trust Co
Additions
| Ticker | % Inc. |
|---|---|
| marsh & mclennan cos inc | 2,554 |
| carlisle cos inc | 1,683 |
| intuit | 639 |
| ishares tr | 345 |
| ecolab inc | 229 |
| constellation energy corp | 212 |
| ishares tr | 148 |
| american centy etf tr | 121 |
Additions to existing portfolio by Glenview Trust Co
Reductions
| Ticker | % Reduced |
|---|---|
| adobe inc | -72.9 |
| csx corp | -67.02 |
| shake shack inc | -64.98 |
| wells fargo co new | -59.92 |
| sysco corp | -53.1 |
| kinder morgan inc del | -40.7 |
| prologis inc. | -38.88 |
| ishares tr | -32.07 |
Glenview Trust Co reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| prospect cap corp | -47,025 |
| six flags entertainment corp | -243,440 |
| brookfield infrast partners | -201,000 |
| price t rowe group inc | -376,060 |
| spdr series trust | -200,172 |
| labcorp holdings inc | -629,498 |
| rpm intl inc | -204,741 |
| ollies bargain outlet hldgs | -205,972 |
Glenview Trust Co got rid off the above stocks
Sector Distribution
Glenview Trust Co has about 27.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 27.7 |
| Technology | 26.9 |
| Financial Services | 9.2 |
| Healthcare | 8.1 |
| Industrials | 6.3 |
| Communication Services | 6 |
| Consumer Cyclical | 5.8 |
| Consumer Defensive | 4.2 |
| Utilities | 3.4 |
| Energy | 1.7 |
Market Cap. Distribution
Glenview Trust Co has about 69.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 44.6 |
| UNALLOCATED | 27.7 |
| LARGE-CAP | 24.7 |
| SMALL-CAP | 2.3 |
Stocks belong to which Index?
About 70.8% of the stocks held by Glenview Trust Co either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 68.3 |
| Others | 29.2 |
| RUSSELL 2000 | 2.5 |
Glenview Trust Co Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Glenview Trust Co
Glenview Trust Co has 484 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Glenview Trust Co last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 3,296 | 423,041 | reduced | -4.88 | ||
| AAPL | apple inc | 4.33 | 1,072,750 | 273,154,000 | reduced | -0.2 | ||
| AAXJ | ishares tr | 0.18 | 199,172 | 11,695,400 | added | 1.01 | ||
| AAXJ | ishares tr | 0.10 | 60,041 | 6,411,180 | added | 8.41 | ||
| AAXJ | ishares tr | 0.09 | 42,500 | 5,765,120 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 13,272 | 1,018,230 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 8,295 | 883,334 | added | 1.84 | ||
| AAXJ | ishares tr | 0.01 | 14,120 | 697,386 | added | 4.79 | ||
| AAXJ | ishares tr | 0.00 | 3,887 | 322,815 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 2,350 | 314,973 | unchanged | 0.00 | ||
| AB | alliancebernstein hldg l p | 0.00 | 6,204 | 237,116 | new | |||
| ABBV | abbvie inc | 1.52 | 414,149 | 95,892,100 | reduced | -1.74 | ||
| ABT | abbott labs | 0.19 | 90,854 | 12,169,000 | reduced | -0.41 | ||
| ACM | aecom | 0.03 | 13,171 | 1,718,420 | added | 80.77 | ||
| ACN | accenture plc ireland | 0.23 | 59,107 | 14,575,800 | added | 3.98 | ||
| ACWF | ishares tr | 0.34 | 851,541 | 21,450,300 | reduced | -5.35 | ||
| ACWF | ishares tr | 0.09 | 105,962 | 5,360,620 | added | 345 | ||
| ACWF | ishares tr | 0.01 | 8,879 | 604,482 | reduced | -6.69 | ||
| ACWF | ishares tr | 0.00 | 6,155 | 243,799 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.06 | 11,536 | 4,069,320 | reduced | -72.9 | ||