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Latest First National Bank of South Miami Stock Portfolio

$124Million

About First National Bank of South Miami and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, First National Bank of South Miami reported an equity portfolio of $124.3 Millions as of 30 Jun, 2023.

The top stock holdings of First National Bank of South Miami are AGG, MSFT, AGG. The fund has invested 8.2% of it's portfolio in ISHARES MSCI EAFE (MKT) and 4.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off MEDTRONIC PLC (MDT), INVESCO EXCHANGE TRADED FD TR (CSD) and INVESCO LIMITED (IVZ) stocks. They significantly reduced their stock positions in LOWES COMPANIES INC COM (LOW), L3HARRIS TECHNOLOGIES INC COM (LHX) and MASTERCARD INC (MA). First National Bank of South Miami opened new stock positions in JANUS HENDERSON MORTGAGE (JAAA), ISHARES 0-3 TREASRY BD (DMXF) and BORGWARNER INC (BWA). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), TESLA INC (TSLA) and ON SEMICONDUCTOR CORP (ON).
First National Bank of South Miami Equity Portfolio Value
Last Reported on: 12 Jul, 2023

New Buys

Ticker$ Bought
janus henderson mortgage171,097
ishares 0-3 treasry bd134,240
borgwarner inc95,522

New stocks bought by First National Bank of South Miami

Additions to existing portfolio by First National Bank of South Miami

Reductions

Ticker% Reduced
lowes companies inc com-98.29
l3harris technologies inc com-98.07
mastercard inc-97.53
visa inc-96.98
exelon corp-96.86
prog holdings inc-96.72
teradyne inc-96.72
hewlett packard enterprise co-88.89

First National Bank of South Miami reduced stake in above stock

Sold off

Ticker$ Sold
invesco limited-154,110
medtronic plc-426,077
invesco exchng traded tr ii-72,259
invesco exchange traded fd tr-394,090
masterbrand inc-12,864
ishares ibonds dec 2027 term-29,458
ishares ibonds dec 2029 term-24,941
southwest airlines co-31,792

First National Bank of South Miami got rid off the above stocks

First National Bank of South Miami Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of First National Bank of South Miami

Last Reported on: 12 Jul, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions