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Portfolio (Quarterly) Guide ↗

CITY NATIONAL BANK OF FLORIDA /MSD

· CIK 0000709447
13F Portfolio $238M AUM 160 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 150 New
Page 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MET METLIFE INC PERP JR SB GLBL Financial Services 9,170.0 $776K 0.33% NEW $84.61 +15.4%
62 PG PROCTER & GAMBLE CO Consumer Defensive 5,267.0 $772K 0.32% NEW $146.64 -0.1%
63 NEBIUS GROUP N V 2,782.0 $768K 0.32% NEW $276.17
64 TJX TJX COS INC NEW Consumer Cyclical 5,015.0 $760K 0.32% NEW $151.50 -12.8%
65 REET ISHARES GLOBAL REIT ETF 27,447.0 $758K 0.32% NEW $27.62 -0.8%
66 KHC KRAFT HEINZ CO Consumer Defensive 31,464.0 $743K 0.31% NEW $23.62 +5.2%
67 JNJ JOHNSON & JOHNSON Healthcare 2,856.0 $725K 0.30% NEW $253.97 +8.4%
68 EBAY EBAY INC Consumer Cyclical 6,477.0 $724K 0.30% NEW $111.75 -7.5%
69 RL RALPH LAUREN CORP SR GLBL NT Consumer Cyclical 1,766.0 $709K 0.30% NEW $401.41 -12.5%
70 QCOM QUALCOMM INC Technology 3,793.0 $701K 0.29% NEW $184.79 -8.7%
71 MTB M & T BK CORP DEP PF SRK Financial Services 2,915.0 $694K 0.29% NEW $238.01 +0.8%
72 IWM ISHARES RUSSELL 2000 (MKT) 2,216.0 $666K 0.28% NEW $300.45 -1.5%
73 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 2,274.0 $661K 0.28% NEW $290.59 -11.7%
74 WDC WESTERN DIGITAL CORP Technology 993.0 $634K 0.27% NEW $638.72 -26.8%
75 IWD ISHARES RUSSELL 1000 VALUE (MKT) 2,616.0 $634K 0.27% NEW $242.43 +6.3%
76 MNST MONSTER BEVERAGE CORP Consumer Defensive 5,925.0 $570K 0.24% NEW $96.12 -54.4%
77 VTEB VANGUARD TAX-EXEMPT BOND ETF 10,976.0 $555K 0.23% NEW $50.58 -3.4%
78 TGT TARGET CORP Consumer Defensive 4,167.0 $544K 0.23% NEW $130.61 +25.9%
79 INTC INTEL CORP Technology 3,774.0 $527K 0.22% NEW $139.62 -31.4%
80 MA MASTERCARD INC Financial Services 1,016.0 $522K 0.22% NEW $513.60 +12.8%
Page 4 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 21.2%
Consumer Cyclical 11.1%
Communication Services 8.5%
Healthcare 6.6%
Industrials 6.0%
Consumer Defensive 4.8%
Energy 4.7%
Utilities 1.1%
Basic Materials 1.1%