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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 1,847.0 $519K 0.22% NEW $281.20 -16.5%
82 ORCL ORACLE CORP SR Technology 3,542.0 $519K 0.22% NEW $146.57 +8.4%
83 EQIX EQUINIX INC SR GLBL NT Real Estate 494.0 $515K 0.22% NEW $1042.39 -0.6%
84 MRK MERCK & CO INC Healthcare 3,935.0 $506K 0.21% NEW $128.50 +17.0%
85 TER TERADYNE INC Technology 1,044.0 $505K 0.21% NEW $483.85 -26.2%
86 MPC MARATHON PETE CORP Energy 1,953.0 $499K 0.21% NEW $255.67 +52.1%
87 BAC BANK OF AMERICA CORP Financial Services 8,579.0 $489K 0.20% NEW $56.98 +10.0%
88 MFC MANULIFE FINANCIAL CORP Financial Services 11,519.0 $467K 0.20% NEW $40.51 +9.5%
89 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 4,276.0 $461K 0.19% NEW $107.78 +8.3%
90 EOG EOG RES INC Energy 3,484.0 $452K 0.19% NEW $129.73 +11.9%
91 RLY STATE STREET MULTI-ASSET REAL 13,003.0 $449K 0.19% NEW $34.51 +9.7%
92 ICE INTERCONTINENTALEXCHANGE GROUP Financial Services 3,590.0 $442K 0.18% NEW $123.11 +31.0%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 3,770.0 $440K 0.18% NEW $116.66 +49.4%
94 IJH ISHARES CORE S&P MID-CAP (MKT) 5,691.0 $439K 0.18% NEW $77.11 -1.6%
95 QQQ INVESCO QQQ TRUST Financial Services 588.0 $433K 0.18% NEW $736.40 -2.4%
96 UPS UNITED PARCEL SERVICE Industrials 3,997.0 $430K 0.18% NEW $107.50 -4.8%
97 TFC TRUIST FINL CORP Financial Services 8,538.0 $425K 0.18% NEW $49.82 +3.7%
98 INKM STATE STREET INCOME ALLOCATION 12,146.0 $417K 0.17% NEW $34.33 +0.9%
99 GS GOLDMAN SACHS GROUP INC Financial Services 411.0 $416K 0.17% NEW $1011.37 +2.7%
100 STT STATE STR CORP PERP Financial Services 2,441.0 $414K 0.17% NEW $169.60 +14.5%
Page 5 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%