BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SERVICES INC Industrials 1,487.0 $1.1M 0.45% NEW $720.04 -13.3%
42 NFLX NETFLIX INC Communication Services 14,971.0 $1.1M 0.45% NEW $71.40 +9.6%
43 DUK DUKE ENERGY CORP Utilities 8,271.0 $1.0M 0.44% NEW $126.58 -5.0%
44 MO ALTRIA GROUP INC Consumer Defensive 14,243.0 $1.0M 0.43% NEW $71.95 -4.3%
45 RTX RTX CORPORATION Industrials 5,342.0 $1.0M 0.42% NEW $189.73 +5.8%
46 ABBV ABBVIE INC SR NT Healthcare 3,915.0 $985K 0.41% NEW $251.64 +1.9%
47 JBL JABIL CIRCUIT INC Technology 2,471.0 $953K 0.40% NEW $385.48 -19.4%
48 LIN LINDE PLC Basic Materials 1,829.0 $949K 0.40% NEW $518.94 -8.0%
49 DLTR DOLLAR TREE INC Consumer Defensive 7,740.0 $936K 0.39% NEW $120.95 +8.7%
50 TSM TAIWAN SEMICONDUCTOR Technology 1,843.0 $880K 0.37% NEW $477.57 -10.2%
51 GM GENERAL MTRS CO SR GLBL NT Consumer Cyclical 11,319.0 $872K 0.37% NEW $77.08 +13.9%
52 LRCX LAM RESEARCH CORP Technology 2,013.0 $872K 0.37% NEW $433.33 -29.0%
53 BCI ABERDEEN STANDARD BLMB ALLCMD 38,696.0 $864K 0.36% NEW $22.34 +16.1%
54 TPR TAPESTRY INC COM Consumer Cyclical 5,780.0 $846K 0.35% NEW $146.38 -16.6%
55 SGOL ABERDEEN PHYSICAL GOLD SHS Financial Services 21,903.0 $837K 0.35% NEW $38.23 +10.5%
56 DHI D R HORTON INC Consumer Cyclical 5,085.0 $828K 0.35% NEW $162.88 -12.4%
57 CI THE CIGNA GROUP Healthcare 2,965.0 $817K 0.34% NEW $275.68 +2.5%
58 C CITIGROUP INC PERP -JJ Financial Services 5,700.0 $798K 0.34% NEW $139.96 -1.6%
59 UNP UNION PAC CORP Industrials 2,924.0 $795K 0.33% NEW $272.00 +6.5%
60 HD HOME DEPOT INC SR GLBL NT Consumer Cyclical 2,223.0 $784K 0.33% NEW $352.69 -9.0%
Page 3 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%