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CITY NATIONAL BANK OF FLORIDA /MSD
CITY NATIONAL BANK OF FLORIDA /MSD
Latest filing: 2026-06-30
CITY NATIONAL BANK OF FLORIDA /MSD runs CITY NATIONAL BANK OF FLORIDA /MSD and currently holds 150 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $238.49M. Their top holdings are IVV, IJR, NVDA, AGG, IEFA. The top five represent 37.7% of reported portfolio weight. CITY NATIONAL BANK OF FLORIDA /MSD ranks #941 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CITY NATIONAL BANK OF FLORIDA /MSD initiated 13 new positions. They added to 71 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.
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150 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES CORE S&P 500 (MKT) | 22.65% | $614.34 | $769.30 | +25.22% | Added +9.49% |
 IJR ISHARES CORE S&P SMALL-CAP (MKT) | 4.96% | $129.97 | $147.28 | +13.31% | Added +36.42% |
 NVDA NVIDIA CORPORATION SR NT | 3.81% | $165.54 | $214.76 | +29.73% | Added +54.80% |
 AGG ISHARES CORE TOTAL US BOND | 3.51% | $99.20 | $97.36 | -1.85% | Added +29.30% |
 IEFA ISHARES CORE MSCI EAFE | 2.76% | $87.94 | $100.87 | +14.70% | Added +170.74% |
 AAPL APPLE INC | 2.57% | $258.56 | $309.35 | +19.64% | Added +37.22% |
 IWF ISHARES RUSSELL 1000 GROWTH | 2.49% | $194.56 | $122.38 | -37.10% | Added +292.14% |
 MSFT MICROSOFT CORP | 2.29% | $399.26 | $483.24 | +21.03% | Added +58.48% |
 GOOGL ALPHABET INC SR | 2.10% | $247.10 | $344.82 | +39.55% | Added +34.53% |
 SMMD ISHARE RUSSEL 2500 ETF | 2.08% | $67.33 | $91.90 | +36.49% | Trimmed -1.22% |
Showing 1-10 of 150