Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST AMERICAN BANK (CIK 1291422) reported $1.79B across 205 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($185.5M, 10.37%), AVGO ($120.1M, 6.71%), GOOGL ($101.5M, 5.67%), NVDA ($76.9M, 4.30%), MSFT ($73.0M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC. | $185.5M | 10.37% | 641,048 | Added |
| 2 | AVGO | BROADCOM INC | $120.1M | 6.71% | 317,853 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $101.5M | 5.67% | 283,954 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $76.9M | 4.30% | 384,366 | Added |
| 5 | MSFT | MICROSOFT CORP COM | $73.0M | 4.08% | 195,726 | Trimmed |
| 6 | AMZN | AMAZON.COM INC. | $60.1M | 3.36% | 252,219 | Added |
| 7 | LLY | ELI LILLY & CO | $59.2M | 3.31% | 49,397 | Trimmed |
| 8 | JPM | JP MORGAN CHASE & CO | $44.6M | 2.49% | 136,259 | Added |
| 9 | V | VISA INC. | $41.5M | 2.32% | 121,064 | Trimmed |
| 10 | PEP | PEPSICO INC COM | $40.2M | 2.25% | 297,092 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $39.5M | 2.21% | 39,055 | Added |
| 12 | ABBV | ABBVIE INC | $30.1M | 1.68% | 119,744 | Trimmed |
| 13 | AMAT | APPLIED MATERIALS INC COM | $28.6M | 1.60% | 39,615 | Added |
| 14 | META | META PLATFORMS INC | $25.8M | 1.44% | 45,789 | Added |
| 15 | ADI | ANALOG DEVICES, INC. | $22.9M | 1.28% | 57,686 | Trimmed |
| 16 | VOO | VANGUARD | $22.6M | 1.26% | 32,914 | Added |
| 17 | ETN | EATON CORP PLC | $22.2M | 1.24% | 52,131 | Trimmed |
| 18 | TJX | TJX COMPANIES INC | $22.0M | 1.23% | 145,107 | Added |
| 19 | WMT | WALMART INC | $21.8M | 1.22% | 192,306 | Trimmed |
| 20 | PANW | PALO ALTO NETWORKS INC | $21.7M | 1.21% | 63,561 | Trimmed |
| 21 | VRT | VERTIV HOLDINGS CO | $20.9M | 1.17% | 62,463 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP COM | $20.1M | 1.13% | 147,302 | Added |
| 23 | PG | PROCTER & GAMBLE | $20.2M | 1.13% | 138,091 | Trimmed |
| 24 | HD | HOME DEPOT INC | $19.9M | 1.11% | 56,326 | Trimmed |
| 25 | MAR | MARRIOTT INTL INC CL A | $19.9M | 1.11% | 53,622 | Added |
Source: SEC Form 13F filings · as of 2026-06-30