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 TRUST, FSB (CIK 36066) reported $1.66B across 283 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($92.1M, 5.55%), MSFT ($63.0M, 3.80%), NVDA ($54.0M, 3.26%), EFV ($44.1M, 2.66%), GOOGL ($42.9M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $92.1M | 5.55% | 318,456 | Added |
| 2 | MSFT | MICROSOFT CORP | $63.0M | 3.80% | 168,914 | Trimmed |
| 3 | NVDA | NVIDIA CORP | $54.0M | 3.26% | 269,924 | Trimmed |
| 4 | EFV | ISHARES | $44.1M | 2.66% | 576,447 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $42.9M | 2.58% | 119,949 | Trimmed |
| 6 | IEMG | ISHARES | $32.7M | 1.97% | 394,574 | Added |
| 7 | VTV | VANGUARD | $32.7M | 1.97% | 149,984 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $32.7M | 1.97% | 137,335 | Trimmed |
| 9 | GSSC | GOLDMAN SACHS | $32.5M | 1.96% | 355,873 | Added |
| 10 | VOE | VANGUARD | $32.4M | 1.95% | 163,718 | Trimmed |
| 11 | IGSB | ISHARES | $29.4M | 1.77% | 561,393 | Added |
| 12 | PXF | INVESCO | $28.6M | 1.72% | 378,090 | Added |
| 13 | VEU | VANGUARD | $24.4M | 1.47% | 291,762 | Trimmed |
| 14 | FAF | FIRST AMERICAN FINANCIAL | $23.8M | 1.43% | 347,041 | Trimmed |
| 15 | AVGO | BROADCOM INC | $23.2M | 1.40% | 61,315 | Added |
| 16 | PYLD | PIMCO | $22.9M | 1.38% | 864,767 | Added |
| 17 | IEI | ISHARES | $22.8M | 1.37% | 193,857 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $22.6M | 1.36% | 69,077 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $21.4M | 1.29% | 17,839 | Trimmed |
| 20 | JIG | JPMORGAN | $17.5M | 1.06% | 200,823 | Added |
| 21 | CAT | CATERPILLAR INC | $16.9M | 1.02% | 15,826 | Trimmed |
| 22 | IGF | ISHARES | $17.0M | 1.02% | 254,931 | Added |
| 23 | AMLP | ALERIAN | $16.6M | 1.00% | 319,657 | Trimmed |
| 24 | ABBV | ABBVIE INC | $16.3M | 0.98% | 64,713 | Trimmed |
| 25 | C | CITIGROUP INC | $16.3M | 0.98% | 116,352 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30