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 $1.49B across 265 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($80.7M, 5.43%), MSFT ($65.8M, 4.43%), NVDA ($51.7M, 3.48%), EFV ($43.7M, 2.94%), GOOGL ($34.7M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $80.7M | 5.43% | 317,966 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $65.8M | 4.43% | 177,810 | Added |
| 3 | NVDA | NVIDIA CORP | $51.7M | 3.48% | 296,418 | Added |
| 4 | EFV | ISHARES | $43.7M | 2.94% | 587,855 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $34.7M | 2.34% | 120,823 | Trimmed |
| 6 | VOE | VANGUARD | $30.6M | 2.06% | 165,912 | Added |
| 7 | VTV | VANGUARD | $30.3M | 2.04% | 154,514 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $29.8M | 2.01% | 143,195 | Trimmed |
| 9 | GSSC | GOLDMAN SACHS | $25.6M | 1.73% | 344,037 | Added |
| 10 | VEU | VANGUARD | $25.4M | 1.71% | 338,073 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $25.0M | 1.68% | 85,121 | Trimmed |
| 12 | IAU | ISHARES | $23.7M | 1.59% | 268,896 | Trimmed |
| 13 | PXF | INVESCO | $23.4M | 1.57% | 334,207 | New |
| 14 | IGSB | ISHARES | $23.0M | 1.54% | 436,894 | Added |
| 15 | IEI | ISHARES | $21.4M | 1.44% | 180,491 | Added |
| 16 | FAF | FIRST AMERICAN FINANCIAL | $21.0M | 1.41% | 347,779 | Added |
| 17 | WMT | WAL-MART STORES INC | $19.6M | 1.32% | 157,468 | Trimmed |
| 18 | AMLP | ALERIAN | $19.0M | 1.28% | 361,588 | Trimmed |
| 19 | PYLD | PIMCO | $18.8M | 1.27% | 718,500 | Added |
| 20 | AVGO | BROADCOM INC | $18.9M | 1.27% | 61,185 | Added |
| 21 | IEMG | ISHARES | $17.7M | 1.19% | 253,962 | Added |
| 22 | IGF | ISHARES | $16.9M | 1.14% | 252,836 | Added |
| 23 | META | META PLATFORMS | $16.8M | 1.13% | 29,374 | Added |
| 24 | LLY | ELI LILLY & CO | $16.7M | 1.12% | 18,167 | Trimmed |
| 25 | ABBV | ABBVIE INC | $14.4M | 0.97% | 66,183 | Added |
Source: SEC Form 13F filings · as of 2026-03-31