FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 11, 2015

Total Value ($000): $280,591 (100.0% shares, 0.0% debt)

Holdings (89)

AAPL APPLE, INC. 4.4%
Value ($000) $12,434 Shares 99,928 Est. Cost $17.88 Unrealized +50.2%
XOM EXXON MOBIL CORPORATION 2.7%
Value ($000) $7,596 Shares 89,369 Est. Cost $54.99 Unrealized +1.1%
DIS WALT DISNEY COMPANY/THE 2.6%
Value ($000) $7,421 Shares 70,752 Est. Cost $56.42 Unrealized +62.8%
WFC WELLS FARGO & CO 2.5%
Value ($000) $7,144 Shares 131,332 Est. Cost $27.36 Unrealized +45.6%
CVS CVS CAREMARK CORP 2.3%
Value ($000) $6,592 Shares 63,866 Est. Cost $51.51 Unrealized +44.2%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $6,428 Shares 106,110 Est. Cost $36.58 Unrealized +21.0%
PFE PFIZER INC 2.2%
Value ($000) $6,279 Shares 180,465 Est. Cost $16.65 Unrealized +20.7%
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,925 Shares 145,726 Est. Cost $26.74 Unrealized +39.3%
GENERAL ELECTRIC CO 2.0%
Value ($000) $5,746 Shares 231,609 Est. Cost $23.91 Unrealized
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $5,711 Shares 48,277 Est. Cost $63.84 Unrealized +46.0%
PG PROCTER & GAMBLE CO/THE 2.0%
Value ($000) $5,497 Shares 67,092 Est. Cost $56.23 Unrealized +13.1%
AGG ISHARES 1.9%
Value ($000) $5,389 Shares 48,365 Est. Cost $110.12 Unrealized
V VISA INC-CLASS A SHARES 1.8%
Value ($000) $5,186 Shares 79,281 Est. Cost $55.90 Unrealized +9.6%
DVY ISHARES 1.8%
Value ($000) $5,119 Shares 65,674 Est. Cost $74.80 Unrealized
CVX CHEVRON CORP 1.8%
Value ($000) $4,916 Shares 46,823 Est. Cost $71.30 Unrealized -6.2%
AMGN AMGEN INC 1.7%
Value ($000) $4,779 Shares 29,897 Est. Cost $76.30 Unrealized +50.8%
AMZN AMAZON.COM INC 1.7%
Value ($000) $4,731 Shares 12,714 Est. Cost $14.10 Unrealized +24.7%
LOW LOWE'S COMPANIES INC 1.7%
Value ($000) $4,673 Shares 62,813 Est. Cost $35.38 Unrealized +66.6%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,606 Shares 49,423 Est. Cost $54.12 Unrealized +30.1%
CMCSA COMCAST CORP 1.6%
Value ($000) $4,568 Shares 80,894 Est. Cost $18.09 Unrealized +23.8%
T AT&T INC 1.6%
Value ($000) $4,559 Shares 139,635 Est. Cost $11.51 Unrealized +2.4%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $4,469 Shares 45,540 Est. Cost $37.65 Unrealized +87.4%
C CITIGROUP INC 1.6%
Value ($000) $4,366 Shares 84,749 Est. Cost $36.16 Unrealized +4.9%
GOOGLE INC 1.5%
Value ($000) $4,284 Shares 7,724 Est. Cost $823.95 Unrealized
IMCV ISHARES 1.5%
Value ($000) $4,177 Shares 33,098 Est. Cost $121.59 Unrealized
DU PONT (E.I.) DE NEMOURS 1.5%
Value ($000) $4,154 Shares 58,125 Est. Cost $59.94 Unrealized
EOG EOG RESOURCES INC 1.5%
Value ($000) $4,130 Shares 45,047 Est. Cost $69.04 Unrealized -4.1%
PEP PEPSICO INC 1.4%
Value ($000) $4,019 Shares 42,032 Est. Cost $57.25 Unrealized +21.7%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $3,991 Shares 21,234 Est. Cost $120.06 Unrealized +24.8%
HON HONEYWELL 1.4%
Value ($000) $3,925 Shares 37,622 Est. Cost $55.77 Unrealized +30.9%
MAS MASCO CORP 1.3%
Value ($000) $3,763 Shares 140,957 Est. Cost $15.66 Unrealized +23.3%
VTV VANGUARD 1.3%
Value ($000) $3,733 Shares 44,604 Est. Cost $80.73 Unrealized
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $3,641 Shares 43,628 Est. Cost $54.71 Unrealized +12.1%
BA BOEING CO/THE 1.3%
Value ($000) $3,625 Shares 24,156 Est. Cost $110.65 Unrealized +15.5%
DUK DUKE ENERGY CORP 1.3%
Value ($000) $3,584 Shares 46,676 Est. Cost $42.70 Unrealized +21.3%
BRK/B BERKSHIRE HATHAWAY 1.3%
Value ($000) $3,577 Shares 24,790 Est. Cost $140.55 Unrealized +4.7%
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $3,577 Shares 77,224 Est. Cost $30.46 Unrealized +22.9%
ACE LTD 1.2%
Value ($000) $3,467 Shares 31,100 Est. Cost $89.49 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $3,434 Shares 41,765 Est. Cost $73.86 Unrealized +5.3%
HCA HCA HOLDINGS INC 1.2%
Value ($000) $3,310 Shares 43,996 Est. Cost $62.98 Unrealized +6.0%
DAL DELTA AIR LINES INC 1.2%
Value ($000) $3,270 Shares 72,731 Est. Cost $20.39 Unrealized +99.3%
LQD ISHARES 1.1%
Value ($000) $3,133 Shares 25,743 Est. Cost $119.64 Unrealized
GM GENERAL MOTORS CO 1.1%
Value ($000) $3,017 Shares 80,462 Est. Cost $27.18 Unrealized +3.5%
GOOGLE INC 1.1%
Value ($000) $3,003 Shares 5,480 Est. Cost $575.22 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $3,002 Shares 43,295 Est. Cost $47.42 Unrealized +8.9%
M MACY'S INC 1.1%
Value ($000) $2,981 Shares 45,929 Est. Cost $59.34 Unrealized +8.4%
JUNIPER NETWORKS INC 1.1%
Value ($000) $2,964 Shares 131,267 Est. Cost $21.02 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $2,941 Shares 68,143 Est. Cost $28.70 Unrealized +28.4%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $2,912 Shares 164,045 Est. Cost $15.80 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $2,704 Shares 20,134 Est. Cost $86.24 Unrealized +44.6%
ITC HOLDINGS CORP 1.0%
Value ($000) $2,702 Shares 72,171 Est. Cost $55.60 Unrealized
MEAD JOHNSON NUTRITION CO 0.9%
Value ($000) $2,597 Shares 25,833 Est. Cost $83.64 Unrealized
MOS MOSAIC CO/THE 0.9%
Value ($000) $2,565 Shares 55,668 Est. Cost $39.26 Unrealized 0.0%
IEF ISHARES 0.9%
Value ($000) $2,560 Shares 23,624 Est. Cost $104.52 Unrealized
JOHNSON CONTROLS INC 0.9%
Value ($000) $2,513 Shares 49,820 Est. Cost $35.86 Unrealized
LINKEDIN CORP 0.9%
Value ($000) $2,507 Shares 10,034 Est. Cost $189.22 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $2,484 Shares 31,804 Est. Cost $59.92 Unrealized +18.5%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,374 Shares 28,857 Est. Cost $19.98 Unrealized +15.3%
POWERSHARES 0.8%
Value ($000) $2,318 Shares 132,903 Est. Cost $17.51 Unrealized
SPY SPDR 0.8%
Value ($000) $2,290 Shares 11,091 Est. Cost $193.55 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.8%
Value ($000) $2,281 Shares 27,826 Est. Cost $48.11 Unrealized +67.9%
CRM SALESFORCE.COM INC 0.8%
Value ($000) $2,253 Shares 33,730 Est. Cost $61.28 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $2,238 Shares 25,796 Est. Cost $61.73 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.8%
Value ($000) $2,138 Shares 26,619 Est. Cost $38.68 Unrealized +30.5%
KANSAS CITY SOUTHERN 0.8%
Value ($000) $2,109 Shares 20,655 Est. Cost $121.19 Unrealized
AMAT APPLIED MATERIALS INC 0.7%
Value ($000) $2,075 Shares 91,954 Est. Cost $20.94 Unrealized 0.0%
CORELOGIC INC 0.7%
Value ($000) $1,942 Shares 55,050 Est. Cost $23.17 Unrealized
SPG SIMON PROPERTY GROUP INC 0.7%
Value ($000) $1,858 Shares 9,498 Est. Cost $103.18 Unrealized +9.7%
KO COCA-COLA CO/THE 0.5%
Value ($000) $1,346 Shares 33,177 Est. Cost $27.85 Unrealized +6.3%
FAF FIRST AMERICAN FINANCIAL 0.4%
Value ($000) $1,231 Shares 34,491 Est. Cost $16.55 Unrealized +47.5%
UPS UNITED PARCEL SERVICE - CLASS B 0.4%
Value ($000) $1,176 Shares 12,124 Est. Cost $55.38 Unrealized +25.3%
SLYV SPDR 0.3%
Value ($000) $767 Shares 7,158 Est. Cost $105.19 Unrealized
VNQ VANGUARD 0.2%
Value ($000) $639 Shares 7,585 Est. Cost $79.52 Unrealized
HYG ISHARES 0.2%
Value ($000) $603 Shares 6,653 Est. Cost $91.03 Unrealized
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $576 Shares 5,849 Est. Cost $75.66 Unrealized
EIX EDISON 0.2%
Value ($000) $544 Shares 8,712 Est. Cost $34.45 Unrealized +23.5%
POWERSHARES 0.1%
Value ($000) $416 Shares 17,724 Est. Cost $21.88 Unrealized
IWV ISHARES 0.1%
Value ($000) $398 Shares 3,210 Est. Cost $122.28 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $326 Shares 6,703 Est. Cost $27.13 Unrealized +1.8%
POWERSHARES 0.1%
Value ($000) $298 Shares 7,868 Est. Cost $35.56 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $274 Shares 2,727 Est. Cost $61.64 Unrealized +21.8%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $257 Shares 5,000 Est. Cost $26.93 Unrealized +25.1%
ACTAVIS PLC 0.1%
Value ($000) $244 Shares 820 Est. Cost $257.32 Unrealized
LYB LYONDELLBASELL INDU 0.1%
Value ($000) $236 Shares 2,685 Est. Cost $45.66 Unrealized +2.3%
POWERSHARES 0.1%
Value ($000) $225 Shares 9,028 Est. Cost $24.92 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $213 Shares 4,855 Est. Cost $43.09 Unrealized -21.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $211 Shares 2,800 Est. Cost $49.65 Unrealized -5.2%
POWERSHARES 0.1%
Value ($000) $204 Shares 4,701 Est. Cost $43.40 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $151 Shares 10,253 Est. Cost $11.83 Unrealized