FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 2, 2015

Total Value ($000): $270,147 (100.0% shares, 0.0% debt)

Holdings (94)

AAPL APPLE, INC. 4.1%
Value ($000) $10,989 Shares 87,613 Est. Cost $17.88 Unrealized +59.7%
DIS WALT DISNEY COMPANY/THE 2.9%
Value ($000) $7,826 Shares 68,569 Est. Cost $56.42 Unrealized +77.2%
XOM EXXON MOBIL CORPORATION 2.6%
Value ($000) $7,110 Shares 85,455 Est. Cost $54.99 Unrealized -1.3%
GENERAL ELECTRIC CO 2.5%
Value ($000) $6,838 Shares 257,361 Est. Cost $24.18 Unrealized
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $6,708 Shares 98,988 Est. Cost $36.58 Unrealized +34.3%
CVS CVS CAREMARK CORP 2.4%
Value ($000) $6,454 Shares 61,536 Est. Cost $51.51 Unrealized +46.1%
MSFT MICROSOFT CORP 2.3%
Value ($000) $6,090 Shares 137,926 Est. Cost $26.74 Unrealized +47.0%
WFC WELLS FARGO & CO 2.2%
Value ($000) $5,932 Shares 105,470 Est. Cost $27.36 Unrealized +51.2%
PFE PFIZER INC 2.1%
Value ($000) $5,786 Shares 172,558 Est. Cost $16.65 Unrealized +24.8%
AGG ISHARES 2.1%
Value ($000) $5,740 Shares 52,761 Est. Cost $110.01 Unrealized
UNH UNITED HEALTH GROUP INC 2.1%
Value ($000) $5,673 Shares 46,502 Est. Cost $63.84 Unrealized +56.0%
AMZN AMAZON.COM INC 2.0%
Value ($000) $5,514 Shares 12,702 Est. Cost $14.10 Unrealized +48.2%
DVY ISHARES 1.9%
Value ($000) $5,186 Shares 68,997 Est. Cost $74.81 Unrealized
GILD GILEAD SCIENCES INC 1.9%
Value ($000) $5,073 Shares 43,327 Est. Cost $37.65 Unrealized +101.8%
V VISA INC-CLASS A SHARES 1.9%
Value ($000) $5,006 Shares 74,561 Est. Cost $55.90 Unrealized +12.6%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $4,899 Shares 23,462 Est. Cost $124.29 Unrealized +32.4%
CMCSA COMCAST CORP 1.7%
Value ($000) $4,697 Shares 78,099 Est. Cost $18.09 Unrealized +27.0%
T AT&T INC 1.7%
Value ($000) $4,649 Shares 130,887 Est. Cost $11.51 Unrealized +6.1%
C CITIGROUP INC 1.7%
Value ($000) $4,467 Shares 80,862 Est. Cost $36.16 Unrealized +12.1%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,425 Shares 49,423 Est. Cost $54.12 Unrealized +25.2%
AMGN AMGEN INC 1.6%
Value ($000) $4,335 Shares 28,234 Est. Cost $76.30 Unrealized +54.1%
CVX CHEVRON CORP 1.6%
Value ($000) $4,317 Shares 44,747 Est. Cost $71.30 Unrealized -6.8%
LOW LOWE'S COMPANIES INC 1.5%
Value ($000) $4,099 Shares 61,216 Est. Cost $35.38 Unrealized +66.2%
GOOGLE INC 1.5%
Value ($000) $4,048 Shares 7,496 Est. Cost $823.95 Unrealized
BA BOEING CO/THE 1.5%
Value ($000) $3,935 Shares 28,369 Est. Cost $113.35 Unrealized +13.7%
HCA HCA HOLDINGS INC 1.4%
Value ($000) $3,855 Shares 42,495 Est. Cost $62.98 Unrealized +18.3%
IMCV ISHARES 1.4%
Value ($000) $3,810 Shares 30,804 Est. Cost $121.59 Unrealized
EOG EOG RESOURCES INC 1.4%
Value ($000) $3,758 Shares 42,921 Est. Cost $69.04 Unrealized -1.7%
PEP PEPSICO INC 1.4%
Value ($000) $3,756 Shares 40,246 Est. Cost $57.25 Unrealized +21.1%
VTV VANGUARD 1.4%
Value ($000) $3,689 Shares 44,246 Est. Cost $80.73 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $3,685 Shares 75,071 Est. Cost $30.46 Unrealized +29.1%
HON HONEYWELL 1.4%
Value ($000) $3,677 Shares 36,062 Est. Cost $55.77 Unrealized +34.0%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $3,594 Shares 41,688 Est. Cost $54.71 Unrealized +22.1%
MAS MASCO CORP 1.3%
Value ($000) $3,564 Shares 133,650 Est. Cost $15.66 Unrealized +29.1%
META FACEBOOK INC 1.3%
Value ($000) $3,381 Shares 39,431 Est. Cost $73.86 Unrealized +9.8%
BRK/B BERKSHIRE HATHAWAY 1.2%
Value ($000) $3,346 Shares 24,585 Est. Cost $140.55 Unrealized +1.5%
PG PROCTER & GAMBLE CO/THE 1.2%
Value ($000) $3,292 Shares 42,077 Est. Cost $56.23 Unrealized +6.6%
JUNIPER NETWORKS INC 1.2%
Value ($000) $3,250 Shares 125,164 Est. Cost $21.02 Unrealized
LQD ISHARES 1.2%
Value ($000) $3,178 Shares 27,465 Est. Cost $119.40 Unrealized
ACE LTD 1.1%
Value ($000) $3,056 Shares 30,060 Est. Cost $89.49 Unrealized
M MACY'S INC 1.1%
Value ($000) $2,979 Shares 44,148 Est. Cost $59.34 Unrealized +13.9%
DUK DUKE ENERGY CORP 1.1%
Value ($000) $2,974 Shares 42,114 Est. Cost $42.70 Unrealized +14.1%
DAL DELTA AIR LINES INC 1.1%
Value ($000) $2,894 Shares 70,444 Est. Cost $20.39 Unrealized +88.3%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $2,807 Shares 158,549 Est. Cost $15.80 Unrealized +13.1%
LINKEDIN CORP 1.0%
Value ($000) $2,696 Shares 13,050 Est. Cost $193.24 Unrealized
AMAT APPLIED MATERIALS INC 1.0%
Value ($000) $2,689 Shares 139,924 Est. Cost $19.93 Unrealized -9.6%
GM GENERAL MOTORS CO 1.0%
Value ($000) $2,644 Shares 79,321 Est. Cost $27.18 Unrealized +2.4%
IEF ISHARES 1.0%
Value ($000) $2,612 Shares 24,879 Est. Cost $104.55 Unrealized
MOS MOSAIC CO/THE 1.0%
Value ($000) $2,572 Shares 54,888 Est. Cost $39.26 Unrealized -6.6%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $2,522 Shares 19,439 Est. Cost $86.24 Unrealized +46.4%
ORCL ORACLE CORP 0.9%
Value ($000) $2,488 Shares 61,736 Est. Cost $28.70 Unrealized +28.9%
SPY SPDR 0.9%
Value ($000) $2,458 Shares 11,940 Est. Cost $194.43 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $2,364 Shares 35,527 Est. Cost $46.01 Unrealized 0.0%
CRM SALESFORCE.COM INC 0.9%
Value ($000) $2,342 Shares 33,633 Est. Cost $61.28 Unrealized +14.8%
MEAD JOHNSON NUTRITION CO 0.8%
Value ($000) $2,253 Shares 24,971 Est. Cost $83.64 Unrealized
DU PONT (E.I.) DE NEMOURS 0.8%
Value ($000) $2,229 Shares 34,849 Est. Cost $59.94 Unrealized
ITC HOLDINGS CORP 0.8%
Value ($000) $2,214 Shares 68,795 Est. Cost $55.60 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $2,171 Shares 24,418 Est. Cost $61.73 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.8%
Value ($000) $2,138 Shares 26,883 Est. Cost $48.11 Unrealized +75.6%
PRU PRUDENTIAL FINANCIAL INC 0.8%
Value ($000) $2,135 Shares 24,394 Est. Cost $38.68 Unrealized +37.7%
TSN TYSON FOODS INC-CL A 0.8%
Value ($000) $2,094 Shares 49,111 Est. Cost $32.01 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $2,043 Shares 33,522 Est. Cost $47.65 Unrealized 0.0%
GOOGLE INC 0.7%
Value ($000) $2,006 Shares 3,854 Est. Cost $575.22 Unrealized
WMT WAL-MART STORES INC 0.7%
Value ($000) $1,872 Shares 26,395 Est. Cost $19.98 Unrealized +4.5%
KANSAS CITY SOUTHERN 0.7%
Value ($000) $1,784 Shares 19,559 Est. Cost $121.19 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,706 Shares 27,240 Est. Cost $47.42 Unrealized +6.1%
SPG SIMON PROPERTY GROUP INC 0.5%
Value ($000) $1,459 Shares 8,436 Est. Cost $103.18 Unrealized +4.8%
CORELOGIC INC 0.5%
Value ($000) $1,418 Shares 35,738 Est. Cost $23.17 Unrealized
FAF FIRST AMERICAN FINANCIAL 0.5%
Value ($000) $1,283 Shares 34,491 Est. Cost $16.55 Unrealized +53.1%
EFV ISHARES 0.5%
Value ($000) $1,245 Shares 23,800 Est. Cost $52.31 Unrealized
POWERSHARES 0.4%
Value ($000) $1,144 Shares 66,961 Est. Cost $17.51 Unrealized
KO COCA-COLA CO/THE 0.4%
Value ($000) $1,109 Shares 28,277 Est. Cost $27.85 Unrealized +4.2%
SLYV SPDR 0.3%
Value ($000) $792 Shares 7,458 Est. Cost $105.23 Unrealized
HYG ISHARES 0.3%
Value ($000) $763 Shares 8,596 Est. Cost $90.52 Unrealized
VNQ VANGUARD 0.3%
Value ($000) $733 Shares 9,813 Est. Cost $78.42 Unrealized
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $585 Shares 5,945 Est. Cost $76.03 Unrealized
POWERSHARES 0.2%
Value ($000) $508 Shares 22,065 Est. Cost $22.10 Unrealized
EIX EDISON 0.2%
Value ($000) $485 Shares 8,712 Est. Cost $34.45 Unrealized +14.5%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $460 Shares 16,700 Est. Cost $20.73 Unrealized 0.0%
POWERSHARES 0.1%
Value ($000) $359 Shares 9,795 Est. Cost $35.78 Unrealized
BLD TOPBUILD CORP 0.1%
Value ($000) $352 Shares 13,603 Est. Cost $24.64 Unrealized 0.0%
IWV ISHARES 0.1%
Value ($000) $309 Shares 2,494 Est. Cost $122.28 Unrealized
BND VANGUARD 0.1%
Value ($000) $289 Shares 3,560 Est. Cost $81.18 Unrealized
IGHG PROSHARES 0.1%
Value ($000) $276 Shares 3,608 Est. Cost $76.50 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $256 Shares 5,000 Est. Cost $26.93 Unrealized +30.1%
ALLERGAN PLC.COM USD0.0001 0.1%
Value ($000) $249 Shares 820 Est. Cost $303.66 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $243 Shares 2,495 Est. Cost $61.64 Unrealized +20.8%
VTI VANGUARD 0.1%
Value ($000) $221 Shares 2,068 Est. Cost $106.87 Unrealized
VCIT VANGUARD 0.1%
Value ($000) $213 Shares 2,494 Est. Cost $85.40 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $209 Shares 2,610 Est. Cost $49.65 Unrealized -2.7%
POWERSHARES 0.1%
Value ($000) $206 Shares 8,623 Est. Cost $24.92 Unrealized
EFA ISHARES 0.1%
Value ($000) $205 Shares 3,224 Est. Cost $63.59 Unrealized
IVW ISHARES 0.1%
Value ($000) $202 Shares 1,777 Est. Cost $113.67 Unrealized
MBB ISHARES 0.1%
Value ($000) $201 Shares 1,848 Est. Cost $108.77 Unrealized