FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 13, 2015

Total Value ($000): $258,950 (100.0% shares, 0.0% debt)

Holdings (89)

AAPL APPLE, INC. 3.7%
Value ($000) $9,610 Shares 87,131 Est. Cost $17.88 Unrealized +47.0%
GENERAL ELECTRIC CO 2.6%
Value ($000) $6,713 Shares 266,178 Est. Cost $24.21 Unrealized
AGG ISHARES 2.5%
Value ($000) $6,463 Shares 58,978 Est. Cost $109.97 Unrealized
XOM EXXON MOBIL CORPORATION 2.5%
Value ($000) $6,406 Shares 86,153 Est. Cost $54.99 Unrealized -10.8%
AMZN AMAZON.COM INC 2.5%
Value ($000) $6,404 Shares 12,509 Est. Cost $14.10 Unrealized +79.3%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $6,100 Shares 100,052 Est. Cost $36.72 Unrealized +35.1%
MSFT MICROSOFT CORP 2.3%
Value ($000) $6,066 Shares 137,061 Est. Cost $26.74 Unrealized +45.6%
CVS CVS CAREMARK CORP 2.3%
Value ($000) $6,041 Shares 62,614 Est. Cost $51.96 Unrealized +49.7%
DIS WALT DISNEY COMPANY/THE 2.3%
Value ($000) $6,019 Shares 58,895 Est. Cost $56.42 Unrealized +76.8%
PFE PFIZER INC 2.3%
Value ($000) $5,949 Shares 189,382 Est. Cost $17.00 Unrealized +21.2%
DVY ISHARES 2.2%
Value ($000) $5,823 Shares 80,036 Est. Cost $74.53 Unrealized
UNH UNITED HEALTH GROUP INC 2.1%
Value ($000) $5,410 Shares 46,634 Est. Cost $63.84 Unrealized +58.5%
WFC WELLS FARGO & CO 2.1%
Value ($000) $5,405 Shares 105,276 Est. Cost $27.36 Unrealized +50.1%
V VISA INC-CLASS A SHARES 2.0%
Value ($000) $5,208 Shares 74,751 Est. Cost $55.90 Unrealized +18.8%
BMY BRISTOL MYERS SQUIBB CO 1.9%
Value ($000) $4,985 Shares 84,193 Est. Cost $45.16 Unrealized -1.4%
GOOGLE INC 1.9%
Value ($000) $4,920 Shares 7,707 Est. Cost $818.87 Unrealized
META FACEBOOK INC 1.8%
Value ($000) $4,652 Shares 51,751 Est. Cost $77.97 Unrealized +16.9%
VTV VANGUARD 1.7%
Value ($000) $4,405 Shares 57,393 Est. Cost $79.81 Unrealized
T AT&T INC 1.7%
Value ($000) $4,349 Shares 133,478 Est. Cost $11.53 Unrealized +6.4%
LOW LOWE'S COMPANIES INC 1.7%
Value ($000) $4,275 Shares 62,027 Est. Cost $35.67 Unrealized +59.6%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $4,225 Shares 43,023 Est. Cost $37.65 Unrealized +105.8%
GS GOLDMAN SACHS GROUP INC 1.6%
Value ($000) $4,213 Shares 24,246 Est. Cost $125.41 Unrealized +26.7%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,097 Shares 49,423 Est. Cost $54.12 Unrealized +17.8%
C CITIGROUP INC 1.6%
Value ($000) $4,054 Shares 81,727 Est. Cost $36.21 Unrealized +12.6%
AMGN AMGEN INC 1.5%
Value ($000) $3,915 Shares 28,297 Est. Cost $76.30 Unrealized +52.3%
BA BOEING CO/THE 1.5%
Value ($000) $3,846 Shares 29,374 Est. Cost $113.69 Unrealized +8.5%
PEP PEPSICO INC 1.5%
Value ($000) $3,803 Shares 40,322 Est. Cost $57.25 Unrealized +21.4%
LQD ISHARES 1.5%
Value ($000) $3,767 Shares 32,453 Est. Cost $118.89 Unrealized
CVX CHEVRON CORP 1.4%
Value ($000) $3,534 Shares 44,804 Est. Cost $71.30 Unrealized -24.5%
CMCSA COMCAST CORP 1.4%
Value ($000) $3,533 Shares 62,116 Est. Cost $18.09 Unrealized +29.0%
IMCV ISHARES 1.4%
Value ($000) $3,518 Shares 30,775 Est. Cost $121.59 Unrealized
HON HONEYWELL 1.3%
Value ($000) $3,433 Shares 36,251 Est. Cost $55.77 Unrealized +31.5%
HCA HCA HOLDINGS INC 1.3%
Value ($000) $3,359 Shares 43,417 Est. Cost $63.39 Unrealized +29.9%
JUNIPER NETWORKS INC 1.3%
Value ($000) $3,261 Shares 126,846 Est. Cost $21.08 Unrealized
BRK/B BERKSHIRE HATHAWAY 1.3%
Value ($000) $3,256 Shares 24,968 Est. Cost $140.50 Unrealized -2.5%
DAL DELTA AIR LINES INC 1.2%
Value ($000) $3,200 Shares 71,322 Est. Cost $20.63 Unrealized +91.7%
EOG EOG RESOURCES INC 1.2%
Value ($000) $3,119 Shares 42,841 Est. Cost $69.04 Unrealized -17.2%
ACE LTD 1.2%
Value ($000) $3,099 Shares 29,967 Est. Cost $89.49 Unrealized
DUK DUKE ENERGY CORP 1.2%
Value ($000) $3,045 Shares 42,331 Est. Cost $42.70 Unrealized +10.5%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $3,004 Shares 74,703 Est. Cost $30.46 Unrealized +27.4%
IEF ISHARES 1.1%
Value ($000) $2,909 Shares 26,965 Est. Cost $104.81 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $2,881 Shares 41,765 Est. Cost $54.71 Unrealized +7.7%
PG PROCTER & GAMBLE CO/THE 1.1%
Value ($000) $2,875 Shares 39,970 Est. Cost $56.23 Unrealized +0.2%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $2,663 Shares 162,263 Est. Cost $15.83 Unrealized +8.0%
LINKEDIN CORP 1.0%
Value ($000) $2,565 Shares 13,490 Est. Cost $193.14 Unrealized
CRM SALESFORCE.COM INC 0.9%
Value ($000) $2,431 Shares 35,015 Est. Cost $61.63 Unrealized +13.6%
MAS MASCO CORP 0.9%
Value ($000) $2,429 Shares 96,454 Est. Cost $15.66 Unrealized +40.5%
GM GENERAL MOTORS CO 0.9%
Value ($000) $2,404 Shares 80,083 Est. Cost $27.18 Unrealized -11.1%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $2,387 Shares 19,519 Est. Cost $86.24 Unrealized +46.5%
TSN TYSON FOODS INC-CL A 0.9%
Value ($000) $2,307 Shares 53,537 Est. Cost $32.11 Unrealized +3.7%
ITC HOLDINGS CORP 0.9%
Value ($000) $2,300 Shares 69,001 Est. Cost $55.60 Unrealized
M MACY'S INC 0.9%
Value ($000) $2,290 Shares 44,623 Est. Cost $59.38 Unrealized +5.6%
GOOGLE INC 0.9%
Value ($000) $2,234 Shares 3,672 Est. Cost $575.22 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,205 Shares 61,054 Est. Cost $28.70 Unrealized +14.7%
AMAT APPLIED MATERIALS INC 0.8%
Value ($000) $2,180 Shares 148,392 Est. Cost $19.64 Unrealized -24.9%
CHKP CHECK POINT SOFTWARE TECH 0.8%
Value ($000) $2,130 Shares 26,854 Est. Cost $48.11 Unrealized +66.0%
EIX EDISON 0.8%
Value ($000) $2,080 Shares 32,983 Est. Cost $38.02 Unrealized +3.4%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $2,073 Shares 36,645 Est. Cost $47.83 Unrealized +4.0%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $1,996 Shares 24,657 Est. Cost $61.73 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $1,859 Shares 24,393 Est. Cost $38.68 Unrealized +37.0%
KANSAS CITY SOUTHERN 0.7%
Value ($000) $1,793 Shares 19,733 Est. Cost $121.19 Unrealized
MEAD JOHNSON NUTRITION CO 0.7%
Value ($000) $1,785 Shares 25,355 Est. Cost $83.43 Unrealized
MOS MOSAIC CO/THE 0.7%
Value ($000) $1,740 Shares 55,928 Est. Cost $39.15 Unrealized -14.3%
EFV ISHARES 0.6%
Value ($000) $1,670 Shares 36,061 Est. Cost $50.27 Unrealized
SPG SIMON PROPERTY GROUP INC 0.6%
Value ($000) $1,600 Shares 8,707 Est. Cost $103.35 Unrealized +5.2%
TGT TARGET CORP 0.6%
Value ($000) $1,597 Shares 20,302 Est. Cost $58.64 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL-CL A 0.6%
Value ($000) $1,508 Shares 2,093 Est. Cost $14.22 Unrealized 0.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,381 Shares 25,688 Est. Cost $47.42 Unrealized -6.9%
FAF FIRST AMERICAN FINANCIAL 0.5%
Value ($000) $1,291 Shares 33,040 Est. Cost $16.55 Unrealized +69.8%
CORELOGIC INC 0.5%
Value ($000) $1,277 Shares 34,287 Est. Cost $23.17 Unrealized
SPY SPDR 0.5%
Value ($000) $1,271 Shares 6,631 Est. Cost $194.43 Unrealized
KO COCA-COLA CO/THE 0.4%
Value ($000) $1,143 Shares 28,492 Est. Cost $27.85 Unrealized +3.5%
POWERSHARES 0.4%
Value ($000) $1,064 Shares 73,623 Est. Cost $17.23 Unrealized
SLYV SPDR 0.3%
Value ($000) $803 Shares 8,501 Est. Cost $103.91 Unrealized
VNQ VANGUARD 0.3%
Value ($000) $673 Shares 8,903 Est. Cost $78.42 Unrealized
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $547 Shares 5,945 Est. Cost $76.03 Unrealized
DOW CHEMICAL CO/THE 0.2%
Value ($000) $546 Shares 12,882 Est. Cost $42.38 Unrealized
POWERSHARES 0.2%
Value ($000) $487 Shares 22,065 Est. Cost $22.10 Unrealized
HYG ISHARES 0.2%
Value ($000) $480 Shares 5,759 Est. Cost $90.52 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $446 Shares 4,744 Est. Cost $92.02 Unrealized 0.0%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $446 Shares 16,700 Est. Cost $20.73 Unrealized -10.5%
POWERSHARES 0.1%
Value ($000) $352 Shares 9,795 Est. Cost $35.78 Unrealized
IWV ISHARES 0.1%
Value ($000) $245 Shares 2,152 Est. Cost $122.28 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $237 Shares 5,000 Est. Cost $26.93 Unrealized +30.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $233 Shares 2,495 Est. Cost $61.64 Unrealized +17.6%
ALLERGAN PLC.COM USD0.0001 0.1%
Value ($000) $223 Shares 820 Est. Cost $303.66 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $207 Shares 4,322 Est. Cost $36.80 Unrealized 0.0%
MBB ISHARES 0.1%
Value ($000) $203 Shares 1,848 Est. Cost $108.77 Unrealized
DALA PETROLEUM CORP 0.0%
Value ($000) $20 Shares 240,000 Est. Cost $0.08 Unrealized