FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 7, 2016

Total Value ($000): $271,371 (100.0% shares, 0.0% debt)

Holdings (95)

AMZN AMAZON.COM INC 3.2%
Value ($000) $8,662 Shares 12,815 Est. Cost $14.52 Unrealized +117.1%
AAPL APPLE, INC. 3.1%
Value ($000) $8,379 Shares 79,609 Est. Cost $17.88 Unrealized +43.9%
GENERAL ELECTRIC CO 3.1%
Value ($000) $8,325 Shares 267,243 Est. Cost $24.21 Unrealized
AGG ISHARES 2.5%
Value ($000) $6,819 Shares 63,134 Est. Cost $109.84 Unrealized
JPM JP MORGAN CHASE & CO 2.4%
Value ($000) $6,623 Shares 100,302 Est. Cost $36.72 Unrealized +35.3%
MSFT MICROSOFT CORP 2.4%
Value ($000) $6,434 Shares 115,977 Est. Cost $26.74 Unrealized +71.8%
DVY ISHARES 2.3%
Value ($000) $6,144 Shares 81,755 Est. Cost $74.54 Unrealized
PFE PFIZER INC 2.2%
Value ($000) $6,097 Shares 188,892 Est. Cost $17.00 Unrealized +19.8%
V VISA INC-CLASS A SHARES 2.2%
Value ($000) $5,973 Shares 77,025 Est. Cost $56.38 Unrealized +28.0%
GOOGL ALPHABET INC 2.2%
Value ($000) $5,851 Shares 7,520 Est. Cost $36.73 Unrealized 0.0%
WFC WELLS FARGO & CO 2.1%
Value ($000) $5,594 Shares 102,911 Est. Cost $27.36 Unrealized +49.2%
XOM EXXON MOBIL CORPORATION 2.0%
Value ($000) $5,523 Shares 70,852 Est. Cost $54.99 Unrealized -6.5%
GS GOLDMAN SACHS GROUP INC 2.0%
Value ($000) $5,492 Shares 30,475 Est. Cost $130.67 Unrealized +15.7%
DIS WALT DISNEY COMPANY/THE 2.0%
Value ($000) $5,305 Shares 50,488 Est. Cost $56.42 Unrealized +81.2%
C CITIGROUP INC 1.9%
Value ($000) $5,236 Shares 101,187 Est. Cost $36.87 Unrealized +7.5%
BMY BRISTOL MYERS SQUIBB CO 1.9%
Value ($000) $5,105 Shares 74,208 Est. Cost $45.16 Unrealized +3.4%
PEP PEPSICO INC 1.9%
Value ($000) $5,061 Shares 50,646 Est. Cost $60.55 Unrealized +21.3%
LOW LOWE'S COMPANIES INC 1.7%
Value ($000) $4,735 Shares 62,263 Est. Cost $35.67 Unrealized +73.0%
CVS CVS CAREMARK CORP 1.7%
Value ($000) $4,702 Shares 48,090 Est. Cost $51.96 Unrealized +39.7%
META FACEBOOK INC 1.7%
Value ($000) $4,624 Shares 44,181 Est. Cost $77.97 Unrealized +30.8%
VTV VANGUARD 1.7%
Value ($000) $4,606 Shares 56,502 Est. Cost $79.81 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $4,575 Shares 28,178 Est. Cost $76.30 Unrealized +52.7%
T AT&T INC 1.7%
Value ($000) $4,541 Shares 131,974 Est. Cost $11.53 Unrealized +7.9%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $4,409 Shares 43,571 Est. Cost $38.10 Unrealized +91.4%
BA BOEING CO/THE 1.6%
Value ($000) $4,263 Shares 29,483 Est. Cost $113.69 Unrealized +13.4%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,245 Shares 49,423 Est. Cost $54.12 Unrealized +20.5%
UNH UNITED HEALTH GROUP INC 1.5%
Value ($000) $4,104 Shares 34,887 Est. Cost $63.84 Unrealized +55.5%
LQD ISHARES 1.4%
Value ($000) $3,805 Shares 33,375 Est. Cost $118.75 Unrealized
HON HONEYWELL 1.4%
Value ($000) $3,742 Shares 36,126 Est. Cost $55.77 Unrealized +33.2%
CVX CHEVRON CORP 1.4%
Value ($000) $3,688 Shares 40,994 Est. Cost $71.30 Unrealized -18.0%
DAL DELTA AIR LINES INC 1.3%
Value ($000) $3,629 Shares 71,589 Est. Cost $20.63 Unrealized +111.7%
CMCSA COMCAST CORP 1.3%
Value ($000) $3,561 Shares 63,100 Est. Cost $18.18 Unrealized +30.7%
ORCL ORACLE CORP 1.3%
Value ($000) $3,460 Shares 94,717 Est. Cost $30.16 Unrealized +8.8%
ACE LTD 1.3%
Value ($000) $3,458 Shares 29,591 Est. Cost $89.49 Unrealized
EIX EDISON 1.2%
Value ($000) $3,314 Shares 55,973 Est. Cost $39.13 Unrealized +4.1%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $3,307 Shares 73,642 Est. Cost $30.46 Unrealized +20.0%
PG PROCTER & GAMBLE CO/THE 1.1%
Value ($000) $3,060 Shares 38,539 Est. Cost $56.23 Unrealized +3.0%
PRU PRUDENTIAL FINANCIAL INC 1.1%
Value ($000) $3,012 Shares 36,997 Est. Cost $43.43 Unrealized +21.1%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value ($000) $2,986 Shares 161,898 Est. Cost $15.83 Unrealized +13.2%
TSN TYSON FOODS INC-CL A 1.1%
Value ($000) $2,957 Shares 55,445 Est. Cost $32.31 Unrealized +16.6%
IEF ISHARES 1.1%
Value ($000) $2,931 Shares 27,755 Est. Cost $104.83 Unrealized
IMCV ISHARES 1.0%
Value ($000) $2,832 Shares 23,828 Est. Cost $121.59 Unrealized
CRM SALESFORCE.COM INC 1.0%
Value ($000) $2,830 Shares 36,100 Est. Cost $62.10 Unrealized +24.2%
BRK/B BERKSHIRE HATHAWAY 1.0%
Value ($000) $2,733 Shares 20,699 Est. Cost $140.50 Unrealized -4.5%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $2,728 Shares 19,237 Est. Cost $86.24 Unrealized +50.2%
QCOM QUALCOMM INC 1.0%
Value ($000) $2,717 Shares 54,359 Est. Cost $43.50 Unrealized -8.1%
ITC HOLDINGS CORP 1.0%
Value ($000) $2,714 Shares 69,151 Est. Cost $55.60 Unrealized
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $2,584 Shares 37,052 Est. Cost $54.71 Unrealized +2.5%
GM GENERAL MOTORS CO 0.9%
Value ($000) $2,568 Shares 75,536 Est. Cost $27.18 Unrealized +1.9%
EOG EOG RESOURCES INC 0.9%
Value ($000) $2,452 Shares 34,638 Est. Cost $69.04 Unrealized -13.4%
LINKEDIN CORP 0.9%
Value ($000) $2,398 Shares 10,651 Est. Cost $193.14 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.9%
Value ($000) $2,393 Shares 28,404 Est. Cost $76.05 Unrealized 0.0%
GOOG ALPHABET INC 0.9%
Value ($000) $2,392 Shares 3,152 Est. Cost $35.61 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $2,355 Shares 37,586 Est. Cost $47.94 Unrealized +9.3%
CHKP CHECK POINT SOFTWARE TECH 0.8%
Value ($000) $2,196 Shares 26,994 Est. Cost $48.11 Unrealized +72.3%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $2,143 Shares 24,516 Est. Cost $61.73 Unrealized
ETN EATON CORP PLC 0.7%
Value ($000) $2,010 Shares 38,616 Est. Cost $43.05 Unrealized 0.0%
MEAD JOHNSON NUTRITION CO 0.7%
Value ($000) $1,952 Shares 24,723 Est. Cost $83.43 Unrealized
KANSAS CITY SOUTHERN 0.7%
Value ($000) $1,847 Shares 24,728 Est. Cost $111.79 Unrealized
HCA HCA HOLDINGS INC 0.7%
Value ($000) $1,776 Shares 26,254 Est. Cost $63.39 Unrealized +2.3%
DUK DUKE ENERGY CORP 0.6%
Value ($000) $1,733 Shares 24,268 Est. Cost $42.70 Unrealized +8.6%
SPG SIMON PROPERTY GROUP INC 0.6%
Value ($000) $1,722 Shares 8,857 Est. Cost $103.56 Unrealized +11.9%
EFV ISHARES 0.6%
Value ($000) $1,594 Shares 34,261 Est. Cost $50.27 Unrealized
JUNIPER NETWORKS INC 0.6%
Value ($000) $1,547 Shares 56,078 Est. Cost $21.08 Unrealized
TGT TARGET CORP 0.6%
Value ($000) $1,522 Shares 20,962 Est. Cost $58.53 Unrealized -5.6%
XPO XPO LOGISTICS INC COM 0.5%
Value ($000) $1,380 Shares 50,618 Est. Cost $9.93 Unrealized 0.0%
MCY MERCURY GENERAL CORP 0.5%
Value ($000) $1,300 Shares 27,900 Est. Cost $50.65 Unrealized 0.0%
SPY SPDR 0.5%
Value ($000) $1,226 Shares 6,013 Est. Cost $194.43 Unrealized
MOS MOSAIC CO/THE 0.4%
Value ($000) $1,220 Shares 44,227 Est. Cost $39.15 Unrealized -33.2%
KO COCA-COLA CO/THE 0.4%
Value ($000) $1,200 Shares 27,925 Est. Cost $27.85 Unrealized +10.7%
M MACY'S INC 0.4%
Value ($000) $1,189 Shares 33,983 Est. Cost $59.38 Unrealized -27.0%
FAF FIRST AMERICAN FINANCIAL 0.4%
Value ($000) $1,186 Shares 33,040 Est. Cost $16.55 Unrealized +65.4%
CORELOGIC INC 0.4%
Value ($000) $1,161 Shares 34,287 Est. Cost $23.17 Unrealized
POWERSHARES 0.4%
Value ($000) $1,014 Shares 74,707 Est. Cost $17.18 Unrealized
CMG CHIPOTLE MEXICAN GRILL-CL A 0.3%
Value ($000) $915 Shares 1,907 Est. Cost $14.22 Unrealized -14.0%
VNQ VANGUARD 0.3%
Value ($000) $823 Shares 10,320 Est. Cost $78.61 Unrealized
SLYV SPDR 0.3%
Value ($000) $720 Shares 7,753 Est. Cost $103.91 Unrealized
DOW CHEMICAL CO/THE 0.2%
Value ($000) $648 Shares 12,582 Est. Cost $42.38 Unrealized
POWERSHARES 0.2%
Value ($000) $597 Shares 25,814 Est. Cost $22.25 Unrealized
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $511 Shares 5,945 Est. Cost $76.03 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $487 Shares 4,744 Est. Cost $92.02 Unrealized -2.2%
HYG ISHARES 0.2%
Value ($000) $461 Shares 5,711 Est. Cost $90.52 Unrealized
POWERSHARES 0.2%
Value ($000) $442 Shares 11,457 Est. Cost $36.18 Unrealized
SU SUNCOR ENERGY INC 0.2%
Value ($000) $431 Shares 16,700 Est. Cost $20.73 Unrealized -7.2%
IVE ISHARES 0.1%
Value ($000) $309 Shares 3,488 Est. Cost $88.59 Unrealized
EFA ISHARES 0.1%
Value ($000) $266 Shares 4,535 Est. Cost $58.65 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $254 Shares 2,469 Est. Cost $61.64 Unrealized +23.2%
IVW ISHARES 0.1%
Value ($000) $241 Shares 2,079 Est. Cost $115.92 Unrealized
MBB ISHARES 0.1%
Value ($000) $233 Shares 2,160 Est. Cost $108.64 Unrealized
BIV VANGUARD 0.1%
Value ($000) $228 Shares 2,741 Est. Cost $83.18 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $225 Shares 5,000 Est. Cost $26.93 Unrealized +24.2%
ALLERGAN PLC.COM USD0.0001 0.1%
Value ($000) $205 Shares 655 Est. Cost $303.66 Unrealized
MMM 3M CO 0.1%
Value ($000) $204 Shares 1,353 Est. Cost $92.11 Unrealized 0.0%
POWERSHARES 0.1%
Value ($000) $204 Shares 8,623 Est. Cost $23.66 Unrealized
DALA PETROLEUM CORP 0.0%
Value ($000) $16 Shares 240,000 Est. Cost $0.08 Unrealized