FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 10, 2013

Total Value ($000): $266,454 (100.0% shares, 0.0% debt)

Holdings (122)

AAPL APPLE, INC. 3.3%
Value ($000) $8,693 Shares 21,924 Est. Cost $13.16 Unrealized 0.0%
ALERIAN 3.0%
Value ($000) $7,946 Shares 445,185 Est. Cost $17.85 Unrealized
XOM EXXON MOBIL CORPORATION 2.9%
Value ($000) $7,818 Shares 86,537 Est. Cost $53.69 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $7,593 Shares 143,838 Est. Cost $36.24 Unrealized 0.0%
PG PROCTER & GAMBLE CO/THE 2.7%
Value ($000) $7,071 Shares 91,850 Est. Cost $55.00 Unrealized 0.0%
GLD SPDR 2.6%
Value ($000) $6,949 Shares 58,342 Est. Cost $119.11 Unrealized
CVX CHEVRON CORP 2.6%
Value ($000) $6,908 Shares 58,371 Est. Cost $71.30 Unrealized 0.0%
WFC WELLS FARGO & CO 2.3%
Value ($000) $6,043 Shares 146,437 Est. Cost $27.36 Unrealized 0.0%
GOOGLE INC-CL A 2.2%
Value ($000) $5,923 Shares 6,728 Est. Cost $880.35 Unrealized
V VISA INC-CLASS A SHARES 2.2%
Value ($000) $5,821 Shares 31,854 Est. Cost $40.02 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 2.2%
Value ($000) $5,788 Shares 38,262 Est. Cost $120.06 Unrealized 0.0%
PFE PFIZER INC 2.1%
Value ($000) $5,533 Shares 197,550 Est. Cost $16.46 Unrealized 0.0%
GENERAL ELECTRIC CO 2.0%
Value ($000) $5,456 Shares 235,239 Est. Cost $23.19 Unrealized
KO COCA-COLA CO/THE 2.0%
Value ($000) $5,440 Shares 135,635 Est. Cost $27.85 Unrealized 0.0%
UPS UNITED PARCEL SERVICE - CLASS B 2.0%
Value ($000) $5,396 Shares 62,391 Est. Cost $55.38 Unrealized 0.0%
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,308 Shares 153,673 Est. Cost $26.70 Unrealized 0.0%
DIS WALT DISNEY COMPANY/THE 1.9%
Value ($000) $4,948 Shares 78,353 Est. Cost $56.11 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $4,715 Shares 193,759 Est. Cost $15.24 Unrealized 0.0%
C CITIGROUP INC 1.6%
Value ($000) $4,158 Shares 86,682 Est. Cost $35.76 Unrealized 0.0%
AMGN AMGEN INC 1.5%
Value ($000) $4,037 Shares 40,919 Est. Cost $73.34 Unrealized 0.0%
GPC GENUINE PARTS CO 1.5%
Value ($000) $3,886 Shares 49,773 Est. Cost $54.12 Unrealized 0.0%
ORCL ORACLE CORP 1.4%
Value ($000) $3,712 Shares 120,873 Est. Cost $27.58 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO 1.4%
Value ($000) $3,692 Shares 59,808 Est. Cost $61.73 Unrealized
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $3,674 Shares 42,412 Est. Cost $49.85 Unrealized 0.0%
DUK DUKE ENERGY CORP 1.4%
Value ($000) $3,623 Shares 53,677 Est. Cost $41.83 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 1.4%
Value ($000) $3,619 Shares 52,530 Est. Cost $68.89 Unrealized
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $3,539 Shares 47,338 Est. Cost $59.62 Unrealized 0.0%
T AT&T INC 1.3%
Value ($000) $3,481 Shares 98,325 Est. Cost $11.40 Unrealized 0.0%
WMT WAL-MART STORES INC 1.3%
Value ($000) $3,403 Shares 45,680 Est. Cost $19.98 Unrealized 0.0%
MET METLIFE INC 1.3%
Value ($000) $3,350 Shares 73,208 Est. Cost $24.43 Unrealized 0.0%
AMZN AMAZON.COM INC 1.2%
Value ($000) $3,280 Shares 11,811 Est. Cost $13.32 Unrealized 0.0%
PEP PEPSICO INC 1.2%
Value ($000) $3,252 Shares 39,765 Est. Cost $56.00 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 1.2%
Value ($000) $3,096 Shares 42,404 Est. Cost $38.68 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $3,029 Shares 42,261 Est. Cost $52.90 Unrealized 0.0%
ACE LTD 1.1%
Value ($000) $3,026 Shares 33,815 Est. Cost $89.49 Unrealized
ITC HOLDINGS CORP 1.1%
Value ($000) $2,985 Shares 32,699 Est. Cost $91.29 Unrealized
CORELOGIC INC 1.1%
Value ($000) $2,799 Shares 120,818 Est. Cost $23.17 Unrealized
JOHNSON CONTROLS INC 1.0%
Value ($000) $2,793 Shares 78,055 Est. Cost $35.78 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $2,787 Shares 45,617 Est. Cost $45.06 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $2,768 Shares 42,278 Est. Cost $50.75 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY 1.0%
Value ($000) $2,753 Shares 24,600 Est. Cost $110.02 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $2,742 Shares 24,802 Est. Cost $86.56 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $2,549 Shares 49,722 Est. Cost $36.21 Unrealized 0.0%
CF CF INDUSTRIES HOLDINGS INC 0.9%
Value ($000) $2,517 Shares 14,673 Est. Cost $26.73 Unrealized 0.0%
HESS CORP 0.9%
Value ($000) $2,464 Shares 37,060 Est. Cost $66.49 Unrealized
HON HONEYWELL 0.9%
Value ($000) $2,444 Shares 30,796 Est. Cost $53.13 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH 0.9%
Value ($000) $2,440 Shares 49,108 Est. Cost $48.11 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,297 Shares 23,239 Est. Cost $78.11 Unrealized 0.0%
MCD MCDONALD'S CORP 0.9%
Value ($000) $2,290 Shares 23,130 Est. Cost $71.80 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $2,280 Shares 26,946 Est. Cost $79.76 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $2,178 Shares 62,443 Est. Cost $28.85 Unrealized 0.0%
BED BATH & BEYOND INC 0.8%
Value ($000) $2,161 Shares 30,458 Est. Cost $70.95 Unrealized
NTAP NETAPP INC 0.8%
Value ($000) $2,142 Shares 56,690 Est. Cost $26.74 Unrealized 0.0%
LOW LOWE'S COMPANIES INC 0.8%
Value ($000) $2,118 Shares 51,788 Est. Cost $32.16 Unrealized 0.0%
FAF FIRST AMERICAN FINANCIAL 0.8%
Value ($000) $2,026 Shares 91,930 Est. Cost $16.55 Unrealized 0.0%
JUNIPER NETWORKS INC 0.7%
Value ($000) $1,994 Shares 103,280 Est. Cost $19.31 Unrealized
FCX FREE PORT-MCMORAN 0.7%
Value ($000) $1,949 Shares 70,585 Est. Cost $24.45 Unrealized 0.0%
ADT CORP/THE 0.7%
Value ($000) $1,915 Shares 48,059 Est. Cost $39.85 Unrealized
CMCSA COMCAST CORP - 0.7%
Value ($000) $1,828 Shares 43,787 Est. Cost $15.62 Unrealized 0.0%
TYCO INTERNATIONAL LTD 0.7%
Value ($000) $1,815 Shares 55,073 Est. Cost $32.96 Unrealized
DVY ISHARES 0.7%
Value ($000) $1,814 Shares 28,332 Est. Cost $64.03 Unrealized
DAL DELTA AIR LINES INC 0.7%
Value ($000) $1,779 Shares 95,075 Est. Cost $14.99 Unrealized 0.0%
PENTAIR LTD 0.6%
Value ($000) $1,730 Shares 29,973 Est. Cost $57.72 Unrealized
IEF ISHARES 0.6%
Value ($000) $1,690 Shares 16,486 Est. Cost $102.51 Unrealized
MAS MASCO CORP 0.6%
Value ($000) $1,585 Shares 81,319 Est. Cost $14.92 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD 0.6%
Value ($000) $1,499 Shares 128,011 Est. Cost $11.71 Unrealized
LINKEDIN CORP 0.5%
Value ($000) $1,287 Shares 7,219 Est. Cost $178.28 Unrealized
AGG ISHARES 0.5%
Value ($000) $1,275 Shares 11,896 Est. Cost $107.18 Unrealized
LQD ISHARES 0.5%
Value ($000) $1,235 Shares 10,867 Est. Cost $113.65 Unrealized
HARMAN INTERNATIONAL 0.5%
Value ($000) $1,229 Shares 22,684 Est. Cost $54.18 Unrealized
ADM ARCHER DANIELS MIDLAND 0.4%
Value ($000) $1,187 Shares 35,005 Est. Cost $23.37 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $797 Shares 5,169 Est. Cost $57.06 Unrealized 0.0%
VTV VANGUARD 0.3%
Value ($000) $716 Shares 10,594 Est. Cost $67.59 Unrealized
IJS ISHARES 0.2%
Value ($000) $662 Shares 7,080 Est. Cost $93.50 Unrealized
IJJ ISHARES 0.2%
Value ($000) $646 Shares 6,380 Est. Cost $101.25 Unrealized
COHEN & STEERS REIT & PFD INC FD 0.2%
Value ($000) $563 Shares 32,569 Est. Cost $17.29 Unrealized
DE DEERE & CO. 0.2%
Value ($000) $559 Shares 6,873 Est. Cost $68.04 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $545 Shares 10,813 Est. Cost $27.04 Unrealized 0.0%
POWERSHARES 0.2%
Value ($000) $497 Shares 30,435 Est. Cost $16.33 Unrealized
SPY SPDR 0.2%
Value ($000) $481 Shares 3,000 Est. Cost $160.33 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $464 Shares 10,378 Est. Cost $28.67 Unrealized 0.0%
VIG VANGUARD 0.2%
Value ($000) $444 Shares 6,704 Est. Cost $66.23 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $430 Shares 4,997 Est. Cost $59.66 Unrealized 0.0%
GLAXOSMITHKLINE PLC - ADR 0.2%
Value ($000) $415 Shares 8,300 Est. Cost $50.00 Unrealized
BLACKROCK 0.2%
Value ($000) $404 Shares 31,155 Est. Cost $12.97 Unrealized
NUVEEN 0.1%
Value ($000) $397 Shares 29,800 Est. Cost $13.32 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $394 Shares 6,876 Est. Cost $44.38 Unrealized 0.0%
TJX TJX COMPANIES INC 0.1%
Value ($000) $393 Shares 7,845 Est. Cost $20.82 Unrealized 0.0%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $392 Shares 5,547 Est. Cost $70.67 Unrealized
EFA ISHARES 0.1%
Value ($000) $385 Shares 6,721 Est. Cost $57.28 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $379 Shares 4,565 Est. Cost $60.00 Unrealized 0.0%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $378 Shares 6,622 Est. Cost $41.44 Unrealized 0.0%
AON PLC 0.1%
Value ($000) $376 Shares 5,850 Est. Cost $64.27 Unrealized
DU PONT (E I) DE NEMOURS 0.1%
Value ($000) $374 Shares 7,115 Est. Cost $52.57 Unrealized
IJH ISHARES 0.1%
Value ($000) $348 Shares 3,013 Est. Cost $115.50 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $334 Shares 13,775 Est. Cost $17.18 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $333 Shares 4,293 Est. Cost $56.05 Unrealized 0.0%
IWR ISHARES 0.1%
Value ($000) $332 Shares 2,556 Est. Cost $129.89 Unrealized
VWO VANGUARD 0.1%
Value ($000) $310 Shares 7,982 Est. Cost $38.84 Unrealized
PRAXAIR INC 0.1%
Value ($000) $303 Shares 2,630 Est. Cost $115.21 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $301 Shares 4,377 Est. Cost $45.09 Unrealized 0.0%
TEVA TEVA PHARMACEUTIC AL-SP ADR 0.1%
Value ($000) $296 Shares 7,543 Est. Cost $39.24 Unrealized
MMM 3M CO 0.1%
Value ($000) $274 Shares 2,503 Est. Cost $61.26 Unrealized 0.0%
MKT VECTORS 0.1%
Value ($000) $265 Shares 5,169 Est. Cost $51.27 Unrealized
IJR ISHARES 0.1%
Value ($000) $262 Shares 2,897 Est. Cost $90.44 Unrealized
FISV FISERV INC 0.1%
Value ($000) $262 Shares 3,000 Est. Cost $21.93 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $253 Shares 2,719 Est. Cost $93.05 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $249 Shares 3,600 Est. Cost $49.85 Unrealized 0.0%
BA BOEING CO/THE 0.1%
Value ($000) $246 Shares 2,400 Est. Cost $80.37 Unrealized 0.0%
MRK MERCK & CO. INC 0.1%
Value ($000) $236 Shares 5,080 Est. Cost $30.02 Unrealized 0.0%
EEM ISHARES 0.1%
Value ($000) $231 Shares 6,004 Est. Cost $38.47 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $229 Shares 2,770 Est. Cost $61.55 Unrealized 0.0%
HYG ISHARES 0.1%
Value ($000) $226 Shares 2,483 Est. Cost $91.02 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $225 Shares 1,177 Est. Cost $118.94 Unrealized 0.0%
PRICELINE.COM INC 0.1%
Value ($000) $215 Shares 260 Est. Cost $826.92 Unrealized
AES AES CORP 0.1%
Value ($000) $214 Shares 17,898 Est. Cost $8.29 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $205 Shares 6,000 Est. Cost $24.40 Unrealized 0.0%
IMCV ISHARES 0.1%
Value ($000) $202 Shares 2,068 Est. Cost $97.68 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $200 Shares 2,912 Est. Cost $68.68 Unrealized
INVESCO 0.1%
Value ($000) $148 Shares 22,445 Est. Cost $6.59 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL ADR 0.0%
Value ($000) $67 Shares 10,740 Est. Cost $6.24 Unrealized
MFG MIZUHO FINANCIAL GROUP 0.0%
Value ($000) $47 Shares 11,345 Est. Cost $4.14 Unrealized