FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 7, 2013

Total Value ($000): $278,047 (100.0% shares, 0.0% debt)

Holdings (130)

AAPL APPLE, INC. 3.8%
Value ($000) $10,670 Shares 22,380 Est. Cost $13.18 Unrealized +8.3%
XOM EXXON MOBIL CORPORATION 2.6%
Value ($000) $7,100 Shares 82,519 Est. Cost $53.69 Unrealized +0.9%
ALERIAN 2.4%
Value ($000) $6,764 Shares 384,543 Est. Cost $17.85 Unrealized
GLD SPDR 2.4%
Value ($000) $6,694 Shares 52,221 Est. Cost $119.11 Unrealized
CVX CHEVRON CORP 2.3%
Value ($000) $6,486 Shares 53,385 Est. Cost $71.30 Unrealized +2.5%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $6,434 Shares 124,486 Est. Cost $36.24 Unrealized +6.3%
PG PROCTER & GAMBLE CO/THE 2.2%
Value ($000) $6,167 Shares 81,590 Est. Cost $55.00 Unrealized +2.2%
GS GOLDMAN SACHS GROUP INC 2.2%
Value ($000) $6,086 Shares 38,470 Est. Cost $120.06 Unrealized +5.9%
WFC WELLS FARGO & CO 2.2%
Value ($000) $6,006 Shares 145,346 Est. Cost $27.36 Unrealized +10.3%
GOOGLE INC-CL A 2.1%
Value ($000) $5,932 Shares 6,772 Est. Cost $880.35 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,785 Shares 173,816 Est. Cost $26.74 Unrealized +1.0%
GENERAL ELECTRIC CO 2.0%
Value ($000) $5,665 Shares 237,112 Est. Cost $23.19 Unrealized
UPS UNITED PARCEL SERVICE - CLASS B 2.0%
Value ($000) $5,571 Shares 60,971 Est. Cost $55.38 Unrealized +3.1%
C CITIGROUP INC 1.9%
Value ($000) $5,289 Shares 109,032 Est. Cost $36.14 Unrealized +4.1%
V VISA INC-CLASS A SHARES 1.9%
Value ($000) $5,180 Shares 27,105 Est. Cost $40.02 Unrealized +5.8%
KO COCA-COLA CO/THE 1.8%
Value ($000) $5,103 Shares 134,725 Est. Cost $27.85 Unrealized -3.9%
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $4,905 Shares 55,509 Est. Cost $54.35 Unrealized +8.5%
DIS WALT DISNEY COMP ANY/THE 1.7%
Value ($000) $4,853 Shares 75,245 Est. Cost $56.11 Unrealized +1.5%
PFE PFIZER INC 1.7%
Value ($000) $4,641 Shares 161,561 Est. Cost $16.46 Unrealized -0.6%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $4,603 Shares 196,411 Est. Cost $15.26 Unrealized +11.0%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $4,289 Shares 68,220 Est. Cost $37.65 Unrealized +10.3%
NATIONAL OILWELL VARCO INC 1.5%
Value ($000) $4,109 Shares 52,612 Est. Cost $68.89 Unrealized
GPC GENUINE PARTS CO 1.4%
Value ($000) $4,005 Shares 49,513 Est. Cost $54.12 Unrealized +5.4%
AMZN AMAZON.COM INC 1.3%
Value ($000) $3,704 Shares 11,847 Est. Cost $13.32 Unrealized +11.9%
EXPRESS SCRIPTS HOLDING CO 1.3%
Value ($000) $3,697 Shares 59,820 Est. Cost $61.73 Unrealized
DUK DUKE ENERGY CORP 1.3%
Value ($000) $3,659 Shares 54,796 Est. Cost $41.81 Unrealized -2.3%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $3,602 Shares 41,602 Est. Cost $49.85 Unrealized -5.0%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $3,570 Shares 47,274 Est. Cost $59.62 Unrealized +6.1%
MET METLIFE INC 1.2%
Value ($000) $3,464 Shares 73,766 Est. Cost $24.43 Unrealized +17.9%
AMGN AMGEN INC 1.2%
Value ($000) $3,405 Shares 30,424 Est. Cost $73.34 Unrealized +5.0%
WMT WAL-MART STORES INC 1.2%
Value ($000) $3,350 Shares 45,297 Est. Cost $19.98 Unrealized -1.0%
PRU PRUDENTIAL FINANCIAL INC 1.2%
Value ($000) $3,309 Shares 42,429 Est. Cost $38.68 Unrealized +21.6%
JOHNSON CONTROLS INC 1.2%
Value ($000) $3,283 Shares 79,085 Est. Cost $35.86 Unrealized
CORELOGIC INC 1.2%
Value ($000) $3,268 Shares 120,818 Est. Cost $23.17 Unrealized
ITC HOLDINGS CORP 1.1%
Value ($000) $3,186 Shares 33,948 Est. Cost $91.38 Unrealized
ACE LTD 1.1%
Value ($000) $3,156 Shares 33,739 Est. Cost $89.49 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $3,127 Shares 39,327 Est. Cost $56.00 Unrealized +1.4%
QCOM QUALCOMM INC 1.1%
Value ($000) $3,075 Shares 45,665 Est. Cost $45.06 Unrealized +3.3%
T AT&T INC 1.1%
Value ($000) $2,986 Shares 88,297 Est. Cost $11.40 Unrealized -3.9%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $2,970 Shares 41,475 Est. Cost $50.75 Unrealized +15.5%
ORCL ORACLE CORP 1.0%
Value ($000) $2,909 Shares 87,709 Est. Cost $27.58 Unrealized -1.9%
HESS CORP 1.0%
Value ($000) $2,859 Shares 36,966 Est. Cost $66.49 Unrealized
BRK/B BERKSHIRE HATHAWAY 1.0%
Value ($000) $2,798 Shares 24,650 Est. Cost $110.02 Unrealized +4.9%
CHKP CHECK POINT SOFTWARE TECH 1.0%
Value ($000) $2,794 Shares 49,396 Est. Cost $48.11 Unrealized +16.8%
NTAP NETAPP INC 1.0%
Value ($000) $2,739 Shares 64,262 Est. Cost $27.22 Unrealized +13.1%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $2,719 Shares 23,609 Est. Cost $86.56 Unrealized +5.9%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $2,543 Shares 54,958 Est. Cost $29.11 Unrealized +0.4%
DU PONT (E.I.) DE NEMOURS 0.9%
Value ($000) $2,528 Shares 43,179 Est. Cost $57.56 Unrealized
HON HONEYWELL 0.9%
Value ($000) $2,489 Shares 29,974 Est. Cost $53.13 Unrealized +8.2%
LOW LOWE'S COMPANIES INC 0.9%
Value ($000) $2,483 Shares 52,157 Est. Cost $32.16 Unrealized +13.2%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $2,364 Shares 25,650 Est. Cost $79.76 Unrealized +8.8%
BED BATH & BEYOND INC 0.8%
Value ($000) $2,361 Shares 30,516 Est. Cost $70.95 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.8%
Value ($000) $2,333 Shares 11,065 Est. Cost $26.73 Unrealized +2.8%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $2,319 Shares 23,187 Est. Cost $78.11 Unrealized +3.2%
FCX FREEPORT-MCMORAN 0.8%
Value ($000) $2,256 Shares 68,182 Est. Cost $24.45 Unrealized +5.0%
FAF FIRST AMERICAN FINANCIAL 0.8%
Value ($000) $2,238 Shares 91,930 Est. Cost $16.55 Unrealized -9.1%
MCD MCDONALD'S CORP 0.8%
Value ($000) $2,217 Shares 23,040 Est. Cost $71.80 Unrealized -1.7%
MARVELL TECHNOLOGY GROUP LTD 0.8%
Value ($000) $2,216 Shares 192,698 Est. Cost $11.64 Unrealized
DAL DELTA AIR LINES INC 0.8%
Value ($000) $2,152 Shares 91,241 Est. Cost $14.99 Unrealized +20.4%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $2,069 Shares 62,321 Est. Cost $28.85 Unrealized -4.0%
JUNIPER NETWORKS INC 0.7%
Value ($000) $2,063 Shares 103,882 Est. Cost $19.31 Unrealized
PENTAIR LTD 0.7%
Value ($000) $2,060 Shares 31,720 Est. Cost $58.12 Unrealized
ADT CORP/THE 0.7%
Value ($000) $2,029 Shares 49,901 Est. Cost $39.88 Unrealized
TYCO INTERNATIONAL LTD 0.7%
Value ($000) $1,917 Shares 54,788 Est. Cost $32.96 Unrealized
DVY ISHARES 0.7%
Value ($000) $1,878 Shares 28,313 Est. Cost $64.03 Unrealized
CMCSA COMCAST CORP - 0.7%
Value ($000) $1,815 Shares 40,238 Est. Cost $15.62 Unrealized +5.9%
IEF ISHARES 0.6%
Value ($000) $1,723 Shares 16,878 Est. Cost $102.50 Unrealized
MAS MASCO CORP 0.6%
Value ($000) $1,661 Shares 78,061 Est. Cost $14.92 Unrealized -0.6%
HARMAN INTERNATIONAL 0.5%
Value ($000) $1,458 Shares 22,004 Est. Cost $54.18 Unrealized
LINKEDIN CORP 0.5%
Value ($000) $1,291 Shares 5,246 Est. Cost $178.28 Unrealized
AGG ISHARES 0.4%
Value ($000) $1,175 Shares 10,958 Est. Cost $107.18 Unrealized
LQD ISHARES 0.4%
Value ($000) $1,001 Shares 8,814 Est. Cost $113.65 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $772 Shares 4,969 Est. Cost $57.06 Unrealized +5.4%
VTV VANGUARD 0.3%
Value ($000) $738 Shares 10,583 Est. Cost $67.59 Unrealized
IJJ ISHARES 0.2%
Value ($000) $689 Shares 6,380 Est. Cost $101.25 Unrealized
IJS ISHARES 0.2%
Value ($000) $680 Shares 6,650 Est. Cost $93.50 Unrealized
POWERSHARES 0.2%
Value ($000) $508 Shares 29,395 Est. Cost $16.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $507 Shares 10,849 Est. Cost $27.04 Unrealized -3.4%
COHEN & STEERS REIT & PFD INC FD 0.2%
Value ($000) $506 Shares 32,619 Est. Cost $17.29 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $492 Shares 5,990 Est. Cost $71.05 Unrealized 0.0%
DOW CHEMICAL CO/THE 0.2%
Value ($000) $478 Shares 12,447 Est. Cost $38.40 Unrealized
VIG VANGUARD 0.2%
Value ($000) $451 Shares 6,479 Est. Cost $66.23 Unrealized
TJX TJX COMPANIES INC 0.2%
Value ($000) $442 Shares 7,845 Est. Cost $20.82 Unrealized +8.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $439 Shares 5,072 Est. Cost $59.71 Unrealized +6.4%
AON PLC 0.2%
Value ($000) $421 Shares 5,650 Est. Cost $64.27 Unrealized
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $420 Shares 5,471 Est. Cost $70.67 Unrealized
GLAXOSMITHKLINE PLC - ADR 0.1%
Value ($000) $416 Shares 8,300 Est. Cost $50.00 Unrealized
NUVEEN 0.1%
Value ($000) $413 Shares 32,300 Est. Cost $13.28 Unrealized
BLACKROCK 0.1%
Value ($000) $407 Shares 31,195 Est. Cost $12.97 Unrealized
SPY SPDR 0.1%
Value ($000) $393 Shares 2,338 Est. Cost $160.33 Unrealized
EFA ISHARES 0.1%
Value ($000) $389 Shares 6,100 Est. Cost $57.28 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $370 Shares 1,999 Est. Cost $115.90 Unrealized -3.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $368 Shares 3,860 Est. Cost $74.87 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $348 Shares 5,018 Est. Cost $44.49 Unrealized 0.0%
CVS CAREMARK CORP 0.1%
Value ($000) $342 Shares 6,022 Est. Cost $56.79 Unrealized
HYG ISHARES 0.1%
Value ($000) $339 Shares 3,704 Est. Cost $91.18 Unrealized
IWR ISHARES 0.1%
Value ($000) $336 Shares 2,416 Est. Cost $129.89 Unrealized
VWO VANGUARD 0.1%
Value ($000) $320 Shares 7,982 Est. Cost $38.84 Unrealized
PRAXAIR INC 0.1%
Value ($000) $317 Shares 2,630 Est. Cost $115.21 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $316 Shares 13,775 Est. Cost $17.18 Unrealized -1.6%
IJH ISHARES 0.1%
Value ($000) $314 Shares 2,530 Est. Cost $115.50 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $311 Shares 4,093 Est. Cost $56.05 Unrealized +3.2%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $310 Shares 2,869 Est. Cost $93.83 Unrealized
FISV FISERV INC 0.1%
Value ($000) $303 Shares 3,000 Est. Cost $21.93 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $301 Shares 4,160 Est. Cost $45.09 Unrealized +7.2%
CLX CLOROX CO 0.1%
Value ($000) $291 Shares 3,565 Est. Cost $60.00 Unrealized -1.1%
TEVA TEVA PHARMACEUTICAL-SP ADR 0.1%
Value ($000) $285 Shares 7,543 Est. Cost $39.24 Unrealized
HMC HONDA MOTOR CO LTD - SPONS ADR 0.1%
Value ($000) $283 Shares 7,427 Est. Cost $38.10 Unrealized
BA BOEING CO/THE 0.1%
Value ($000) $282 Shares 2,400 Est. Cost $80.37 Unrealized +13.9%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $274 Shares 3,600 Est. Cost $49.85 Unrealized +9.9%
MDY SPDR 0.1%
Value ($000) $261 Shares 1,155 Est. Cost $225.97 Unrealized
PRICELINE.COM INC 0.1%
Value ($000) $258 Shares 255 Est. Cost $826.92 Unrealized
MARKET VECTORS 0.1%
Value ($000) $252 Shares 4,900 Est. Cost $51.27 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $243 Shares 2,680 Est. Cost $62.68 Unrealized 0.0%
IGSB ISHARES 0.1%
Value ($000) $242 Shares 2,299 Est. Cost $105.26 Unrealized
IJR ISHARES 0.1%
Value ($000) $241 Shares 2,417 Est. Cost $90.44 Unrealized
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $233 Shares 6,338 Est. Cost $23.37 Unrealized +9.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $231 Shares 4,855 Est. Cost $30.02 Unrealized +3.2%
CSL CARLISLE COMPANIES INC 0.1%
Value ($000) $228 Shares 3,241 Est. Cost $57.77 Unrealized 0.0%
NUVEEN 0.1%
Value ($000) $217 Shares 23,747 Est. Cost $9.14 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $216 Shares 5,045 Est. Cost $26.93 Unrealized 0.0%
GULFPORT ENERGY CORP 0.1%
Value ($000) $215 Shares 3,349 Est. Cost $64.20 Unrealized
IMCV ISHARES 0.1%
Value ($000) $212 Shares 2,027 Est. Cost $97.68 Unrealized
EEM ISHARES 0.1%
Value ($000) $208 Shares 5,095 Est. Cost $38.47 Unrealized
TIP ISHARES 0.1%
Value ($000) $203 Shares 1,802 Est. Cost $112.65 Unrealized
INVESCO 0.1%
Value ($000) $142 Shares 22,445 Est. Cost $6.59 Unrealized
INLAND REAL ESTATE CORP 0.0%
Value ($000) $117 Shares 11,431 Est. Cost $10.24 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL ADR 0.0%
Value ($000) $69 Shares 10,740 Est. Cost $6.24 Unrealized
MFG MIZUHO FINANCIAL GROUP 0.0%
Value ($000) $49 Shares 11,345 Est. Cost $4.14 Unrealized
CVS CVS CAREMARK CORP 0.0%
Value ($000) $34 Shares 600 Est. Cost $41.44 Unrealized +3.2%