FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 7, 2014

Total Value ($000): $296,173 (100.0% shares, 0.0% debt)

Holdings (125)

AAPL APPLE, INC. 4.2%
Value ($000) $12,460 Shares 22,210 Est. Cost $13.18 Unrealized +24.2%
GOOGLE INC-CL A 2.5%
Value ($000) $7,424 Shares 6,624 Est. Cost $880.35 Unrealized
XOM EXXON MOBIL CORPORATION 2.4%
Value ($000) $7,210 Shares 71,241 Est. Cost $53.69 Unrealized +4.2%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $7,066 Shares 120,821 Est. Cost $36.24 Unrealized +9.4%
ALERIAN 2.3%
Value ($000) $6,796 Shares 381,969 Est. Cost $17.85 Unrealized
GS GOLDMAN SACHS GROUP INC 2.3%
Value ($000) $6,703 Shares 37,818 Est. Cost $120.06 Unrealized +8.8%
CVX CHEVRON CORP 2.2%
Value ($000) $6,595 Shares 52,792 Est. Cost $71.30 Unrealized +1.7%
WFC WELLS FARGO & CO 2.2%
Value ($000) $6,580 Shares 144,928 Est. Cost $27.36 Unrealized +12.4%
PG PROCTER & GAMBLE CO/THE 2.2%
Value ($000) $6,567 Shares 80,660 Est. Cost $55.00 Unrealized +5.5%
MSFT MICROSOFT CORP 2.2%
Value ($000) $6,541 Shares 174,856 Est. Cost $26.74 Unrealized +12.3%
GENERAL ELECTRIC CO 2.2%
Value ($000) $6,533 Shares 233,063 Est. Cost $23.19 Unrealized
V VISA INC-CLASS A SHARES 2.0%
Value ($000) $5,858 Shares 26,306 Est. Cost $40.02 Unrealized +15.7%
DIS WALT DISNEY COMP ANY/THE 1.9%
Value ($000) $5,744 Shares 75,177 Est. Cost $56.11 Unrealized +9.9%
C CITIGROUP INC 1.9%
Value ($000) $5,743 Shares 110,220 Est. Cost $36.16 Unrealized +4.2%
KO COCA-COLA CO/THE 1.9%
Value ($000) $5,513 Shares 133,450 Est. Cost $27.85 Unrealized -3.3%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $5,104 Shares 56,640 Est. Cost $54.56 Unrealized +19.2%
PFE PFIZER INC 1.6%
Value ($000) $4,790 Shares 156,382 Est. Cost $16.46 Unrealized +7.1%
AMZN AMAZON.COM INC 1.6%
Value ($000) $4,719 Shares 11,834 Est. Cost $13.32 Unrealized +35.0%
UPS UNITED PARCEL SERVICE - CLASS B 1.5%
Value ($000) $4,496 Shares 42,785 Est. Cost $55.38 Unrealized +16.4%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $4,407 Shares 58,686 Est. Cost $37.65 Unrealized +28.5%
GENERAL MOTORS 1.5%
Value ($000) $4,333 Shares 106,002 Est. Cost $40.88 Unrealized
CORELOGIC INC 1.4%
Value ($000) $4,182 Shares 117,708 Est. Cost $23.17 Unrealized
EXPRESS SCRIPTS HOLDING CO 1.4%
Value ($000) $4,171 Shares 59,370 Est. Cost $61.73 Unrealized
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $4,155 Shares 45,797 Est. Cost $59.62 Unrealized +16.2%
DU PONT (E.I.) DE NEMOURS 1.4%
Value ($000) $4,133 Shares 63,610 Est. Cost $59.94 Unrealized
GPC GENUINE PARTS CO 1.4%
Value ($000) $4,118 Shares 49,513 Est. Cost $54.12 Unrealized +5.7%
JOHNSON CONTROLS INC 1.3%
Value ($000) $3,973 Shares 77,452 Est. Cost $35.86 Unrealized
MET METLIFE INC 1.3%
Value ($000) $3,894 Shares 72,210 Est. Cost $24.43 Unrealized +23.3%
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value ($000) $3,880 Shares 42,075 Est. Cost $38.68 Unrealized +33.1%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $3,612 Shares 41,464 Est. Cost $49.85 Unrealized -4.0%
EOG EOG RESOURCES INC 1.2%
Value ($000) $3,601 Shares 21,453 Est. Cost $62.33 Unrealized 0.0%
WMT WAL-MART STORES INC 1.2%
Value ($000) $3,553 Shares 45,146 Est. Cost $19.98 Unrealized +1.8%
ACE LTD 1.2%
Value ($000) $3,419 Shares 33,028 Est. Cost $89.49 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $3,370 Shares 45,388 Est. Cost $45.06 Unrealized +11.8%
AMGN AMGEN INC 1.1%
Value ($000) $3,345 Shares 29,321 Est. Cost $73.34 Unrealized +10.6%
GLD SPDR 1.1%
Value ($000) $3,300 Shares 28,414 Est. Cost $119.11 Unrealized
ITC HOLDINGS CORP 1.1%
Value ($000) $3,235 Shares 33,767 Est. Cost $91.38 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $3,231 Shares 38,958 Est. Cost $56.00 Unrealized +3.1%
ORCL ORACLE CORP 1.1%
Value ($000) $3,161 Shares 82,625 Est. Cost $27.58 Unrealized +4.4%
CHKP CHECK POINT SOFTWARE TECH 1.1%
Value ($000) $3,130 Shares 48,517 Est. Cost $48.11 Unrealized +25.0%
ADT CORP/THE 1.0%
Value ($000) $3,054 Shares 75,459 Est. Cost $40.08 Unrealized
T AT&T INC 1.0%
Value ($000) $3,017 Shares 85,801 Est. Cost $11.40 Unrealized -2.0%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $2,921 Shares 54,958 Est. Cost $29.11 Unrealized +17.3%
BRK/B BERKSHIRE HATHAWAY 1.0%
Value ($000) $2,917 Shares 24,600 Est. Cost $110.02 Unrealized +5.1%
MARVELL TECHNOLOGY GROUP LTD 1.0%
Value ($000) $2,893 Shares 201,192 Est. Cost $11.76 Unrealized
DUK DUKE ENERGY CORP 1.0%
Value ($000) $2,886 Shares 41,825 Est. Cost $41.81 Unrealized +1.3%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $2,807 Shares 23,590 Est. Cost $86.56 Unrealized +9.9%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $2,804 Shares 125,038 Est. Cost $15.26 Unrealized -0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $2,798 Shares 25,130 Est. Cost $79.76 Unrealized +19.9%
NATIONAL OILWELL VARCO INC 0.9%
Value ($000) $2,752 Shares 34,598 Est. Cost $68.89 Unrealized
HON HONEYWELL 0.9%
Value ($000) $2,704 Shares 29,601 Est. Cost $53.13 Unrealized +14.5%
NTAP NETAPP INC 0.9%
Value ($000) $2,662 Shares 64,709 Est. Cost $27.22 Unrealized +10.8%
FAF FIRST AMERICAN FINANCIAL 0.9%
Value ($000) $2,592 Shares 91,930 Est. Cost $16.55 Unrealized +6.3%
LOW LOWE'S COMPANIES INC 0.9%
Value ($000) $2,541 Shares 51,298 Est. Cost $32.16 Unrealized +21.7%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $2,497 Shares 22,602 Est. Cost $78.11 Unrealized +9.8%
PENTAIR LTD 0.8%
Value ($000) $2,489 Shares 32,046 Est. Cost $58.32 Unrealized
BED BATH & BEYOND INC 0.8%
Value ($000) $2,452 Shares 30,545 Est. Cost $70.95 Unrealized
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $2,338 Shares 60,985 Est. Cost $28.85 Unrealized +1.3%
FCX FREEPORT-MCMORAN 0.8%
Value ($000) $2,318 Shares 61,412 Est. Cost $24.45 Unrealized +23.0%
JUNIPER NETWORKS INC 0.8%
Value ($000) $2,290 Shares 101,468 Est. Cost $19.31 Unrealized
TYCO INTERNATIONAL LTD 0.7%
Value ($000) $2,185 Shares 53,239 Est. Cost $32.96 Unrealized
DVY ISHARES 0.7%
Value ($000) $2,116 Shares 29,649 Est. Cost $64.36 Unrealized
HESS CORP 0.7%
Value ($000) $2,091 Shares 25,191 Est. Cost $66.49 Unrealized
CMCSA COMCAST CORP - 0.7%
Value ($000) $2,059 Shares 39,614 Est. Cost $15.62 Unrealized +17.7%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,001 Shares 26,580 Est. Cost $50.75 Unrealized +16.4%
LINKEDIN CORP 0.6%
Value ($000) $1,788 Shares 8,242 Est. Cost $192.33 Unrealized
HARMAN INTERNATIONAL 0.6%
Value ($000) $1,775 Shares 21,693 Est. Cost $54.18 Unrealized
MAS MASCO CORP 0.6%
Value ($000) $1,763 Shares 77,418 Est. Cost $14.92 Unrealized +4.1%
IEF ISHARES 0.6%
Value ($000) $1,696 Shares 17,088 Est. Cost $102.46 Unrealized
DAL DELTA AIR LINES INC 0.6%
Value ($000) $1,655 Shares 60,271 Est. Cost $14.99 Unrealized +55.6%
AGG ISHARES 0.4%
Value ($000) $1,185 Shares 11,134 Est. Cost $107.17 Unrealized
SPY SPDR 0.3%
Value ($000) $1,029 Shares 5,572 Est. Cost $174.46 Unrealized
LQD ISHARES 0.3%
Value ($000) $946 Shares 8,289 Est. Cost $113.65 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $794 Shares 4,724 Est. Cost $57.06 Unrealized +6.1%
VTV VANGUARD 0.3%
Value ($000) $793 Shares 10,392 Est. Cost $67.59 Unrealized
IJJ ISHARES 0.3%
Value ($000) $742 Shares 6,380 Est. Cost $101.25 Unrealized
IJS ISHARES 0.2%
Value ($000) $740 Shares 6,650 Est. Cost $93.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $616 Shares 12,549 Est. Cost $26.98 Unrealized -1.4%
IMCV ISHARES 0.2%
Value ($000) $573 Shares 5,016 Est. Cost $107.54 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $558 Shares 5,990 Est. Cost $71.05 Unrealized +10.2%
DOW CHEMICAL CO/THE 0.2%
Value ($000) $553 Shares 12,447 Est. Cost $38.40 Unrealized
POWERSHARES 0.2%
Value ($000) $547 Shares 29,691 Est. Cost $16.35 Unrealized
COHEN & STEERS REIT & PFD INC FD 0.2%
Value ($000) $508 Shares 32,364 Est. Cost $17.29 Unrealized
VIG VANGUARD 0.2%
Value ($000) $487 Shares 6,479 Est. Cost $66.23 Unrealized
AON PLC 0.2%
Value ($000) $474 Shares 5,650 Est. Cost $64.27 Unrealized
CVS CVS CAREMARK CORP 0.2%
Value ($000) $469 Shares 6,553 Est. Cost $45.86 Unrealized +1.0%
POWERSHARES 0.2%
Value ($000) $464 Shares 14,000 Est. Cost $33.14 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $460 Shares 5,022 Est. Cost $59.71 Unrealized +10.1%
GLAXOSMITHKLINE PLC - ADR 0.1%
Value ($000) $443 Shares 8,300 Est. Cost $50.00 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $440 Shares 5,481 Est. Cost $70.67 Unrealized
NUVEEN 0.1%
Value ($000) $398 Shares 32,300 Est. Cost $13.28 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $372 Shares 5,845 Est. Cost $20.82 Unrealized +23.5%
USB US BANCORP 0.1%
Value ($000) $371 Shares 9,177 Est. Cost $25.38 Unrealized 0.0%
HYG ISHARES 0.1%
Value ($000) $363 Shares 3,913 Est. Cost $91.27 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $354 Shares 13,630 Est. Cost $17.18 Unrealized +4.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $354 Shares 5,018 Est. Cost $44.49 Unrealized +8.8%
FISV FISERV INC 0.1%
Value ($000) $354 Shares 6,000 Est. Cost $24.45 Unrealized +10.3%
IWR ISHARES 0.1%
Value ($000) $344 Shares 2,296 Est. Cost $129.89 Unrealized
EFA ISHARES 0.1%
Value ($000) $342 Shares 5,100 Est. Cost $57.28 Unrealized
PRAXAIR INC 0.1%
Value ($000) $342 Shares 2,630 Est. Cost $115.21 Unrealized
IJH ISHARES 0.1%
Value ($000) $339 Shares 2,530 Est. Cost $115.50 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $337 Shares 4,093 Est. Cost $56.05 Unrealized +4.8%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $336 Shares 4,160 Est. Cost $45.09 Unrealized +14.1%
CLX CLOROX CO 0.1%
Value ($000) $331 Shares 3,565 Est. Cost $60.00 Unrealized +6.3%
HMC HONDA MOTOR CO LTD - SPONS ADR 0.1%
Value ($000) $315 Shares 7,627 Est. Cost $38.19 Unrealized
BLACKROCK 0.1%
Value ($000) $313 Shares 23,933 Est. Cost $12.97 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $313 Shares 3,725 Est. Cost $50.17 Unrealized +18.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $309 Shares 2,719 Est. Cost $93.83 Unrealized
PRICELINE.COM INC 0.1%
Value ($000) $296 Shares 255 Est. Cost $826.92 Unrealized
MDY SPDR 0.1%
Value ($000) $282 Shares 1,155 Est. Cost $225.97 Unrealized
MCD MCDONALD'S CORP 0.1%
Value ($000) $281 Shares 2,902 Est. Cost $71.80 Unrealized -2.5%
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $275 Shares 6,338 Est. Cost $23.37 Unrealized +22.4%
MARKET VECTORS 0.1%
Value ($000) $267 Shares 4,900 Est. Cost $51.27 Unrealized
IJR ISHARES 0.1%
Value ($000) $264 Shares 2,417 Est. Cost $90.44 Unrealized
BA BOEING CO/THE 0.1%
Value ($000) $259 Shares 1,900 Est. Cost $80.37 Unrealized +38.0%
CSL CARLISLE COMPANIES INC 0.1%
Value ($000) $257 Shares 3,241 Est. Cost $57.77 Unrealized +9.3%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $249 Shares 5,045 Est. Cost $26.93 Unrealized +14.6%
EEM ISHARES 0.1%
Value ($000) $238 Shares 5,695 Est. Cost $38.82 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $218 Shares 4,355 Est. Cost $30.02 Unrealized +4.2%
HP HELMERICH & PAYNE 0.1%
Value ($000) $202 Shares 2,400 Est. Cost $77.83 Unrealized 0.0%
CAMERON INTERNATIONAL 0.1%
Value ($000) $201 Shares 3,376 Est. Cost $59.54 Unrealized
INVESCO 0.0%
Value ($000) $139 Shares 22,445 Est. Cost $6.59 Unrealized
INTEGRATED DEVICE TECHNOLOGY 0.0%
Value ($000) $105 Shares 10,303 Est. Cost $10.19 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL ADR 0.0%
Value ($000) $72 Shares 10,740 Est. Cost $6.24 Unrealized
MFG MIZUHO FINANCIAL GROUP 0.0%
Value ($000) $54 Shares 12,365 Est. Cost $4.16 Unrealized