FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 8, 2014

Total Value ($000): $267,772 (100.0% shares, 0.0% debt)

Holdings (94)

AAPL APPLE, INC. 3.9%
Value ($000) $10,546 Shares 19,648 Est. Cost $13.18 Unrealized +25.8%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $7,789 Shares 128,295 Est. Cost $36.58 Unrealized +15.0%
MSFT MICROSOFT CORP 2.7%
Value ($000) $7,108 Shares 173,396 Est. Cost $26.74 Unrealized +16.9%
GOOGLE INC 2.6%
Value ($000) $7,034 Shares 6,311 Est. Cost $880.35 Unrealized
WFC WELLS FARGO & CO 2.6%
Value ($000) $6,887 Shares 138,458 Est. Cost $27.36 Unrealized +22.1%
ALERIAN 2.5%
Value ($000) $6,730 Shares 381,068 Est. Cost $17.85 Unrealized
GS GOLDMAN SACHS GROUP INC 2.3%
Value ($000) $6,147 Shares 37,515 Est. Cost $120.06 Unrealized +11.4%
CVX CHEVRON CORP 2.3%
Value ($000) $6,105 Shares 51,335 Est. Cost $71.30 Unrealized -1.3%
XOM EXXON MOBIL CORPORATION 2.3%
Value ($000) $6,044 Shares 61,877 Est. Cost $53.69 Unrealized +8.2%
DIS WALT DISNEY COMP ANY/THE 2.2%
Value ($000) $5,871 Shares 73,324 Est. Cost $56.11 Unrealized +24.2%
PG PROCTER & GAMBLE CO/THE 2.2%
Value ($000) $5,839 Shares 72,435 Est. Cost $55.00 Unrealized +2.7%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $5,595 Shares 57,389 Est. Cost $54.71 Unrealized +19.7%
V VISA INC-CLASS A SHARES 2.1%
Value ($000) $5,572 Shares 25,817 Est. Cost $40.02 Unrealized +27.7%
PFE PFIZER INC 1.9%
Value ($000) $4,977 Shares 154,936 Est. Cost $16.46 Unrealized +10.6%
EOG EOG RESOURCES INC 1.8%
Value ($000) $4,943 Shares 25,200 Est. Cost $62.70 Unrealized +3.4%
GENERAL ELECTRIC CO 1.8%
Value ($000) $4,759 Shares 183,820 Est. Cost $23.19 Unrealized
QCOM QUALCOMM INC 1.8%
Value ($000) $4,739 Shares 60,095 Est. Cost $47.25 Unrealized +14.3%
AMGN AMGEN INC 1.7%
Value ($000) $4,585 Shares 37,176 Est. Cost $76.21 Unrealized +14.0%
EXPRESS SCRIPTS HOLDING CO 1.6%
Value ($000) $4,361 Shares 58,075 Est. Cost $61.73 Unrealized
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,292 Shares 49,423 Est. Cost $54.12 Unrealized +11.0%
ORCL ORACLE CORP 1.6%
Value ($000) $4,283 Shares 104,693 Est. Cost $28.51 Unrealized +12.2%
C CITIGROUP INC 1.6%
Value ($000) $4,248 Shares 89,231 Est. Cost $36.16 Unrealized +2.5%
UPS UNITED PARCEL SERVICE - CLASS B 1.5%
Value ($000) $4,134 Shares 42,449 Est. Cost $55.38 Unrealized +15.9%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $4,118 Shares 58,118 Est. Cost $37.65 Unrealized +44.7%
DU PONT (E.I.) DENEMOURS 1.5%
Value ($000) $4,105 Shares 61,180 Est. Cost $59.94 Unrealized
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $4,047 Shares 44,951 Est. Cost $59.62 Unrealized +26.6%
AMZN AMAZON.COM INC 1.5%
Value ($000) $3,899 Shares 11,593 Est. Cost $13.32 Unrealized +39.3%
MET METLIFE INC 1.4%
Value ($000) $3,753 Shares 71,075 Est. Cost $24.43 Unrealized +27.2%
ITC HOLDINGS CORP 1.4%
Value ($000) $3,734 Shares 99,965 Est. Cost $55.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $3,715 Shares 30,900 Est. Cost $86.24 Unrealized +32.7%
JOHNSON CONTROLS INC 1.4%
Value ($000) $3,656 Shares 77,265 Est. Cost $35.86 Unrealized
CVS CVS CAREMARK CORP 1.3%
Value ($000) $3,592 Shares 47,984 Est. Cost $50.39 Unrealized +1.4%
HON HONEYWELL 1.3%
Value ($000) $3,559 Shares 38,365 Est. Cost $55.77 Unrealized +16.0%
JUNIPER NETWORKS INC 1.3%
Value ($000) $3,502 Shares 135,932 Est. Cost $20.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $3,479 Shares 66,958 Est. Cost $30.33 Unrealized +18.4%
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value ($000) $3,477 Shares 41,070 Est. Cost $38.68 Unrealized +35.1%
PENTAIR LTD 1.3%
Value ($000) $3,433 Shares 43,258 Est. Cost $63.77 Unrealized
WMT WAL-MART STORES INC 1.3%
Value ($000) $3,403 Shares 44,517 Est. Cost $19.98 Unrealized -0.4%
CMCSA COMCAST CORP - 1.2%
Value ($000) $3,321 Shares 66,377 Est. Cost $17.37 Unrealized +14.9%
HAL HALLIBURTON CO 1.2%
Value ($000) $3,319 Shares 56,372 Est. Cost $42.79 Unrealized 0.0%
GLD SPDR 1.2%
Value ($000) $3,305 Shares 26,738 Est. Cost $119.11 Unrealized
CHKP CHECK POINT SOFTWARE TECH 1.2%
Value ($000) $3,223 Shares 47,654 Est. Cost $48.11 Unrealized +37.4%
ACE LTD 1.2%
Value ($000) $3,220 Shares 32,505 Est. Cost $89.49 Unrealized
T AT&T INC 1.2%
Value ($000) $3,199 Shares 91,205 Est. Cost $11.37 Unrealized -4.5%
MAS MASCO CORP 1.2%
Value ($000) $3,187 Shares 143,497 Est. Cost $15.66 Unrealized +5.5%
MARVELL TECHNOLOGY GROUP LTD 1.2%
Value ($000) $3,164 Shares 200,927 Est. Cost $11.76 Unrealized
LYB LYONDELLBASELL INDU 1.1%
Value ($000) $3,010 Shares 33,838 Est. Cost $45.39 Unrealized 0.0%
PEP PEPSICO INC 1.1%
Value ($000) $2,941 Shares 35,216 Est. Cost $56.00 Unrealized +1.5%
DUK DUKE ENERGY CORP 1.1%
Value ($000) $2,889 Shares 40,563 Est. Cost $41.81 Unrealized +2.0%
GM GENERAL MOTORS 1.1%
Value ($000) $2,868 Shares 83,335 Est. Cost $27.43 Unrealized 0.0%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $2,591 Shares 22,124 Est. Cost $78.11 Unrealized +17.0%
LINKEDIN CORP 0.9%
Value ($000) $2,497 Shares 13,500 Est. Cost $189.46 Unrealized
LOW LOWE'S COMPANIES INC 0.9%
Value ($000) $2,470 Shares 50,512 Est. Cost $32.16 Unrealized +21.3%
CORELOGIC INC 0.9%
Value ($000) $2,303 Shares 76,670 Est. Cost $23.17 Unrealized
KO COCA-COLA CO/THE 0.9%
Value ($000) $2,293 Shares 59,298 Est. Cost $27.85 Unrealized -4.7%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $2,272 Shares 59,013 Est. Cost $28.85 Unrealized +6.5%
HARMAN INTERNATIONAL 0.8%
Value ($000) $2,267 Shares 21,311 Est. Cost $54.18 Unrealized
TYCO INTERNATIONAL LTD 0.8%
Value ($000) $2,238 Shares 52,781 Est. Cost $32.96 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,097 Shares 25,574 Est. Cost $50.75 Unrealized +22.4%
BED BATH & BEYOND INC 0.8%
Value ($000) $2,074 Shares 30,146 Est. Cost $70.95 Unrealized
MEAD JOHNSON NUTRITION CO 0.8%
Value ($000) $2,068 Shares 24,872 Est. Cost $83.15 Unrealized
DAL DELTA AIR LINES INC 0.7%
Value ($000) $1,933 Shares 55,784 Est. Cost $14.99 Unrealized +86.6%
IEF ISHARES 0.6%
Value ($000) $1,497 Shares 14,710 Est. Cost $102.46 Unrealized
FAF FIRST AMERICAN FINANCIAL 0.5%
Value ($000) $1,356 Shares 51,060 Est. Cost $16.55 Unrealized +9.2%
DVY ISHARES 0.3%
Value ($000) $874 Shares 11,925 Est. Cost $64.36 Unrealized
SPY SPDR 0.3%
Value ($000) $830 Shares 4,440 Est. Cost $174.46 Unrealized
AGG ISHARES 0.3%
Value ($000) $823 Shares 7,630 Est. Cost $107.17 Unrealized
LQD ISHARES 0.3%
Value ($000) $679 Shares 5,809 Est. Cost $113.65 Unrealized
DOW CHEMICAL CO/THE 0.2%
Value ($000) $605 Shares 12,447 Est. Cost $38.40 Unrealized
IMCV ISHARES 0.2%
Value ($000) $572 Shares 4,844 Est. Cost $107.54 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $567 Shares 5,990 Est. Cost $71.05 Unrealized +17.6%
VTV VANGUARD 0.2%
Value ($000) $534 Shares 6,837 Est. Cost $67.59 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $503 Shares 5,113 Est. Cost $59.84 Unrealized +11.4%
VIG VANGUARD 0.2%
Value ($000) $461 Shares 6,129 Est. Cost $66.23 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $376 Shares 7,897 Est. Cost $26.98 Unrealized -4.1%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $373 Shares 4,384 Est. Cost $70.67 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $361 Shares 13,992 Est. Cost $17.22 Unrealized +8.5%
EIX EDISON 0.1%
Value ($000) $361 Shares 6,372 Est. Cost $31.68 Unrealized 0.0%
IWR ISHARES 0.1%
Value ($000) $355 Shares 2,296 Est. Cost $129.89 Unrealized
GLAXOSMITHKLINE PLC - ADR 0.1%
Value ($000) $347 Shares 6,500 Est. Cost $50.00 Unrealized
POWERSHARES 0.1%
Value ($000) $344 Shares 18,843 Est. Cost $16.35 Unrealized
HYG ISHARES 0.1%
Value ($000) $336 Shares 3,556 Est. Cost $91.27 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $326 Shares 3,981 Est. Cost $49.85 Unrealized -10.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $326 Shares 4,639 Est. Cost $44.49 Unrealized +2.1%
BRK/B BERKSHIRE HATHAWAY 0.1%
Value ($000) $287 Shares 2,300 Est. Cost $110.02 Unrealized +6.2%
HP HELMERICH & PAYNE 0.1%
Value ($000) $260 Shares 2,416 Est. Cost $77.83 Unrealized +19.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $257 Shares 11,461 Est. Cost $15.26 Unrealized +0.3%
CSL CARLISLE COMPANIES INC 0.1%
Value ($000) $257 Shares 3,241 Est. Cost $57.77 Unrealized +16.0%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $232 Shares 5,045 Est. Cost $26.93 Unrealized +11.0%
HILL-ROM HOLDINGS INC 0.1%
Value ($000) $231 Shares 6,000 Est. Cost $38.50 Unrealized
EFA ISHARES 0.1%
Value ($000) $214 Shares 3,180 Est. Cost $57.28 Unrealized
MDY SPDR 0.1%
Value ($000) $213 Shares 852 Est. Cost $225.97 Unrealized
INVESCO 0.1%
Value ($000) $148 Shares 22,445 Est. Cost $6.59 Unrealized
FRONTIER COMMUNICATIONS 0.0%
Value ($000) $58 Shares 10,148 Est. Cost $5.72 Unrealized