FIRST AMERICAN BANK Diversified Active

CIK: 0001291422 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $957,225 (100.0% shares, 0.0% debt)

Holdings (158)

AAPL APPLE INC. 10.2%
Value ($000) $97,344 Shares 704,369 Est. Cost $83.75 Unrealized +84.2%
PEP PEPSICO INC COM 5.7%
Value ($000) $54,959 Shares 336,633 Est. Cost $58.31 Unrealized +164.8%
MSFT MICROSOFT CORP COM 5.1%
Value ($000) $48,676 Shares 209,000 Est. Cost $64.02 Unrealized +301.2%
VEVIX VICTORY SYCAMORE 3.3%
Value ($000) $31,310 Shares 739,664 Est. Cost $40.05 Unrealized
GOOGL ALPHABET INC 3.2%
Value ($000) $30,595 Shares 319,861 Est. Cost $107.17 Unrealized +2.7%
AMZN AMAZON.COM INC. 2.7%
Value ($000) $26,190 Shares 231,769 Est. Cost $122.20 Unrealized +3.4%
V VISA INC. 2.5%
Value ($000) $24,369 Shares 137,174 Est. Cost $210.05 Unrealized -5.6%
LLY ELI LILLY & CO 2.3%
Value ($000) $21,761 Shares 67,298 Est. Cost $93.68 Unrealized +228.9%
UNH UNITED HEALTH GROUP INC 2.3%
Value ($000) $21,618 Shares 42,804 Est. Cost $233.07 Unrealized +112.4%
AVGO BROADCOM INC. 2.1%
Value ($000) $20,257 Shares 45,624 Est. Cost $20.28 Unrealized +137.1%
DHR DANAHER CORPORATION 2.0%
Value ($000) $19,158 Shares 74,173 Est. Cost $245.73 Unrealized -2.1%
ACN ACCENTURE PLC-CL A 1.9%
Value ($000) $18,510 Shares 71,940 Est. Cost $102.78 Unrealized +167.3%
PG PROCTER & GAMBLE 1.7%
Value ($000) $16,362 Shares 129,598 Est. Cost $65.72 Unrealized +98.7%
LOW LOWES COS INC 1.6%
Value ($000) $15,048 Shares 80,123 Est. Cost $32.80 Unrealized +456.0%
HD HOME DEPOT INC 1.6%
Value ($000) $14,880 Shares 53,923 Est. Cost $142.96 Unrealized +89.3%
ABBV ABBVIE INC 1.5%
Value ($000) $14,499 Shares 108,030 Est. Cost $49.40 Unrealized +157.3%
TMO THERMO FISHER SCIENTIFIC 1.4%
Value ($000) $13,486 Shares 26,590 Est. Cost $197.00 Unrealized +181.3%
JPM JP MORGAN CHASE & CO 1.4%
Value ($000) $13,439 Shares 128,605 Est. Cost $63.06 Unrealized +67.5%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $12,750 Shares 146,036 Est. Cost $52.84 Unrealized +54.0%
EW EDWARDS LIFESCIENCES CORP COM 1.3%
Value ($000) $12,480 Shares 151,032 Est. Cost $55.38 Unrealized +73.8%
CVX CHEVRON TEXACO CORP 1.3%
Value ($000) $12,096 Shares 84,195 Est. Cost $77.25 Unrealized +71.9%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $11,413 Shares 38,944 Est. Cost $127.08 Unrealized +133.7%
CTAS CINTAS CORPORATION 1.2%
Value ($000) $11,118 Shares 28,641 Est. Cost $30.13 Unrealized +228.8%
DIS DISNEY 1.1%
Value ($000) $10,224 Shares 108,384 Est. Cost $69.77 Unrealized +49.9%
UNP UNION PAC CORP COM 1.0%
Value ($000) $9,999 Shares 51,324 Est. Cost $87.95 Unrealized +132.2%
PNC PNC FINANCIAL SERVICES GROUP 1.0%
Value ($000) $9,970 Shares 66,728 Est. Cost $59.90 Unrealized +137.0%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $9,235 Shares 61,858 Est. Cost $70.80 Unrealized +115.2%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $8,971 Shares 33,598 Est. Cost $178.81 Unrealized +59.1%
TXN TEXAS INSTRS INC COM 0.9%
Value ($000) $8,873 Shares 57,326 Est. Cost $75.38 Unrealized +101.2%
HON HONEYWELL INTL INC 0.9%
Value ($000) $8,796 Shares 52,678 Est. Cost $104.27 Unrealized +55.5%
CCI CROWN CASTLE INTERNATIONAL 0.8%
Value ($000) $8,131 Shares 56,251 Est. Cost $95.97 Unrealized +48.5%
MAR MARRIOTT INTL INC CL A 0.8%
Value ($000) $7,992 Shares 57,029 Est. Cost $84.87 Unrealized +74.1%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $7,889 Shares 261,228 Est. Cost $20.00 Unrealized +52.9%
VOO VANGUARD 0.8%
Value ($000) $7,881 Shares 24,006 Est. Cost $322.41 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.8%
Value ($000) $7,696 Shares 16,363 Est. Cost $389.21 Unrealized +15.8%
APD AIR PRODUCTS & CHEMICALS INC. 0.7%
Value ($000) $7,066 Shares 30,360 Est. Cost $172.05 Unrealized +31.6%
ETN EATON CORP PLC 0.7%
Value ($000) $6,972 Shares 52,279 Est. Cost $84.69 Unrealized +57.5%
STZ CONSTELLATION BRANDS INC - 0.7%
Value ($000) $6,855 Shares 29,845 Est. Cost $169.34 Unrealized +35.5%
WMT WAL-MART STORES INC. 0.7%
Value ($000) $6,679 Shares 51,499 Est. Cost $22.19 Unrealized +89.3%
TJX TJX COMPANIES, INC 0.7%
Value ($000) $6,504 Shares 104,705 Est. Cost $56.35 Unrealized +6.3%
ADI ANALOG DEVICES, INC. 0.7%
Value ($000) $6,243 Shares 44,805 Est. Cost $121.54 Unrealized +22.6%
AEP AMERICAN ELECTRIC POWER 0.7%
Value ($000) $6,225 Shares 72,002 Est. Cost $63.70 Unrealized +36.8%
BA BOEING CO 0.6%
Value ($000) $6,056 Shares 50,019 Est. Cost $174.14 Unrealized -11.9%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5,826 Shares 35,664 Est. Cost $85.54 Unrealized +78.7%
GOOG ALPHABET INC 0.6%
Value ($000) $5,513 Shares 57,340 Est. Cost $107.11 Unrealized +3.5%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $5,498 Shares 63,846 Est. Cost $39.73 Unrealized +102.4%
LMT LOCKHEED MARTIN CORPORATION 0.6%
Value ($000) $5,330 Shares 13,799 Est. Cost $165.82 Unrealized +129.6%
NKE NIKE INC 0.5%
Value ($000) $5,186 Shares 62,386 Est. Cost $65.65 Unrealized +54.7%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $5,130 Shares 31,318 Est. Cost $80.43 Unrealized +7.7%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $4,903 Shares 126,599 Est. Cost $38.47 Unrealized +4.3%
META META PLATFORMS INC 0.5%
Value ($000) $4,892 Shares 36,055 Est. Cost $156.23 Unrealized +3.0%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $4,840 Shares 12,065 Est. Cost $254.26 Unrealized +58.4%
SCHW SCHWAB (CHARLES) CORP COM 0.5%
Value ($000) $4,814 Shares 66,986 Est. Cost $69.31 Unrealized -4.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.5%
Value ($000) $4,751 Shares 86,658 Est. Cost $41.66 Unrealized +35.9%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $4,672 Shares 51,713 Est. Cost $52.51 Unrealized +82.4%
TT TRANE TECHNOLOGIES 0.5%
Value ($000) $4,571 Shares 31,563 Est. Cost $103.99 Unrealized +38.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.5%
Value ($000) $4,563 Shares 64,188 Est. Cost $48.43 Unrealized +28.6%
CMCSA COMCAST CORP 0.5%
Value ($000) $4,499 Shares 153,408 Est. Cost $33.11 Unrealized +1.7%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $4,387 Shares 12,283 Est. Cost $451.64 Unrealized
AZN ASTRAZENECA PLC 0.4%
Value ($000) $4,190 Shares 76,397 Est. Cost $66.30 Unrealized
ITW ILLINOIS TOOL 0.4%
Value ($000) $4,150 Shares 22,970 Est. Cost $49.85 Unrealized +264.4%
ILMN ILLUMINA, INC. 0.4%
Value ($000) $4,144 Shares 21,719 Est. Cost $337.77 Unrealized -41.4%
D DOMINION ENERGY INC 0.4%
Value ($000) $3,970 Shares 57,450 Est. Cost $66.45 Unrealized +2.9%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $3,929 Shares 40,609 Est. Cost $83.11 Unrealized +20.3%
RSG REPUBLIC SERVICES INC 0.4%
Value ($000) $3,754 Shares 27,597 Est. Cost $75.43 Unrealized +77.4%
RTX RTX CORP 0.4%
Value ($000) $3,736 Shares 45,634 Est. Cost $66.40 Unrealized +26.3%
COP CONOCOPHILLIPS 0.4%
Value ($000) $3,647 Shares 35,635 Est. Cost $73.56 Unrealized +19.9%
ADP AUTOMATIC DATA PROCESSING INCOM 0.4%
Value ($000) $3,441 Shares 15,211 Est. Cost $107.33 Unrealized +104.1%
AJG GALLAGHER ARTHUR J & CO COM 0.4%
Value ($000) $3,421 Shares 19,981 Est. Cost $105.37 Unrealized +63.1%
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,420 Shares 35,863 Est. Cost $85.94 Unrealized +2.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,228 Shares 80,697 Est. Cost $22.19 Unrealized +80.4%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $3,117 Shares 25,675 Est. Cost $21.91 Unrealized -28.0%
DEO DIAGEO PLC 0.3%
Value ($000) $3,076 Shares 18,113 Est. Cost $202.07 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $3,066 Shares 37,984 Est. Cost $54.73 Unrealized +37.7%
KNX KNIGHT - SWIFT TRANSPORTATION 0.3%
Value ($000) $3,054 Shares 62,407 Est. Cost $42.72 Unrealized +15.0%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $2,998 Shares 30,183 Est. Cost $61.53 Unrealized +41.2%
AMAT APPLIED MATERIALS INC COM 0.3%
Value ($000) $2,905 Shares 35,458 Est. Cost $115.98 Unrealized -19.4%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $2,892 Shares 77,108 Est. Cost $45.59 Unrealized
CMI CUMMINS INC. 0.3%
Value ($000) $2,682 Shares 13,178 Est. Cost $196.62 Unrealized -0.2%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $2,654 Shares 29,674 Est. Cost $56.41 Unrealized +60.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.3%
Value ($000) $2,637 Shares 46,893 Est. Cost $35.65 Unrealized +60.8%
ORCL ORACLE CORP COM 0.3%
Value ($000) $2,555 Shares 41,843 Est. Cost $29.86 Unrealized +135.0%
TFC TRUIST FINANCIAL CORP. 0.3%
Value ($000) $2,490 Shares 57,180 Est. Cost $42.19 Unrealized -4.7%
BOH BANK OF HAWAII CORP 0.3%
Value ($000) $2,448 Shares 32,156 Est. Cost $42.97 Unrealized +55.7%
IVOO VANGUARD 0.2%
Value ($000) $2,313 Shares 15,567 Est. Cost $148.04 Unrealized
MDT MEDTRONIC PLC NPV 0.2%
Value ($000) $2,256 Shares 27,944 Est. Cost $73.13 Unrealized +10.5%
VIOO VANGUARD 0.2%
Value ($000) $2,245 Shares 13,906 Est. Cost $162.21 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $2,182 Shares 14,703 Est. Cost $107.47 Unrealized +33.0%
JCI JOHNSON CTLS INTL PLC NPV 0.2%
Value ($000) $2,161 Shares 43,911 Est. Cost $37.48 Unrealized +32.5%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,096 Shares 18,551 Est. Cost $72.10 Unrealized +76.2%
ZTS ZOETIS INC 0.2%
Value ($000) $2,072 Shares 13,972 Est. Cost $182.24 Unrealized -11.4%
GBCI GLACIER BANCORP INC. 0.2%
Value ($000) $2,004 Shares 40,797 Est. Cost $47.48 Unrealized -5.0%
PPG PPG 0.2%
Value ($000) $1,975 Shares 17,841 Est. Cost $128.96 Unrealized -10.9%
KELLANOVA 0.2%
Value ($000) $1,974 Shares 28,339 Est. Cost $43.14 Unrealized +41.7%
CFR CULLEN/FROST BANKERS, INC. 0.2%
Value ($000) $1,945 Shares 14,712 Est. Cost $123.52 Unrealized -4.6%
NOW SERVICENOW INC 0.2%
Value ($000) $1,931 Shares 5,113 Est. Cost $101.06 Unrealized -10.9%
WDAY WORKDAY INC - CLASS A 0.2%
Value ($000) $1,922 Shares 12,627 Est. Cost $231.86 Unrealized -32.5%
GILD GILEAD SCIENCES, INC. 0.2%
Value ($000) $1,886 Shares 30,572 Est. Cost $38.22 Unrealized +45.9%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $1,884 Shares 21,884 Est. Cost $190.39 Unrealized -53.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,834 Shares 6,664 Est. Cost $370.03 Unrealized +2.3%
PLD PROLOGIS INC 0.2%
Value ($000) $1,775 Shares 17,474 Est. Cost $111.47 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $1,690 Shares 47,182 Est. Cost $32.23 Unrealized +6.8%
HBAN HUNTINGTON BANCSHARES 0.2%
Value ($000) $1,689 Shares 128,142 Est. Cost $11.02 Unrealized +3.6%
EMN EASTMAN CHEM CO COM 0.2%
Value ($000) $1,617 Shares 22,755 Est. Cost $89.73 Unrealized -12.4%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,300 Shares 34,228 Est. Cost $34.00 Unrealized +5.2%
XLE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,298 Shares 18,023 Est. Cost $38.87 Unrealized
BLACKROCK, INC. 0.1%
Value ($000) $1,279 Shares 2,325 Est. Cost $685.88 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,272 Shares 5,643 Est. Cost $134.80 Unrealized +61.6%
FTV FORTIVE CORPORATION 0.1%
Value ($000) $1,183 Shares 20,289 Est. Cost $34.26 Unrealized +34.5%
PFE PFIZER INC COM 0.1%
Value ($000) $1,166 Shares 26,656 Est. Cost $20.84 Unrealized +93.9%
HUN HUNTSMAN CORP 0.1%
Value ($000) $1,140 Shares 46,461 Est. Cost $28.36 Unrealized -0.9%
HPQ HP INC 0.1%
Value ($000) $1,131 Shares 45,387 Est. Cost $13.96 Unrealized +93.5%
VWO VANGUARD 0.1%
Value ($000) $1,110 Shares 30,427 Est. Cost $43.11 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $1,079 Shares 13,441 Est. Cost $89.18 Unrealized -1.7%
F FORD MOTOR 0.1%
Value ($000) $1,073 Shares 95,839 Est. Cost $6.62 Unrealized +64.1%
AON AON CORPORATION 0.1%
Value ($000) $1,062 Shares 3,963 Est. Cost $189.93 Unrealized +45.2%
VEA VANGUARD 0.1%
Value ($000) $1,053 Shares 28,953 Est. Cost $43.40 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $1,035 Shares 8,665 Est. Cost $117.15 Unrealized 0.0%
BMO BANK OF MONTREAL 0.1%
Value ($000) $1,010 Shares 11,520 Est. Cost $37.65 Unrealized +122.2%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $944 Shares 4,447 Est. Cost $156.10 Unrealized +35.1%
GPC GENUINE PARTS COMPANY 0.1%
Value ($000) $901 Shares 6,037 Est. Cost $68.84 Unrealized +99.6%
VO VANGUARD 0.1%
Value ($000) $899 Shares 4,785 Est. Cost $236.34 Unrealized
VB VANGUARD 0.1%
Value ($000) $838 Shares 4,901 Est. Cost $210.93 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value ($000) $772 Shares 2,910 Est. Cost $235.51 Unrealized +18.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $769 Shares 3,334 Est. Cost $195.78 Unrealized +20.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $768 Shares 15,234 Est. Cost $25.25 Unrealized -11.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $759 Shares 26,589 Est. Cost $42.15 Unrealized
ACWV ISHARES MSCI 0.1%
Value ($000) $651 Shares 7,350 Est. Cost $95.46 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $648 Shares 66,635 Est. Cost $11.27 Unrealized -0.7%
DOW DOW INC 0.1%
Value ($000) $646 Shares 14,697 Est. Cost $36.45 Unrealized +13.8%
CTVA CORTEVA INC 0.1%
Value ($000) $622 Shares 10,875 Est. Cost $25.05 Unrealized +124.3%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $612 Shares 2,551 Est. Cost $219.73 Unrealized +5.6%
GPN GLOBAL PAYMENTS 0.1%
Value ($000) $593 Shares 5,491 Est. Cost $78.52 Unrealized +51.8%
LW LAMB WESTON HOLDINGS INC 0.1%
Value ($000) $548 Shares 7,078 Est. Cost $38.81 Unrealized +89.9%
CB CHUBB LIMITED 0.1%
Value ($000) $512 Shares 2,815 Est. Cost $106.44 Unrealized +70.7%
MLM MARTIN MARIETTA MATERIALS, INC. 0.1%
Value ($000) $511 Shares 1,588 Est. Cost $140.36 Unrealized +136.2%
KO COCA COLA CO COM 0.1%
Value ($000) $487 Shares 8,702 Est. Cost $37.91 Unrealized +47.9%
INTC INTEL CORP COM 0.0%
Value ($000) $473 Shares 18,365 Est. Cost $22.35 Unrealized +44.5%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $471 Shares 2,856 Est. Cost $38.78 Unrealized +415.1%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $455 Shares 4,525 Est. Cost $25.16 Unrealized +101.3%
SDY SPDR PORFOLIO S&P 0.0%
Value ($000) $439 Shares 3,934 Est. Cost $89.62 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $432 Shares 4,942 Est. Cost $40.70 Unrealized +130.0%
GSY INVESCO POWERSHARES CAPITAL 0.0%
Value ($000) $403 Shares 8,163 Est. Cost $49.39 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $398 Shares 3,528 Est. Cost $180.34 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $388 Shares 2,365 Est. Cost $152.74 Unrealized +12.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $299 Shares 1,077 Est. Cost $157.13 Unrealized +71.7%
NEE NEXTERA ENERGY 0.0%
Value ($000) $287 Shares 3,656 Est. Cost $77.35 Unrealized -0.3%
FIS FIDELITY NATL INFORMATION SVC 0.0%
Value ($000) $282 Shares 3,736 Est. Cost $57.40 Unrealized +48.5%
INGR INGREDION INCORPORATED 0.0%
Value ($000) $282 Shares 3,500 Est. Cost $70.28 Unrealized +24.9%
EFA ISHARES 0.0%
Value ($000) $277 Shares 4,950 Est. Cost $73.60 Unrealized
TTD TRADE DESK INC/THE - CLASS A 0.0%
Value ($000) $271 Shares 4,529 Est. Cost $56.90 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $241 Shares 7,634 Est. Cost $33.67 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $230 Shares 5,560 Est. Cost $45.48 Unrealized +6.5%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $229 Shares 3,022 Est. Cost $61.35 Unrealized +52.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $223 Shares 3,179 Est. Cost $49.15 Unrealized +47.4%
DVY ISHARES 0.0%
Value ($000) $220 Shares 2,050 Est. Cost $114.15 Unrealized
T AT&T INC. 0.0%
Value ($000) $204 Shares 13,321 Est. Cost $15.29 Unrealized -1.3%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $44 Shares 16,711 Est. Cost $13.19 Unrealized