CIK 36066
FIRST AMERICAN TRUST, FSB
Institutional 13F holdings & portfolio
Holdings
287
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 287
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEMG | ISHARES | 14K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| WELL | WELLTOWER INC | 5K | $500K+ | SH |
| CTAS | CINTAS CORP | 4K | $500K+ | SH |
| IWB | ISHARES | 2K | $500K+ | SH |
| IWF | ISHARES | 2K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| — | TPG TWIN BROOK | 33K | $500K+ | SH |
| NEAR | ISHARES | 16K | $500K+ | SH |
| HYD | VANECK VECTORS | 15K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| NVO | NOVO-NORDISK A/S-SPONS ADR | 14K | $500K+ | SH |
| MDY | SPDR | 1K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| DFUS | DIMENSIONAL | 10K | $500K+ | SH |
| DFAS | DIMENSIONAL | 10K | $500K+ | SH |
| — | AMG | 26K | $500K+ | SH |
| SCHV | SCHWAB | 23K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR - SP ADR | 2K | $500K+ | SH |
| NKE | NIKE INC - CL B | 11K | $500K+ | SH |
| NVS | NOVARTIS AG-ADR | 5K | $500K+ | SH |
| VNQ | VANGUARD | 7K | $500K+ | SH |
| CMCSA | COMCAST CORP | 21K | $500K+ | SH |
| IWR | ISHARES | 6K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| — | HAMILTON LANE | 31K | $500K+ | SH |
| ZTS | ZOETIS INC | 5K | $500K+ | SH |
| IQV | IQVIA HOLDINGS INC | 3K | $500K+ | SH |
| — | IDIRECT PRIVATE | 14K | $500K+ | SH |
| PEG | PUBLIC | 7K | $500K+ | SH |
| HEFA | ISHARES | 13K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO/THE | 4K | $500K+ | SH |
| HSY | HERSHEY CO/THE | 3K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP. | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| IYW | ISHARES | 2K | $100K–$500K | SH |
| — | NUVEEN | 39K | $100K–$500K | SH |
| IWM | ISHARES | 2K | $100K–$500K | SH |
| IWV | ISHARES | 1K | $100K–$500K | SH |
| TRV | TRAVELERS COS INC/THE | 1K | $100K–$500K | SH |
| IVW | ISHARES | 3K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 509 | $100K–$500K | SH |
| XLE | SPDR | 9K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC-CL V | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| IUSG | ISHARES | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |