FIRST AMERICAN TRUST, FSB
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsanta ana, CA
- CIK0000036066
- Alternate namesFIRST AMERICAN TRUST CO
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
239 | $1.09 B | AAPL, MSFT, AMZN, VTV | 13F-HR | May 12, 2025 | 000003606625000007 | ||
229 | $1.00 B | AAPL, AMZN, MSFT, VTV | 13F-HR | Feb 11, 2025 | 000003606625000003 | ||
226 | $1.01 B | AAPL, MSFT, AMZN, VTV | 13F-HR | Nov 12, 2024 | 000003606624000013 | ||
212 | $997.70 M | AAPL, MSFT, AMZN, NVDA | 13F-HR | Aug 12, 2024 | 000003606624000008 | ||
218 | $954.00 M | MSFT, AAPL, AMZN, AMLP | 13F-HR | May 13, 2024 | 000003606624000005 | ||
177 | $808.01 M | MSFT, AAPL, GOOGL, AMLP | 13F-HR | Jan 30, 2024 | 000003606624000002 | ||
150 | $706.60 M | AAPL, MSFT, GOOGL, AMLP | 13F-HR | Oct 31, 2023 | 000003606623000017 | ||
151 | $726.00 K | AAPL, MSFT, GOOGL, KRE | 13F-HR | Jul 26, 2023 | 000003606623000008 | ||
155 | $674.00 K | AAPL, MSFT, FAF, VTV | 13F-HR | Apr 26, 2023 | 000003606623000006 | ||
154 | $646.00 K | AAPL, MSFT, VTV, FAF | 13F-HR | Jan 25, 2023 | 000003606623000003 | ||
152 | $595.30 M | AAPL, MSFT, VTV, FAF | 13F-HR | Oct 18, 2022 | 000003606622000010 | ||
156 | $631.94 M | AAPL, MSFT, VTV, FAF | 13F-HR | Jul 19, 2022 | 000003606622000008 | ||
165 | $724.70 M | AAPL, MSFT, GOOGL, VTV | 13F-HR | Apr 12, 2022 | 000003606622000006 | ||
161 | $732.41 M | AAPL, MSFT, GOOGL, AGG | 13F-HR | Jan 11, 2022 | 000003606622000003 | ||
155 | $662.38 M | AAPL, MSFT, GOOGL, AGG | 13F-HR | Oct 21, 2021 | 000003606621000010 | ||
150 | $636.75 M | AAPL, AGG, MSFT, VTV | 13F-HR | Jul 29, 2021 | 000003606621000007 | ||
148 | $633.49 M | AGG, AAPL, MSFT, VTV | 13F-HR | Apr 27, 2021 | 000003606621000005 | ||
152 | $600.17 M | AAPL, AGG, LQD, MSFT | 13F-HR | Jan 28, 2021 | 000003606621000003 | ||
140 | $558.06 M | AGG, AAPL, MSFT, AMZN | 13F-HR | Oct 14, 2020 | 000003606620000010 | ||
124 | $509.93 M | AGG, MSFT, AAPL, VTV | 13F-HR | Jul 8, 2020 | 000003606620000007 | ||
109 | $409.37 M | AGG, VTV, MSFT, DVY | 13F-HR | Apr 28, 2020 | 000003606620000005 | ||
140 | $522.43 M | AGG, VTV, DVY, MSFT | 13F-HR | Jan 29, 2020 | 000003606620000003 | ||
122 | $498.41 M | AGG, VTV, DVY, MSFT | 13F-HR | Oct 10, 2019 | 000003606619000010 | ||
125 | $480.81 M | AGG, VTV, DVY, MSFT | 13F-HR | Jul 8, 2019 | 000003606619000008 | ||
117 | $453.38 M | AGG, DVY, VTV, MSFT | 13F-HR | Apr 9, 2019 | 000003606619000006 | ||
109 | $397.34 M | AGG, VTV, DVY, LQD | 13F-HR | Jan 11, 2019 | 000003606619000002 | ||
121 | $448.21 M | AGG, VTV, DVY, AAPL | 13F-HR | Oct 3, 2018 | 000003606618000013 | ||
133 | $425.27 M | AGG, DVY, VTV, LQD | 13F-HR | Jul 6, 2018 | 000003606618000011 | ||
127 | $411.97 M | AGG, VTV, DVY, LQD | 13F-HR | Apr 9, 2018 | 000003606618000009 | ||
119 | $406.34 M | AGG, DVY, VTV, LQD | 13F-HR | Jan 11, 2018 | 000003606618000002 | ||
112 | $382.89 M | DVY, AGG, VTV, CLGX | 13F-HR | Oct 6, 2017 | 000003606617000010 | ||
110 | $359.40 M | DVY, AGG, VTV, CLGX | 13F-HR | Jul 6, 2017 | 000003606617000007 | ||
107 | $327.88 M | DVY, AGG, VTV, AAPL | 13F-HR | Apr 5, 2017 | 000003606617000005 | ||
108 | $323.40 M | DVY, AGG, VTV, AAPL | 13F-HR | Jan 4, 2017 | 000003606617000002 | ||
108 | $320.29 M | DVY, AGG, TLT, IGLB | 13F-HR | Oct 5, 2016 | 000003606616000019 | ||
102 | $283.35 M | BMY, JNJ, AGG, AAPL | 13F-HR | Jul 6, 2016 | 000003606616000017 | ||
103 | $285.28 M | AAPL, GE, PEP, AGG | 13F-HR | Apr 5, 2016 | 000003606616000015 | ||
95 | $271.37 M | AMZN, AAPL, GE, AGG | 13F-HR | Jan 7, 2016 | 000003606616000012 | ||
89 | $258.95 M | AAPL, GE, AGG, XOM | 13F-HR | Oct 13, 2015 | 000003606615000009 | ||
94 | $270.15 M | AAPL, DIS, XOM, GE | 13F-HR | Jul 2, 2015 | 000003606615000007 | ||
89 | $280.59 M | AAPL, XOM, DIS, WFC | 13F-HR | May 11, 2015 | 000003606615000005 | ||
91 | $270.13 M | AAPL, PG, WFC, MSFT | 13F-HR | Jan 7, 2015 | 000095012315000062 | ||
106 | $269.43 M | AAPL, MSFT, WFC, JPM | 13F-HR | Oct 3, 2014 | 000095012314009995 | ||
91 | $263.15 M | AAPL, WFC, XOM, MSFT | 13F-HR | Jul 9, 2014 | 000095012314007047 | ||
95 | $267.77 M | AAPL, JPM, MSFT, GOOGL | 13F-HR | May 8, 2014 | 000095012314005087 | ||
126 | $296.17 M | AAPL, GOOGL, XOM, JPM | 13F-HR | Feb 7, 2014 | 000095012314001274 |