MondegarAI
FIRST AMERICAN TRUST, FSB

Q2 2025 · 13F-HR

FIRST AMERICAN TRUST, FSBholdings as filed

Filed 2025-08-11 · accession 0000036066-25-000009

$1.25B
Reported value
246
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · FIRST AMERICAN TRUST, FSB · Q2 2025

AI · grounded in 13F

FIRST AMERICAN TRUST, FSB established a new position in MSFT worth $67.8M. The fund also initiated new stakes in AAPL for $58M and EFV for $48.2M. Additional new positions include NVDA at $44.6M and AMZN at $42.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$67.8M5.41%136,325CommonSOLE
037833100AAPLAPPLE INC$58.0M4.63%282,749CommonSOLE
464288877EFVISHARES$48.2M3.85%759,633CommonSOLE
67066G104NVDANVIDIA CORP$44.6M3.56%282,063CommonSOLE
023135106AMZNAMAZON.COM INC$42.1M3.36%191,709CommonSOLE
922908744VTVVANGUARD$35.0M2.80%198,146CommonSOLE
30303M102METAMETA PLATFORMS$22.1M1.77%29,996CommonSOLE
02079K305GOOGLALPHABET INC$22.1M1.76%125,186CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$21.8M1.74%75,343CommonSOLE
532457108LLYELI LILLY & CO$21.6M1.73%27,732CommonSOLE
31847R102FAFFIRST AMERICAN FINANCIAL$21.3M1.70%347,241CommonSOLE
464285204IAUISHARES$20.8M1.66%333,247CommonSOLE
00162Q452AMLPALERIAN$18.6M1.48%380,575CommonSOLE
922908512VOEVANGUARD$18.3M1.46%111,470CommonSOLE
931142103WMTWAL-MART STORES INC$17.8M1.42%182,044CommonSOLE
464288661IEIISHARES$17.5M1.40%147,148CommonSOLE
92826C839VVISA INC-CLASS A$16.9M1.35%47,482CommonSOLE
11135F101AVGOBROADCOM INC$16.7M1.33%60,634CommonSOLE
464288612GVIISHARES$16.2M1.29%151,590CommonNONE
002824100ABTABBOTT LABORATORIES$15.5M1.24%113,885CommonSOLE
68389X105ORCLORACLE CORP$14.7M1.17%67,178CommonSOLE
949746101WMT2WELLS FARGO & CO$13.5M1.08%169,025CommonSOLE
46641Q324JIGJPMORGAN$12.6M1.01%176,263CommonSOLE
09290D101BLKBLACKROCK, INC.$12.5M1.00%11,944CommonSOLE
72201R585PYLDPIMCO$12.4M0.99%466,874CommonSOLE
580135101MCDMCDONALD'S CORP$11.7M0.93%40,056CommonSOLE
921937827BSVVANGUARD$11.5M0.92%146,615CommonNONE
00287Y109ABBVABBVIE INC$10.8M0.86%58,049CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.5M0.84%57,666CommonSOLE
97717W307DLNWISDOMTREE$10.4M0.83%126,368CommonSOLE
65339F101NEENEXTERA ENERGY INC$10.3M0.82%148,330CommonNONE
743315103PGRPROGRESSIVE CORP$10.3M0.82%38,448CommonSOLE
907818108UNPUNION PACIFIC CORP$10.2M0.81%44,348CommonSOLE
291011104EMREMERSON ELECTRIC CO$10.1M0.80%75,384CommonSOLE
464287457SHYISHARES$10.0M0.80%121,205CommonSOLE
92206C870VCITVANGUARD$9.9M0.79%119,577CommonNONE
464288372IGFISHARES$9.8M0.78%165,498CommonSOLE
172967424CCITIGROUP INC$9.6M0.77%113,333CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$9.6M0.77%1,657CommonSOLE
149123101CATCATERPILLAR INC$9.6M0.76%24,664CommonNONE
925652109VICIVICI PROPERTIES INC$9.4M0.75%287,549CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$9.3M0.74%101,953CommonSOLE
922908595VBKVANGUARD$9.1M0.72%32,751CommonSOLE
125896100CMSCMS ENERGY CORP$8.8M0.70%126,938CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.7M0.69%99,619CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8.7M0.69%80,671CommonSOLE
92206C409VCSHVANGUARD$8.6M0.69%108,577CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.6M0.68%21,100CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.3M0.66%11,748CommonSOLE
464287242LQDISHARES$8.2M0.65%74,360CommonNONE
922908611VBRVANGUARD$7.9M0.63%40,546CommonNONE
88579Y101MMM3M CO$7.9M0.63%51,848CommonSOLE
92206C771VMBSVANGUARD$7.8M0.62%168,621CommonNONE
697435105PANWPALO ALTO NETWORKS INC$7.8M0.62%38,121CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.8M0.62%23,428CommonSOLE
464287390ILFISHARES$7.7M0.61%292,360CommonSOLE
82889N525MTBASIMPLIFY$7.4M0.59%147,963CommonNONE
26875P101EOGEOG RESOURCES INC$7.3M0.58%61,220CommonSOLE
902494103TSNTYSON FOODS INC-CL A$7.3M0.58%130,013CommonSOLE
922908736VUGVANGUARD$7.3M0.58%16,563CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$7.1M0.57%29,226CommonSOLE
81762P102NOWSERVICENOW INC$7.1M0.56%6,870CommonSOLE
N07059210ASMLASML HOLDINGS N.V.$6.9M0.55%8,643CommonSOLE
125523100CICIGNA CORP$6.6M0.52%19,829CommonSOLE
78462F103SPYSPDR$6.6M0.52%10,602CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$6.3M0.51%15,530CommonSOLE
46138E206PWZINVESCO$6.1M0.49%262,226CommonSOLE
922908363VOOVANGUARD$5.9M0.47%10,335CommonNONE
254687106DISWALT DISNEY COMPANY/THE$5.7M0.46%46,126CommonSOLE
98419M100XYLXYLEM INC$5.7M0.46%44,174CommonSOLE
464287234EEMISHARES$5.7M0.46%118,388CommonNONE
78468R804LGLVSPDR$5.6M0.45%32,117CommonSOLE
464288588MBBISHARES$5.5M0.44%58,884CommonNONE
G51502105JCIJOHNSON$5.5M0.44%52,229CommonSOLE
464288687PFFISHARES$5.4M0.43%175,793CommonNONE
464288356CMFISHARES$5.3M0.43%95,601CommonSOLE
833445109SNOWSNOWFLAKE INC$5.2M0.42%23,248CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.1M0.40%11,348CommonSOLE
778296103ROSTROSS STORES INC$5.0M0.40%39,487CommonSOLE
464288158SUBISHARES$4.8M0.38%45,056CommonNONE
464288414MUBISHARES$4.8M0.38%45,484CommonNONE
46641Q126JPREJPMORGAN$4.7M0.38%99,532CommonSOLE
46090E103QQQINVESCO$4.7M0.37%8,458CommonSOLE
896239100TRMBTRIMBLE INC$4.7M0.37%61,333CommonSOLE
609839105MPWRMONOLITHIC PWR SYS$4.6M0.37%6,337CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY$4.4M0.36%9,159CommonSOLE
464287168DVYISHARES$4.3M0.35%32,713CommonSOLE
464287226AGGISHARES$4.3M0.35%43,669CommonNONE
46641Q852JPIBJPMORGAN$4.3M0.34%88,748CommonSOLE
90138F102TWLOTWILIO INC$4.0M0.32%31,802CommonSOLE
922020805VTIPVANGUARD$3.8M0.31%76,553CommonNONE
464287200IVVISHARES$3.8M0.31%6,186CommonNONE
29364G103ETRENTERGY CORP$3.8M0.30%45,657CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$3.7M0.30%45,661CommonSOLE
922907746VTEBVANGUARD$3.7M0.30%75,384CommonNONE
16115Q308GTLSCHART INDUSTRIES INC$3.6M0.29%22,097CommonSOLE
573874104MRVLMARVELL$3.6M0.29%46,584CommonSOLE
922042775VEUVANGUARD$3.6M0.28%52,865CommonNONE
69120V309BLUE OWL CREDIT INCOME CORP$3.5M0.28%367,585CommonNONE
693718108PCARPACCAR INC$3.4M0.27%35,525CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.3M0.26%75,813CommonSOLE
46138E354SPLVINVESCO$3.1M0.25%42,367CommonSOLE
464288885EFGISHARES$3.1M0.25%27,499CommonNONE
512807306LRCXLAM RESEARCH CORP$3.0M0.24%30,481CommonNONE
92206C102VGSHVANGUARD$2.8M0.23%48,311CommonNONE
191216100KOCOCA-COLA CO/THE$2.7M0.22%38,093CommonSOLE
46137V548PIDINVESCO$2.4M0.19%117,955CommonNONE
464288448IDVISHARES$2.3M0.19%67,193CommonSOLE
438516106HONHONEYWELL$2.2M0.17%9,390CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$2.2M0.17%2,186CommonNONE
02079K107GOOGALPHABET INC$2.1M0.17%12,103CommonSOLE
464287440IEFISHARES$2.1M0.17%22,311CommonNONE
701094104PHPARKER HANNIFIN CORP$2.0M0.16%2,909CommonNONE
92206C706VGITVANGUARD$2.0M0.16%33,047CommonNONE
922908553VNQVANGUARD$2.0M0.16%22,177CommonNONE
46429B655FLOTISHARES$2.0M0.16%38,289CommonNONE
464287465EFAISHARES$1.9M0.16%21,720CommonNONE
922908538VOTVANGUARD$1.8M0.14%6,371CommonNONE
78463X848CWISPDR$1.8M0.14%54,854CommonNONE
464288273SCZISHARES$1.7M0.13%23,065CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.13%10,340CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.13%14,991CommonNONE
09259K401BLACKSTONE REAL ESTATE INCOME TR$1.6M0.12%113,238CommonNONE
464287671IUSGISHARES$1.5M0.12%10,220CommonNONE
464287176TIPISHARES$1.5M0.12%13,794CommonNONE
670100205NVONOVO-NORDISK A/S-SPONS ADR$1.3M0.10%18,800CommonNONE
172908105CTASCINTAS CORP$1.3M0.10%5,736CommonNONE
921946406VYMVANGUARD$1.2M0.09%8,676CommonNONE
437076102HDHOME DEPOT INC$1.1M0.09%3,068CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.08%6,891CommonNONE
78463V107GLDSPDR$1.0M0.08%3,354CommonSOLE
713448108PEPPEPSICO INC$983,3110.08%7,447CommonNONE
17275R102CSCOCISCO SYSTEMS INC$963,0600.08%13,881CommonNONE
98978V103ZTSZOETIS INC$923,1860.07%5,920CommonNONE
92189F106GDXVANECK$919,9500.07%17,671CommonSOLE
166764100CVXCHEVRON CORP$912,0590.07%6,369CommonSOLE
78468R622JNKSPDR$859,9010.07%8,840CommonNONE
46432F842IEFAISHARES$817,5200.07%9,793CommonNONE
90384S303ULTAULTA BEAUTY INC$801,8460.06%1,714CommonNONE
742718109PGPROCTER & GAMBLE CO/THE$788,1620.06%4,947CommonSOLE
20030N101CMCSACOMCAST CORP$772,5570.06%21,647CommonNONE
654106103NKENIKE INC - CL B$771,9350.06%10,867CommonNONE
464287622IWBISHARES$745,9550.06%2,197CommonNONE
464287481IWPISHARES$719,3330.06%5,187CommonNONE
95040Q104WELLWELLTOWER INC$691,1180.06%4,496CommonNONE
464287150ITOTISHARES$679,2510.05%5,030CommonNONE
001700137AMG$671,4370.05%25,875CommonNONE
244199105DEDEERE & COMPANY$664,5830.05%1,307CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$661,9050.05%3,188CommonNONE
92189H409HYDVANECK VECTORS$661,0650.05%13,166CommonNONE
09260D107BXBLACKSTONE GROUP INC$660,2220.05%4,415CommonSOLE
92204A702VGTVANGUARD$655,3190.05%988CommonSOLE
25434V500DFASDIMENSIONAL$633,9070.05%9,950CommonNONE
46431W507NEARISHARES$619,0300.05%12,114CommonNONE
46266C105IQVIQVIA HOLDINGS INC$617,4360.05%3,918CommonSOLE
88160R101TSLATESLA INC$614,2910.05%1,934CommonNONE
744573106PEGPUBLIC$609,3800.05%7,239CommonSOLE
922908769VTIVANGUARD$604,2140.05%1,988CommonNONE
66987V109NVSNOVARTIS AG-ADR$587,5030.05%4,855CommonSOLE
617446448MSMORGAN STANLEY$580,7210.05%4,123CommonSOLE
038222105AMATAPPLIED MATERIALS INC$575,3280.05%3,143CommonNONE
64110L106NFLXNETFLIX INC$570,5340.05%426CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$565,0750.05%1,811CommonSOLE
464287614IWFISHARES$562,5690.04%1,325CommonNONE
464287499IWRISHARES$551,3610.04%5,995CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR - SP ADR$537,7070.04%2,374CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$532,4000.04%3,905CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$530,2730.04%1,880CommonNONE
539830109LMTLOCKHEED MARTIN CORP$520,7670.04%1,124CommonNONE
46434V803HEFAISHARES$506,8030.04%13,351CommonNONE
427866108HSYHERSHEY CO/THE$480,9230.04%2,898CommonNONE
032654105ADIANALOG DEVICES INC$458,2960.04%1,925CommonNONE
369604301GEGE AEROSPACE$453,6280.04%1,763CommonNONE
58933Y105MRKMERCK & CO. INC$448,4150.04%5,665CommonNONE
060505104BACBANK OF AMERICA CORP$435,6950.03%9,207CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$434,1360.03%799CommonNONE
89417E109TRVTRAVELERS COS INC/THE$426,5770.03%1,594CommonNONE
G54950103LINLINDE PLC$423,6460.03%903CommonNONE
464287689IWVISHARES$422,6040.03%1,204CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP.$422,4780.03%1,309CommonNONE
85570X405SWDRSTARWOOD REAL ESTATE INCOME TRUS$383,3460.03%18,324CommonNONE
855244109SBUXSTARBUCKS CORP$374,1510.03%4,084CommonNONE
57636Q104MAMASTERCARD INC-CLASS A$373,1970.03%664CommonNONE
922908629VOVANGUARD$369,6560.03%1,322CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$348,4860.03%1,595CommonNONE
81369Y506XLESPDR$343,4660.03%4,050CommonSOLE
25434V708DFACDIMENSIONAL$340,1220.03%9,490CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$337,8120.03%7,807CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$335,9010.03%1,831CommonNONE
464287309IVWISHARES$332,6120.03%3,021CommonNONE
00206R102TAT&T INC$329,6950.03%11,392CommonSOLE
880770102TERTERADYNE INC$326,6350.03%3,633CommonNONE
79466L302CRMSALESFORCE.COM INC$321,6940.03%1,180CommonNONE
293792107EPDENTERPRISE PRODUCTS LP$316,3330.03%10,201CommonSOLE
81369Y209XLVSPDR$301,8770.02%2,239CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$298,4050.02%2,612CommonNONE
277276101EGPEASTGROUP PROPERTIES$293,9640.02%1,759CommonNONE
126650100CVSCVS HEALTH CORP$291,5330.02%4,226CommonNONE
842587107SOSOUTHERN CO/THE$288,4720.02%3,141CommonNONE
46137V241SPHQINVESCO$284,2560.02%3,989CommonNONE
835699307SONYSONY CORP-SPONSORED ADR$277,5100.02%10,661CommonSOLE
921908844VIGVANGUARD$274,5290.02%1,341CommonSOLE
717081103PFEPFIZER INC$273,6580.02%11,290CommonSOLE
146280102SILASILA REALTY TRUST$270,1220.02%32,862CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$266,1040.02%903CommonNONE
46138G508BKLNINVESCO$259,1150.02%12,386CommonNONE
714046109RVTYPERKINELMER INC$257,0820.02%2,658CommonNONE
00724F101ADBEADOBE SYSTEMS, INC.$255,1990.02%660CommonSOLE
92189F643MOATVANECK$255,0440.02%2,719CommonNONE
464287507IJHISHARES$253,7130.02%4,091CommonNONE
548661107LOWLOWE'S COS INC$250,1940.02%1,128CommonNONE
902973304USBUS BANCORP$247,3930.02%5,467CommonSOLE
H1467J104CBCHUBB LTD$243,6520.02%841CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC$240,8110.02%3,571CommonNONE
74348A467NOBLPROSHARES$235,5530.02%2,339CommonNONE
67097R202ZNGRIXNUVEEN$233,9530.02%20,343CommonNONE
384802104GWWWW GRAINGER INC$233,0120.02%224CommonNONE
816851109SRESEMPRA ENERGY$232,0100.02%3,062CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$231,1420.02%903CommonSOLE
78467Y107MDYSPDR$223,7610.02%395CommonNONE
26441C204DUKDUKE ENERGY CORP$222,3150.02%1,884CommonSOLE
36828A101GEVGE VERNOVA INC.$216,2440.02%409CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$215,2580.02%1,198CommonNONE
983793100XPOXPO LOGISTICS INC$213,1770.02%1,688CommonNONE
67066Y105NACNUVEEN$212,2300.02%19,000CommonNONE
46137V357RSPINVESCO$211,8920.02%1,166CommonNONE
872540109TJXTJX COMPANIES INC$208,9950.02%1,692CommonNONE
31946M103FCNCAFIRST CITIZENS BCSHS$207,3850.02%106CommonNONE
67299D720PALLADIUS$206,9540.02%206,954CommonNONE
14149Y108CAHCARDINAL HEALTH INC$202,2720.02%1,204CommonNONE
00199N209TPG TWIN BROOK$200,0000.02%7,908CommonNONE
27826F101CEVEATON VANCE$193,7000.02%20,000CommonNONE
03999M009ARCHWAY REAL ESTATE INCOME FUND$149,7720.01%149,772CommonNONE
21399R071OAKHURST INCOME FUND$141,3560.01%141,356CommonNONE
67299R117PALLADIUS INCOME FUND$136,9490.01%136,949CommonNONE
96199K997WESTRIDGE LENDING FUND$127,0000.01%127,000CommonNONE
70214G208PARTNERS GROUP$98,7170.01%44,668CommonNONE
00199K098AGP$69,4490.01%69,449CommonNONE
70599J991ARTEMIS$63,7360.01%63,736CommonNONE
547999698OAKHURST INCOME FUND$58,5800.00%58,580CommonNONE
30699G545MANDALAY INCOME FUND$50,0000.00%50,000CommonNONE
67299W587OAKHURST OPPORTUNITY LENDING$46,4600.00%46,460CommonNONE
09065A100BLGOBIOLARGO INC$24,2290.00%117,838CommonSOLE
14738Y105CASCADE TECHN CORP$2,1250.00%50,000CommonNONE
758059307REDWOOD MORTGAGE INVESTORS VIII$10.00%33,905CommonNONE
89377T104TRCNFTRANSNATIONAL CANNABIS LIMITED$050,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.