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CIK: 0001291422
Total reported value
$1.8B
$1.8B
171 檔
24.6%
As reported in its official Q2 2025 Form 13F filing, First American Bank's tracked investment portfolio stood at $1.8B with 171 total positions.
In Q2 2025, First American Bank displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 24.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.16% | +0.17% | -0.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.80% | -0.55% | +0.10% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 6.50% | +0.49% | -3.76% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.06% | +0.10% | +0.23% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | +0.07% | +0.32% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.39% | +0.54% | -0.32% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | +0.02% | -0.16% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.83% | +0.39% | -3.06% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.79% | -0.65% | -4.71% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.61% | -0.02% | +3.38% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | -0.17% | +2.01% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.87% | +0.14% | +0.80% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.13% | +2.88% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | +0.04% | -2.01% | |
| 15 | CTAS | Cintas CORP | Stock-Industrials | 1.44% | -0.12% | -3.37% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.37% | -0.07% | +0.89% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.27% | -0.28% | +4.85% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | +0.07% | +2.27% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.23% | -0.24% | +0.28% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.18% | -0.21% | +4.45% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.08% | +0.02% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.44% | -0.40% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.05% | -0.10% | -0.08% | |
| 24 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.98% | +0.02% | +0.03% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.97% | -0.24% | +0.77% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.16% | -0.41% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.18% | -4.55% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.94% | +0.13% | +0.30% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.93% | -0.20% | -0.60% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.91% | -0.12% | +0.40% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.86% | +0.57% | -0.36% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.31% | +1.09% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.80% | +0.03% | -0.24% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.78% | -0.01% | +6.22% | |
| 35 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.76% | -0.02% | -0.37% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | -0.01% | +0.81% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.04% | +0.43% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.11% | -23.39% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.57% | EXIT | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.62% | -0.05% | +0.25% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.01% | +0.67% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.61% | +0.15% | -11.60% | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.61% | +0.02% | -0.17% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.04% | — | |
| 45 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.60% | +0.14% | -2.96% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.58% | -0.06% | +0.56% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.58% | -0.25% | -0.07% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.23% | +12.48% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.17% | -40.10% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.08% | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.1% | -3.76% | Trim |
| 2 | MSFT | Microsoft CORP | +1.3% | +0.10% | Add |
| 3 | NVDA | Nvidia CORP | +1.1% | +0.23% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +2.01% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.3% | +0.80% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +3.38% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.32% | Add |
| 8 | ETN | Eaton Corporation plc | +0.3% | +2.27% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.2% | -2.96% | Trim |
| 10 | ORCL | Oracle CORP | +0.2% | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.32% | Trim |
| 12 | SNPS | Synopsys Inc | +0.2% | NEW | New buy |
| 13 | BA | Boeing Co/the | +0.1% | +6.22% | Add |
| 14 | TT | Trane Technologies plc | +0.1% | -0.24% | Trim |
| 15 | DIS | Walt Disney Co/the | +0.1% | +12.48% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +4.85% | Add |
| 17 | VST | Vistra CORP | +0.1% | +4.24% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | -0.36% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 20 | VHT | Vanguard Health Care ETF | +0.1% | NEW | New buy |
| 21 | MSI | Motorola Solutions Inc | +0.1% | +237.34% | Add |
| 22 | ADI | Analog Devices Inc | +0.1% | +0.30% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 24 | AMAT | Applied Materials Inc | +0.1% | +0.07% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +4.27% | Add |
| 26 | MAR | Marriott International -cl A | +0.1% | +0.03% | Add |
| 27 | TRI4EUR | Thomson Reuters CORP | 0% | +5.36% | Add |
| 28 | BAC | Bank Of America CORP | 0% | +0.43% | Add |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -0.11% | Trim |
| 30 | NOW | Servicenow Inc | 0% | -8.05% | Trim |
| 31 | RTX | Rtx CORP | 0% | +3.85% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.67% | Add |
| 33 | ICE | Intercontinental Exchange In | — | +0.77% | Add |
| 34 | TJX | Tjx Companies Inc | 0% | +4.45% | Add |
| 35 | CTAS | Cintas CORP | 0% | -3.37% | Trim |
| 36 | HPQ | Hp Inc | -0.1% | -78.98% | Trim |
| 37 | QCOM | Qualcomm Inc | -0.1% | -60.10% | Trim |
| 38 | KNX | Knight-swift Transportation | -0.2% | EXIT | Sold out |
| 39 | MRSH | Marsh & Mclennan Cos | -0.2% | +0.40% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.2% | +2.88% | Add |
| 41 | CVX | Chevron CORP | -0.2% | +1.09% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.02% | Add |
| 43 | EMN | Eastman Chemical Co | -0.2% | EXIT | Sold out |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -0.40% | Trim |
| 45 | ABBV | Abbvie Inc | -0.4% | -2.01% | Trim |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.5% | -23.39% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.5% | -3.06% | Trim |
| 48 | PEP | Pepsico Inc | -0.8% | -4.71% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1.1% | -40.10% | Trim |
| 50 | AAPL | Apple Inc | -1.6% | -0.18% | Trim |
According to official SEC Form 13F filings, First American Bank reported a total U.S. public equity portfolio value of $1.8B across 171 disclosed positions in Q2 2025.
During Q2 2025, First American Bank's top holdings by market value included AAPL (9.2%)、MSFT (6.8%)、AVGO (6.5%). The largest single position, AAPL, represented 9.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SNPS
市值: $2.3M
Top Position Liquidated / Trimmed
EMN
前期市值: $2.9M
In Q2 2025, First American Bank made 49 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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