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First American Financial Corp Institutional Portfolio & 13F Holdings (Q2 2026)
First American Financial CorpCIK: 0001472787
Concentrated strategyContrarianQuality / disciplined sizing
Total reported value
$390.5M
Reporting period: 2026-06-30 · Number of holdings: 3
First American Financial Corp disclosed 3 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $390.5M and a quarterly turnover rate of 7.2%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 7.19
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 6
- Sizing Uniformity
- 91.2
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VOO
-4.6% $19.8M
Trim VXUS
-8.9% $1.6M
Sold out 67623L307
New buy 67623L505
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 57.36% | +2.16% | -4.56% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 42.00% | -1.90% | -8.89% | |
| 3 | ✓ | Stock-Other | 0.65% | +0.65% | NEW |
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+22.8%
- Stdev
- +10.9%
- Beta
- +0.85
- Alpha
- +3.9%
- Max Drawdown
- -6.3%
- Annualized Perf
- +20.7%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.58
- Stutzer
- +0.51
- Treynor
- +0.23
- Sterling
- +1.4
- Calmar
- +3.28
- Information Ratio
- +0.27
- Tracking Error
- +4%
- Stdev Down
- +5.5%
- Winning Months %
- +73.3%
- Losing Months %
- +26.7%
- Best 12 Months
- +32.3%
- Worst 12 Months
- +9.4%
- Efficiency Ratio
- +0.69
- Sharpe
- +1.8
- Stdev Sectors
- —
- Skewness
- -0.31
- Kurtosis
- +0.62
- Upside Potential
- +4.97
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
First American Financial Corp's most significant position changes for 2026-06-30: Sold out: Offerpad Solutions Inc; New buy: ; Trim: Vanguard S&p 500 ETF (VOO) — shares -4.56%; Trim: Vanguard Total Intl Stock (VXUS) — shares -8.89%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.2% | -4.56% | Trim |
| 2 | ✓ | +0.7% | NEW | New buy | |
| 3 | ✓ | Offerpad Solutions Inc | -0.9% | EXIT | Sold out |
| 4 | VXUS | Vanguard Total Intl Stock | -1.9% | -8.89% | Trim |
Filing History
FAQ
What is First American Financial Corp and what type of investor is it?
First American Financial Corp is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $390.5M, spread across 3 disclosed positions.
What are First American Financial Corp's largest equity positions?
Based on the latest 13F filing, First American Financial Corp's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $224.0M (57.4%)
2. Vanguard Total Intl Stock (VXUS) — $164.0M (42.0%)
3. — $2.5M (0.7%)
What changes did First American Financial Corp make in its most recent portfolio filing?
In the latest reported quarter, First American Financial Corp made 4 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Offerpad Solutions Inc; New buy: ; Trim: Vanguard S&p 500 ETF (VOO) — shares -4.56%; Trim: Vanguard Total Intl Stock (VXUS) — shares -8.89%
What sectors does First American Financial Corp focus on?
Sector breakdown data is not yet available for First American Financial Corp. Check back after the next 13F processing cycle.
Investment Profile
First American Financial Corp returned an annualized 20.7% over the trailing 30 months — outperforming the S&P 500 by 3.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.85 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its VXUS position for two straight quarters, increasing it by $6.3M to reach $164.0M.
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Developer Access
Access First American Financial Corp's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/first-american-financial-corpCLI
npx alphasmo institutions get first-american-financial-corp