EdgeMarket › What First American Bank reported owning
What First American Bank reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
188Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| AVGO Broadcom Inc. | 99.1M | 6.2% | 320.3K | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 81.7M | 5.1% | 284.2K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 73.9M | 4.6% | 199.6K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 66.9M | 4.2% | 383.6K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 52.5M | 3.3% | 252.0K | 258.63 | +15.6% |
| LLY ELI LILLY & Co | 46.6M | 2.9% | 50.6K | 1,255.40 | +78.0% |
| PEP PEPSICO INC | 46.2M | 2.9% | 297.6K | 143.48 | -4.8% |
| JPM JPMORGAN CHASE & CO | 40.0M | 2.5% | 136.1K | 351.58 | +20.3% |
| V VISA INC. | 36.7M | 2.3% | 121.4K | 371.04 | +7.9% |
| GS GOLDMAN SACHS GROUP INC | 33.0M | 2.1% | 39.0K | 1,039.28 | +44.2% |
| ABBV AbbVie Inc. | 26.1M | 1.6% | 119.9K | 264.96 | +26.7% |
| META Meta Platforms, Inc. | 25.6M | 1.6% | 44.8K | 549.90 | -26.5% |
| XOM ExxonMobil Holdings Corp | 25.0M | 1.6% | 147.2K | 165.11 | +52.1% |
| WMT Walmart Inc. | 24.0M | 1.5% | 192.9K | 103.70 | +1.1% |
| TJX TJX COMPANIES INC /DE/ | 22.9M | 1.4% | 143.7K | 140.53 | +1.6% |
| PG PROCTER & GAMBLE Co | 20.0M | 1.3% | 138.6K | 144.68 | -9.3% |
| HD HOME DEPOT, INC. | 18.8M | 1.2% | 57.2K | 335.61 | -16.5% |
| ETN Eaton Corp plc | 18.7M | 1.2% | 52.2K | 419.20 | +21.1% |
| ADI ANALOG DEVICES INC | 18.4M | 1.2% | 57.7K | 373.09 | +52.4% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 17.4M | 1.1% | 53.3K | 356.39 | +35.2% |
| VOO Vanguard S&P 500 ETF | 17.2M | 1.1% | 28.7K | 703.71 | +20.0% |
| CVX CHEVRON CORP | 16.9M | 1.1% | 81.5K | 205.27 | +34.0% |
| VRT Vertiv Holdings Co | 16.5M | 1.0% | 65.7K | 261.95 | +105.4% |
| unmapped CUSIP 084670702 | 16.4M | 1.0% | 34.2K | — | — |
| CTAS CINTAS CORP | 15.1M | 0.9% | 89.2K | 203.79 | -6.0% |
| DHR DANAHER CORP /DE/ | 14.9M | 0.9% | 78.5K | 218.85 | +3.5% |
| LOW LOWES COMPANIES INC | 14.8M | 0.9% | 62.5K | 216.09 | -16.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 14.1M | 0.9% | 28.7K | 629.27 | +27.2% |
| AMAT APPLIED MATERIALS INC /DE | 13.4M | 0.8% | 39.3K | 492.32 | +205.9% |
| GOOG Alphabet Inc. | 12.6M | 0.8% | 43.9K | 341.75 | +70.7% |
| ICE Intercontinental Exchange, Inc. | 12.6M | 0.8% | 79.9K | 161.25 | -11.1% |
| AEP AMERICAN ELECTRIC POWER CO INC | 12.2M | 0.8% | 93.4K | — | — |
| BAC BANK OF AMERICA CORP /DE/ | 12.0M | 0.8% | 246.0K | 61.69 | +27.6% |
| EW Edwards Lifesciences Corp | 12.0M | 0.8% | 149.4K | 89.79 | +10.3% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 11.6M | 0.7% | 17.1K | 551.03 | -7.0% |
| UNP UNION PACIFIC CORP | 11.6M | 0.7% | 47.8K | 308.05 | +36.5% |
| BA BOEING CO | 11.3M | 0.7% | 56.9K | 214.20 | -5.1% |
| TT Trane Technologies plc | 11.1M | 0.7% | 26.7K | 453.43 | +6.4% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 10.6M | 0.7% | 61.0K | 192.01 | -9.1% |
| PANW Palo Alto Networks Inc | 10.2M | 0.6% | 63.8K | 357.87 | +94.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 10.1M | 0.6% | 29.9K | 418.95 | +83.3% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 9.8M | 0.6% | 47.3K | 243.13 | +24.7% |
| RTX RTX Corp | 9.7M | 0.6% | 50.4K | 209.91 | +34.1% |
| SPY SPDR S&P 500 ETF TRUST | 9.4M | 0.6% | 14.5K | 765.72 | +20.0% |
| HON HONEYWELL INTERNATIONAL INC | 9.0M | 0.6% | 39.9K | 215.90 | -50.3% |
| CMI CUMMINS INC | 8.7M | 0.5% | 16.1K | 587.68 | +48.3% |
| MRK Merck & Co., Inc. | 8.2M | 0.5% | 67.8K | 152.55 | +80.2% |
| JNJ JOHNSON & JOHNSON | 8.1M | 0.5% | 33.2K | 270.24 | +51.1% |
| BSX BOSTON SCIENTIFIC CORP | 8.0M | 0.5% | 127.3K | 50.37 | -52.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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