First American Bank
Sector Allocation
- Technology44.6%$798.1M
- Financials12.6%$226.2M
- Healthcare10.3%$184.0M
- Consumer Discretionary8.9%$159.6M
- Industrials6.1%$108.8M
- Consumer Staples5.0%$89.1M
- Other4.4%$79.3M
- Energy3.3%$59.5M
- Utilities2.7%$48.5M
- Materials0.8%$14.5M
AUM History
13fpro.ai/research/fund/first-american-bank-1291422
Conviction and streaks
Stable · top 10 = 44.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$185.5MAVGO
$120.1MGOOGL
$101.5MNVDA
$76.9MMSFT
$73.0MAMZN
$60.1MLLY
$59.2MJPM
$44.6MV
$41.5MPEP
$40.2MGS
$39.5MABBV
$30.1MAMAT
$28.6MMETA
$25.8MADI
$22.9M- VANGUARD$22.6M
ETN
$22.2MTJX
$22.0MWMT
$21.8MPANW
$21.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/first-american-bank-1291422
First American Bank 13F holdings — Q2 2026
$1.8B portfolio (+12.3% QoQ) · 205 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
$185.5M
10.4% of stocks
+0.1%This quarter+5.0%Since filed5+ qtrsHeld$120.1M
6.7% of stocks
-0.8%This quarter-16.5%Since filed5+ qtrsHeld$101.5M
5.7% of stocks
-0.1%This quarter-15.1%Since filed5+ qtrsHeld$76.9M
4.3% of stocks
+0.2%This quarter+1.6%Since filed5+ qtrsHeld$73.0M
4.1% of stocks
-2%This quarter+34.6%Since filed5+ qtrsHeld$60.1M
3.4% of stocks
+0.1%This quarter-2.3%Since filed5+ qtrsHeld$59.2M
3.3% of stocks
-2%This quarter+10.6%Since filed5+ qtrsHeld$44.6M
2.5% of stocks
+0.1%This quarter-3.7%Since filed5+ qtrsHeld$41.5M
2.3% of stocks
-0.3%This quarter+13.8%Since filed5+ qtrsHeld$40.2M
2.3% of stocks
-0.2%This quarter+0.0%Since filed5+ qtrsHeld
All holdings — First American Bank (Q2 2026)
205 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | GOLDMAN SACHS GROUP INC | Financials | $39.5M | 2.2% | 39K | +0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $30.1M | 1.7% | 120K | -0.2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | APPLIED MATERIALS INC /DE | Technology | $28.6M | 1.6% | 40K | +0.8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $25.8M | 1.4% | 46K | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ANALOG DEVICES INC | Technology | $22.9M | 1.3% | 58K | -0.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD - COMMON STOCKetf/fund | — | $22.6M | 1.3% | 33K | +15% | — | — | 13F |
| 17 | Eaton Corp plc | Industrials | $22.2M | 1.2% | 52K | -0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $22.0M | 1.2% | 145K | +1.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Walmart Inc. | Consumer Staples | $21.8M | 1.2% | 192K | -0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Palo Alto Networks Inc | Technology | $21.7M | 1.2% | 64K | -0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Vertiv Holdings Co | Technology | $20.9M | 1.2% | 62K | -5% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | PROCTER & GAMBLE Co | Consumer Staples | $20.2M | 1.1% | 138K | -0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $20.1M | 1.1% | 147K | +0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $19.9M | 1.1% | 54K | +0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HOME DEPOT, INC. | Consumer Discretionary | $19.9M | 1.1% | 56K | -2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $17.1M | 0.9% | 34K | -0.5% | |||
| 27 | $GOOG | Alphabet Inc. | Technology | $15.6M | 0.9% | 44K | +0.6% | |||
| 28 | $CTAS | CINTAS CORP | Consumer Discretionary | $14.9M | 0.8% | 88K | -2% | |||
| 29 | $DHR | DANAHER CORP /DE/ | Healthcare | $14.9M | 0.8% | 78K | -0.3% | |||
| 30 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $14.7M | 0.8% | 31K | +3% | |||
| 31 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $14.1M | 0.8% | 247K | +0.6% | |||
| 32 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $14.0M | 0.8% | 28K | -3% | |||
| 33 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $13.7M | 0.8% | 62K | -0.2% | |||
| 34 | $CVX | CHEVRON CORP | Energy | $13.4M | 0.8% | 81K | -0.7% | |||
| 35 | $TT | Trane Technologies plc | Technology | $13.0M | 0.7% | 27K | -0.7% | |||
| 36 | $EW | Edwards Lifesciences Corp | Healthcare | $13.0M | 0.7% | 144K | -4% | |||
| 37 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $12.8M | 0.7% | 94K | +0.5% | |||
| 38 | $UNP | UNION PACIFIC CORP | Industrials | $12.8M | 0.7% | 47K | -1% | |||
| 39 | $BA | BOEING CO | Industrials | $12.6M | 0.7% | 58K | +2% | |||
| 40 | $CMI | CUMMINS INC | Industrials | $11.5M | 0.6% | 16K | +0.3% | |||
| 41 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $11.5M | 0.6% | 47K | -1% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $11.0M | 0.6% | 94K | +13% | |||
| 43 | $SPY | SPDR S&P 500 ETF TRUST | — | $10.8M | 0.6% | 14K | -0.5% | |||
| 44 | $ICE | Intercontinental Exchange, Inc. | Financials | $9.8M | 0.6% | 79K | -0.5% | |||
| 45 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $9.8M | 0.5% | 23K | +4% | |||
| 46 | $TXN | TEXAS INSTRUMENTS INC | Technology | $9.6M | 0.5% | 32K | -0.0% | |||
| 47 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $9.6M | 0.5% | 58K | -6% | |||
| 48 | $RTX | RTX Corp | Industrials | $9.5M | 0.5% | 50K | -0.7% | |||
| 49 | $MRK | Merck & Co., Inc. | Healthcare | $8.7M | 0.5% | 68K | +0.4% | |||
| 50 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $8.6M | 0.5% | 17K | -0.7% | |||
| 51 | $JNJ | JOHNSON & JOHNSON | Healthcare | $7.9M | 0.4% | 31K | -7% | |||
| 52 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $7.5M | 0.4% | 35K | -0.4% | |||
| 53 | $SLDE | Slide Insurance Holdings, Inc. | Financials | $7.0M | 0.4% | 363K | — | |||
| 54 | $CMS | CMS ENERGY CORP | Utilities | $6.7M | 0.4% | 87K | +1% | |||
| 55 | $JCI | Johnson Controls International plc | Industrials | $6.5M | 0.4% | 44K | +0.8% | |||
| 56 | $ORCL | ORACLE CORP | Technology | $6.2M | 0.3% | 42K | — | |||
| 57 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $5.9M | 0.3% | 22K | -0.1% | |||
| 58 | $LIN | LINDE PLC | Materials | $5.5M | 0.3% | 11K | +0.5% | |||
| 59 | $PLD | Prologis, Inc. | Real Estate | $5.4M | 0.3% | 40K | +2% | |||
| 60 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $5.3M | 0.3% | 124K | -3% | |||
| 61 | $SCHW | SCHWAB CHARLES CORP | Financials | $5.2M | 0.3% | 57K | +0.1% | |||
| 62 | $MPC | Marathon Petroleum Corp | Energy | $5.1M | 0.3% | 20K | -7% | |||
| 63 | $ANET | Arista Networks, Inc. | Technology | $5.1M | 0.3% | 30K | +118% | |||
| 64 | $PSX | Phillips 66 | Energy | $5.0M | 0.3% | 29K | -2% | |||
| 65 | $APH | AMPHENOL CORP /DE/ | Technology | $4.8M | 0.3% | 27K | +28% | |||
| 66 | $AMRZ | Amrize Ltd | Materials | $4.8M | 0.3% | 90K | +54% | |||
| 67 | $PM | Philip Morris International Inc. | Consumer Staples | $4.7M | 0.3% | 26K | +9% | |||
| 68 | — | VANGUARD - COMMON STOCK | — | $4.7M | 0.3% | 58K | +332% | |||
| 69 | $ETR | ENTERGY CORP /DE/ | Utilities | $4.6M | 0.3% | 40K | +1% | |||
| 70 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $4.5M | 0.3% | 44K | -0.5% | |||
| 71 | $AHR | American Healthcare REIT, Inc. | Real Estate | $4.5M | 0.3% | 86K | +4% | |||
| 72 | — | VANGUARD - COMMON STOCK | — | $4.5M | 0.3% | 34K | -0.8% | |||
| 73 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $4.4M | 0.3% | 20K | -50% | |||
| 74 | $DE | DEERE & CO | Industrials | $4.4M | 0.3% | 6,985 | -0.9% | |||
| 75 | $HONA | Honeywell Aerospace Inc. | Industrials | $4.4M | 0.3% | 20K | New | |||
| 76 | $AJG | Arthur J. Gallagher & Co. | Financials | $4.3M | 0.2% | 19K | +1% | |||
| 77 | $VST | Vistra Corp. | Utilities | $4.3M | 0.2% | 27K | +2% | |||
| 78 | $EQT | EQT Corp | Energy | $4.3M | 0.2% | 80K | +123% | |||
| 79 | — | SPDR S&P - COMMON STOCK | — | $4.3M | 0.2% | 57K | -14% | |||
| 80 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $4.2M | 0.2% | 36K | +2% | |||
| 81 | — | VANGUARD - COMMON STOCK | — | $4.0M | 0.2% | 13K | +33% | |||
| 82 | $STX | Seagate Technology Holdings plc | Technology | $3.9M | 0.2% | 4,089 | New | |||
| 83 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $3.7M | 0.2% | 30K | — | |||
| 84 | $ACN | Accenture plc | Technology | $3.7M | 0.2% | 29K | -18% | |||
| 85 | $DIS | Walt Disney Co | Communication Services | $3.5M | 0.2% | 36K | -48% | |||
| 86 | $NEE | NEXTERA ENERGY INC | Utilities | $3.4M | 0.2% | 39K | +26% | |||
| 87 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.3M | 0.2% | 6,556 | +0.1% | |||
| 88 | $DTM | DT Midstream, Inc. | Energy | $3.3M | 0.2% | 22K | +23% | |||
| 89 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.2M | 0.2% | 14K | -0.6% | |||
| 90 | — | VANGUARD - COMMON STOCK | — | $3.1M | 0.2% | 23K | — | |||
| 91 | $GRMN | GARMIN LTD | Technology | $3.0M | 0.2% | 13K | +2% | |||
| 92 | $NDAQ | NASDAQ, INC. | Financials | $2.9M | 0.2% | 37K | +0.5% | |||
| 93 | $MU | MICRON TECHNOLOGY INC | Technology | $2.9M | 0.2% | 2,519 | New | |||
| 94 | $MA | Mastercard Inc | Financials | $2.8M | 0.2% | 5,431 | -6% | |||
| 95 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $2.6M | 0.1% | 32K | -2% | |||
| 96 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.5M | 0.1% | 4,355 | New | |||
| 97 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $2.5M | 0.1% | 34K | +0.4% | |||
| 98 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.4M | 0.1% | 27K | -35% | |||
| 99 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $2.4M | 0.1% | 15K | +13% | |||
| 100 | $NFLX | NETFLIX INC | Communication Services | $2.4M | 0.1% | 33K | -2% | |||
| 101 | $BLK | BlackRock, Inc. | Financials | $2.3M | 0.1% | 2,441 | +0.6% | |||
| 102 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $2.3M | 0.1% | 15K | — | |||
| 103 | $MSI | Motorola Solutions, Inc. | Technology | $2.2M | 0.1% | 5,362 | +2% | |||
| 104 | $SLB | SLB LIMITED/NV | Energy | $2.2M | 0.1% | 48K | +1% | |||
| 105 | $MDLN | Medline Inc. | Healthcare | $2.2M | 0.1% | 55K | -4% | |||
| 106 | $CAT | CATERPILLAR INC | Industrials | $2.2M | 0.1% | 2,043 | — | |||
| 107 | — | ISHARES - COMMON STOCK | — | $2.2M | 0.1% | 44K | New | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $2.1M | 0.1% | 5,918 | — | |||
| 109 | $AZN | ASTRAZENECA PLC | Healthcare | $2.1M | 0.1% | 11K | -0.5% | |||
| 110 | $DTB | DTE ENERGY CO | Utilities | $2.1M | 0.1% | 14K | +3% | |||
| 111 | $SARO | StandardAero, Inc. | Industrials | $2.1M | 0.1% | 69K | New | |||
| 112 | — | STATE STREET - COMMON STOCK | — | $2.0M | 0.1% | 38K | -1% | |||
| 113 | $COP | CONOCOPHILLIPS | Energy | $2.0M | 0.1% | 19K | -0.0% | |||
| 114 | $GBCI | GLACIER BANCORP, INC. | Financials | $2.0M | 0.1% | 38K | +2% | |||
| 115 | $CNH | CNH Industrial N.V. | Industrials | $1.9M | 0.1% | 172K | +1% | |||
| 116 | $NOW | ServiceNow, Inc. | Technology | $1.9M | 0.1% | 19K | -14% | |||
| 117 | $HQY | HEALTHEQUITY, INC. | Industrials | $1.8M | 0.1% | 20K | +23% | |||
| 118 | $COO | COOPER COMPANIES, INC. | Healthcare | $1.8M | 0.1% | 25K | -1% | |||
| 119 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $1.8M | 0.1% | 13K | +12% | |||
| 120 | — | VANGUARD - COMMON STOCK | — | $1.7M | 0.1% | 7,334 | — | |||
| 121 | $SGI | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $1.7M | 0.1% | 22K | New | |||
| 122 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.7M | 0.1% | 4,924 | -0.7% | |||
| 123 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $1.7M | 0.1% | 20K | +12% | |||
| 124 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $1.6M | 0.1% | 9,297 | -0.7% | |||
| 125 | $ASML | ASML HOLDING NV | Technology | $1.6M | 0.1% | 824 | +83% | |||
| 126 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.6M | 0.1% | 32K | +2% | |||
| 127 | — | VANGUARD - COMMON STOCK | — | $1.6M | 0.1% | 22K | +0.1% | |||
| 128 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.5M | 0.1% | 4,298 | — | |||
| 129 | — | FIDELITY - COMMON STOCK | — | $1.4M | 0.1% | 34K | +211% | |||
| 130 | — | VANGUARD - COMMON STOCK | — | $1.3M | 0.1% | 21K | -2% | |||
| 131 | $Q | Qnity Electronics, Inc. | Technology | $1.2M | 0.1% | 7,580 | -0.4% | |||
| 132 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.2M | 0.1% | 21K | — | |||
| 133 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.1% | 2,844 | — | |||
| 134 | $AON | Aon plc | Financials | $1.2M | 0.1% | 3,540 | — | |||
| 135 | $VLTO | Veralto Corp | Technology | $1.2M | 0.1% | 13K | — | |||
| 136 | — | ISHARES MSCI - COMMON STOCK | — | $1.1M | 0.1% | 5,163 | -2% | |||
| 137 | — | GOLDMAN ACTIVEBETA US LC ETF - COMMON STOCK | — | $1.1M | 0.1% | 7,960 | — | |||
| 138 | — | VANGUARD - COMMON STOCK | — | $1.1M | 0.1% | 15K | +332% | |||
| 139 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $1.1M | 0.1% | 1,908 | -2% | |||
| 140 | $USB | US BANCORP \DE\ | Financials | $1.1M | 0.1% | 18K | New | |||
| 141 | $SNPS | SYNOPSYS INC | Technology | $1.1M | 0.1% | 2,405 | +0.3% | |||
| 142 | $CB | Chubb Ltd | Financials | $1.1M | 0.1% | 3,134 | — | |||
| 143 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.1M | 0.1% | 6,485 | New | |||
| 144 | $QCOM | QUALCOMM INC/DE | Technology | $998K | 0.1% | 5,400 | — | |||
| 145 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $994K | 0.1% | 5,268 | +3% | |||
| 146 | $FTV | Fortive Corp | Industrials | $991K | 0.1% | 16K | — | |||
| 147 | — | ISHARES TRUST - COMMON STOCK | — | $960K | 0.1% | 9,532 | +105% | |||
| 148 | $BP | BP PLC | Energy | $959K | 0.1% | 26K | -2% | |||
| 149 | $CTVA | Corteva, Inc. | Consumer Staples | $946K | 0.1% | 11K | — | |||
| 150 | — | ISHARES - COMMON STOCK | — | $897K | 0.1% | 2,986 | +5% |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 69 added to, 77 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
$HONAHoneywell Aerospace Inc.$4.4M
first bought this quarter
$STXSeagate Technology Holdings plc$3.9M
first bought this quarter
$MUMICRON TECHNOLOGY INC$2.9M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$2.5M
first bought this quarter
- ISHARES - COMMON STOCK$2.2M
first bought this quarter
$SAROStandardAero, Inc.$2.1M
first bought this quarter
+15 more in the Excel export
Added to (69)
- VANGUARD - COMMON STOCK+15%
now $22.6M
$ANETArista Networks, Inc.+118%
now $5.1M · held 5+ qtrs
$EQTEQT Corp+123%
now $4.3M · held 4 qtrs
$AMRZAmrize Ltd+54%
now $4.8M · held 4 qtrs, 4 adds in a row
$CSCOCISCO SYSTEMS, INC.+13%
now $11.0M · held 5+ qtrs, 2 adds in a row
$APHAMPHENOL CORP /DE/+28%
now $4.8M · held 3 qtrs, 3 adds in a row
+63 more in the Excel export
Trimmed (77)
$HONHONEYWELL INTERNATIONAL INC-50%
now $4.4M · held 5+ qtrs
$DISWalt Disney Co-48%
now $3.5M · held 5+ qtrs
now $59.2M · held 5+ qtrs
now $73.0M · held 5+ qtrs
$DDDuPont de Nemours, Inc.-67%
now $666K · held 5+ qtrs
$ABTABBOTT LABORATORIES-35%
now $2.4M · held 5+ qtrs, 2 trims in a row
+71 more in the Excel export
Holdings by quarter
Every 13F First American Bank has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow First American Bank?
Q2 2026 13F filed with the SEC on Jul 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of First American Bank's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
First American Bank disclosed 205 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 10.4% of the equity portfolio, followed by $AVGO and $GOOGL. During the quarter the fund opened 21 new positions and exited 5 — including a new stake in $HONA and a full exit from $EXE. The portfolio is most concentrated in Technology (44.6% of disclosed assets). All figures are sourced directly from First American Bank’s Form 13F-HR filing with the SEC under CIK 1291422.
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AI-Powered Hedge Fund Analysis: First American Bank
13F Pro is an AI hedge fund tracker and stock research platform. For First American Bank (SEC CIK: 1291422), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in First American Bank's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.