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Portfolio (Quarterly) Guide ↗

FIRST AMERICAN BANK

· CIK 0001291422
13F Portfolio $1.8B AUM 300 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 205 New
Page 6 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK, INC. Financial Services 2,441.0 $2.3M 0.13% NEW $961.56 +19.3%
102 CFR CULLEN/FROST BANKERS, INC. Financial Services 14,809.0 $2.3M 0.13% NEW $154.52 +8.8%
103 MSI MOTOROLA SOLUTIONS, INC Technology 5,362.0 $2.2M 0.12% NEW $415.29 +10.1%
104 SLB SCHLUMBERGER LTD COM Energy 47,641.0 $2.2M 0.12% NEW $46.49 +15.9%
105 MDLN MEDLINE INC. Healthcare 55,247.0 $2.2M 0.12% NEW $39.44 -11.6%
106 CAT CATERPILLAR INC DEL COM Industrials 2,043.0 $2.2M 0.12% NEW $1064.90 -17.2%
107 IHI ISHARES 43,896.0 $2.2M 0.12% NEW $49.41 +11.5%
108 AMGN AMGEN INC Healthcare 5,918.0 $2.1M 0.12% NEW $362.12 +15.8%
109 AZN ASTRAZENECA PLC Healthcare 10,959.0 $2.1M 0.12% NEW $189.62 -17.3%
110 DTE DTE ENERGY CO Utilities 13,590.0 $2.1M 0.12% NEW $152.37 -7.4%
111 STANDARDAERO INC. 68,550.0 $2.1M 0.12% NEW $29.91
112 XLE STATE STREET 38,242.0 $2.0M 0.11% NEW $53.11 +17.8%
113 COP CONOCOPHILLIPS Energy 19,440.0 $2.0M 0.11% NEW $103.96 +22.7%
114 GBCI GLACIER BANCORP INC Financial Services 38,280.0 $2.0M 0.11% NEW $51.58 -3.8%
115 CNH INDUSTRIAL NV 172,317.0 $1.9M 0.11% NEW $11.23
116 NOW SERVICENOW INC Technology 19,388.0 $1.9M 0.11% NEW $99.28 +18.6%
117 HQY HEALTHEQUITY INC Healthcare 19,797.0 $1.8M 0.10% NEW $90.32 +13.3%
118 THE COOPER COMPANIES, INC. 24,832.0 $1.8M 0.10% NEW $71.71
119 A AGILENT TECHNOLOGIES INC Healthcare 13,369.0 $1.8M 0.10% NEW $132.83 +11.8%
120 VIG VANGUARD 7,334.0 $1.7M 0.10% NEW $236.62 +3.3%
Page 6 of 11  ·  205 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 13.1%
Healthcare 11.0%
Industrials 9.7%
Communication Services 8.9%
Consumer Cyclical 8.3%
Consumer Defensive 5.5%
Energy 3.6%
Utilities 2.2%
Real Estate 0.9%