BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SOMNIGROUP INTERNATIONAL 21,968.0 $1.7M 0.10% NEW $78.40
122 SHW SHERWIN WILLIAMS CO COM Basic Materials 4,924.0 $1.7M 0.10% NEW $344.32 +1.6%
123 THOMSON REUTERS CORP 20,358.0 $1.7M 0.09% NEW $81.67
124 BMO BANK OF MONTREAL Financial Services 9,297.0 $1.6M 0.09% NEW $176.70 +4.9%
125 ASML ASML HOLDING NV Technology 824.0 $1.6M 0.09% NEW $1989.44 -5.3%
126 TFC TRUIST FINL CORP Financial Services 32,128.0 $1.6M 0.09% NEW $49.82 +5.4%
127 VEA VANGUARD 22,117.0 $1.6M 0.09% NEW $71.25 +3.4%
128 GD GENERAL DYNAMICS CORPORATION Industrials 4,298.0 $1.5M 0.09% NEW $354.24 +10.4%
129 FMDE FIDELITY 34,265.0 $1.4M 0.08% NEW $40.58 +5.3%
130 VWO VANGUARD 20,964.0 $1.3M 0.07% NEW $59.69 +1.2%
131 Q QNITY ELECTRONICS INC. Technology 7,580.0 $1.2M 0.07% NEW $163.31 -13.9%
132 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 21,347.0 $1.2M 0.07% NEW $57.62 +12.2%
133 TSLA TESLA MOTORS INC Consumer Cyclical 2,844.0 $1.2M 0.07% NEW $420.60 -19.3%
134 AON AON CORPORATION Financial Services 3,540.0 $1.2M 0.07% NEW $331.69 +4.7%
135 VLTO VERALTO CORP. Industrials 13,203.0 $1.2M 0.07% NEW $88.68 +9.1%
136 QUAL ISHARES MSCI 5,163.0 $1.1M 0.06% NEW $219.43 +2.4%
137 GSLC GOLDMAN ACTIVEBETA US LC ETF 7,960.0 $1.1M 0.06% NEW $141.89 +4.1%
138 BND VANGUARD 15,226.0 $1.1M 0.06% NEW $73.41 -1.7%
139 MLM MARTIN MARIETTA MATERIALS, INC. Basic Materials 1,908.0 $1.1M 0.06% NEW $576.70 -6.6%
140 USB U S. BANCORP Financial Services 18,204.0 $1.1M 0.06% NEW $60.40 +7.4%
Page 7 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%