StockDriftsStockDriftsTop 50 First American Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC. | 11.65% | 634.0K | $211.1M | -1.09%(-7.00K) | $35.30(+883.39%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 6.05% | 312.1K | $109.6M | -1.81%(-5.74K) | $22.63(+1412.84%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 5.42% | 191.6K | $98.3M | -2.10%(-4.10K) | $87.62(+506.43%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.39% | 284.1K | $97.7M | +0.04%(+112) | $45.29(+607.82%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.83% | 383.0K | $87.5M | -0.35%(-1.35K) | $34.70(+528.05%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC. | 3.45% | 250.8K | $62.5M | -0.56%(-1.41K) | $110.59(+128.87%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.08% | 48.2K | $55.8M | -2.43%(-1.20K) | $92.54(+1285.23%) | 2026-09-30 | |
| JPM | JP MORGAN CHASE & CO | 2.46% | 134.5K | $44.5M | -1.29%(-1.76K) | $134.51(+149.64%) | 2026-09-30 | |
| V | VISA INC. | 2.4% | 120.8K | $43.4M | -0.22%(-261) | $222.19(+80.86%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 1.92% | 38.6K | $34.7M | -1.27%(-495) | $406.18(+124.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.63% | +79.94% | +14.01% | +92.67% |
| Top 20 Holdings Unweighted | +18.94% | +68.26% | +11.80% | +74.70% |
First American Bank reports $1.81B in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.7%), AVGO (6.0%) and MSFT (5.4%). The top 20 holdings account for 60.51% of reported assets. Its disclosed equity book has returned +79.94% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First American Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1291422). View First American Bank’s 13F filings on SEC