StockDriftsStockDriftsTop 50 First American Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC. | 10.37% | 641.0K | $185.5M | +0.05%(+321) | $35.30(+765.19%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.71% | 317.9K | $120.1M | -0.76%(-2.43K) | $22.63(+1640.08%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.67% | 284.0K | $101.5M | -0.10%(-293) | $45.17(+663.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.3% | 384.4K | $76.9M | +0.20%(+750) | $34.70(+551.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.08% | 195.7K | $73.0M | -1.92%(-3.82K) | $87.62(+454.77%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC. | 3.36% | 252.2K | $60.1M | +0.09%(+219) | $110.59(+137.40%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.31% | 49.4K | $59.2M | -2.42%(-1.23K) | $92.54(+1174.43%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE & CO | 2.49% | 136.3K | $44.6M | +0.15%(+204) | $134.51(+171.14%) | 2026-06-30 | |
| V | VISA INC. | 2.32% | 121.1K | $41.5M | -0.31%(-374) | $222.19(+62.90%) | 2026-06-30 | |
| PEP | PEPSICO INC COM | 2.25% | 297.1K | $40.2M | -0.18%(-527) | $70.96(+94.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.21% | +73.71% | +13.50% | +88.32% |
| Top 20 Holdings Unweighted | +18.01% | +64.34% | +11.68% | +73.76% |
First American Bank reports $1.79B in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.4%), AVGO (6.7%) and GOOGL (5.7%). The top 20 holdings account for 59.23% of reported assets. Its disclosed equity book has returned +73.71% on a three-year cumulative basis. Figures reflect the Q2 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