First American Bank

Est. AUM

$1.79B

13F long equity, this entity only

Positions

300

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	META PLATFORMS INC	COMMON STOCK	$25.8M	45789	1.44%	SOLE
2	PALO ALTO NETWORKS INC	COMMON STOCK	$21.7M	63561	1.21%	SOLE
3	VERTIV HOLDINGS CO	COMMON STOCK	$20.9M	62463	1.17%	SOLE
4	ALPHABET INC	COMMON STOCK	$15.6M	44131	0.87%	SOLE
5	CINTAS CORPORATION	COMMON STOCK	$14.9M	87725	0.83%	SOLE
6	DANAHER CORPORATION	COMMON STOCK	$14.9M	78208	0.83%	SOLE
7	TAIWAN SEMICONDUCTOR-SPR ADR	COMMON STOCK	$14.7M	30750	0.82%	SOLE
8	TRANE TECHNOLOGIES	COMMON STOCK	$13.0M	26530	0.73%	SOLE
9	EDWARDS LIFESCIENCES CORP COM	COMMON STOCK	$13.0M	143763	0.73%	SOLE
10	UNION PAC CORP COM	COMMON STOCK	$12.8M	47143	0.72%	SOLE
11	SPDR S&P 500 ETF TRUST	COMMON STOCK	$10.8M	14453	0.60%	SOLE
12	TEXAS INSTRS INC COM	COMMON STOCK	$9.6M	32184	0.54%	SOLE
13	RTX CORP	COMMON STOCK	$9.5M	50084	0.53%	SOLE
14	SLIDE INSURANCE HOLDINGS INC.	COMMON STOCK	$7.0M	363375	0.39%	SOLE
15	ORACLE CORP COM	COMMON STOCK	$6.2M	42232	0.35%	SOLE
16	PROLOGIS INC	COMMON STOCK	$5.4M	40195	0.30%	SOLE
17	SCHWAB (CHARLES) CORP COM	COMMON STOCK	$5.2M	56704	0.29%	SOLE
18	ARISTA NETWORKS INC	COMMON STOCK	$5.1M	29745	0.28%	SOLE
19	PEPSICO INC COM	COMMON STOCK	$5.0M	37017	0.28%	OTR
20	PHILLIPS 66	COMMON STOCK	$5.0M	29326	0.28%	SOLE
21	AMRIZE LTD.	COMMON STOCK	$4.8M	90061	0.27%	SOLE
22	AMPHENOL CORP	COMMON STOCK	$4.8M	27226	0.27%	SOLE
23	VANGUARD	COMMON STOCK	$4.7M	57774	0.26%	SOLE
24	US FOODS HOLDING CORP	COMMON STOCK	$4.5M	44443	0.25%	SOLE
25	VANGUARD	COMMON STOCK	$4.5M	34408	0.25%	SOLE
26	HONEYWELL INTL INC	COMMON STOCK	$4.4M	19946	0.25%	SOLE
27	HONEYWELL AEROSPACE INC.	COMMON STOCK	$4.4M	19946	0.25%	SOLE
28	VISTRA ENERGY CORPORATION	COMMON STOCK	$4.3M	26946	0.24%	SOLE
29	SPDR S&P	COMMON STOCK	$4.3M	56964	0.24%	SOLE
30	VANGUARD	COMMON STOCK	$4.0M	13298	0.23%	SOLE
31	SEAGATE	COMMON STOCK	$3.9M	4089	0.22%	SOLE
32	GILEAD SCIENCES, INC.	COMMON STOCK	$3.7M	29567	0.21%	SOLE
33	ACCENTURE PLC-CL A	COMMON STOCK	$3.7M	29422	0.20%	SOLE
34	DISNEY	COMMON STOCK	$3.5M	36207	0.19%	SOLE
35	DT MIDSTREAM INC	COMMON STOCK	$3.3M	22498	0.18%	SOLE
36	AUTOMATIC DATA PROCESSING INC	COMMON STOCK	$3.2M	14328	0.18%	SOLE
37	VANGUARD	COMMON STOCK	$3.1M	22603	0.17%	SOLE
38	MICRON TECHNOLOGY, INC.	COMMON STOCK	$2.9M	2519	0.16%	SOLE
39	ADVANCED MICRO DEVICES, INC.	COMMON STOCK	$2.5M	4355	0.14%	SOLE
40	WILLIAMS COS INC	COMMON STOCK	$2.5M	33894	0.14%	SOLE
41	NETFLIX INC	COMMON STOCK	$2.4M	33457	0.13%	SOLE
42	MOTOROLA SOLUTIONS, INC	COMMON STOCK	$2.2M	5362	0.12%	SOLE
43	MEDLINE INC.	COMMON STOCK	$2.2M	55247	0.12%	SOLE
44	ISHARES	COMMON STOCK	$2.2M	43896	0.12%	SOLE
45	AMGEN INC	COMMON STOCK	$2.1M	5918	0.12%	SOLE
46	ASTRAZENECA PLC	COMMON STOCK	$2.1M	10959	0.12%	SOLE
47	STANDARDAERO INC.	COMMON STOCK	$2.0M	68550	0.11%	SOLE
48	STATE STREET	COMMON STOCK	$2.0M	38242	0.11%	SOLE
49	GLACIER BANCORP INC	COMMON STOCK	$2.0M	38280	0.11%	SOLE
50	CNH INDUSTRIAL NV	COMMON STOCK	$1.9M	172317	0.11%	SOLE

1–50 of 205

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.