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First American Bank
First American Bank is an institution, managing $1.6B across 177 long positions as of Q3 2025 with 34% Technology concentration.
- Portfolio Value
- $1.6B
- Positions
- 177
- Top Holding
- AAPL at 10.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in First American Bank's portfolio (46.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $165.5M | 10.40% | -$242.7K Sold | 0.00% 650.1K shares | |
Semiconductors Technology | $109.0M | 6.85% | -$4.4M Sold | 0.01% 330.5K shares | |
Software - Infrastructure Technology | $103.8M | 6.52% | +$579.1K Bought | 0.00% 200.5K shares | |
Semiconductors Technology | $69.8M | 4.39% | -$97.8K Sold | 0.00% 374.4K shares | |
Internet Content & Information Communication Services | $69.0M | 4.34% | +$777.7K Bought | 0.00% 283.9K shares | |
Specialty Retail Consumer Cyclical | $54.2M | 3.41% | +$536.4K Bought | 0.00% 247.0K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $43.1M | 2.71% | -$281.3K Sold | 0.02% 306.7K shares | |
Banks - Diversified Financial Services | $42.4M | 2.67% | +$942.2K Bought | 0.00% 134.5K shares | |
Financial - Credit Services Financial Services | $41.7M | 2.62% | +$482.0K Bought | 0.01% 122.3K shares | |
Drug Manufacturers - General Healthcare | $39.8M | 2.50% | -$665.3K Sold | 0.01% 52.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in First American Bank's latest filing
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Analytics
Portfolio insights and performance metrics for First American Bank
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