2026 Q2 Portfolio Activity
In 2026 Q2, First American Financial Corp maintained a portfolio of 4 distinct positions. The most significant new addition was OFFERPAD SOLUTIONS INC, now representing 0.65% of the total fund value. Conversely, First American Financial Corp completely exited their position in OFFERPAD SOLUTIONS INC.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
VOO (57.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
First American Financial Corp Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 57.36% | 55.20% |
#1
Prev: #1
|
6.5 |
—
|
-15,565 | -4.6% |
P
S
|
326,076 | $223,952,258 |
$455.11
+54.8%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 42.00% | 43.90% |
#2
Prev: #2
|
6.0 |
—
|
-187,246 | -8.9% |
P
S
|
1,918,164 | $163,983,840 |
$58.13
+50.9%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
N/A
OFFERPAD SOLUTI...
|
|
Unknown | 0.65% | — |
#3
Prev: #—
|
4.8 |
—
|
511,931 | — |
NEW
|
511,931 | $2,528,939 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
OPAD
OFFERPAD SOLUTI...
|
Real Estate | 0.00% | 0.91% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-5,119,314 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-4 of 4 holdings