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Holdings (Monthly) Guide ↗

AMG River Road Dividend All Cap Value Fund

· AMG Funds IV
Monthly Holdings $68M AUM 64 positions Period Jan 2026 Filed Mar 30, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Royalty Pharma PLC RPRX Apr 2024 61,298 $2.6M 3.82% EC
2 Williams Cos Inc/The WMB Apr 2024 37,464 $2.5M 3.77% EC
3 PNC Financial Services Group I PNC Apr 2024 11,174 $2.5M 3.73% EC
4 Chubb Ltd CB Apr 2024 6,435 $2.0M 2.98% EC
5 Progressive Corp/The PGR Apr 2024 8,399 $1.7M 2.61% EC
6 Kinder Morgan Inc KMI Apr 2024 57,064 $1.7M 2.60% EC
7 Unilever PLC UL Jan 2026 24,596 $1.7M 2.51% EC
8 Wells Fargo & Co WFC Jan 2026 17,795 $1.6M 2.41% EC
9 Texas Instruments Inc TXN Apr 2024 7,002 $1.5M 2.26% EC
10 Axis Capital Holdings Ltd AXS Apr 2024 14,271 $1.5M 2.20% EC
11 Kroger Co/The KR Apr 2024 23,320 $1.5M 2.19% EC
12 American Tower Corp AMT Apr 2024 8,163 $1.5M 2.19% EC
13 IFF IFF Jan 2026 20,802 $1.5M 2.17% EC
14 Starbucks Corp SBUX Apr 2024 15,440 $1.4M 2.12% EC
15 Genuine Parts Co GPC Apr 2024 9,964 $1.4M 2.07% EC
16 Air Products and Chemicals Inc APD Jan 2026 5,081 $1.4M 2.07% EC
17 Enterprise Products Partners L EPD Apr 2024 40,719 $1.4M 2.02% EC
18 Becton Dickinson & Co BDX Jan 2026 6,569 $1.3M 2.00% EC
19 Union Pacific Corp UNP Jan 2026 5,673 $1.3M 1.99% EC
20 Restaurant Brands Internationa QSR Jan 2026 19,909 $1.3M 1.99% EC
21 IDACORP Inc IDA Apr 2024 9,980 $1.3M 1.98% EC
22 Salesforce Inc CRM Jan 2026 5,842 $1.2M 1.85% EC
23 McGrath RentCorp MGRC Jan 2026 11,055 $1.2M 1.85% EC
24 Duke Energy Corp DUK Apr 2024 10,038 $1.2M 1.82% EC
25 Northwestern Energy Group Inc NWE Apr 2024 17,829 $1.2M 1.81% EC
26 Medtronic PLC MDT Apr 2024 10,868 $1.1M 1.67% EC
27 Accenture PLC ACN Apr 2024 4,213 $1.1M 1.66% EC
28 Mid-America Apartment Communit MAA Jan 2026 8,152 $1.1M 1.64% EC
29 Expeditors International of Wa EXPD Jan 2026 6,296 $1.0M 1.51% EC
30 Warner Music Group Corp WMG Jan 2026 32,599 $977K 1.46% EC
31 PepsiCo Inc PEP Apr 2024 6,317 $970K 1.45% EC
32 EOG Resources Inc EOG Apr 2024 8,472 $950K 1.42% EC
33 RPM International Inc RPM Jan 2026 8,789 $940K 1.41% EC
34 Micron Technology Inc MU Apr 2024 2,248 $933K 1.39% EC
35 Paycom Software Inc PAYC Jan 2026 6,716 $905K 1.35% EC
36 Amgen Inc AMGN Apr 2024 2,592 $886K 1.32% EC
37 AbbVie Inc ABBV Apr 2024 3,953 $882K 1.32% EC
38 Smith & Nephew PLC SNN Jan 2026 25,614 $874K 1.31% EC
39 Energy Transfer LP ET Jan 2026 46,933 $866K 1.29% EC
40 Avnet Inc AVT Apr 2024 13,769 $859K 1.28% EC
41 CITADEL SECURITIES LLC 000000000 Apr 2024 825,000 $825K 1.23% RA
42 AES Corp/The AES Apr 2024 53,229 $780K 1.17% EC
43 HP ENTERPRISE CO HPE Jan 2026 12,823 $777K 1.16% EP
44 Phillips 66 PSX Jan 2026 5,399 $775K 1.16% EC
45 Watsco Inc WSO Apr 2024 1,990 $769K 1.15% EC
46 Dole PLC DOLE Apr 2024 47,835 $762K 1.14% EC
47 Lockheed Martin Corp LMT Apr 2024 1,155 $733K 1.10% EC
48 Lennar Corp LEN/B Jan 2026 7,194 $728K 1.09% EC
49 Fidelity National Financial In FNF Apr 2024 13,219 $719K 1.07% EC
50 AptarGroup Inc ATR Jan 2026 5,644 $705K 1.05% EC
51 Johnson & Johnson JNJ Apr 2024 3,087 $702K 1.05% EC
52 TXNM Energy Inc TXNM Apr 2024 11,691 $689K 1.03% EC
53 Oracle Corp ORCL Apr 2024 4,021 $662K 0.99% EC
54 Diageo PLC DEO Jan 2026 7,065 $656K 0.98% EC
55 Bristol-Myers Squibb Co BMY Apr 2024 11,278 $621K 0.93% EC
56 UniFirst Corp/MA UNF Jan 2026 2,063 $444K 0.66% EC
57 Cisco Systems Inc CSCO Apr 2024 5,193 $407K 0.61% EC
58 Corning Inc GLW Apr 2024 3,897 $402K 0.60% EC
59 Expand Energy Corp EXE Jan 2026 3,529 $397K 0.59% EC
60 QUALCOMM Inc QCOM Apr 2024 2,201 $334K 0.50% EC
61 CSG Systems International Inc CSGS Apr 2024 4,172 $333K 0.50% EC
62 FIXED INCOME CLEARING CORPORATION 000000000 Apr 2024 308,000 $308K 0.46% RA
63 Crown Castle Inc CCI Apr 2024 3,278 $285K 0.43% EC
64 HSBC SECURITIES (USA) INC. 000000000 Apr 2024 53,205 $53K 0.08% RA