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Portfolio (Quarterly) Guide ↗

AMERICAN NATIONAL BANK & TRUST

· CIK 0001272164
13F Portfolio $1.2B AUM 631 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 631 New
Page 31 of 32  ·  631 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 Everest Re Group Ltd CORP COMMON 4.0 $1K NEW $357.00
602 HEI Heico Corp. Ordinary Shares Industrials 4.0 $1K NEW $356.00 -0.9%
603 F Ford Mtr Co Del Consumer Cyclical 100.0 $1K NEW $13.90 +4.0%
604 LSCC Lattice Semiconductor Corp COMMON Technology 9.0 $1K NEW $152.67 -22.8%
605 H Hyatt Hotels Corporation Ordinary Shares - Class A Consumer Cyclical 7.0 $1K NEW $193.71 -6.9%
606 PCAR Paccar Inc. Industrials 11.0 $1K NEW $120.09 +9.3%
607 WTW Willis Towers Watson Plc CORP COMMON Financial Services 5.0 $1K NEW $261.20 +30.3%
608 WEC WEC Energy Group Inc Utilities 11.0 $1K NEW $116.55 -8.2%
609 FDS Factset Research Systems INC CORP COMMON Financial Services 5.0 $1K NEW $230.00 +29.2%
610 TSCO Tractor Supply Co Com Consumer Cyclical 29.0 $915.0 NEW $31.55 +10.5%
611 CPT Camden Property Trust Ordinary Shares Real Estate 8.0 $914.0 NEW $114.25 -5.6%
612 FTV Fortive Corp Ordinary Shares Technology 14.0 $855.0 NEW $61.07 -1.9%
613 DOW Dow INC CORP COMMON Basic Materials 30.0 $820.0 NEW $27.33 +20.0%
614 SWKS Skyworks Solutions Inc Common Technology 10.0 $678.0 NEW $67.80 -1.4%
615 AES AES Corp Com Utilities 45.0 $659.0 NEW $14.64 +0.8%
616 WMS Advanced Drainage Systems Inc Ordinary Shares Industrials 4.0 $625.0 NEW $156.25 -8.4%
617 SFM Sprouts Farmers Market Inc Ordinary Shares Consumer Defensive 7.0 $590.0 NEW $84.29 -4.0%
618 LVS Las Vegas Sands Corp Consumer Cyclical 12.0 $554.0 NEW $46.17 +1.5%
619 CXT Crane Nxt Co Ordinary Shares Industrials 9.0 $459.0 NEW $51.00 -2.5%
620 GPK Graphic Packaging Holding Co Ordinary Shares Consumer Cyclical 42.0 $441.0 NEW $10.50 +14.0%
Page 31 of 32  ·  631 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Healthcare 12.8%
Industrials 11.4%
Communication Services 11.1%
Consumer Cyclical 10.4%
Financial Services 8.5%
Consumer Defensive 7.3%
Energy 5.3%
Basic Materials 3.1%
Utilities 1.9%