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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.6B AUM 675 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 274 Added 89 Reduced 22 Exited
Page 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IYG ISHARES TR 17,968.0 $1.5M 0.03% +9K +95.3% $82.84 +9.0%
182 OLED UNIVERSAL DISPLAY CORP Technology 16,028.0 $1.5M 0.03% +341.0 +2.2% $91.66 -0.2%
183 BSV VANGUARD BD INDEX FDS 18,564.0 $1.5M 0.03% +9K +96.3% $78.41 -0.7%
184 VBK VANGUARD INDEX FDS 4,782.0 $1.4M 0.03% +2K +81.1% $302.28 +16.1%
185 OTIS OTIS WORLDWIDE CORP Industrials 18,690.0 $1.4M 0.03% +103.0 +0.6% $77.08 -8.2%
186 HBAN HUNTINGTON BANCSHARES INC Financial Services 89,533.0 $1.4M 0.03% +5K +5.6% $15.65 +11.9%
187 MSTR STRATEGY INC Technology 11,070.0 $1.4M 0.03% +8K +218.6% $124.80 -0.7%
188 FCX FREEPORT MCMORAN INC Basic Materials 23,433.0 $1.4M 0.03% +315.0 +1.4% $58.78 +16.4%
189 TRV TRAVELERS COMPANIES INC Financial Services 4,666.0 $1.4M 0.03% +1K +27.3% $291.68 +4.4%
190 VTV VANGUARD INDEX FDS 6,887.0 $1.4M 0.03% +865.0 +14.4% $196.19 +10.7%
191 GEV GE VERNOVA INC Utilities 1,535.0 $1.3M 0.03% +70.0 +4.8% $872.90 +7.8%
192 USHY ISHARES TR 35,918.0 $1.3M 0.03% +4K +13.7% $36.84 +0.4%
193 WFC WELLS FARGO & CO Financial Services 16,515.0 $1.3M 0.03% +656.0 +4.1% $79.61 +3.5%
194 ITOT ISHARES TR 9,125.0 $1.3M 0.03% +6K +205.3% $142.44 +14.2%
195 CB CHUBB LTD SWITZ Financial Services 3,953.0 $1.3M 0.03% +413.0 +11.7% $325.93 +0.7%
196 SJNK SPDR SERIES TRUST 50,440.0 $1.3M 0.03% +1K +2.0% $24.98 +0.1%
197 IJK ISHARES TR 12,500.0 $1.3M 0.03% +708.0 +6.0% $100.62 +14.2%
198 IJJ ISHARES TR 9,325.0 $1.2M 0.03% +482.0 +5.5% $132.50 +10.8%
199 VXF VANGUARD INDEX FDS 5,972.0 $1.2M 0.03% +4K +171.3% $205.80 +15.8%
200 COP CONOCOPHILLIPS Energy 9,277.0 $1.2M 0.03% +1K +13.2% $132.00 -11.4%
Page 10 of 14  ·  274 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
Financial Services 42.2%
Consumer Cyclical 16.4%
Technology 11.9%
Healthcare 7.6%
Industrials 5.3%
Consumer Defensive 4.7%
Communication Services 4.1%
Energy 3.4%
Basic Materials 2.5%
Utilities 1.6%