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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 11 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TGT TARGET CORP Consumer Defensive 9,945.0 $1.2M 0.03% +645.0 +6.9% $121.20 +11.6%
202 BK BANK NEW YORK MELLON CORP Financial Services 9,810.0 $1.2M 0.03% +5K +85.7% $118.63 +19.5%
203 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,493.0 $1.1M 0.03% +50.0 +1.4% $327.09 +23.1%
204 EMR EMERSON ELEC CO Industrials 8,645.0 $1.1M 0.03% +359.0 +4.3% $131.02 +9.2%
205 PSX PHILLIPS 66 Energy 6,082.0 $1.1M 0.02% +1K +29.9% $182.18 -1.5%
206 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,252.0 $1.1M 0.02% +198.0 +9.6% $491.53 -4.5%
207 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,375.0 $1.1M 0.02% +2K +11.9% $60.65 -5.8%
208 SDY SPDR SERIES TRUST 7,070.0 $1.0M 0.02% +100.0 +1.4% $145.94 +4.6%
209 TEL TE CONNECTIVITY PLC Technology 4,876.0 $1.0M 0.02% +875.0 +21.9% $209.02 +0.7%
210 CL COLGATE PALMOLIVE CO Consumer Defensive 11,725.0 $999K 0.02% +2K +20.3% $85.23 +5.0%
211 PM PHILIP MORRIS INTL INC Consumer Defensive 6,042.0 $999K 0.02% +1K +22.2% $165.34 +11.5%
212 BX BLACKSTONE INC Financial Services 8,642.0 $994K 0.02% +7K +462.6% $114.99 +6.8%
213 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,750.0 $931K 0.02% +3K +135.4% $196.04 +7.9%
214 EOG EOG RES INC Energy 6,211.0 $898K 0.02% +3K +110.2% $144.57 -5.5%
215 FISV FISERV INC Technology 16,020.0 $894K 0.02% +1K +6.7% $55.80 -3.6%
216 VT VANGUARD INTL EQUITY INDEX F 6,197.0 $857K 0.02% +1K +20.3% $138.31 +13.0%
217 RIO RIO TINTO PLC Basic Materials 8,998.0 $839K 0.02% +2K +29.4% $93.29 +12.9%
218 SKY CHAMPION HOMES INC Consumer Cyclical 11,233.0 $835K 0.02% +362.0 +3.3% $74.37 +5.8%
219 VNQ VANGUARD INDEX FDS 9,352.0 $830K 0.02% +1K +15.7% $88.70 +11.1%
220 GS GOLDMAN SACHS GROUP INC Financial Services 949.0 $803K 0.02% +543.0 +133.7% $845.99 +25.6%
Page 11 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%