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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 13 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,672.0 $486K 0.01% +214.0 +14.7% $290.49 -3.1%
242 MEOH METHANEX CORP Basic Materials 8,127.0 $484K 0.01% +374.0 +4.8% $59.54 -0.3%
243 ETN EATON CORP PLC Industrials 1,349.0 $482K 0.01% +23.0 +1.7% $357.67 +9.4%
244 PFFD GLOBAL X FDS 25,688.0 $473K 0.01% +8K +46.0% $18.40 +2.3%
245 QLTA ISHARES TR 9,850.0 $469K 0.01% +500.0 +5.3% $47.59 -0.2%
246 GSK GSK PLC Healthcare 8,183.0 $452K 0.01% +2K +28.6% $55.19 -3.9%
247 MO ALTRIA GROUP INC Consumer Defensive 6,291.0 $415K 0.01% +2K +39.5% $65.99 +9.0%
248 FTCS FIRST TR EXCHANGE-TRADED FD 4,450.0 $413K 0.01% +2K +100.0% $92.76 +1.9%
249 LRCX LAM RESEARCH CORP Technology 1,929.0 $412K 0.01% +689.0 +55.6% $213.66 +71.7%
250 BEAM BEAM THERAPEUTICS INC Healthcare 17,107.0 $408K 0.01% +100.0 +0.6% $23.83 +21.8%
251 GSY INVESCO ACTIVELY MANAGED EXC 8,000.0 $401K 0.01% +4K +100.0% $50.12 +0.2%
252 GBF ISHARES TR 3,835.0 $399K 0.01% +1K +56.5% $104.17 -0.6%
253 AJG GALLAGHER ARTHUR J & CO Financial Services 1,688.0 $366K 0.01% +288.0 +20.6% $216.58 +1.0%
254 PANW PALO ALTO NETWORKS INC Technology 2,218.0 $356K 0.01% +102.0 +4.8% $160.32 +74.4%
255 CME CME GROUP INC Financial Services 1,202.0 $355K 0.01% +277.0 +29.9% $295.35 -8.7%
256 MMM 3M CO Industrials 2,359.0 $343K 0.01% +250.0 +11.8% $145.23 +9.0%
257 MGV VANGUARD WORLD FD 2,290.0 $332K 0.01% +190.0 +9.1% $144.95 +11.9%
258 IDV ISHARES TR 7,765.0 $330K 0.01% +3K +51.1% $42.56 +4.8%
259 MGK VANGUARD WORLD FD 895.0 $329K 0.01% +65.0 +7.8% $367.44 -76.4%
260 F FORD MTR CO Consumer Cyclical 27,118.0 $313K 0.01% +2K +8.0% $11.54 +28.6%
Page 13 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%