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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 2 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 88,496.0 $51.1M 1.11% +3K +3.3% $577.18 +22.8%
22 DVY ISHARES TR 313,946.0 $47.5M 1.03% +9K +2.9% $151.41 -0.3%
23 VB VANGUARD INDEX FDS 167,650.0 $43.9M 0.95% +20K +13.7% $261.92 +7.6%
24 IWP ISHARES TR 337,497.0 $43.2M 0.94% +15K +4.7% $128.12 +6.2%
25 VIG VANGUARD SPECIALIZED FUNDS 170,935.0 $36.8M 0.80% +18K +11.6% $215.06 +6.7%
26 HD HOME DEPOT INC Consumer Cyclical 101,968.0 $33.5M 0.73% +4K +4.1% $328.89 -7.5%
27 MSFT MICROSOFT CORP Technology 82,342.0 $30.5M 0.66% +11K +15.7% $370.17 +10.6%
28 IWD ISHARES TR 130,652.0 $27.9M 0.60% +4K +3.5% $213.67 +8.7%
29 AMZN AMAZON COM INC Consumer Cyclical 133,345.0 $27.8M 0.60% +6K +4.8% $208.27 +26.8%
30 PNC PNC FINL SVCS GROUP INC Financial Services 131,880.0 $27.4M 0.59% +126K +2047.2% $208.09 +2.6%
31 IAU ISHARES GOLD TR Financial Services 302,605.0 $26.7M 0.58% +6K +2.0% $88.16 -3.0%
32 XLK SELECT SECTOR SPDR TR 177,508.0 $23.6M 0.51% +58K +48.1% $132.90 +32.7%
33 GOOG ALPHABET INC Communication Services 80,972.0 $23.2M 0.50% +12K +17.6% $286.86 +38.5%
34 JPM JPMORGAN CHASE & CO Financial Services 78,306.0 $23.0M 0.50% +11K +16.6% $294.16 +2.0%
35 DIA STATE STR SPDR DOW JONES IND Financial Services 45,225.0 $20.9M 0.45% +1K +2.5% $463.18 +6.9%
36 JNJ JOHNSON & JOHNSON Healthcare 84,818.0 $20.7M 0.45% +14K +19.1% $244.43 -5.6%
37 ICF ISHARES TR 333,721.0 $20.7M 0.45% +5K +1.4% $61.89 +6.7%
38 GOOGL ALPHABET INC Communication Services 68,484.0 $19.7M 0.43% +6K +9.7% $287.56 +39.5%
39 MUB ISHARES TR 176,705.0 $18.8M 0.41% +44K +32.7% $106.15 -0.0%
40 NVDA NVIDIA CORPORATION Technology 103,237.0 $18.0M 0.39% +5K +5.5% $174.40 +35.2%
Page 2 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%