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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.9B AUM 798 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 94 Added 241 Reduced 70 Exited
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PPL PPL CORP Utilities 44,504.0 $1.6M 0.03% +7K +19.9% $36.35 -3.6%
42 MU MICRON TECHNOLOGY INC Technology 1,373.0 $1.6M 0.03% +669.0 +95.0% $1154.23 -19.9%
43 AMAT APPLIED MATLS INC Technology 2,179.0 $1.6M 0.03% +290.0 +15.3% $723.00 -33.7%
44 OLED UNIVERSAL DISPLAY CORP Technology 17,484.0 $1.5M 0.03% +1K +9.1% $86.59 -0.8%
45 FCX FREEPORT MCMORAN INC Basic Materials 24,042.0 $1.5M 0.03% +609.0 +2.6% $62.89 +25.2%
46 CB CHUBB LIMITED Financial Services 4,391.0 $1.5M 0.03% +438.0 +11.1% $340.74 +0.5%
47 VUG VANGUARD INDEX FDS 17,256.0 $1.5M 0.03% +14K +399.6% $86.14 +1.5%
48 SJNK SPDR SERIES TRUST 58,707.0 $1.5M 0.03% +8K +16.4% $25.03 -0.5%
49 EMR EMERSON ELEC CO Industrials 10,081.0 $1.4M 0.03% +1K +16.6% $143.15 +9.4%
50 DHI D R HORTON INC Consumer Cyclical 8,841.0 $1.4M 0.03% +494.0 +5.9% $162.88 -8.5%
51 ADBE ADOBE INC Technology 6,869.0 $1.4M 0.03% +6K +611.1% $205.02 +33.2%
52 TGT TARGET CORP Consumer Defensive 10,605.0 $1.4M 0.03% +660.0 +6.6% $130.61 +25.3%
53 USHY ISHARES TR 36,834.0 $1.4M 0.03% +916.0 +2.5% $37.02 -0.2%
54 KLAC KLA CORP Technology 4,509.0 $1.4M 0.03% +4K +770.5% $301.72 -39.4%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 7,148.0 $1.3M 0.03% +1K +18.3% $180.91 +6.6%
56 ACN ACCENTURE PLC IRELAND Technology 10,257.0 $1.3M 0.03% +5K +85.5% $124.44 +49.6%
57 PSX PHILLIPS 66 Energy 7,148.0 $1.2M 0.03% +1K +17.5% $169.05 +42.3%
58 BLK BLACKROCK INC Financial Services 1,196.0 $1.2M 0.02% +65.0 +5.8% $961.56 +22.6%
59 WMB WILLIAMS COS INC Energy 14,947.0 $1.1M 0.02% +133.0 +0.9% $74.34 -3.6%
60 CI THE CIGNA GROUP Healthcare 3,966.0 $1.1M 0.02% +183.0 +4.8% $275.68 +0.7%
Page 3 of 5  ·  94 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 45.8%
Consumer Cyclical 17.9%
Technology 13.8%
Healthcare 6.3%
Industrials 4.7%
Consumer Defensive 4.3%
Communication Services 2.7%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.1%