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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFAV ISHARES TR 4,547.0 $399K 0.01% +46.0 +1.0% $87.72 +8.1%
82 MEOH METHANEX CORP Basic Materials 8,306.0 $383K 0.01% +179.0 +2.2% $46.15 +24.6%
83 MGY MAGNOLIA OIL & GAS CORP Energy 14,357.0 $367K 0.01% +6K +72.6% $25.58 +4.0%
84 MGK VANGUARD WORLD FD 4,150.0 $365K 0.01% +3K +363.7% $87.91 +1.2%
85 BN BROOKFIELD CORP Financial Services 8,346.0 $355K 0.01% +60.0 +0.7% $42.59 -1.3%
86 BTU PEABODY ENGR CORP Energy 13,648.0 $316K 0.01% +932.0 +7.3% $23.12 +17.3%
87 WM WASTE MGMT INC DEL Industrials 1,392.0 $310K 0.01% +376.0 +37.0% $222.88 +0.1%
88 D DOMINION ENERGY INC Utilities 4,543.0 $310K 0.01% +570.0 +14.3% $68.29 -2.2%
89 MLM MARTIN MARIETTA MATLS INC Basic Materials 520.0 $300K 0.01% +25.0 +5.0% $576.70 -7.4%
90 WEC WEC ENERGY GROUP INC Utilities 2,546.0 $297K 0.01% +113.0 +4.6% $116.77 -8.5%
91 EQNR EQUINOR ASA Energy 9,195.0 $289K 0.01% +263.0 +2.9% $31.40 +31.7%
92 VOOG VANGUARD ADMIRAL FDS INC 3,403.0 $281K 0.01% +3K +573.9% $82.61 +0.9%
93 PALL ABRDN PALLADIUM ETF TRUST Financial Services 11,495.0 $254K 0.01% +9K +299.6% $22.08 +9.6%
94 GRMN GARMIN LTD Technology 985.0 $234K 0.01% +7.0 +0.7% $237.54 +21.6%
Page 5 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%