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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 7 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVS NOVARTIS AG Healthcare 24,066.0 $3.7M 0.08% +1K +5.1% $152.75 +0.2%
122 OEF ISHARES TR 11,321.0 $3.6M 0.08% +4K +48.1% $318.08 +14.6%
123 DG DOLLAR GEN CORP Consumer Defensive 30,288.0 $3.6M 0.08% +1K +4.8% $118.73 -3.3%
124 VEA VANGUARD TAX-MANAGED FDS 54,459.0 $3.5M 0.08% +10K +23.2% $64.08 +11.7%
125 LQD ISHARES TR 31,379.0 $3.4M 0.07% +2K +6.2% $108.99 +0.0%
126 AGG ISHARES TR 33,467.0 $3.3M 0.07% +4K +14.6% $99.27 -0.5%
127 XLB SELECT SECTOR SPDR TR 65,900.0 $3.3M 0.07% +22K +51.4% $49.97 +4.4%
128 TIP ISHARES TR 29,523.0 $3.3M 0.07% +2K +8.0% $110.36 -0.7%
129 QQQM INVESCO EXCH TRADED FD TR II 13,635.0 $3.2M 0.07% +6K +86.0% $237.62 +25.0%
130 RY ROYAL BK CDA Financial Services 19,723.0 $3.2M 0.07% +3K +20.4% $161.78 +23.3%
131 VWO VANGUARD INTL EQUITY INDEX F 57,888.0 $3.1M 0.07% +23K +66.8% $54.05 +10.2%
132 AFL AFLAC INC Financial Services 28,432.0 $3.1M 0.07% +3K +11.4% $109.71 +7.4%
133 IVW ISHARES TR 27,341.0 $3.1M 0.07% +5K +24.1% $113.11 +19.4%
134 IGIB ISHARES TR 57,820.0 $3.1M 0.07% +5K +10.1% $53.22 -0.4%
135 MCK MCKESSON CORP Healthcare 3,554.0 $3.1M 0.07% +21.0 +0.6% $865.33 -9.4%
136 MS MORGAN STANLEY Financial Services 18,586.0 $3.1M 0.07% +3K +16.7% $164.57 +30.1%
137 MCD MCDONALDS CORP Consumer Cyclical 9,741.0 $3.0M 0.07% +1K +11.9% $310.79 -8.4%
138 BA BOEING CO Industrials 15,031.0 $3.0M 0.07% +2K +16.0% $199.03 +10.1%
139 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 10,120.0 $2.9M 0.06% +952.0 +10.4% $290.70 -10.3%
140 VBR VANGUARD INDEX FDS 13,489.0 $2.9M 0.06% +333.0 +2.5% $217.25 +11.1%
Page 7 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%