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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 8 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAC BANK AMERICA CORP Financial Services 59,026.0 $2.9M 0.06% +13K +29.1% $48.75 +14.9%
142 MA MASTERCARD INCORPORATED Financial Services 5,695.0 $2.8M 0.06% +52.0 +0.9% $499.64 -1.9%
143 GE GE AEROSPACE Industrials 9,828.0 $2.8M 0.06% +475.0 +5.1% $283.76 +18.2%
144 TSLA TESLA INC Consumer Cyclical 7,462.0 $2.8M 0.06% +1K +17.7% $371.75 +9.3%
145 VV VANGUARD INDEX FDS 9,259.0 $2.8M 0.06% +301.0 +3.4% $298.85 +14.2%
146 DIS DISNEY WALT CO Communication Services 28,128.0 $2.7M 0.06% +7K +31.0% $96.38 +3.8%
147 XLE SELECT SECTOR SPDR TR 43,113.0 $2.6M 0.06% +14K +48.4% $61.26 -6.1%
148 BTI BRITISH AMERN TOB PLC Consumer Defensive 45,120.0 $2.6M 0.06% +2K +4.7% $58.47 +6.6%
149 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,814.0 $2.6M 0.06% +2K +15.1% $203.18 +11.3%
150 PFE PFIZER INC Healthcare 90,665.0 $2.5M 0.06% +24K +36.3% $28.08 -6.7%
151 VOE VANGUARD INDEX FDS 13,675.0 $2.5M 0.06% +2K +15.6% $184.28 +8.0%
152 IGSB ISHARES TR 47,356.0 $2.5M 0.05% +4K +8.2% $52.56 -0.4%
153 OXY OCCIDENTAL PETE CORP Energy 37,295.0 $2.4M 0.05% +2K +4.9% $65.00 -13.0%
154 XLC SELECT SECTOR SPDR TR 21,350.0 $2.4M 0.05% +6K +41.6% $110.86 +0.7%
155 NGG NATIONAL GRID PLC Utilities 27,968.0 $2.4M 0.05% +347.0 +1.3% $84.60 -3.3%
156 SHW SHERWIN WILLIAMS CO Basic Materials 7,327.0 $2.3M 0.05% +37.0 +0.5% $320.55 -1.0%
157 NFLX NETFLIX INC. Communication Services 24,311.0 $2.3M 0.05% +3K +14.8% $96.15 -16.4%
158 CARR CARRIER GLOBAL CORPORATION Industrials 41,063.0 $2.3M 0.05% +4K +11.9% $56.31 +24.2%
159 VONE VANGUARD SCOTTSDALE FDS 7,710.0 $2.3M 0.05% +1K +18.6% $295.12 +13.7%
160 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,300.0 $2.1M 0.05% +3K +84.7% $292.75 +38.0%
Page 8 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%