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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 9 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ITW ILLINOIS TOOL WKS INC Industrials 8,146.0 $2.1M 0.05% +67.0 +0.8% $260.29 -1.1%
162 UNP UNION PAC CORP Industrials 8,713.0 $2.1M 0.05% +2K +23.3% $242.63 +10.6%
163 QCOM QUALCOMM INC Technology 16,110.0 $2.1M 0.04% +832.0 +5.5% $128.78 +64.4%
164 IYC ISHARES TR 21,354.0 $2.1M 0.04% +9K +78.7% $96.92 +4.8%
165 NKE NIKE INC Consumer Cyclical 37,257.0 $2.0M 0.04% +22K +148.3% $52.82 -14.9%
166 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 26,910.0 $1.9M 0.04% +14K +103.2% $71.18 -8.4%
167 ALL ALLSTATE CORP Financial Services 9,082.0 $1.9M 0.04% +745.0 +8.9% $207.34 +6.9%
168 RRC RANGE RES CORP Energy 41,016.0 $1.9M 0.04% +2K +4.0% $45.18 -14.6%
169 ACWI ISHARES TR 13,322.0 $1.8M 0.04% +779.0 +6.2% $138.37 +13.1%
170 GD GENERAL DYNAMICS CORP Industrials 5,308.0 $1.8M 0.04% +2K +67.5% $343.23 +5.0%
171 RSP INVESCO EXCHANGE TRADED FD T 9,409.0 $1.8M 0.04% +5K +110.8% $191.92 +10.3%
172 MSM MSC INDL DIRECT INC Industrials 19,421.0 $1.8M 0.04% +4K +29.9% $92.27 +26.5%
173 NSC NORFOLK SOUTHN CORP Industrials 6,188.0 $1.8M 0.04% +2K +45.0% $287.00 +9.4%
174 INTC INTEL CORP Technology 38,051.0 $1.7M 0.04% +4K +11.9% $44.13 +182.3%
175 SHY ISHARES TR 20,028.0 $1.7M 0.04% +8K +67.6% $82.57 -0.6%
176 TFC TRUIST FINL CORP Financial Services 35,471.0 $1.6M 0.04% +276.0 +0.8% $45.97 +12.4%
177 CW CURTISS WRIGHT CORP Industrials 2,336.0 $1.6M 0.03% +1K +100.0% $681.12 +11.3%
178 LIN LINDE PLC Basic Materials 3,197.0 $1.6M 0.03% +196.0 +6.5% $495.77 +5.6%
179 SYY SYSCO CORP Consumer Defensive 21,890.0 $1.6M 0.03% +200.0 +0.9% $71.33 +11.0%
180 VUG VANGUARD INDEX FDS 3,454.0 $1.5M 0.03% +1K +44.0% $436.83 -80.5%
Page 9 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%