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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 SPGI S&P GLOBAL INC Financial Services 626 $266K 0.01% SOLD
62 CEG CONSTELLATION ENERGY CORP Utilities 881 $246K 0.01% SOLD
63 IUSB ISHARES TR 5,321 $246K 0.01% SOLD
64 VLTO VERALTO CORP Industrials 2,636 $233K 0.01% SOLD
65 MDT MEDTRONIC PLC Healthcare 2,685 $233K 0.01% SOLD
66 IYH ISHARES TR 3,505 $216K 0.01% SOLD
67 GIS GENERAL MILLS INC Consumer Defensive 5,606 $209K 0.01% SOLD
68 TRGP TARGA RES CORP Energy 817 $205K 0.00% SOLD
69 SPHY SPDR SERIES TRUST 8,735 $204K 0.00% SOLD
70 EXC EXELON CORP Utilities 4,130 $202K 0.00% SOLD
Page 4 of 4  ·  70 positions
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%