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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 23,921.0 $4.7M 0.10% NEW $197.17 -7.9%
2 SJM SMUCKER J M CO Consumer Defensive 39,760.0 $3.8M 0.08% NEW $96.44 +3.9%
3 BDX BECTON DICKINSON & CO Healthcare 18,566.0 $2.9M 0.06% NEW $157.23 -8.8%
4 SNY SANOFI SA Healthcare 56,427.0 $2.7M 0.06% NEW $48.18 -11.1%
5 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 37,676.0 $2.5M 0.05% NEW $65.09 +22.1%
6 FTAI AVIATION LTD 8,980.0 $2.2M 0.05% NEW $245.00
7 WHD CACTUS INC Energy 43,055.0 $2.0M 0.04% NEW $47.37 +22.1%
8 HR HEALTHCARE RLTY TR Real Estate 116,184.0 $2.0M 0.04% NEW $16.99 +19.8%
9 COOPER COS INC 24,943.0 $1.8M 0.04% NEW $71.50
10 DT DYNATRACE INC Technology 46,598.0 $1.7M 0.04% NEW $36.98 +0.4%
11 IWV ISHARES TR 3,315.0 $1.2M 0.03% NEW $370.68 +12.8%
12 OC OWENS CORNING NEW Industrials 9,620.0 $1.0M 0.02% NEW $108.22 +11.9%
13 VGSH VANGUARD SCOTTSDALE FDS 15,670.0 $917K 0.02% NEW $58.54 -0.6%
14 BWX SPDR SERIES TRUST 40,442.0 $888K 0.02% NEW $21.95 -0.6%
15 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 44,600.0 $882K 0.02% NEW $19.78 +0.5%
16 RUN SUNRUN INC Energy 62,740.0 $851K 0.02% NEW $13.56 +8.1%
17 CSL CARLISLE COS INC Industrials 2,475.0 $826K 0.02% NEW $333.62 +4.3%
18 AMLP ALPS ETF TR 15,399.0 $811K 0.02% NEW $52.64 +2.7%
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,275.0 $741K 0.02% NEW $38.42 +16.7%
20 GALAXY DIGITAL INC. 35,600.0 $657K 0.01% NEW $18.45
Page 1 of 3  ·  45 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%