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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.2B AUM 640 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 453 New
Page 10 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QCOM QUALCOMM INC Technology 15,278.0 $2.6M 0.06% NEW $171.05 +17.0%
182 DUK DUKE ENERGY CORP NEW Utilities 21,963.0 $2.6M 0.06% NEW $117.21 +6.1%
183 AEP AMERICAN ELEC PWR CO INC Utilities 22,219.0 $2.6M 0.06% NEW $115.31 +8.5%
184 MPC MARATHON PETE CORP Energy 15,694.0 $2.6M 0.06% NEW $162.63 +53.0%
185 HDV ISHARES TR 20,947.0 $2.5M 0.06% NEW $121.61 -77.6%
186 BAC BANK AMERICA CORP Financial Services 45,729.0 $2.5M 0.06% NEW $55.00 -9.5%
187 HUM HUMANA INC Healthcare 9,764.0 $2.5M 0.06% NEW $256.13 +17.7%
188 XLP SELECT SECTOR SPDR TR 32,071.0 $2.5M 0.06% NEW $77.68 +9.0%
189 DINO HF SINCLAIR CORP Energy 53,682.0 $2.5M 0.06% NEW $46.08 +49.1%
190 XEL XCEL ENERGY INC Utilities 33,466.0 $2.5M 0.06% NEW $73.86 +8.4%
191 BUNGE GLOBAL SA 27,519.0 $2.5M 0.06% NEW $89.08
192 DIS DISNEY WALT CO Communication Services 21,475.0 $2.4M 0.06% NEW $113.77 -7.3%
193 BTI BRITISH AMERN TOB PLC Consumer Defensive 43,094.0 $2.4M 0.06% NEW $56.62 +15.0%
194 BWA BORGWARNER INC Consumer Cyclical 52,887.0 $2.4M 0.06% NEW $45.06 +40.3%
195 BLV VANGUARD BD INDEX FDS 34,057.0 $2.4M 0.06% NEW $69.52 -3.3%
196 SHW SHERWIN WILLIAMS CO Basic Materials 7,290.0 $2.4M 0.06% NEW $324.03 -4.6%
197 FHN FIRST HORIZON CORPORATION Financial Services 98,204.0 $2.3M 0.06% NEW $23.90 -0.8%
198 IGSB ISHARES TR 43,776.0 $2.3M 0.05% NEW $52.88 -1.2%
199 CTAS CINTAS CORP Industrials 11,600.0 $2.2M 0.05% NEW $188.07 -11.8%
200 NGG NATIONAL GRID PLC Utilities 27,621.0 $2.1M 0.05% NEW $77.35 +13.0%
Page 10 of 23  ·  453 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 43.6%
Consumer Cyclical 17.8%
Technology 11.8%
Healthcare 7.1%
Industrials 4.9%
Communication Services 4.2%
Consumer Defensive 4.2%
Energy 2.5%
Basic Materials 2.3%
Utilities 1.4%