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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 12 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHX SCHWAB STRATEGIC TR 68,669.0 $1.8M 0.04% NEW $26.91 +7.9%
222 COLB COLUMBIA BKG SYS INC Financial Services 65,965.0 $1.8M 0.04% NEW $27.95 +4.2%
223 OLED UNIVERSAL DISPLAY CORP Technology 15,687.0 $1.8M 0.04% NEW $116.78 -20.8%
224 SAFT SAFETY INS GROUP INC Financial Services 23,225.0 $1.8M 0.04% NEW $77.91 -8.7%
225 ST SENSATA TECHNOLOGIES HLDG PL Technology 54,295.0 $1.8M 0.04% NEW $33.29 +47.0%
226 ARCB ARCBEST CORP Industrials 24,349.0 $1.8M 0.04% NEW $74.19 +65.4%
227 CPT CAMDEN PPTY TR Real Estate 16,333.0 $1.8M 0.04% NEW $110.08 -5.5%
228 EFG ISHARES TR 15,734.0 $1.8M 0.04% NEW $113.92 +3.7%
229 NVDA PUT NVIDIA CORPORATION Technology 9,600.0 $1.8M 0.04% NEW $186.50 +26.4%
230 XLC SELECT SECTOR SPDR TR 15,076.0 $1.8M 0.04% NEW $117.72 -1.4%
231 ACWI ISHARES TR 12,543.0 $1.8M 0.04% NEW $141.49 +8.9%
232 LKQ LKQ CORP Consumer Cyclical 58,709.0 $1.8M 0.04% NEW $30.20 -13.9%
233 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 53,075.0 $1.8M 0.04% NEW $33.37 +2.3%
234 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 12,326.0 $1.7M 0.04% NEW $141.83 +12.1%
235 OLN OLIN CORP Basic Materials 83,894.0 $1.7M 0.04% NEW $20.83 +33.2%
236 ALL ALLSTATE CORP Financial Services 8,337.0 $1.7M 0.04% NEW $208.15 +4.4%
237 TFC TRUIST FINL CORP Financial Services 35,195.0 $1.7M 0.04% NEW $49.21 -4.2%
238 WLK WESTLAKE CORPORATION Basic Materials 23,330.0 $1.7M 0.04% NEW $73.94 +23.8%
239 RNR RENAISSANCERE HLDGS LTD Financial Services 5,929.0 $1.7M 0.04% NEW $281.16 +2.4%
240 PFE PFIZER INC Healthcare 66,500.0 $1.7M 0.04% NEW $24.90 +3.4%
Page 12 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%