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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 15 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VUG VANGUARD INDEX FDS 2,399.0 $1.2M 0.03% NEW $487.78 -82.1%
282 IJJ ISHARES TR 8,843.0 $1.2M 0.03% NEW $131.59 +4.8%
283 PYPL PAYPAL HLDGS INC Financial Services 19,878.0 $1.2M 0.03% NEW $58.38 -22.9%
284 VTV VANGUARD INDEX FDS 6,022.0 $1.2M 0.03% NEW $190.99 +8.2%
285 IJK ISHARES TR 11,792.0 $1.1M 0.03% NEW $96.88 +13.9%
286 MGC VANGUARD WORLD FD 4,485.0 $1.1M 0.03% NEW $251.17 +8.4%
287 CI THE CIGNA GROUP Healthcare 4,047.0 $1.1M 0.03% NEW $275.23 +3.6%
288 IVE ISHARES TR 5,216.0 $1.1M 0.03% NEW $212.07 +5.4%
289 CB CHUBB LIMITED Financial Services 3,540.0 $1.1M 0.03% NEW $312.12 +3.9%
290 EMR EMERSON ELEC CO Industrials 8,286.0 $1.1M 0.03% NEW $132.72 +3.9%
291 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,240.0 $1.1M 0.03% NEW $82.02 -23.6%
292 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,443.0 $1.1M 0.03% NEW $310.24 +13.9%
293 GD GENERAL DYNAMICS CORP Industrials 3,169.0 $1.1M 0.03% NEW $336.67 +1.2%
294 TRV TRAVELERS COMPANIES INC Financial Services 3,666.0 $1.1M 0.03% NEW $290.06 +2.8%
295 SCHM SCHWAB STRATEGIC TR 34,650.0 $1.0M 0.03% NEW $30.07 +12.9%
296 DOCU DOCUSIGN INC Technology 15,106.0 $1.0M 0.02% NEW $68.40 -33.5%
297 FISV FISERV INC Technology 15,020.0 $1.0M 0.02% NEW $67.17 -20.4%
298 EXPI EXP WORLD HLDGS INC Real Estate 109,657.0 $992K 0.02% NEW $9.05 -45.6%
299 SHY ISHARES TR 11,953.0 $990K 0.02% NEW $82.82 -0.9%
300 SDY SPDR SERIES TRUST 6,970.0 $970K 0.02% NEW $139.16 +5.0%
Page 15 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%