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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 17 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INGERSOLL RAND INC 9,920.0 $786K 0.02% NEW $79.22
322 CL COLGATE PALMOLIVE CO Consumer Defensive 9,744.0 $770K 0.02% NEW $79.02 +11.5%
323 COP CONOCOPHILLIPS Energy 8,196.0 $767K 0.02% NEW $93.61 +27.1%
324 INTU INTUIT Technology 1,157.0 $766K 0.02% NEW $662.29 -42.9%
325 BSV VANGUARD BD INDEX FDS 9,459.0 $745K 0.02% NEW $78.81 -1.3%
326 LMT LOCKHEED MARTIN CORP Industrials 1,517.0 $734K 0.02% NEW $483.79 +7.6%
327 VT VANGUARD INTL EQUITY INDEX F 5,152.0 $727K 0.02% NEW $141.07 +8.8%
328 VNQ VANGUARD INDEX FDS 8,081.0 $715K 0.02% NEW $88.49 +6.1%
329 FBND FIDELITY MERRIMACK STR TR 14,748.0 $679K 0.02% NEW $46.04 -1.8%
330 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,800.0 $679K 0.02% NEW $178.59 -2.8%
331 IWY ISHARES TR 2,405.0 $666K 0.02% NEW $276.94 +5.5%
332 JHG JANUS HENDERSON GROUP PLC Financial Services 13,834.0 $658K 0.01% NEW $47.57 +8.7%
333 AMT AMERICAN TOWER CORP NEW Real Estate 3,730.0 $655K 0.01% NEW $175.58 -2.8%
334 CW CURTISS WRIGHT CORP Industrials 1,168.0 $644K 0.01% NEW $551.27 +36.2%
335 ASH ASHLAND INC Basic Materials 10,835.0 $636K 0.01% NEW $58.67 -7.1%
336 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,867.0 $626K 0.01% NEW $161.97 -3.9%
337 B BARRICK MNG CORP Basic Materials 14,330.0 $624K 0.01% NEW $43.55 -6.8%
338 SGOL ETFS GOLD TR Financial Services 15,000.0 $616K 0.01% NEW $41.08 +5.4%
339 BK BANK NEW YORK MELLON CORP Financial Services 5,283.0 $613K 0.01% NEW $116.09 +16.3%
340 PSX PHILLIPS 66 Energy 4,682.0 $604K 0.01% NEW $129.04 +32.9%
Page 17 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%