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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 19 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ITOT ISHARES TR 2,989.0 $444K 0.01% NEW $148.69 +8.3%
362 PPLT ABRDN PLATINUM ETF TRUST Financial Services 2,378.0 $443K 0.01% NEW $186.43 +0.2%
363 AMD ADVANCED MICRO DEVICES INC Technology 2,041.0 $437K 0.01% NEW $214.12 +98.1%
364 SCHG SCHWAB STRATEGIC TR 13,104.0 $427K 0.01% NEW $32.62 +5.0%
365 SCHF SCHWAB STRATEGIC TR 17,770.0 $427K 0.01% NEW $24.04 +11.1%
366 ETN EATON CORP PLC Industrials 1,326.0 $422K 0.01% NEW $318.51 +28.1%
367 SRE SEMPRA Utilities 4,629.0 $409K 0.01% NEW $88.29 +5.2%
368 BN BROOKFIELD CORP Financial Services 8,769.0 $402K 0.01% NEW $45.89 -0.8%
369 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,205.0 $397K 0.01% NEW $76.23 -7.0%
370 PANW PALO ALTO NETWORKS INC Technology 2,116.0 $390K 0.01% NEW $184.20 +29.3%
371 EFAV ISHARES TR 4,501.0 $388K 0.01% NEW $86.26 +4.6%
372 NTR NUTRIEN LTD Basic Materials 6,097.0 $376K 0.01% NEW $61.72 +14.9%
373 BKR BAKER HUGHES COMPANY Energy 8,252.0 $376K 0.01% NEW $45.54 +40.8%
374 SMURFIT WESTROCK PLC 9,623.0 $372K 0.01% NEW $38.67
375 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,018.0 $371K 0.01% NEW $184.02 +5.8%
376 WSBC WESBANCO INC Financial Services 11,035.0 $367K 0.01% NEW $33.24 +0.2%
377 AJG GALLAGHER ARTHUR J & CO Financial Services 1,400.0 $362K 0.01% NEW $258.79 -22.7%
378 APD AIR PRODS & CHEMS INC Basic Materials 1,458.0 $360K 0.01% NEW $247.02 +19.6%
379 GS GOLDMAN SACHS GROUP INC Financial Services 406.0 $357K 0.01% NEW $879.00 +10.2%
380 IVOV VANGUARD ADMIRAL FDS INC 3,480.0 $352K 0.01% NEW $101.01 +5.2%
Page 19 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%