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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 22 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DGRO ISHARES TR 3,486.0 $242K 0.01% NEW $69.42 +5.7%
422 MCO MOODYS CORP Financial Services 468.0 $239K 0.01% NEW $510.85 -15.3%
423 BX BLACKSTONE INC Financial Services 1,536.0 $237K 0.01% NEW $154.14 -23.5%
424 FDLO FIDELITY COVINGTON TRUST 3,533.0 $236K 0.01% NEW $66.75 +3.8%
425 TECK TECK RESOURCES LTD Basic Materials 4,891.0 $234K 0.01% NEW $47.89 +36.6%
426 BIV VANGUARD BD INDEX FDS 2,995.0 $233K 0.01% NEW $77.88 -2.3%
427 ALB ALBEMARLE CORP Basic Materials 1,615.0 $228K 0.01% NEW $141.44 +27.5%
428 IYH ISHARES TR 3,505.0 $228K 0.01% NEW $65.10 -6.4%
429 MDT MEDTRONIC PLC Healthcare 2,340.0 $225K 0.01% NEW $96.06 -19.9%
430 MET METLIFE INC Financial Services 2,846.0 $225K 0.01% NEW $78.94 +0.3%
431 VOOG VANGUARD ADMIRAL FDS INC 505.0 $225K 0.01% NEW $444.69 -81.5%
432 HEICO CORP NEW 889.0 $224K 0.01% NEW $252.43
433 WEC WEC ENERGY GROUP INC Utilities 2,125.0 $224K 0.01% NEW $105.46 +5.9%
434 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 755.0 $217K 0.01% NEW $287.21 +10.2%
435 LRCX LAM RESEARCH CORP Technology 1,240.0 $212K 0.01% NEW $171.18 +74.8%
436 CLNE CLEAN ENERGY FUELS CORP Energy 100,000.0 $210K 0.01% NEW $2.10 -3.3%
437 FATHOM HOLDINGS INC 207,590.0 $210K 0.01% NEW $1.01
438 NTRS NORTHERN TR CORP Financial Services 1,530.0 $209K 0.01% NEW $136.59 +20.3%
439 SPHY SPDR SERIES TRUST 8,735.0 $207K 0.01% NEW $23.67 -1.6%
440 FTCS FIRST TR EXCHANGE-TRADED FD 2,225.0 $206K 0.01% NEW $92.51 -0.0%
Page 22 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%