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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 4 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 21,092.0 $10.6M 0.25% NEW $502.64
62 VYM VANGUARD WHITEHALL FDS 73,850.0 $10.6M 0.25% NEW $143.52 +8.5%
63 SHV ISHARES TR 92,349.0 $10.2M 0.24% NEW $110.15 +0.1%
64 XOM EXXON MOBIL CORP Energy 83,555.0 $10.1M 0.24% NEW $120.34 +27.0%
65 KTB KONTOOR BRANDS INC Consumer Cyclical 162,657.0 $9.9M 0.23% NEW $61.09 +4.2%
66 ESGV VANGUARD WORLD FD 82,086.0 $9.9M 0.23% NEW $120.96 +7.4%
67 C CITIGROUP INC Financial Services 84,996.0 $9.9M 0.23% NEW $116.69 +5.8%
68 SCHW SCHWAB CHARLES CORP Financial Services 96,022.0 $9.6M 0.23% NEW $99.91 -10.5%
69 MRK MERCK & CO INC Healthcare 90,499.0 $9.5M 0.22% NEW $105.26 +7.7%
70 AXP AMERICAN EXPRESS CO Financial Services 25,413.0 $9.4M 0.22% NEW $369.92 -15.3%
71 PFF ISHARES TR 299,536.0 $9.3M 0.22% NEW $30.96 +0.9%
72 KO COCA COLA CO Consumer Defensive 130,026.0 $9.1M 0.21% NEW $69.91 +15.1%
73 TJX TJX COS INC NEW Consumer Cyclical 56,470.0 $8.7M 0.20% NEW $153.61 -4.1%
74 CVS CVS HEALTH CORP Healthcare 108,953.0 $8.6M 0.20% NEW $79.36 +22.4%
75 BNDX VANGUARD CHARLOTTE FDS 178,499.0 $8.6M 0.20% NEW $48.32 -1.6%
76 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 28,232.0 $8.6M 0.20% NEW $303.89 +37.5%
77 XLF SELECT SECTOR SPDR TR 154,414.0 $8.5M 0.20% NEW $54.77 -6.6%
78 EZU ISHARES INC 131,173.0 $8.4M 0.20% NEW $64.10 +2.9%
79 HRL HORMEL FOODS CORP Consumer Defensive 352,579.0 $8.4M 0.20% NEW $23.70 -15.6%
80 META META PLATFORMS INC Communication Services 12,207.0 $8.1M 0.19% NEW $660.09 -6.3%
Page 4 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%