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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 8 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 T AT&T INC Communication Services 147,209.0 $3.7M 0.09% NEW $24.84 -0.7%
142 IJR ISHARES TR 30,317.0 $3.6M 0.09% NEW $120.18 +11.4%
143 MGA MAGNA INTL INC Consumer Cyclical 68,191.0 $3.6M 0.09% NEW $53.30 +18.8%
144 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 40,402.0 $3.6M 0.09% NEW $89.92 -8.1%
145 XLV SELECT SECTOR SPDR TR 22,598.0 $3.5M 0.08% NEW $154.80 -6.3%
146 BAX BAXTER INTL INC Healthcare 173,435.0 $3.3M 0.08% NEW $19.11 -9.5%
147 GLW CORNING INC Technology 37,804.0 $3.3M 0.08% NEW $87.56 +137.9%
148 FDX FEDEX CORP Industrials 11,304.0 $3.3M 0.08% NEW $288.86 +31.5%
149 LQD ISHARES TR 29,558.0 $3.3M 0.08% NEW $110.19 -2.1%
150 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 75,114.0 $3.3M 0.08% NEW $43.30 +69.2%
151 MA MASTERCARD INCORPORATED Financial Services 5,643.0 $3.2M 0.08% NEW $570.85 -14.2%
152 NVS NOVARTIS AG Healthcare 22,890.0 $3.2M 0.07% NEW $137.87 +8.6%
153 AMGN AMGEN INC Healthcare 9,511.0 $3.1M 0.07% NEW $327.30 -0.3%
154 WBD WARNER BROS DISCOVERY INC Communication Services 106,574.0 $3.1M 0.07% NEW $28.82 -5.9%
155 BKH BLACK HILLS CORP Utilities 43,856.0 $3.0M 0.07% NEW $69.42 +4.9%
156 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 9,168.0 $3.0M 0.07% NEW $328.60 -24.6%
157 TIP ISHARES TR 27,334.0 $3.0M 0.07% NEW $109.91 +0.6%
158 H HYATT HOTELS CORP Consumer Cyclical 18,642.0 $3.0M 0.07% NEW $160.32 +6.0%
159 AGG ISHARES TR 29,210.0 $2.9M 0.07% NEW $99.88 -1.9%
160 MCK MCKESSON CORP Healthcare 3,533.0 $2.9M 0.07% NEW $820.29 -8.9%
Page 8 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%