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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 9 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GE GE AEROSPACE Industrials 9,353.0 $2.9M 0.07% NEW $308.03 -5.4%
162 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,138.0 $2.9M 0.07% NEW $257.23 -16.6%
163 TSLA TESLA INC Consumer Cyclical 6,339.0 $2.9M 0.07% NEW $449.72 -1.4%
164 IGIB ISHARES TR 52,525.0 $2.8M 0.07% NEW $53.88 -2.1%
165 MS MORGAN STANLEY Financial Services 15,932.0 $2.8M 0.07% NEW $177.53 +9.6%
166 HII HUNTINGTON INGALLS INDS INC Industrials 8,312.0 $2.8M 0.07% NEW $340.07 -0.9%
167 VV VANGUARD INDEX FDS 8,958.0 $2.8M 0.07% NEW $314.80 +8.0%
168 AFL AFLAC INC Financial Services 25,524.0 $2.8M 0.07% NEW $110.27 +5.9%
169 BA BOEING CO Industrials 12,957.0 $2.8M 0.07% NEW $217.12 +1.6%
170 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 52,363.0 $2.8M 0.07% NEW $53.63 +21.9%
171 RY ROYAL BK CDA Financial Services 16,375.0 $2.8M 0.07% NEW $170.49 +5.5%
172 VBR VANGUARD INDEX FDS 13,156.0 $2.8M 0.07% NEW $211.79 +7.3%
173 XLU SELECT SECTOR SPDR TR 64,804.0 $2.8M 0.07% NEW $42.69 +2.8%
174 VEA VANGUARD TAX-MANAGED FDS 44,190.0 $2.8M 0.07% NEW $62.47 +10.6%
175 IVW ISHARES TR 22,025.0 $2.7M 0.06% NEW $123.26 +10.9%
176 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 200,372.0 $2.7M 0.06% NEW $13.28 -22.4%
177 TILT FLEXSHARES TR 10,699.0 $2.7M 0.06% NEW $248.69 +7.8%
178 MCD MCDONALDS CORP Consumer Cyclical 8,701.0 $2.7M 0.06% NEW $305.63 -10.0%
179 VVV VALVOLINE INC Energy 91,279.0 $2.7M 0.06% NEW $29.06 +11.4%
180 OEF ISHARES TR 7,646.0 $2.6M 0.06% NEW $342.98 +7.7%
Page 9 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%