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AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.6B AUM 675 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 274 Added 89 Reduced 22 Exited
Page 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWS ISHARES TR 315,369.0 $46.0M 1.00% -4K -1.2% $145.74 +6.6%
2 IWN ISHARES TR 237,810.0 $45.1M 0.98% -6K -2.4% $189.59 +8.6%
3 GLD SPDR GOLD TR Financial Services 97,887.0 $42.1M 0.91% -2K -1.5% $430.29 -0.7%
4 SIVR ABRDN SILVER ETF TRUST Financial Services 388,864.0 $27.8M 0.60% -225K -36.6% $71.61 +1.3%
5 SLV ISHARES SILVER TR Financial Services 352,283.0 $24.0M 0.52% -45K -11.4% $68.14 +1.3%
6 BERKSHIRE HATHAWAY INC DEL 32.0 $23.0M 0.50% -1.0 -3.0% $718140.00
7 VCLT VANGUARD SCOTTSDALE FDS 154,420.0 $11.5M 0.25% -13K -7.9% $74.72 -1.2%
8 VTIP VANGUARD MALVERN FDS 216,131.0 $10.8M 0.23% -21K -8.7% $49.95 +0.9%
9 C CITIGROUP INC Financial Services 83,306.0 $9.4M 0.20% -2K -2.0% $113.41 +8.8%
10 KTB KONTOOR BRANDS INC Consumer Cyclical 131,886.0 $9.3M 0.20% -31K -18.9% $70.29 -9.4%
11 BNDX VANGUARD CHARLOTTE FDS 171,632.0 $8.2M 0.18% -7K -3.9% $48.05 -1.0%
12 EZU ISHARES INC 130,373.0 $8.2M 0.18% -800.0 -0.6% $62.64 +5.3%
13 HRL HORMEL FOODS CORP Consumer Defensive 337,932.0 $7.7M 0.17% -15K -4.2% $22.65 -11.7%
14 ECL ECOLAB INC Basic Materials 27,523.0 $7.3M 0.16% -717.0 -2.5% $266.02 -6.4%
15 LHX L3HARRIS TECHNOLOGIES INC Industrials 19,051.0 $6.6M 0.14% -2K -10.9% $345.15 -10.9%
16 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 74,321.0 $6.0M 0.13% -793.0 -1.1% $80.56 -9.0%
17 GLW CORNING INC Technology 37,001.0 $5.0M 0.11% -803.0 -2.1% $135.97 +53.2%
18 HON HONEYWELL INTL INC Industrials 21,781.0 $4.9M 0.11% -391.0 -1.8% $226.03 -3.7%
19 CMCSA COMCAST CORP NEW Communication Services 157,305.0 $4.5M 0.10% -8K -4.8% $28.71 -13.8%
20 REGN REGENERON PHARMACEUTICALS Healthcare 5,378.0 $4.2M 0.09% -161.0 -2.9% $772.64 -7.7%
Page 1 of 5  ·  89 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 42.2%
Consumer Cyclical 16.4%
Technology 11.9%
Healthcare 7.6%
Industrials 5.3%
Consumer Defensive 4.7%
Communication Services 4.1%
Energy 3.4%
Basic Materials 2.5%
Utilities 1.6%