BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.9B AUM 798 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 94 Added 241 Reduced 70 Exited
Page 1 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 575,530.0 $429.8M 8.81% -62K -9.8% $746.77 +2.2%
2 IWM ISHARES TR 823,139.0 $247.3M 5.07% -37K -4.3% $300.45 -0.8%
3 BND VANGUARD BD INDEX FDS 1,539,023.0 $113.0M 2.32% -45K -2.8% $73.41 -1.4%
4 VTI VANGUARD INDEX FDS 283,126.0 $104.8M 2.15% -7K -2.5% $370.04 +1.9%
5 AAPL APPLE INC Technology 337,620.0 $97.7M 2.00% -59K -14.8% $289.36 +7.3%
6 IWB ISHARES TR 236,272.0 $96.8M 1.98% -24K -9.2% $409.50 +2.2%
7 IVV ISHARES TR 128,402.0 $96.2M 1.97% -36K -21.9% $748.89 +2.4%
8 LOW LOWES COS INC Consumer Cyclical 434,181.0 $95.7M 1.96% -5K -1.2% $220.49 -1.6%
9 IEFA ISHARES TR 933,430.0 $90.2M 1.85% -23K -2.4% $96.58 +4.2%
10 EFA ISHARES TR 694,941.0 $72.2M 1.48% -63K -8.3% $103.88 +4.0%
11 QQQ INVESCO QQQ TR Financial Services 85,397.0 $62.9M 1.29% -3K -3.5% $736.40 -4.1%
12 ACWX ISHARES TR 680,618.0 $51.8M 1.06% -16K -2.3% $76.11 +1.8%
13 IWN ISHARES TR 233,018.0 $51.5M 1.06% -5K -2.0% $221.20 +1.3%
14 IWS ISHARES TR 309,347.0 $50.9M 1.04% -6K -1.9% $164.60 +4.4%
15 VB VANGUARD INDEX FDS 165,626.0 $50.2M 1.03% -2K -1.2% $303.12 -0.1%
16 HD HOME DEPOT INC Consumer Cyclical 97,254.0 $34.3M 0.70% -5K -4.6% $352.68 -4.3%
17 GLD SPDR GOLD TR Financial Services 90,911.0 $33.5M 0.69% -7K -7.1% $368.38 +15.8%
18 AMZN AMAZON COM INC Consumer Cyclical 128,841.0 $30.7M 0.63% -5K -3.4% $238.34 +10.0%
19 PNC PNC FINL SVCS GROUP INC Financial Services 124,106.0 $30.6M 0.63% -8K -5.9% $246.22 -1.0%
20 IWD ISHARES TR 121,896.0 $29.6M 0.61% -9K -6.7% $242.43 +6.6%
Page 1 of 13  ·  241 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 45.8%
Consumer Cyclical 17.9%
Technology 13.8%
Healthcare 6.3%
Industrials 4.7%
Consumer Defensive 4.3%
Communication Services 2.7%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.1%