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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 4 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEF ISHARES TR 69,807.0 $6.6M 0.14% -50K -41.5% $94.57 -1.2%
62 GVI ISHARES TR 61,534.0 $6.5M 0.13% -12K -15.8% $106.09 -0.5%
63 IEI ISHARES TR 53,257.0 $6.3M 0.13% -39K -42.5% $117.45 -0.5%
64 USB US BANCORP Financial Services 101,391.0 $6.1M 0.13% -3K -2.8% $60.40 +3.4%
65 EEM ISHARES TR 89,338.0 $6.1M 0.12% -16K -15.5% $68.41 -1.9%
66 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,449.0 $5.9M 0.12% -5K -38.8% $703.34 -1.4%
67 SCHW SCHWAB CHARLES CORP Financial Services 63,906.0 $5.9M 0.12% -36K -36.2% $92.27 +22.6%
68 IYE ISHARES TR 103,852.0 $5.9M 0.12% -4K -3.3% $56.59 +16.7%
69 CVS CVS HEALTH CORP Healthcare 56,464.0 $5.8M 0.12% -59K -51.1% $103.45 -10.3%
70 ORCL ORACLE CORP Technology 39,014.0 $5.7M 0.12% -12K -23.9% $146.55 -1.9%
71 ABBV ABBVIE INC Healthcare 22,461.0 $5.7M 0.12% -6K -19.7% $251.64 +5.6%
72 MRK MERCK & CO INC Healthcare 42,236.0 $5.4M 0.11% -51K -54.6% $128.50 +21.7%
73 PEP PEPSICO INC Consumer Defensive 37,879.0 $5.1M 0.10% -6K -13.3% $135.40 +5.0%
74 VSGX VANGUARD WORLD FD 61,124.0 $5.0M 0.10% -5K -7.4% $82.34 +1.8%
75 V VISA INC Financial Services 14,573.0 $5.0M 0.10% -1K -7.1% $343.08 +11.6%
76 XLI SELECT SECTOR SPDR TR 26,693.0 $4.9M 0.10% -11K -29.8% $185.22 -3.6%
77 LHX L3HARRIS TECHNOLOGIES INC Industrials 16,858.0 $4.9M 0.10% -2K -11.5% $290.59 -9.5%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 17,181.0 $4.8M 0.10% -4K -17.4% $281.22 -16.8%
79 TT TRANE TECHNOLOGIES PLC Industrials 9,804.0 $4.8M 0.10% -396.0 -3.9% $491.14 -7.3%
80 SYK STRYKER CORPORATION Healthcare 15,165.0 $4.8M 0.10% -3K -17.7% $314.84 +5.0%
Page 4 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%