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

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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 12,000.0 $350K 0.01% -1K -8.4% $29.13 +14.7%
82 BN BROOKFIELD CORP Financial Services 8,286.0 $335K 0.01% -483.0 -5.5% $40.47 +11.7%
83 STT STATE STR CORP Financial Services 2,400.0 $304K 0.01% -200.0 -7.7% $126.56 +32.5%
84 ALB ALBEMARLE CORP Basic Materials 1,590.0 $285K 0.01% -25.0 -1.6% $179.53 -5.1%
85 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,572.0 $280K 0.01% -806.0 -33.9% $178.23 -91.3%
86 PYPL PAYPAL HLDGS INC Financial Services 5,975.0 $270K 0.01% -14K -69.9% $45.23 -8.2%
87 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,729.0 $252K 0.01% -531.0 -16.3% $92.31 -1.4%
88 ADBE ADOBE INC Technology 966.0 $235K 0.01% -3K -75.4% $243.08 -16.1%
89 MRSH MARSH & MCLENNAN COS INC Financial Services 1,314.0 $228K 0.01% -1K -47.6% $173.45 -2.7%
Page 5 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%