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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 6 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TIP ISHARES TR 28,003.0 $3.1M 0.06% -2K -5.2% $109.43 -1.8%
102 OEF ISHARES TR 8,314.0 $3.0M 0.06% -3K -26.6% $365.89 +3.3%
103 XLU SELECT SECTOR SPDR TR 66,751.0 $3.0M 0.06% -20K -23.2% $45.34 -4.3%
104 AFL AFLAC INC Financial Services 25,311.0 $3.0M 0.06% -3K -11.0% $117.25 -0.3%
105 SLB SLB LIMITED Energy 63,548.0 $3.0M 0.06% -51K -44.6% $46.49 +14.1%
106 MA MASTERCARD INCORPORATED Financial Services 5,617.0 $2.9M 0.06% -78.0 -1.4% $513.58 +16.1%
107 ABT ABBOTT LABORATORIES Healthcare 31,489.0 $2.9M 0.06% -14K -30.6% $90.74 +27.3%
108 C CITIGROUP INC Financial Services 20,412.0 $2.9M 0.06% -63K -75.5% $139.96 -5.0%
109 TILT FLEXSHARES TR 10,338.0 $2.9M 0.06% -361.0 -3.4% $276.07 +3.0%
110 H HYATT HOTELS CORP Consumer Cyclical 14,505.0 $2.8M 0.06% -2K -9.4% $193.84 -8.2%
111 DUK DUKE ENERGY CORP NEW Utilities 21,959.0 $2.8M 0.06% -8K -26.4% $126.58 -3.9%
112 TSLA TESLA INC Consumer Cyclical 6,599.0 $2.8M 0.06% -863.0 -11.6% $420.60 -17.1%
113 AGG ISHARES TR 27,558.0 $2.7M 0.06% -6K -17.7% $98.98 -1.2%
114 MCK MCKESSON CORP Healthcare 3,527.0 $2.7M 0.06% -27.0 -0.8% $755.60 +19.5%
115 VOE VANGUARD INDEX FDS 13,351.0 $2.6M 0.05% -324.0 -2.4% $197.60 +6.0%
116 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,625.0 $2.6M 0.05% -1K -9.3% $223.95 +26.2%
117 PPG PPG INDS INC Basic Materials 21,365.0 $2.6M 0.05% -23K -51.5% $121.29 -4.4%
118 IGIB ISHARES TR 48,258.0 $2.6M 0.05% -10K -16.5% $53.17 -1.5%
119 QCOM QUALCOMM INC Technology 13,773.0 $2.5M 0.05% -2K -14.5% $184.79 -12.5%
120 BAX BAXTER INTL INC Healthcare 118,281.0 $2.5M 0.05% -132K -52.7% $21.32 +23.9%
Page 6 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%