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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 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLC SELECT SECTOR SPDR TR 15,588.0 $1.7M 0.03% -6K -27.0% $107.13 +5.6%
142 BKH BLACK HILLS CORP Utilities 22,427.0 $1.7M 0.03% -21K -48.3% $74.40 -1.4%
143 XLE SELECT SECTOR SPDR TR 31,336.0 $1.7M 0.03% -12K -27.3% $53.11 +18.0%
144 FTAI AVIATION LTD 6,133.0 $1.7M 0.03% -3K -31.7% $270.53
145 CARR CARRIER GLOBAL CORPORATION Industrials 22,028.0 $1.6M 0.03% -19K -46.4% $73.35 -19.3%
146 PFE PFIZER INC Healthcare 63,296.0 $1.5M 0.03% -27K -30.2% $24.08 +17.5%
147 NSC NORFOLK SOUTHN CORP Industrials 4,757.0 $1.5M 0.03% -1K -23.1% $314.59 +13.1%
148 NKE NIKE INC Consumer Cyclical 36,052.0 $1.5M 0.03% -1K -3.2% $41.05 -6.1%
149 VVV VALVOLINE INC Energy 35,682.0 $1.4M 0.03% -54K -60.3% $39.54 -16.5%
150 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 26,019.0 $1.4M 0.03% -48K -65.0% $52.65 +17.9%
151 IJK ISHARES TR 11,652.0 $1.4M 0.03% -848.0 -6.8% $117.50 -2.0%
152 GD GENERAL DYNAMICS CORP Industrials 3,751.0 $1.3M 0.03% -2K -29.3% $354.25 +7.6%
153 IJJ ISHARES TR 8,843.0 $1.3M 0.03% -482.0 -5.2% $147.73 +0.5%
154 WFC WELLS FARGO & CO Financial Services 15,637.0 $1.3M 0.03% -878.0 -5.3% $82.64 +3.1%
155 BSV VANGUARD BD INDEX FDS 16,489.0 $1.3M 0.03% -2K -11.2% $77.91 -0.3%
156 INTU INTUIT Technology 4,777.0 $1.2M 0.03% -7K -60.9% $260.98 +32.3%
157 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 19,195.0 $1.2M 0.03% -8K -28.7% $64.01 +15.1%
158 REGN REGENERON PHARMACEUTICALS Healthcare 1,956.0 $1.2M 0.03% -3K -63.6% $623.54 +31.4%
159 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,261.0 $1.2M 0.03% -232.0 -6.6% $370.59 -3.4%
160 MGC VANGUARD WORLD FD 4,410.0 $1.2M 0.03% -75.0 -1.7% $273.63 +2.5%
Page 8 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%