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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 9 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYC ISHARES TR 11,702.0 $1.2M 0.02% -10K -45.2% $101.10 +1.2%
162 TRV TRAVELERS COMPANIES INC Financial Services 3,487.0 $1.2M 0.02% -1K -25.3% $330.16 +12.4%
163 VBK VANGUARD INDEX FDS 3,081.0 $1.1M 0.02% -2K -35.6% $365.70 -2.6%
164 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 14,424.0 $1.1M 0.02% -23K -61.7% $74.81 -0.6%
165 AZN ASTRAZENECA PLC Healthcare 5,635.0 $1.1M 0.02% -18K -76.4% $189.41 -12.2%
166 SDY SPDR SERIES TRUST 6,970.0 $1.1M 0.02% -100.0 -1.4% $152.18 +4.1%
167 BUNGE GLOBAL SA 9,566.0 $1.0M 0.02% -18K -65.3% $106.73
168 BLV VANGUARD BD INDEX FDS 14,630.0 $1.0M 0.02% -16K -52.6% $68.93 -3.2%
169 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,008.0 $1.0M 0.02% -244.0 -10.8% $501.36 +26.4%
170 TMUS T-MOBILE US INC Communication Services 5,907.0 $991K 0.02% -1K -14.8% $167.73 +7.1%
171 SHY ISHARES TR 11,953.0 $981K 0.02% -8K -40.3% $82.11 -0.1%
172 CL COLGATE PALMOLIVE CO Consumer Defensive 10,566.0 $969K 0.02% -1K -9.9% $91.68 +0.4%
173 WBD WARNER BROS DISCOVERY INC Communication Services 36,263.0 $967K 0.02% -70K -65.9% $26.66 +7.8%
174 RSP INVESCO EXCHANGE TRADED FD T 4,425.0 $942K 0.02% -5K -53.0% $212.77 +4.4%
175 OTIS OTIS WORLDWIDE CORP Industrials 13,099.0 $938K 0.02% -6K -29.9% $71.60 +1.1%
176 CW CURTISS WRIGHT CORP Industrials 1,168.0 $885K 0.02% -1K -50.0% $757.76 -18.3%
177 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,664.0 $845K 0.02% -3K -15.6% $57.62 +17.3%
178 COP CONOCOPHILLIPS Energy 7,985.0 $830K 0.02% -1K -13.9% $103.96 +25.6%
179 BK BANK OF NY MELLON CORP Financial Services 5,722.0 $827K 0.02% -4K -41.7% $144.61 -1.9%
180 ISRG INTUITIVE SURGICAL INC Healthcare 1,969.0 $783K 0.02% -289.0 -12.8% $397.60 -6.8%
Page 9 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%