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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 1 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 575,530.0 $429.8M 8.81% -62K -9.8% $746.77 +2.5%
2 IWR ISHARES TR 3,869,983.0 $426.9M 8.75% $110.32 +2.3%
3 IWM ISHARES TR 823,139.0 $247.3M 5.07% -37K -4.3% $300.45 -0.5%
4 VOO VANGUARD INDEX FDS 345,692.0 $237.4M 4.87% +4K +1.3% $686.81 +2.5%
5 IXUS ISHARES TR 1,799,901.0 $171.8M 3.52% +77K +4.5% $95.44 +2.9%
6 ELEVATION SERIES TRUST 4,781,409.0 $119.1M 2.44% NEW $24.91
7 BND VANGUARD BD INDEX FDS 1,539,023.0 $113.0M 2.32% -45K -2.8% $73.41 -1.1%
8 VTI VANGUARD INDEX FDS 283,126.0 $104.8M 2.15% -7K -2.5% $370.04 +2.2%
9 AAPL APPLE INC Technology 337,620.0 $97.7M 2.00% -59K -14.8% $289.36 +7.1%
10 IWB ISHARES TR 236,272.0 $96.8M 1.98% -24K -9.2% $409.50 +2.4%
11 IVV ISHARES TR 128,402.0 $96.2M 1.97% -36K -21.9% $748.89 +2.7%
12 LOW LOWES COS INC Consumer Cyclical 434,181.0 $95.7M 1.96% -5K -1.2% $220.49 -2.0%
13 ELEVATION SERIES TRUST 3,520,170.0 $91.7M 1.88% NEW $26.05
14 IEFA ISHARES TR 933,430.0 $90.2M 1.85% -23K -2.4% $96.58 +4.8%
15 VXUS VANGUARD STAR FDS 1,004,549.0 $85.9M 1.76% +65K +6.9% $85.49 +2.9%
16 BALL BALL CORP Consumer Cyclical 1,223,993.0 $76.4M 1.57% +55K +4.7% $62.40 +2.3%
17 VTWO VANGUARD SCOTTSDALE FDS 628,901.0 $76.4M 1.57% +91K +17.0% $121.42 -0.5%
18 EFA ISHARES TR 694,941.0 $72.2M 1.48% -63K -8.3% $103.88 +4.5%
19 ICVT ISHARES TR 574,642.0 $70.0M 1.43% +10K +1.7% $121.74 -5.2%
20 VO VANGUARD INDEX FDS 853,273.0 $68.7M 1.41% +654K +327.6% $80.57 +2.7%
Page 1 of 23  ·  444 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%