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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 10 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VBR VANGUARD INDEX FDS 13,489.0 $2.9M 0.06% +333.0 +2.5% $217.25 +4.6%
182 WBD WARNER BROS DISCOVERY INC Communication Services 106,320.0 $2.9M 0.06% $27.46 -1.2%
183 BDX BECTON DICKINSON & CO Healthcare 18,566.0 $2.9M 0.06% NEW $157.23 -8.8%
184 BAC BANK AMERICA CORP Financial Services 59,026.0 $2.9M 0.06% +13K +29.1% $48.75 +2.1%
185 AEP AMERICAN ELEC PWR CO INC Utilities 21,750.0 $2.9M 0.06% -469.0 -2.1% $131.08 -4.5%
186 MA MASTERCARD INCORPORATED Financial Services 5,695.0 $2.8M 0.06% +52.0 +0.9% $499.64 -1.9%
187 BWA BORGWARNER INC Consumer Cyclical 51,612.0 $2.8M 0.06% -1K -2.4% $54.26 +16.5%
188 GE GE AEROSPACE Industrials 9,828.0 $2.8M 0.06% +475.0 +5.1% $283.76 +2.7%
189 TSLA TESLA INC Consumer Cyclical 7,462.0 $2.8M 0.06% +1K +17.7% $371.75 +19.2%
190 VV VANGUARD INDEX FDS 9,259.0 $2.8M 0.06% +301.0 +3.4% $298.85 +13.7%
191 SNY SANOFI SA Healthcare 56,427.0 $2.7M 0.06% NEW $48.18 -11.1%
192 DIS DISNEY WALT CO Communication Services 28,128.0 $2.7M 0.06% +7K +31.0% $96.38 +9.4%
193 WLK WESTLAKE CORPORATION Basic Materials 23,041.0 $2.7M 0.06% -289.0 -1.2% $116.82 -21.6%
194 XLE SELECT SECTOR SPDR TR 43,113.0 $2.6M 0.06% +14K +48.4% $61.26 -2.9%
195 BTI BRITISH AMERN TOB PLC Consumer Defensive 45,120.0 $2.6M 0.06% +2K +4.7% $58.47 +11.3%
196 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,814.0 $2.6M 0.06% +2K +15.1% $203.18 +5.6%
197 TILT FLEXSHARES TR 10,699.0 $2.6M 0.06% $241.37 +11.1%
198 PFE PFIZER INC Healthcare 90,665.0 $2.5M 0.06% +24K +36.3% $28.08 -8.3%
199 VOE VANGUARD INDEX FDS 13,675.0 $2.5M 0.06% +2K +15.6% $184.28 +3.5%
200 IGSB ISHARES TR 47,356.0 $2.5M 0.05% +4K +8.2% $52.56 -0.6%
Page 10 of 24  ·  476 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%