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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 10 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HDV ISHARES TR 81,541.0 $2.2M 0.05% +53K +183.2% $27.41 +8.8%
182 ITW ILLINOIS TOOL WKS INC Industrials 8,184.0 $2.2M 0.04% $270.47 +5.4%
183 XLB SELECT SECTOR SPDR TR 42,705.0 $2.2M 0.04% -23K -35.2% $50.83 +5.7%
184 URI UNITED RENTALS INC Industrials 1,893.0 $2.1M 0.04% $1131.69 -6.5%
185 CRM SALESFORCE INC Technology 13,187.0 $2.1M 0.04% +5K +67.8% $156.66 +29.9%
186 ALL ALLSTATE CORP Financial Services 8,658.0 $2.1M 0.04% -424.0 -4.7% $237.94 +9.7%
187 VWO VANGUARD INTL EQUITY INDEX F 34,399.0 $2.1M 0.04% -23K -40.6% $59.69 +1.7%
188 CSX CSX CORP Industrials 43,002.0 $2.0M 0.04% -113K -72.4% $47.53 +9.5%
189 SCHX SCHWAB STRATEGIC TR 68,779.0 $2.0M 0.04% $29.43 +2.5%
190 DIS DISNEY WALT CO Communication Services 20,784.0 $2.0M 0.04% -7K -26.1% $96.25 +14.0%
191 CTAS CINTAS CORP Industrials 11,600.0 $2.0M 0.04% $170.08 +20.8%
192 ACWI ISHARES TR 12,543.0 $2.0M 0.04% -779.0 -5.8% $156.97 +2.5%
193 GEV GE VERNOVA INC Utilities 1,673.0 $2.0M 0.04% +138.0 +9.0% $1174.86 -19.6%
194 EMXC ISHARES INC 19,011.0 $1.9M 0.04% $102.30 -3.8%
195 UNP UNION PAC CORP Industrials 7,084.0 $1.9M 0.04% -2K -18.7% $272.01 +15.0%
196 NVDA PUT NVIDIA CORPORATION Technology 9,600.0 $1.9M 0.04% +2K +31.5% $200.09 +5.0%
197 LIN LINDE PLC Basic Materials 3,503.0 $1.8M 0.04% +306.0 +9.6% $518.95 -5.5%
198 SYY SYSCO CORP Consumer Defensive 21,702.0 $1.8M 0.04% -188.0 -0.9% $83.58 -0.0%
199 CMCSA COMCAST CORP NEW Communication Services 73,769.0 $1.8M 0.04% -84K -53.1% $24.55 +10.1%
200 DE DEERE & CO Industrials 2,851.0 $1.8M 0.04% -171.0 -5.7% $634.33 +0.7%
Page 10 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%