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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 11 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OXY OCCIDENTAL PETE CORP Energy 36,612.0 $1.8M 0.04% -683.0 -1.8% $48.57 +20.7%
202 AMD ADVANCED MICRO DEVICES INC Technology 3,045.0 $1.8M 0.04% +634.0 +26.3% $580.91 -17.2%
203 TFC TRUIST FINL CORP Financial Services 35,324.0 $1.8M 0.04% $49.82 +1.7%
204 IYG ISHARES TR 19,094.0 $1.7M 0.04% +1K +6.3% $90.47 +8.3%
205 NFLX NETFLIX INC. Communication Services 23,934.0 $1.7M 0.04% -377.0 -1.6% $71.40 +14.1%
206 VTV VANGUARD INDEX FDS 7,827.0 $1.7M 0.04% +940.0 +13.7% $217.93 +4.1%
207 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,516.0 $1.7M 0.04% -4K -35.6% $261.36 +31.3%
208 XLC SELECT SECTOR SPDR TR 15,588.0 $1.7M 0.03% -6K -27.0% $107.13 +5.1%
209 BKH BLACK HILLS CORP Utilities 22,427.0 $1.7M 0.03% -21K -48.3% $74.40 -0.8%
210 XLE SELECT SECTOR SPDR TR 31,336.0 $1.7M 0.03% -12K -27.3% $53.11 +17.5%
211 FTAI AVIATION LTD 6,133.0 $1.7M 0.03% -3K -31.7% $270.53
212 MRSH MARSH & MCLENNAN COS INC Financial Services 9,747.0 $1.6M 0.03% +8K +641.8% $166.67 +16.0%
213 PPL PPL CORP Utilities 44,504.0 $1.6M 0.03% +7K +19.9% $36.35 -3.7%
214 CARR CARRIER GLOBAL CORPORATION Industrials 22,028.0 $1.6M 0.03% -19K -46.4% $73.35 -19.9%
215 MU MICRON TECHNOLOGY INC Technology 1,373.0 $1.6M 0.03% +669.0 +95.0% $1154.23 -18.7%
216 ATO ATMOS ENERGY CORP Utilities 9,194.0 $1.6M 0.03% $172.27 -1.6%
217 AMAT APPLIED MATLS INC Technology 2,179.0 $1.6M 0.03% +290.0 +15.3% $723.00 -33.7%
218 PFE PFIZER INC Healthcare 63,296.0 $1.5M 0.03% -27K -30.2% $24.08 +17.6%
219 OLED UNIVERSAL DISPLAY CORP Technology 17,484.0 $1.5M 0.03% +1K +9.1% $86.59 +0.3%
220 FCX FREEPORT MCMORAN INC Basic Materials 24,042.0 $1.5M 0.03% +609.0 +2.6% $62.89 +25.6%
Page 11 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%