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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 12 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IYC ISHARES TR 21,354.0 $2.1M 0.04% +9K +78.7% $96.92 +3.5%
222 WHD CACTUS INC Energy 43,055.0 $2.0M 0.04% NEW $47.37 +22.1%
223 RF REGIONS FINANCIAL CORP NEW Financial Services 77,486.0 $2.0M 0.04% $26.12 +2.6%
224 LEA LEAR CORP Consumer Cyclical 16,448.0 $2.0M 0.04% -408.0 -2.4% $121.08 +14.8%
225 HR HEALTHCARE RLTY TR Real Estate 116,184.0 $2.0M 0.04% NEW $16.99 +19.8%
226 CTAS CINTAS CORP Industrials 11,652.0 $2.0M 0.04% $169.14 -1.9%
227 NKE NIKE INC Consumer Cyclical 37,257.0 $2.0M 0.04% +22K +148.3% $52.82 -20.4%
228 VTRS VIATRIS INC Healthcare 145,100.0 $2.0M 0.04% -3K -2.4% $13.51 +27.8%
229 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 26,910.0 $1.9M 0.04% +14K +103.2% $71.18 -12.0%
230 ALL ALLSTATE CORP Financial Services 9,082.0 $1.9M 0.04% +745.0 +8.9% $207.34 +4.8%
231 THG HANOVER INS GROUP INC Financial Services 10,835.0 $1.9M 0.04% -271.0 -2.4% $173.35 +10.7%
232 ST SENSATA TECHNOLOGIES HLDG PL Technology 52,995.0 $1.9M 0.04% -1K -2.4% $35.22 +38.9%
233 RRC RANGE RES CORP Energy 41,016.0 $1.9M 0.04% +2K +4.0% $45.18 -8.2%
234 ACWI ISHARES TR 13,322.0 $1.8M 0.04% +779.0 +6.2% $138.37 +11.4%
235 DCI DONALDSON INC Industrials 21,711.0 $1.8M 0.04% -499.0 -2.2% $84.87 -1.2%
236 GD GENERAL DYNAMICS CORP Industrials 5,308.0 $1.8M 0.04% +2K +67.5% $343.23 -0.8%
237 RSP INVESCO EXCHANGE TRADED FD T 9,409.0 $1.8M 0.04% +5K +110.8% $191.92 +5.0%
238 MSM MSC INDL DIRECT INC Industrials 19,421.0 $1.8M 0.04% +4K +29.9% $92.27 +15.8%
239 COOPER COS INC 24,943.0 $1.8M 0.04% NEW $71.50
240 NSC NORFOLK SOUTHN CORP Industrials 6,188.0 $1.8M 0.04% +2K +45.0% $287.00 +10.7%
Page 12 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%