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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 12 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NSC NORFOLK SOUTHN CORP Industrials 4,757.0 $1.5M 0.03% -1K -23.1% $314.59 +12.1%
222 CB CHUBB LIMITED Financial Services 4,391.0 $1.5M 0.03% +438.0 +11.1% $340.74 +0.9%
223 VUG VANGUARD INDEX FDS 17,256.0 $1.5M 0.03% +14K +399.6% $86.14 +1.5%
224 NKE NIKE INC Consumer Cyclical 36,052.0 $1.5M 0.03% -1K -3.2% $41.05 -6.0%
225 SJNK SPDR SERIES TRUST 58,707.0 $1.5M 0.03% +8K +16.4% $25.03 -0.4%
226 EMR EMERSON ELEC CO Industrials 10,081.0 $1.4M 0.03% +1K +16.6% $143.15 +10.5%
227 DHI D R HORTON INC Consumer Cyclical 8,841.0 $1.4M 0.03% +494.0 +5.9% $162.88 -8.4%
228 PEBK PEOPLES BANCORP N C INC Financial Services 33,252.0 $1.4M 0.03% $43.09 +1.3%
229 IWV ISHARES TR 3,315.0 $1.4M 0.03% $426.40 +2.3%
230 VVV VALVOLINE INC Energy 35,682.0 $1.4M 0.03% -54K -60.3% $39.54 -17.2%
231 ADBE ADOBE INC Technology 6,869.0 $1.4M 0.03% +6K +611.1% $205.02 +33.3%
232 PAYX PAYCHEX INC Industrials 14,206.0 $1.4M 0.03% NEW $98.33 +27.0%
233 TGT TARGET CORP Consumer Defensive 10,605.0 $1.4M 0.03% +660.0 +6.6% $130.61 +25.6%
234 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 26,019.0 $1.4M 0.03% -48K -65.0% $52.65 +18.9%
235 IJK ISHARES TR 11,652.0 $1.4M 0.03% -848.0 -6.8% $117.50 -1.8%
236 USHY ISHARES TR 36,834.0 $1.4M 0.03% +916.0 +2.5% $37.02 -0.2%
237 KLAC KLA CORP Technology 4,509.0 $1.4M 0.03% +4K +770.5% $301.72 -39.1%
238 NOW SERVICENOW INC Technology 13,613.0 $1.4M 0.03% NEW $99.28 +26.7%
239 GD GENERAL DYNAMICS CORP Industrials 3,751.0 $1.3M 0.03% -2K -29.3% $354.25 +7.8%
240 IJJ ISHARES TR 8,843.0 $1.3M 0.03% -482.0 -5.2% $147.73 +0.5%
Page 12 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%