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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 13 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COLB COLUMBIA BKG SYS INC Financial Services 64,378.0 $1.8M 0.04% -2K -2.4% $27.43 +6.2%
242 SCHX SCHWAB STRATEGIC TR 68,727.0 $1.8M 0.04% $25.64 +13.3%
243 RNR RENAISSANCERE HLDGS LTD Financial Services 5,895.0 $1.8M 0.04% -34.0 -0.6% $297.23 -3.1%
244 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 51,955.0 $1.7M 0.04% -1K -2.1% $33.67 +1.4%
245 LAZ LAZARD INC Financial Services 40,565.0 $1.7M 0.04% -1K -2.6% $42.48 +8.2%
246 DT DYNATRACE INC Technology 46,598.0 $1.7M 0.04% NEW $36.98 +0.4%
247 UHS UNIVERSAL HLTH SVCS INC Healthcare 9,547.0 $1.7M 0.04% $178.99 -4.6%
248 DE DEERE & CO Industrials 3,022.0 $1.7M 0.04% -22.0 -0.7% $563.30 +2.0%
249 ATO ATMOS ENERGY CORP Utilities 9,168.0 $1.7M 0.04% $184.72 -4.5%
250 INTC INTEL CORP Technology 38,051.0 $1.7M 0.04% +4K +11.9% $44.13 +162.7%
251 IDA IDACORP INC Utilities 11,665.0 $1.7M 0.04% -288.0 -2.4% $142.97 -0.5%
252 SHY ISHARES TR 20,028.0 $1.7M 0.04% +8K +67.6% $82.57 -0.6%
253 LKQ LKQ CORP Consumer Cyclical 55,699.0 $1.6M 0.04% -3K -5.1% $29.37 -11.4%
254 TFC TRUIST FINL CORP Financial Services 35,471.0 $1.6M 0.04% +276.0 +0.8% $45.97 +2.5%
255 SAFT SAFETY INS GROUP INC Financial Services 22,358.0 $1.6M 0.04% -867.0 -3.7% $72.64 -2.1%
256 CUBE CUBESMART Real Estate 43,642.0 $1.6M 0.04% -1K -2.6% $36.65 +8.2%
257 CW CURTISS WRIGHT CORP Industrials 2,336.0 $1.6M 0.03% +1K +100.0% $681.12 +10.2%
258 LIN LINDE PLC Basic Materials 3,197.0 $1.6M 0.03% +196.0 +6.5% $495.77 +3.2%
259 SYY SYSCO CORP Consumer Defensive 21,890.0 $1.6M 0.03% +200.0 +0.9% $71.33 +2.4%
260 CPT CAMDEN PPTY TR Real Estate 15,945.0 $1.6M 0.03% -388.0 -2.4% $97.66 +6.5%
Page 13 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%