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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 13 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PM PHILIP MORRIS INTL INC Consumer Defensive 7,148.0 $1.3M 0.03% +1K +18.3% $180.91 +7.3%
242 WFC WELLS FARGO & CO Financial Services 15,637.0 $1.3M 0.03% -878.0 -5.3% $82.64 +3.1%
243 NUE NUCOR CORP Basic Materials 5,795.0 $1.3M 0.03% $222.76 +13.5%
244 BSV VANGUARD BD INDEX FDS 16,489.0 $1.3M 0.03% -2K -11.2% $77.91 -0.3%
245 SCHM SCHWAB STRATEGIC TR 34,650.0 $1.3M 0.03% $36.87 -2.3%
246 ACN ACCENTURE PLC IRELAND Technology 10,257.0 $1.3M 0.03% +5K +85.5% $124.44 +45.8%
247 INTU INTUIT Technology 4,777.0 $1.2M 0.03% -7K -60.9% $260.98 +32.5%
248 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 19,195.0 $1.2M 0.03% -8K -28.7% $64.01 +14.5%
249 REGN REGENERON PHARMACEUTICALS Healthcare 1,956.0 $1.2M 0.03% -3K -63.6% $623.54 +30.7%
250 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,261.0 $1.2M 0.03% -232.0 -6.6% $370.59 -3.2%
251 PSX PHILLIPS 66 Energy 7,148.0 $1.2M 0.03% +1K +17.5% $169.05 +43.3%
252 MGC VANGUARD WORLD FD 4,410.0 $1.2M 0.03% -75.0 -1.7% $273.63 +2.4%
253 IVE ISHARES TR 5,238.0 $1.2M 0.02% $227.06 +4.8%
254 IYC ISHARES TR 11,702.0 $1.2M 0.02% -10K -45.2% $101.10 +1.2%
255 TRV TRAVELERS COMPANIES INC Financial Services 3,487.0 $1.2M 0.02% -1K -25.3% $330.16 +12.4%
256 BLK BLACKROCK INC Financial Services 1,196.0 $1.2M 0.02% +65.0 +5.8% $961.56 +22.0%
257 VBK VANGUARD INDEX FDS 3,081.0 $1.1M 0.02% -2K -35.6% $365.70 -2.6%
258 WMB WILLIAMS COS INC Energy 14,947.0 $1.1M 0.02% +133.0 +0.9% $74.34 +0.1%
259 IMKTA INGLES MKTS INC Consumer Defensive 12,500.0 $1.1M 0.02% $88.58 -5.7%
260 HONEYWELL AEROSPACE INC 4,982.0 $1.1M 0.02% NEW $220.69
Page 13 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%