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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 14 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 11,797.0 $1.6M 0.03% -529.0 -4.3% $131.74 +20.7%
262 KALU KAISER ALUMINIUM CORPORATION Basic Materials 12,822.0 $1.5M 0.03% -177.0 -1.4% $120.51 +47.6%
263 VUG VANGUARD INDEX FDS 3,454.0 $1.5M 0.03% +1K +44.0% $436.83 -80.0%
264 EMXC ISHARES INC 19,011.0 $1.5M 0.03% $78.66 +19.0%
265 IYG ISHARES TR 17,968.0 $1.5M 0.03% +9K +95.3% $82.84 +4.1%
266 OLED UNIVERSAL DISPLAY CORP Technology 16,028.0 $1.5M 0.03% +341.0 +2.2% $91.66 +0.9%
267 CRM SALESFORCE INC Technology 7,857.0 $1.5M 0.03% -8K -51.6% $186.67 -10.2%
268 TMUS T-MOBILE US INC Communication Services 6,931.0 $1.5M 0.03% -594.0 -7.9% $210.03 -10.4%
269 BSV VANGUARD BD INDEX FDS 18,564.0 $1.5M 0.03% +9K +96.3% $78.41 -0.8%
270 VBK VANGUARD INDEX FDS 4,782.0 $1.4M 0.03% +2K +81.1% $302.28 +11.7%
271 OTIS OTIS WORLDWIDE CORP Industrials 18,690.0 $1.4M 0.03% +103.0 +0.6% $77.08 -5.2%
272 PPL PPL CORP Utilities 37,105.0 $1.4M 0.03% -913.0 -2.4% $38.20 -6.3%
273 HBAN HUNTINGTON BANCSHARES INC Financial Services 89,533.0 $1.4M 0.03% +5K +5.6% $15.65 -0.9%
274 MSTR STRATEGY INC Technology 11,070.0 $1.4M 0.03% +8K +218.6% $124.80 +49.8%
275 URI UNITED RENTALS INC Industrials 1,895.0 $1.4M 0.03% $728.56 +33.5%
276 FCX FREEPORT MCMORAN INC Basic Materials 23,433.0 $1.4M 0.03% +315.0 +1.4% $58.78 +12.5%
277 TRV TRAVELERS COMPANIES INC Financial Services 4,666.0 $1.4M 0.03% +1K +27.3% $291.68 +2.3%
278 VTV VANGUARD INDEX FDS 6,887.0 $1.4M 0.03% +865.0 +14.4% $196.19 +5.3%
279 GEV GE VERNOVA INC Utilities 1,535.0 $1.3M 0.03% +70.0 +4.8% $872.90 +24.9%
280 USHY ISHARES TR 35,918.0 $1.3M 0.03% +4K +13.7% $36.84 -0.1%
Page 14 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%