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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 14 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CI THE CIGNA GROUP Healthcare 3,966.0 $1.1M 0.02% +183.0 +4.8% $275.68 +1.9%
262 VNQ VANGUARD INDEX FDS 11,209.0 $1.1M 0.02% +2K +19.9% $96.43 +2.3%
263 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 14,424.0 $1.1M 0.02% -23K -61.7% $74.81 -0.6%
264 AZN ASTRAZENECA PLC Healthcare 5,635.0 $1.1M 0.02% -18K -76.4% $189.41 -12.2%
265 SDY SPDR SERIES TRUST 6,970.0 $1.1M 0.02% -100.0 -1.4% $152.18 +4.1%
266 BUNGE GLOBAL SA 9,566.0 $1.0M 0.02% -18K -65.3% $106.73
267 BLV VANGUARD BD INDEX FDS 14,630.0 $1.0M 0.02% -16K -52.6% $68.93 -3.2%
268 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,008.0 $1.0M 0.02% -244.0 -10.8% $501.36 +26.4%
269 GS GOLDMAN SACHS GROUP INC Financial Services 995.0 $1.0M 0.02% +46.0 +4.8% $1011.37 +2.9%
270 SPYG SPDR SERIES TRUST 8,388.0 $998K 0.02% +4K +74.8% $118.99 +0.8%
271 TMUS T-MOBILE US INC Communication Services 5,907.0 $991K 0.02% -1K -14.8% $167.73 +7.1%
272 SHY ISHARES TR 11,953.0 $981K 0.02% -8K -40.3% $82.11 -0.1%
273 CL COLGATE PALMOLIVE CO Consumer Defensive 10,566.0 $969K 0.02% -1K -9.9% $91.68 +0.4%
274 WBD WARNER BROS DISCOVERY INC Communication Services 36,263.0 $967K 0.02% -70K -65.9% $26.66 +7.8%
275 RSP INVESCO EXCHANGE TRADED FD T 4,425.0 $942K 0.02% -5K -53.0% $212.77 +4.4%
276 OTIS OTIS WORLDWIDE CORP Industrials 13,099.0 $938K 0.02% -6K -29.9% $71.60 +1.1%
277 SBR SABINE RTY TR Energy 12,680.0 $928K 0.02% $73.20 +0.3%
278 EOG EOG RES INC Energy 7,092.0 $920K 0.02% +881.0 +14.2% $129.73 +11.6%
279 BWX SPDR SERIES TRUST 42,105.0 $913K 0.02% +2K +4.1% $21.68 +1.2%
280 CW CURTISS WRIGHT CORP Industrials 1,168.0 $885K 0.02% -1K -50.0% $757.76 -18.3%
Page 14 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%