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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 15 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WFC WELLS FARGO & CO Financial Services 16,515.0 $1.3M 0.03% +656.0 +4.1% $79.61 -7.3%
282 PEBK PEOPLES BANCORP N C INC Financial Services 33,252.0 $1.3M 0.03% $39.16 +2.8%
283 ITOT ISHARES TR 9,125.0 $1.3M 0.03% +6K +205.3% $142.44 +13.1%
284 CB CHUBB LTD SWITZ Financial Services 3,953.0 $1.3M 0.03% +413.0 +11.7% $325.93 -0.5%
285 NVDA PUT NVIDIA CORPORATION Technology 7,300.0 $1.3M 0.03% -2K -24.0% $174.40 +35.2%
286 SJNK SPDR SERIES TRUST 50,440.0 $1.3M 0.03% +1K +2.0% $24.98 -0.2%
287 IJK ISHARES TR 12,500.0 $1.3M 0.03% +708.0 +6.0% $100.62 +9.7%
288 WTM WHITE MTNS INS GROUP LTD Financial Services 571.0 $1.3M 0.03% -24.0 -4.0% $2196.97 -3.8%
289 IJJ ISHARES TR 9,325.0 $1.2M 0.03% +482.0 +5.5% $132.50 +4.1%
290 VXF VANGUARD INDEX FDS 5,972.0 $1.2M 0.03% +4K +171.3% $205.80 +9.1%
291 IWV ISHARES TR 3,315.0 $1.2M 0.03% NEW $370.68 +12.8%
292 COP CONOCOPHILLIPS Energy 9,277.0 $1.2M 0.03% +1K +13.2% $132.00 -9.9%
293 TGT TARGET CORP Consumer Defensive 9,945.0 $1.2M 0.03% +645.0 +6.9% $121.20 +1.6%
294 HUN HUNTSMAN CORP Basic Materials 89,531.0 $1.2M 0.03% -4K -4.6% $13.31 +7.5%
295 BK BANK NEW YORK MELLON CORP Financial Services 9,810.0 $1.2M 0.03% +5K +85.7% $118.63 +13.8%
296 DHI D R HORTON INC Consumer Cyclical 8,347.0 $1.1M 0.03% -3K -23.4% $137.22 +1.6%
297 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,493.0 $1.1M 0.03% +50.0 +1.4% $327.09 +8.1%
298 EMR EMERSON ELEC CO Industrials 8,645.0 $1.1M 0.03% +359.0 +4.3% $131.02 +5.2%
299 IMKTA INGLES MKTS INC Consumer Defensive 12,500.0 $1.1M 0.02% $89.89 -4.2%
300 PSX PHILLIPS 66 Energy 6,082.0 $1.1M 0.02% +1K +29.9% $182.18 -5.9%
Page 15 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%