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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 16 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,252.0 $1.1M 0.02% +198.0 +9.6% $491.53 -8.8%
302 IVE ISHARES TR 5,212.0 $1.1M 0.02% $211.15 +5.8%
303 ACN ACCENTURE PLC IRELAND Technology 5,530.0 $1.1M 0.02% -1K -19.7% $198.29 -14.9%
304 BLK BLACKROCK INC Financial Services 1,131.0 $1.1M 0.02% -207.0 -15.5% $961.71 +12.5%
305 WMB WILLIAMS COS INC Energy 14,814.0 $1.1M 0.02% -1K -7.8% $72.78 +6.7%
306 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 20,338.0 $1.1M 0.02% -15K -41.8% $52.75 -10.6%
307 SCHM SCHWAB STRATEGIC TR 34,650.0 $1.1M 0.02% $30.96 +9.7%
308 MGC VANGUARD WORLD FD 4,485.0 $1.1M 0.02% $236.35 +15.2%
309 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,375.0 $1.1M 0.02% +2K +11.9% $60.65 -6.0%
310 OC OWENS CORNING NEW Industrials 9,620.0 $1.0M 0.02% NEW $108.22 +11.9%
311 ISRG INTUITIVE SURGICAL INC Healthcare 2,258.0 $1.0M 0.02% -205.0 -8.3% $460.99 -7.1%
312 SDY SPDR SERIES TRUST 7,070.0 $1.0M 0.02% +100.0 +1.4% $145.94 +0.1%
313 TEL TE CONNECTIVITY PLC Technology 4,876.0 $1.0M 0.02% +875.0 +21.9% $209.02 -1.1%
314 CI THE CIGNA GROUP Healthcare 3,783.0 $1.0M 0.02% -264.0 -6.5% $266.75 +6.9%
315 CL COLGATE PALMOLIVE CO Consumer Defensive 11,725.0 $999K 0.02% +2K +20.3% $85.23 +3.4%
316 PM PHILIP MORRIS INTL INC Consumer Defensive 6,042.0 $999K 0.02% +1K +22.2% $165.34 +16.0%
317 BX BLACKSTONE INC Financial Services 8,642.0 $994K 0.02% +7K +462.6% $114.99 +2.5%
318 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 3,000.0 $981K 0.02% $327.07 +8.1%
319 NUE NUCOR CORP Basic Materials 5,795.0 $980K 0.02% $169.11 +37.7%
320 WEYS WEYCO GROUP INC Consumer Cyclical 29,755.0 $954K 0.02% -1K -4.1% $32.05 +8.0%
Page 16 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%