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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 17 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SBR SABINE RTY TR Energy 12,680.0 $953K 0.02% $75.17 +2.2%
322 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,750.0 $931K 0.02% +3K +135.4% $196.04 -0.7%
323 VGSH VANGUARD SCOTTSDALE FDS 15,670.0 $917K 0.02% NEW $58.54 -0.6%
324 LMT LOCKHEED MARTIN CORP Industrials 1,504.0 $909K 0.02% -13.0 -0.9% $604.36 -13.9%
325 EOG EOG RES INC Energy 6,211.0 $898K 0.02% +3K +110.2% $144.57 -5.9%
326 FISV FISERV INC Technology 16,020.0 $894K 0.02% +1K +6.7% $55.80 -4.2%
327 BWX SPDR SERIES TRUST 40,442.0 $888K 0.02% NEW $21.95 -0.6%
328 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 44,600.0 $882K 0.02% NEW $19.78 +0.5%
329 VT VANGUARD INTL EQUITY INDEX F 6,197.0 $857K 0.02% +1K +20.3% $138.31 +11.0%
330 RUN SUNRUN INC Energy 62,740.0 $851K 0.02% NEW $13.56 +8.1%
331 GBDC GOLUB CAP BDC INC Financial Services 67,139.0 $850K 0.02% $12.66 +4.0%
332 RIO RIO TINTO PLC Basic Materials 8,998.0 $839K 0.02% +2K +29.4% $93.29 +17.5%
333 SKY CHAMPION HOMES INC Consumer Cyclical 11,233.0 $835K 0.02% +362.0 +3.3% $74.37 -6.4%
334 VNQ VANGUARD INDEX FDS 9,352.0 $830K 0.02% +1K +15.7% $88.70 +5.9%
335 CSL CARLISLE COS INC Industrials 2,475.0 $826K 0.02% NEW $333.62 +4.3%
336 AMLP ALPS ETF TR 15,399.0 $811K 0.02% NEW $52.64 +2.7%
337 GS GOLDMAN SACHS GROUP INC Financial Services 949.0 $803K 0.02% +543.0 +133.7% $845.99 +14.5%
338 INGERSOLL RAND INC 9,920.0 $795K 0.02% $80.12
339 KLAC KLA CORP Technology 518.0 $763K 0.02% +49.0 +10.4% $1472.41 +28.6%
340 AVY AVERY DENNISON CORP Industrials 4,400.0 $760K 0.02% $172.68 -9.5%
Page 17 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%