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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 18 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,275.0 $741K 0.02% NEW $38.42 +13.7%
342 XLRE SELECT SECTOR SPDR TR 18,112.0 $739K 0.02% +4K +26.3% $40.83 +6.5%
343 SO SOUTHERN CO Utilities 7,458.0 $720K 0.02% +4K +125.8% $96.54 -4.2%
344 AMT AMERICAN TOWER CORP Real Estate 4,122.0 $711K 0.01% +392.0 +10.5% $172.58 -0.7%
345 SHEL SHELL PLC Energy 7,619.0 $709K 0.01% +1K +22.4% $93.00 -7.3%
346 FBND FIDELITY MERRIMACK STR TR 15,444.0 $705K 0.01% +696.0 +4.7% $45.62 -0.9%
347 DGRO ISHARES TR 9,826.0 $690K 0.01% +6K +181.9% $70.18 +4.4%
348 GBCI GLACIER BANCORP INC NEW Financial Services 15,164.0 $677K 0.01% +3K +24.7% $44.67 +2.7%
349 BKR BAKER HUGHES COMPANY Energy 10,987.0 $671K 0.01% +3K +33.1% $61.05 +4.5%
350 SGOL ETFS GOLD TR Financial Services 15,000.0 $669K 0.01% $44.62 -2.4%
351 JHG JANUS HENDERSON GROUP PLC Financial Services 13,004.0 $668K 0.01% -830.0 -6.0% $51.37 +0.8%
352 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,900.0 $666K 0.01% +2K +40.3% $96.47 +0.4%
353 GALAXY DIGITAL INC. 35,600.0 $657K 0.01% NEW $18.45
354 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,170.0 $656K 0.01% +303.0 +7.8% $157.28 -1.7%
355 NEM NEWMONT CORP Basic Materials 6,045.0 $654K 0.01% -7K -53.8% $108.25 +2.0%
356 EXPI EXP WORLD HLDGS INC Real Estate 108,577.0 $650K 0.01% -1K -1.0% $5.99 +12.5%
357 CLX CLOROX CO DEL Consumer Defensive 6,275.0 $650K 0.01% +3K +105.7% $103.63 -11.7%
358 AMAT APPLIED MATLS INC Technology 1,889.0 $646K 0.01% +123.0 +7.0% $341.79 +25.8%
359 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,500.0 $638K 0.01% -300.0 -7.9% $182.33 -7.7%
360 ASH ASHLAND INC Basic Materials 10,835.0 $603K 0.01% $55.61 -0.6%
Page 18 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%