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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 2 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 88,496.0 $51.1M 1.11% +3K +3.3% $577.18 +22.8%
22 ACWX ISHARES TR 696,635.0 $47.7M 1.03% $68.47 +7.6%
23 DVY ISHARES TR 313,946.0 $47.5M 1.03% +9K +2.9% $151.41 -0.3%
24 IWS ISHARES TR 315,369.0 $46.0M 1.00% -4K -1.2% $145.74 +6.6%
25 IWN ISHARES TR 237,810.0 $45.1M 0.98% -6K -2.4% $189.59 +8.6%
26 VB VANGUARD INDEX FDS 167,650.0 $43.9M 0.95% +20K +13.7% $261.92 +7.6%
27 IWP ISHARES TR 337,497.0 $43.2M 0.94% +15K +4.7% $128.12 +6.2%
28 GLD SPDR GOLD TR Financial Services 97,887.0 $42.1M 0.91% -2K -1.5% $430.29 -0.7%
29 VIG VANGUARD SPECIALIZED FUNDS 170,935.0 $36.8M 0.80% +18K +11.6% $215.06 +6.7%
30 HD HOME DEPOT INC Consumer Cyclical 101,968.0 $33.5M 0.73% +4K +4.1% $328.89 -7.5%
31 MSFT MICROSOFT CORP Technology 82,342.0 $30.5M 0.66% +11K +15.7% $370.17 +10.6%
32 IWD ISHARES TR 130,652.0 $27.9M 0.60% +4K +3.5% $213.67 +8.7%
33 SIVR ABRDN SILVER ETF TRUST Financial Services 388,864.0 $27.8M 0.60% -225K -36.6% $71.61 +1.3%
34 AMZN AMAZON COM INC Consumer Cyclical 133,345.0 $27.8M 0.60% +6K +4.8% $208.27 +26.8%
35 PNC PNC FINL SVCS GROUP INC Financial Services 131,880.0 $27.4M 0.59% +126K +2047.2% $208.09 +2.6%
36 IAU ISHARES GOLD TR Financial Services 302,605.0 $26.7M 0.58% +6K +2.0% $88.16 -3.0%
37 SLV ISHARES SILVER TR Financial Services 352,283.0 $24.0M 0.52% -45K -11.4% $68.14 +1.3%
38 XLK SELECT SECTOR SPDR TR 177,508.0 $23.6M 0.51% +58K +48.1% $132.90 +32.7%
39 GOOG ALPHABET INC Communication Services 80,972.0 $23.2M 0.50% +12K +17.6% $286.86 +38.5%
40 JPM JPMORGAN CHASE & CO Financial Services 78,306.0 $23.0M 0.50% +11K +16.6% $294.16 +2.0%
Page 2 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%