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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.9B AUM 798 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 94 Added 241 Reduced 70 Exited
Page 2 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 85,397.0 $62.9M 1.29% -3K -3.5% $736.40 -3.5%
22 IWF ISHARES TR 502,686.0 $62.4M 1.28% +372K +285.2% $124.17 -1.9%
23 GNR SPDR INDEX SHS FDS 776,274.0 $52.3M 1.07% +60K +8.4% $67.31 +17.4%
24 ACWX ISHARES TR 680,618.0 $51.8M 1.06% -16K -2.3% $76.11 +2.8%
25 IWN ISHARES TR 233,018.0 $51.5M 1.06% -5K -2.0% $221.20 +1.6%
26 IWS ISHARES TR 309,347.0 $50.9M 1.04% -6K -1.9% $164.60 +4.3%
27 VB VANGUARD INDEX FDS 165,626.0 $50.2M 1.03% -2K -1.2% $303.12 -0.0%
28 DVY ISHARES TR 320,541.0 $50.1M 1.03% +7K +2.1% $156.30 +5.0%
29 IWP ISHARES TR 340,414.0 $49.8M 1.02% +3K +0.9% $146.41 -3.1%
30 VIG VANGUARD SPECIALIZED FUNDS 190,717.0 $45.1M 0.93% +20K +11.6% $236.62 +3.2%
31 HD HOME DEPOT INC Consumer Cyclical 97,254.0 $34.3M 0.70% -5K -4.6% $352.68 -4.2%
32 GLD SPDR GOLD TR Financial Services 90,911.0 $33.5M 0.69% -7K -7.1% $368.38 +16.2%
33 AMZN AMAZON COM INC Consumer Cyclical 128,841.0 $30.7M 0.63% -5K -3.4% $238.34 +9.5%
34 PNC PNC FINL SVCS GROUP INC Financial Services 124,106.0 $30.6M 0.63% -8K -5.9% $246.22 -0.9%
35 VONG VANGUARD SCOTTSDALE FDS 237,808.0 $30.4M 0.62% +174K +270.2% $127.81 -1.9%
36 IWD ISHARES TR 121,896.0 $29.6M 0.61% -9K -6.7% $242.43 +6.5%
37 MSFT MICROSOFT CORP Technology 72,692.0 $27.1M 0.56% -10K -11.7% $373.02 +31.8%
38 ICF ISHARES TR 359,980.0 $24.3M 0.50% +26K +7.9% $67.63 +2.2%
39 GOOG ALPHABET INC 68,840.0 $24.3M 0.50% -12K -15.0% $353.33
40 BERKSHIRE HATHAWAY INC DEL 32.0 $24.0M 0.49% $748850.00
Page 2 of 23  ·  444 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 45.8%
Consumer Cyclical 17.9%
Technology 13.8%
Healthcare 6.3%
Industrials 4.7%
Consumer Defensive 4.3%
Communication Services 2.7%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.1%