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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 20 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 QLTA ISHARES TR 9,850.0 $469K 0.01% +500.0 +5.3% $47.59 -1.1%
382 GSK GSK PLC Healthcare 8,183.0 $452K 0.01% +2K +28.6% $55.19 -7.7%
383 SPDR SERIES TRUST 14,300.0 $444K 0.01% $31.08
384 SRE SEMPRA Utilities 4,534.0 $441K 0.01% -95.0 -2.0% $97.17 -4.4%
385 SCHF SCHWAB STRATEGIC TR 17,770.0 $440K 0.01% $24.75 +7.9%
386 BTU PEABODY ENGR CORP Energy 12,716.0 $419K 0.01% NEW $32.95 -27.9%
387 MO ALTRIA GROUP INC Consumer Defensive 6,291.0 $415K 0.01% +2K +39.5% $65.99 +9.7%
388 FTCS FIRST TR EXCHANGE-TRADED FD 4,450.0 $413K 0.01% +2K +100.0% $92.76 -0.3%
389 LRCX LAM RESEARCH CORP Technology 1,929.0 $412K 0.01% +689.0 +55.6% $213.66 +40.0%
390 ALLE ALLEGION PLC Industrials 2,832.0 $411K 0.01% $145.29 -13.5%
391 EFAV ISHARES TR 4,501.0 $411K 0.01% $91.38 -1.2%
392 BEAM BEAM THERAPEUTICS INC Healthcare 17,107.0 $408K 0.01% +100.0 +0.6% $23.83 +17.2%
393 UNH PUT UNITEDHEALTH GROUP INC Healthcare 1,500.0 $406K 0.01% $270.59 +47.5%
394 GSY INVESCO ACTIVELY MANAGED EXC 8,000.0 $401K 0.01% +4K +100.0% $50.12 +0.2%
395 GBF ISHARES TR 3,835.0 $399K 0.01% +1K +56.5% $104.17 -1.3%
396 AKRE PROFESIONALLY MANAGED PORTFO 7,497.0 $396K 0.01% $52.85 +0.5%
397 WFG WEST FRASER TIMBER LTD Basic Materials 6,041.0 $394K 0.01% NEW $65.29 -6.6%
398 UBER UBER TECHNOLOGIES INC Technology 5,443.0 $392K 0.01% -4K -43.5% $71.93 +3.8%
399 PALL ABRDN PALLADIUM ETF TRUST Financial Services 2,877.0 $388K 0.01% -371.0 -11.4% $134.71 -2.7%
400 VLO VALERO ENERGY CORP Energy 1,550.0 $383K 0.01% -500.0 -24.4% $247.08 -0.9%
Page 20 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%