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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 20 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 D DOMINION ENERGY INC Utilities 4,543.0 $310K 0.01% +570.0 +14.3% $68.29 -2.0%
382 CLX CLOROX CO DEL Consumer Defensive 3,225.0 $308K 0.01% -3K -48.6% $95.44 +9.9%
383 DOW DOW HLDGS INC Basic Materials 11,243.0 $308K 0.01% -265.0 -2.3% $27.36 +10.2%
384 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,067.0 $307K 0.01% NEW $38.10 +7.6%
385 DOV DOVER CORP Industrials 1,361.0 $305K 0.01% $224.28 -9.9%
386 SMH VANECK ETF TRUST 465.0 $305K 0.01% NEW $655.89 -15.3%
387 RVMD REVOLUTION MEDICINES INC Healthcare 1,617.0 $303K 0.01% NEW $187.28 +12.9%
388 MLM MARTIN MARIETTA MATLS INC Basic Materials 520.0 $300K 0.01% +25.0 +5.0% $576.70 -7.8%
389 DFTX DEFINIUM THERAPEUTICS INC Healthcare 6,369.0 $300K 0.01% NEW $47.04 -4.7%
390 WEC WEC ENERGY GROUP INC Utilities 2,546.0 $297K 0.01% +113.0 +4.6% $116.77 -8.6%
391 EA SERIES TRUST 9,162.0 $294K 0.01% $32.05
392 PHM PULTE GROUP INC Consumer Cyclical 2,121.0 $291K 0.01% $137.21 -4.6%
393 EQNR EQUINOR ASA Energy 9,195.0 $289K 0.01% +263.0 +2.9% $31.40 +31.2%
394 ED CONSOLIDATED EDISON INC Utilities 2,577.0 $285K 0.01% $110.63 -3.2%
395 FAST FASTENAL CO Industrials 5,910.0 $284K 0.01% $48.03 +4.7%
396 VOOG VANGUARD ADMIRAL FDS INC 3,403.0 $281K 0.01% +3K +573.9% $82.61 +1.0%
397 IBDR ISHARES TR 11,598.0 $281K 0.01% $24.23 +0.0%
398 UBER UBER TECHNOLOGIES INC Technology 3,859.0 $278K 0.01% -2K -29.1% $72.16 +11.3%
399 TDG TRANSDIGM GROUP INC Industrials 208.0 $277K 0.01% -6.0 -2.8% $1330.13 -10.3%
400 HYG ISHARES TR 3,437.0 $275K 0.01% $79.97 -0.1%
Page 20 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%