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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 21 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EQNR EQUINOR ASA Energy 8,932.0 $377K 0.01% NEW $42.20 -7.1%
402 MPWR MONOLITHIC PWR SYS INC Technology 340.0 $372K 0.01% $1093.35 +42.2%
403 AJG GALLAGHER ARTHUR J & CO Financial Services 1,688.0 $366K 0.01% +288.0 +20.6% $216.58 -7.3%
404 BHP BHP BILLITON LIMITED Basic Materials 4,911.0 $357K 0.01% -373.0 -7.1% $72.74 +16.6%
405 PANW PALO ALTO NETWORKS INC Technology 2,218.0 $356K 0.01% +102.0 +4.8% $160.32 +48.9%
406 CME CME GROUP INC Financial Services 1,202.0 $355K 0.01% +277.0 +29.9% $295.35 +1.8%
407 IVOV VANGUARD ADMIRAL FDS INC 3,480.0 $355K 0.01% $101.95 +4.7%
408 ENB ENBRIDGE INC Energy 6,469.0 $350K 0.01% NEW $54.14 +2.3%
409 SCHG SCHWAB STRATEGIC TR 12,000.0 $350K 0.01% -1K -8.4% $29.13 +17.4%
410 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,503.0 $343K 0.01% NEW $76.16 +9.6%
411 MMM 3M CO Industrials 2,359.0 $343K 0.01% +250.0 +11.8% $145.23 +1.9%
412 BN BROOKFIELD CORP Financial Services 8,286.0 $335K 0.01% -483.0 -5.5% $40.47 +13.1%
413 MGV VANGUARD WORLD FD 2,290.0 $332K 0.01% +190.0 +9.1% $144.95 +6.5%
414 IDV ISHARES TR 7,765.0 $330K 0.01% +3K +51.1% $42.56 +5.4%
415 MGK VANGUARD WORLD FD 895.0 $329K 0.01% +65.0 +7.8% $367.44 -75.9%
416 KOPN KOPIN CORP Technology 145,000.0 $326K 0.01% $2.25 +115.6%
417 SPHQ INVESCO EXCHANGE TRADED FD T 4,300.0 $323K 0.01% $75.19 +9.7%
418 F FORD MTR CO Consumer Cyclical 27,118.0 $313K 0.01% +2K +8.0% $11.54 +16.0%
419 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,205.0 $307K 0.01% $59.03 +13.3%
420 STT STATE STR CORP Financial Services 2,400.0 $304K 0.01% -200.0 -7.7% $126.56 +20.5%
Page 21 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%