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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 22 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CMI CUMMINS INC Industrials 564.0 $303K 0.01% +87.0 +18.2% $537.73 +26.1%
422 Q QNITY ELECTRONICS INC Technology 2,583.0 $298K 0.01% +84.0 +3.4% $115.34 +36.3%
423 MDLZ MONDELEZ INTL INC Consumer Defensive 5,139.0 $296K 0.01% NEW $57.64 +4.9%
424 ED CONSOLIDATED EDISON INC Utilities 2,577.0 $292K 0.01% $113.18 -6.9%
425 MLM MARTIN MARIETTA MATLS INC Basic Materials 495.0 $291K 0.01% +17.0 +3.6% $588.35 -5.0%
426 HOMETRUST BANCSHARES INC 6,764.0 $288K 0.01% +1K +18.2% $42.65
427 TECK TECK RESOURCES LTD Basic Materials 5,531.0 $286K 0.01% +640.0 +13.1% $51.75 +18.5%
428 ALB ALBEMARLE CORP Basic Materials 1,590.0 $285K 0.01% -25.0 -1.6% $179.53 -2.1%
429 DOV DOVER CORP Industrials 1,361.0 $284K 0.01% $208.45 +1.1%
430 WEC WEC ENERGY GROUP INC Utilities 2,433.0 $282K 0.01% +308.0 +14.5% $115.77 -5.7%
431 IBDR ISHARES TR 11,598.0 $281K 0.01% $24.24 -0.1%
432 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,572.0 $280K 0.01% -806.0 -33.9% $178.23 +0.4%
433 GEVO GEVO INC Basic Materials 101,339.0 $277K 0.01% $2.73 -38.5%
434 FAST FASTENAL CO Industrials 5,935.0 $275K 0.01% NEW $46.40 -6.8%
435 A AGILENT TECHNOLOGIES INC Healthcare 2,400.0 $274K 0.01% $113.98 -1.6%
436 HYG ISHARES TR 3,437.0 $273K 0.01% $79.56 -0.0%
437 DD DUPONT DE NEMOURS INC Basic Materials 5,920.0 $271K 0.01% +924.0 +18.5% $45.80 +7.7%
438 PYPL PAYPAL HLDGS INC Financial Services 5,975.0 $270K 0.01% -14K -69.9% $45.23 -1.8%
439 SPGI S&P GLOBAL INC Financial Services 626.0 $266K 0.01% +108.0 +20.9% $425.34 -5.2%
440 MGY MAGNOLIA OIL & GAS CORP Energy 8,320.0 $263K 0.01% NEW $31.57 -6.4%
Page 22 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%