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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 22 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GENELUX CORPORATION 75,351.0 $227K 0.01% $3.01
422 OMC OMNICOM GROUP INC Communication Services 3,088.0 $225K 0.01% NEW $72.83 +21.1%
423 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,258.0 $224K 0.01% NEW $178.25 +19.9%
424 CDNS CADENCE DESIGN SYSTEM INC Technology 585.0 $220K 0.01% NEW $375.32 -11.6%
425 HEFA ISHARES TR 4,678.0 $220K 0.01% NEW $46.92 +1.2%
426 ALB ALBEMARLE CORP Basic Materials 1,590.0 $215K 0.00% $135.03 -1.4%
427 FATHOM HOLDINGS INC 207,590.0 $210K 0.00% $1.01
428 FTCS FIRST TR EXCHANGE-TRADED FD 2,225.0 $209K 0.00% -2K -50.0% $93.92 +8.6%
429 PH PARKER-HANNIFIN CORP Industrials 211.0 $206K 0.00% -29.0 -12.1% $977.71 +3.9%
430 ANET ARISTA NETWORKS INC Technology 1,211.0 $206K 0.00% NEW $169.88 +12.4%
431 AKRE PROFESIONALLY MANAGED PORTFO 3,864.0 $206K 0.00% -4K -48.5% $53.19 +14.6%
432 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,121.0 $205K 0.00% NEW $183.11 +2.0%
433 CLNE CLEAN ENERGY FUELS CORP Energy 100,000.0 $205K 0.00% $2.05 -23.4%
434 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,304.0 $204K 0.00% -42K -92.7% $61.76 -8.6%
435 IYW ISHARES TR 800.0 $202K 0.00% NEW $252.23 -2.5%
436 GSY INVESCO ACTIVELY MANAGED EXC 4,000.0 $201K 0.00% -4K -50.0% $50.15 -0.0%
437 GM GENERAL MTRS CO Consumer Cyclical 2,601.0 $200K 0.00% NEW $77.08 +11.3%
438 FIX COMFORT SYS USA INC Industrials 101.0 $200K 0.00% NEW $1981.95 -21.2%
439 TXT TEXTRON INC Industrials 2,181.0 $200K 0.00% NEW $91.73 -10.8%
440 HBNC HORIZON BANCORP IND Financial Services 10,000.0 $200K 0.00% $19.98 -2.2%
Page 22 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%