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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 23 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VOT VANGUARD INDEX FDS 998.0 $257K 0.01% +130.0 +15.0% $257.35 +10.7%
442 EA SERIES TRUST 9,162.0 $254K 0.01% NEW $27.73
443 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,729.0 $252K 0.01% -531.0 -16.3% $92.31 -3.7%
444 VMC VULCAN MATLS CO Basic Materials 917.0 $250K 0.01% +15.0 +1.7% $272.30 -1.4%
445 PHM PULTE GROUP INC Consumer Cyclical 2,121.0 $249K 0.01% $117.61 -5.4%
446 CLNE CLEAN ENERGY FUELS CORP Energy 100,000.0 $248K 0.01% $2.48 -18.7%
447 TDG TRANSDIGM GROUP INC Industrials 214.0 $248K 0.01% +3.0 +1.4% $1157.35 +0.9%
448 CEG CONSTELLATION ENERGY CORP Utilities 881.0 $246K 0.01% +114.0 +14.9% $279.25 -5.2%
449 IUSB ISHARES TR 5,321.0 $246K 0.01% NEW $46.19 -1.0%
450 D DOMINION ENERGY INC Utilities 3,973.0 $246K 0.01% NEW $61.82 +10.2%
451 MU MICRON TECHNOLOGY INC Technology 704.0 $238K 0.01% $337.84 +122.4%
452 ASML ASML HLDG NV Technology 179.0 $237K 0.01% NEW $1323.35 +13.9%
453 ADBE ADOBE INC Technology 966.0 $235K 0.01% -3K -75.4% $243.08 +1.5%
454 WM WASTE MGMT INC DEL Industrials 1,016.0 $233K 0.01% NEW $229.79 -4.3%
455 VLTO VERALTO CORP Industrials 2,636.0 $233K 0.01% NEW $88.41 -3.3%
456 MDT MEDTRONIC PLC Healthcare 2,685.0 $233K 0.01% +345.0 +14.7% $86.65 -12.2%
457 ADI ANALOG DEVICES INC Technology 729.0 $232K 0.01% NEW $318.14 +34.0%
458 BIV VANGUARD BD INDEX FDS 2,995.0 $231K 0.01% $77.18 -1.4%
459 FDLO FIDELITY COVINGTON TRUST 3,542.0 $229K 0.01% $64.59 +7.1%
460 MRSH MARSH & MCLENNAN COS INC Financial Services 1,314.0 $228K 0.01% -1K -47.6% $173.45 -6.6%
Page 23 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%