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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 24 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GRMN GARMIN LTD Technology 978.0 $227K 0.01% NEW $232.01 +2.6%
462 MET METLIFE INC Financial Services 3,096.0 $219K 0.01% +250.0 +8.8% $70.72 +25.6%
463 AGX ARGAN INC Industrials 400.0 $218K 0.01% NEW $544.65 +17.8%
464 IYH ISHARES TR 3,505.0 $216K 0.01% $61.64 +4.6%
465 PH PARKER-HANNIFIN CORP Industrials 240.0 $215K 0.01% NEW $896.41 +0.8%
466 NTRS NORTHERN TR CORP Financial Services 1,530.0 $214K 0.01% $139.57 +24.9%
467 GIS GENERAL MILLS INC Consumer Defensive 5,606.0 $209K 0.01% NEW $37.22 -7.3%
468 VOOG VANGUARD ADMIRAL FDS INC 505.0 $206K 0.00% $407.78 -80.1%
469 TRGP TARGA RES CORP Energy 817.0 $205K 0.00% NEW $250.73 +8.7%
470 SPHY SPDR SERIES TRUST 8,735.0 $204K 0.00% $23.32 +0.4%
471 EXC EXELON CORP Utilities 4,130.0 $202K 0.00% NEW $49.02 -5.7%
472 GENELUX CORPORATION 75,351.0 $182K 0.00% $2.42
473 HBNC HORIZON BANCORP IND Financial Services 10,000.0 $166K 0.00% $16.57 +19.2%
474 FATHOM HOLDINGS INC 207,590.0 $110K 0.00% $0.53
475 NMRA NEUMORA THERAPEUTICS INC. Healthcare 43,379.0 $85K 0.00% $1.95 -8.7%
476 TOI THE ONCOLOGY INSTITUTE INC Healthcare 10,000.0 $31K 0.00% $3.07 +73.0%
Page 24 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%