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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 4 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TJX TJX COS INC NEW Consumer Cyclical 78,812.0 $12.6M 0.27% +22K +39.6% $159.70 -7.7%
62 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 138,056.0 $12.4M 0.27% +3K +2.1% $90.11 +11.8%
63 CWB SPDR SERIES TRUST 133,926.0 $12.3M 0.27% +7K +5.8% $91.52 +14.2%
64 VCLT VANGUARD SCOTTSDALE FDS 154,420.0 $11.5M 0.25% -13K -7.9% $74.72 -1.2%
65 IEF ISHARES TR 119,363.0 $11.4M 0.25% +53K +80.1% $95.44 -2.0%
66 VYM VANGUARD WHITEHALL FDS 76,449.0 $11.3M 0.24% +3K +3.5% $148.10 +5.2%
67 MRK MERCK & CO INC Healthcare 93,104.0 $11.2M 0.24% +3K +2.9% $120.29 -5.7%
68 IEI ISHARES TR 92,663.0 $11.0M 0.24% +44K +90.6% $118.60 -1.4%
69 VTIP VANGUARD MALVERN FDS 216,131.0 $10.8M 0.23% -21K -8.7% $49.95 +0.9%
70 LLY ELI LILLY & CO Healthcare 11,646.0 $10.7M 0.23% +112.0 +1.0% $919.77 +9.5%
71 WMT WALMART INC Consumer Defensive 85,075.0 $10.6M 0.23% +15K +22.1% $124.28 +6.6%
72 XLF SELECT SECTOR SPDR TR 211,038.0 $10.4M 0.23% +57K +36.7% $49.37 +3.6%
73 AXP AMERICAN EXPRESS CO Financial Services 32,591.0 $9.9M 0.21% +7K +28.2% $302.46 +3.6%
74 ESGV VANGUARD WORLD FD 87,266.0 $9.8M 0.21% +5K +6.3% $112.27 +15.7%
75 C CITIGROUP INC Financial Services 83,306.0 $9.4M 0.20% -2K -2.0% $113.41 +8.8%
76 SCHW SCHWAB CHARLES CORP Financial Services 100,178.0 $9.4M 0.20% +4K +4.3% $93.98 -4.8%
77 KTB KONTOOR BRANDS INC Consumer Cyclical 131,886.0 $9.3M 0.20% -31K -18.9% $70.29 -9.4%
78 PFF ISHARES TR 299,020.0 $9.1M 0.20% $30.32 +3.0%
79 GILD GILEAD SCIENCES INC Healthcare 65,010.0 $9.1M 0.20% +2K +2.5% $139.37 -5.2%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 173,816.0 $8.7M 0.19% +6K +3.4% $50.20 -6.3%
Page 4 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%