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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.2B AUM 640 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 453 New
Page 5 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC Healthcare 63,442.0 $7.8M 0.18% NEW $122.74 +7.6%
82 WMT WALMART INC Consumer Defensive 69,680.0 $7.8M 0.18% NEW $111.41 +18.9%
83 ORCL ORACLE CORP Technology 39,795.0 $7.8M 0.18% NEW $194.91 +0.4%
84 ECL ECOLAB INC Basic Materials 28,240.0 $7.4M 0.17% NEW $262.52 -5.2%
85 VTWV VANGUARD SCOTTSDALE FDS 44,707.0 $7.1M 0.17% NEW $159.93 +13.4%
86 PG PROCTER AND GAMBLE CO Consumer Defensive 49,851.0 $7.1M 0.17% NEW $143.30 -0.4%
87 GVI ISHARES TR 65,558.0 $7.0M 0.17% NEW $107.35 -1.6%
88 VZ VERIZON COMMUNICATIONS INC Communication Services 168,190.0 $6.9M 0.16% NEW $40.73 +15.5%
89 MSCI MSCI INC Financial Services 11,771.0 $6.8M 0.16% NEW $573.73 -0.7%
90 AVGO BROADCOM INC Technology 19,404.0 $6.7M 0.16% NEW $346.10 +22.9%
91 EW EDWARDS LIFESCIENCES CORP Healthcare 75,472.0 $6.4M 0.15% NEW $85.25 -4.6%
92 XYL XYLEM INC Industrials 46,874.0 $6.4M 0.15% NEW $136.18 -19.6%
93 IEF ISHARES TR 66,268.0 $6.4M 0.15% NEW $96.16 -2.8%
94 VONG VANGUARD SCOTTSDALE FDS 51,937.0 $6.3M 0.15% NEW $121.75 +5.1%
95 LHX L3HARRIS TECHNOLOGIES INC Industrials 21,371.0 $6.3M 0.15% NEW $293.57 +4.8%
96 IEI ISHARES TR 48,614.0 $5.8M 0.14% NEW $119.35 -2.0%
97 SYK STRYKER CORPORATION Healthcare 15,495.0 $5.4M 0.13% NEW $351.47 -13.1%
98 USB US BANCORP DEL Financial Services 101,396.0 $5.4M 0.13% NEW $53.36 +0.1%
99 ABBV ABBVIE INC Healthcare 23,267.0 $5.3M 0.12% NEW $228.49 -7.9%
100 V VISA INC Financial Services 14,875.0 $5.2M 0.12% NEW $350.71 -8.0%
Page 5 of 23  ·  453 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 43.6%
Consumer Cyclical 17.8%
Technology 11.8%
Healthcare 7.1%
Industrials 4.9%
Communication Services 4.2%
Consumer Defensive 4.2%
Energy 2.5%
Basic Materials 2.3%
Utilities 1.4%