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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 5 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 69,857.0 $7.9M 0.16% -15K -17.9% $113.26 -7.0%
82 AVGO BROADCOM INC Technology 20,363.0 $7.7M 0.16% -807.0 -3.8% $377.76 -5.6%
83 ECL ECOLAB INC Basic Materials 27,508.0 $7.7M 0.16% $278.61 +3.9%
84 PG PROCTER & GAMBLE CO Consumer Defensive 48,656.0 $7.1M 0.15% -10K -16.6% $146.63 -0.8%
85 META META PLATFORMS INC Communication Services 12,633.0 $7.1M 0.15% -899.0 -6.6% $563.29 +1.2%
86 VONV VANGUARD SCOTTSDALE FDS 66,696.0 $7.1M 0.14% +12K +22.7% $106.31 +6.5%
87 CVX CHEVRON CORPORATION Energy 42,697.0 $7.1M 0.14% -33K -43.7% $165.76 +20.6%
88 CAT CATERPILLAR INC Industrials 6,629.0 $7.1M 0.14% -2K -20.9% $1064.90 -23.8%
89 EW EDWARDS LIFESCIENCES CORP Healthcare 75,472.0 $6.8M 0.14% -900.0 -1.2% $90.46 +0.5%
90 CSCO CISCO SYS INC Technology 57,683.0 $6.8M 0.14% -6K -9.8% $117.46 -5.4%
91 MSCI MSCI INC Financial Services 11,895.0 $6.7M 0.14% $560.05 +0.7%
92 TXN TEXAS INSTRS INC Technology 22,247.0 $6.6M 0.14% -20K -47.5% $298.08 -12.8%
93 IEF ISHARES TR 69,807.0 $6.6M 0.14% -50K -41.5% $94.57 -1.1%
94 GVI ISHARES TR 61,534.0 $6.5M 0.13% -12K -15.8% $106.09 -0.5%
95 IEI ISHARES TR 53,257.0 $6.3M 0.13% -39K -42.5% $117.45 -0.5%
96 UNH UNITEDHEALTH GROUP INC Healthcare 14,966.0 $6.2M 0.13% +1K +7.5% $415.63 -4.6%
97 USB US BANCORP Financial Services 101,391.0 $6.1M 0.13% -3K -2.8% $60.40 +3.3%
98 EEM ISHARES TR 89,338.0 $6.1M 0.12% -16K -15.5% $68.41 -1.7%
99 SCHP SCHWAB STRATEGIC TR 226,715.0 $6.0M 0.12% +17K +8.0% $26.50 -1.5%
100 GLDM WORLD GOLD TR Financial Services 75,313.0 $6.0M 0.12% +11K +17.5% $79.42 +16.3%
Page 5 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%