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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 7 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLW CORNING INC Technology 37,001.0 $5.0M 0.11% -803.0 -2.1% $135.97 +53.2%
122 CSCO CISCO SYS INC Technology 63,935.0 $5.0M 0.11% +9K +15.8% $77.59 +48.9%
123 HON HONEYWELL INTL INC Industrials 21,781.0 $4.9M 0.11% -391.0 -1.8% $226.03 -3.7%
124 XLV SELECT SECTOR SPDR TR 33,273.0 $4.9M 0.11% +11K +47.2% $146.61 -1.0%
125 DHR DANAHER CORP DEL Healthcare 25,694.0 $4.9M 0.11% +7K +37.8% $189.59 -13.2%
126 V VISA INC Financial Services 15,685.0 $4.7M 0.10% +810.0 +5.5% $302.23 +6.7%
127 VSGX VANGUARD WORLD FD 66,008.0 $4.7M 0.10% +8K +13.5% $71.73 +9.5%
128 AZN ASTRAZENECA PLC Healthcare 23,921.0 $4.7M 0.10% NEW $197.17 -7.9%
129 PPG PPG INDS INC Basic Materials 44,008.0 $4.7M 0.10% +8K +22.8% $106.88 -0.9%
130 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,697.0 $4.7M 0.10% +141.0 +3.1% $996.46 +4.5%
131 ABT ABBOTT LABORATORIES Healthcare 45,379.0 $4.7M 0.10% +12K +37.1% $102.67 -17.7%
132 XLY SELECT SECTOR SPDR TR 42,135.0 $4.6M 0.10% +11K +33.9% $108.98 +6.9%
133 AMGN AMGEN INC Healthcare 13,034.0 $4.6M 0.10% +4K +37.0% $351.84 -7.3%
134 IEUR ISHARES TR 64,441.0 $4.5M 0.10% +7K +12.5% $70.27 +4.2%
135 CMCSA COMCAST CORP NEW Communication Services 157,305.0 $4.5M 0.10% -8K -4.8% $28.71 -13.8%
136 IJR ISHARES TR 36,100.0 $4.5M 0.10% +6K +19.1% $124.31 +7.7%
137 SCHD SCHWAB STRATEGIC TR 139,588.0 $4.3M 0.09% $30.68 +3.4%
138 HSY HERSHEY CO Consumer Defensive 20,544.0 $4.3M 0.09% +235.0 +1.2% $207.89 -8.5%
139 TT TRANE TECHNOLOGIES PLC Industrials 10,200.0 $4.3M 0.09% +220.0 +2.2% $416.74 +15.6%
140 BAX BAXTER INTL INC Healthcare 250,126.0 $4.2M 0.09% +77K +44.2% $16.80 +3.0%
Page 7 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%