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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 7 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 31,953.0 $4.7M 0.10% -4K -11.5% $148.31 -1.1%
122 INTC INTEL CORP Technology 33,444.0 $4.7M 0.10% -5K -12.1% $139.63 -37.3%
123 IEUR ISHARES TR 61,377.0 $4.6M 0.10% -3K -4.8% $75.17 +4.8%
124 EFG ISHARES TR 36,512.0 $4.5M 0.09% -361.0 -1.0% $124.42 +1.4%
125 SCHD SCHWAB STRATEGIC TR 139,525.0 $4.4M 0.09% $31.71 +10.7%
126 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,590.0 $4.3M 0.09% -107.0 -2.3% $935.50 +2.6%
127 QQQM INVESCO EXCH TRADED FD TR II 13,323.0 $4.0M 0.08% -312.0 -2.3% $302.97 -3.4%
128 MPC MARATHON PETE CORP Energy 15,584.0 $4.0M 0.08% -303.0 -1.9% $255.67 +38.8%
129 VZ VERIZON COMMUNICATIONS INC Communication Services 92,948.0 $3.9M 0.08% -81K -46.5% $42.34 +18.7%
130 GE GE AEROSPACE Industrials 10,260.0 $3.8M 0.08% +432.0 +4.4% $373.73 -6.5%
131 NVS NOVARTIS AG Healthcare 24,015.0 $3.8M 0.08% $156.72 +2.1%
132 XLV SELECT SECTOR SPDR TR 23,597.0 $3.7M 0.08% -10K -29.1% $158.66 +10.5%
133 HSY HERSHEY CO Consumer Defensive 20,808.0 $3.7M 0.07% +264.0 +1.3% $175.45 +6.7%
134 NEE NEXTERA ENERGY INC Utilities 41,134.0 $3.6M 0.07% -29K -41.7% $87.77 -4.0%
135 IVW ISHARES TR 25,998.0 $3.6M 0.07% -1K -4.9% $137.53 +0.9%
136 AMGN AMGEN INC Healthcare 9,854.0 $3.6M 0.07% -3K -24.4% $362.11 +22.1%
137 FDX FEDEX CORP Industrials 11,376.0 $3.6M 0.07% $313.13 +6.6%
138 BA BOEING CO Industrials 16,271.0 $3.5M 0.07% +1K +8.2% $216.47 -2.5%
139 XLY SELECT SECTOR SPDR TR 29,661.0 $3.5M 0.07% -12K -29.6% $117.28 +0.6%
140 VEA VANGUARD TAX-MANAGED FDS 48,515.0 $3.5M 0.07% -6K -10.9% $71.25 +3.6%
Page 7 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%