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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 8 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 REGN REGENERON PHARMACEUTICALS Healthcare 5,378.0 $4.2M 0.09% -161.0 -2.9% $772.64 -7.7%
142 EFG ISHARES TR 36,873.0 $4.1M 0.09% +21K +134.3% $111.37 +6.1%
143 T AT&T INC Communication Services 141,272.0 $4.1M 0.09% -6K -4.0% $28.99 -14.9%
144 FDX FEDEX CORP Industrials 11,331.0 $4.0M 0.09% $356.18 +6.7%
145 XLU SELECT SECTOR SPDR TR 86,955.0 $4.0M 0.09% +22K +34.2% $45.89 -4.4%
146 DUK DUKE ENERGY CORP NEW Utilities 29,846.0 $3.9M 0.09% +8K +35.9% $130.94 -5.1%
147 HDV ISHARES TR 28,790.0 $3.9M 0.09% +8K +37.4% $135.72 -79.9%
148 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 31,089.0 $3.9M 0.09% +633.0 +2.1% $125.46 +5.7%
149 PUK PRUDENTIAL PLC Financial Services 136,694.0 $3.9M 0.08% $28.43 +10.7%
150 MPC MARATHON PETE CORP Energy 15,887.0 $3.9M 0.08% +193.0 +1.2% $244.18 +1.9%
151 SJM SMUCKER J M CO Consumer Defensive 39,760.0 $3.8M 0.08% NEW $96.44 +3.9%
152 XLP SELECT SECTOR SPDR TR 46,241.0 $3.8M 0.08% +14K +44.2% $81.98 +3.2%
153 UNH UNITEDHEALTH GROUP INC Healthcare 13,918.0 $3.8M 0.08% -411.0 -2.9% $270.59 +47.5%
154 NVS NOVARTIS AG Healthcare 24,066.0 $3.7M 0.08% +1K +5.1% $152.75 -2.0%
155 EFV ISHARES TR 48,658.0 $3.6M 0.08% -3K -5.4% $74.35 +3.9%
156 OEF ISHARES TR 11,321.0 $3.6M 0.08% +4K +48.1% $318.08 +16.1%
157 DG DOLLAR GEN CORP Consumer Defensive 30,288.0 $3.6M 0.08% +1K +4.8% $118.73 -11.5%
158 BUNGE GLOBAL SA 27,578.0 $3.5M 0.08% $127.20
159 VEA VANGUARD TAX-MANAGED FDS 54,459.0 $3.5M 0.08% +10K +23.2% $64.08 +7.8%
160 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 38,059.0 $3.4M 0.07% -2K -5.8% $90.42 -8.6%
Page 8 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%