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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 9 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LQD ISHARES TR 31,379.0 $3.4M 0.07% +2K +6.2% $108.99 -1.0%
162 AGG ISHARES TR 33,467.0 $3.3M 0.07% +4K +14.6% $99.27 -1.3%
163 XLB SELECT SECTOR SPDR TR 65,900.0 $3.3M 0.07% +22K +51.4% $49.97 +0.7%
164 DINO HF SINCLAIR CORP Energy 52,383.0 $3.3M 0.07% -1K -2.4% $62.39 +10.1%
165 TIP ISHARES TR 29,523.0 $3.3M 0.07% +2K +8.0% $110.36 +0.2%
166 QQQM INVESCO EXCH TRADED FD TR II 13,635.0 $3.2M 0.07% +6K +86.0% $237.62 +22.8%
167 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 52,374.0 $3.2M 0.07% $61.32 +6.6%
168 RY ROYAL BK CDA Financial Services 19,723.0 $3.2M 0.07% +3K +20.4% $161.78 +11.2%
169 VWO VANGUARD INTL EQUITY INDEX F 57,888.0 $3.1M 0.07% +23K +66.8% $54.05 +8.1%
170 AFL AFLAC INC Financial Services 28,432.0 $3.1M 0.07% +3K +11.4% $109.71 +6.5%
171 IVW ISHARES TR 27,341.0 $3.1M 0.07% +5K +24.1% $113.11 +20.9%
172 IGIB ISHARES TR 57,820.0 $3.1M 0.07% +5K +10.1% $53.22 -0.9%
173 MCK MCKESSON CORP Healthcare 3,554.0 $3.1M 0.07% +21.0 +0.6% $865.33 -13.6%
174 MS MORGAN STANLEY Financial Services 18,586.0 $3.1M 0.07% +3K +16.7% $164.57 +18.2%
175 VVV VALVOLINE INC Energy 89,958.0 $3.0M 0.07% -1K -1.4% $33.68 -3.9%
176 MCD MCDONALDS CORP Consumer Cyclical 9,741.0 $3.0M 0.07% +1K +11.9% $310.79 -11.5%
177 HII HUNTINGTON INGALLS INDS INC Industrials 7,965.0 $3.0M 0.07% -347.0 -4.2% $379.90 -11.3%
178 BKH BLACK HILLS CORP Utilities 43,360.0 $3.0M 0.07% -496.0 -1.1% $69.41 +4.9%
179 BA BOEING CO Industrials 15,031.0 $3.0M 0.07% +2K +16.0% $199.03 +10.8%
180 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 10,120.0 $2.9M 0.06% +952.0 +10.4% $290.70 -14.8%
Page 9 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%