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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 9 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 H HYATT HOTELS CORP Consumer Cyclical 14,505.0 $2.8M 0.06% -2K -9.4% $193.84 -8.7%
162 DUK DUKE ENERGY CORP NEW Utilities 21,959.0 $2.8M 0.06% -8K -26.4% $126.58 -3.9%
163 TSLA TESLA INC Consumer Cyclical 6,599.0 $2.8M 0.06% -863.0 -11.6% $420.60 -16.7%
164 AGG ISHARES TR 27,558.0 $2.7M 0.06% -6K -17.7% $98.98 -1.0%
165 MCK MCKESSON CORP Healthcare 3,527.0 $2.7M 0.06% -27.0 -0.8% $755.60 +19.8%
166 VOE VANGUARD INDEX FDS 13,351.0 $2.6M 0.05% -324.0 -2.4% $197.60 +5.7%
167 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,625.0 $2.6M 0.05% -1K -9.3% $223.95 +26.3%
168 PPG PPG INDS INC Basic Materials 21,365.0 $2.6M 0.05% -23K -51.5% $121.29 -6.3%
169 IGSB ISHARES TR 49,239.0 $2.6M 0.05% +2K +4.0% $52.41 -0.3%
170 IGIB ISHARES TR 48,258.0 $2.6M 0.05% -10K -16.5% $53.17 -1.3%
171 QCOM QUALCOMM INC Technology 13,773.0 $2.5M 0.05% -2K -14.5% $184.79 -13.1%
172 BAX BAXTER INTL INC Healthcare 118,281.0 $2.5M 0.05% -132K -52.7% $21.32 +23.3%
173 XLP SELECT SECTOR SPDR TR 30,331.0 $2.5M 0.05% -16K -34.4% $83.07 +4.2%
174 BAC BANK OF AMER CORP Financial Services 44,072.0 $2.5M 0.05% -15K -25.3% $56.98 +9.6%
175 SHW SHERWIN WILLIAMS CO Basic Materials 7,290.0 $2.5M 0.05% -37.0 -0.5% $344.32 +1.8%
176 XEL XCEL ENERGY INC Utilities 31,019.0 $2.5M 0.05% $80.30 -3.9%
177 XOM EXXON MOBIL CORP Energy 17,580.0 $2.4M 0.05% -81K -82.1% $136.71 +17.5%
178 T AT&T INC Communication Services 114,115.0 $2.4M 0.05% -27K -19.2% $20.70 +24.4%
179 MCD MCDONALDS CORP Consumer Cyclical 8,561.0 $2.3M 0.05% -1K -12.1% $270.31 -0.8%
180 DG DOLLAR GEN CORP Consumer Defensive 19,611.0 $2.3M 0.05% -11K -35.2% $115.11 +6.5%
Page 9 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%