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AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.2B AUM 640 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 453 New
Page 1 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 587,702.0 $400.8M 9.43% NEW $681.92 +8.4%
2 IWR ISHARES TR 3,811,621.0 $366.9M 8.63% NEW $96.27 +7.7%
3 IWM ISHARES TR 822,617.0 $202.5M 4.76% NEW $246.16 +12.8%
4 VOO VANGUARD INDEX FDS 316,444.0 $198.5M 4.67% NEW $627.13 +8.3%
5 IXUS ISHARES TR 1,611,901.0 $136.4M 3.21% NEW $84.64 +10.3%
6 BND VANGUARD BD INDEX FDS 1,433,840.0 $106.2M 2.50% NEW $74.07 -1.8%
7 LOW LOWES COS INC Consumer Cyclical 428,293.0 $103.3M 2.43% NEW $241.16 -7.3%
8 VTI VANGUARD INDEX FDS 276,015.0 $92.5M 2.18% NEW $335.27 +8.2%
9 AAPL APPLE INC Technology 331,808.0 $90.2M 2.12% NEW $271.86 +10.4%
10 IWB ISHARES TR 239,869.0 $89.6M 2.11% NEW $373.44 +7.8%
11 IVV ISHARES TR 129,949.0 $89.0M 2.09% NEW $684.94 +8.4%
12 IEFA ISHARES TR 868,268.0 $77.7M 1.83% NEW $89.46 +6.4%
13 EFA ISHARES TR 702,790.0 $67.5M 1.59% NEW $96.03 +5.9%
14 VXUS VANGUARD STAR FDS 847,317.0 $63.9M 1.50% NEW $75.44 +10.2%
15 BALL BALL CORP Consumer Cyclical 1,160,606.0 $61.5M 1.45% NEW $52.97 +4.2%
16 IWF ISHARES TR 127,301.0 $60.3M 1.42% NEW $473.30 -73.7%
17 QQQ INVESCO QQQ TR Financial Services 85,655.0 $52.6M 1.24% NEW $614.31 +15.4%
18 ICVT ISHARES TR 526,045.0 $51.8M 1.22% NEW $98.50 +19.0%
19 VO VANGUARD INDEX FDS 171,973.0 $49.9M 1.17% NEW $290.22 -73.6%
20 ACWX ISHARES TR 696,149.0 $46.7M 1.10% NEW $67.13 +9.8%
Page 1 of 23  ·  453 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 43.6%
Consumer Cyclical 17.8%
Technology 11.8%
Healthcare 7.1%
Industrials 4.9%
Communication Services 4.2%
Consumer Defensive 4.2%
Energy 2.5%
Basic Materials 2.3%
Utilities 1.4%