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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 1 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 637,970.0 $414.9M 8.99% +50K +8.6% $650.34 +13.7%
2 IWR ISHARES TR 3,889,097.0 $378.1M 8.20% +77K +2.0% $97.23 +6.6%
3 IWM ISHARES TR 860,460.0 $213.4M 4.62% +38K +4.6% $248.00 +11.9%
4 VOO VANGUARD INDEX FDS 341,293.0 $203.9M 4.42% +25K +7.8% $597.55 +13.7%
5 IXUS ISHARES TR 1,722,589.0 $149.2M 3.23% +111K +6.9% $86.64 +7.8%
6 BND VANGUARD BD INDEX FDS 1,583,689.0 $116.6M 2.53% +150K +10.4% $73.64 -1.2%
7 IVV ISHARES TR 164,330.0 $107.3M 2.33% +34K +26.5% $653.21 +13.7%
8 LOW LOWES COS INC Consumer Cyclical 439,558.0 $103.9M 2.25% +11K +2.6% $236.28 -5.4%
9 AAPL APPLE INC Technology 396,465.0 $100.6M 2.18% +65K +19.5% $253.79 +18.3%
10 VTI VANGUARD INDEX FDS 290,404.0 $93.2M 2.02% +14K +5.2% $320.81 +13.1%
11 IWB ISHARES TR 260,127.0 $92.8M 2.01% +20K +8.4% $356.56 +12.9%
12 IEFA ISHARES TR 956,091.0 $86.6M 1.88% +88K +10.1% $90.53 +5.2%
13 EFA ISHARES TR 757,575.0 $73.6M 1.59% +55K +7.8% $97.13 +4.7%
14 VXUS VANGUARD STAR FDS 939,954.0 $72.5M 1.57% +93K +10.9% $77.11 +7.8%
15 BALL BALL CORP Consumer Cyclical 1,168,718.0 $69.1M 1.50% +8K +0.7% $59.11 -6.6%
16 ICVT ISHARES TR 565,061.0 $57.5M 1.25% +39K +7.4% $101.79 +15.1%
17 VO VANGUARD INDEX FDS 199,553.0 $57.3M 1.24% +28K +16.0% $287.18 -73.4%
18 IWF ISHARES TR 130,501.0 $55.6M 1.21% +3K +2.5% $426.40 -70.8%
19 VTWO VANGUARD SCOTTSDALE FDS 537,549.0 $53.8M 1.17% +120K +28.7% $100.17 +12.0%
20 GNR SPDR INDEX SHS FDS 716,030.0 $53.5M 1.16% +55K +8.3% $74.67 -1.0%
Page 1 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%