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Portfolio (Quarterly) Guide ↗

American Trust

· CIK 0001905128
13F Portfolio $1.1B AUM 313 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 77 Added 190 Reduced 48 Exited
Page 1 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 500 290,703.0 $173.7M 15.35% +1K +0.5% $597.55 +16.1%
2 BIV VANGUARD INTERMED TERM BOND ETF 1,240,393.0 $95.7M 8.46% +93K +8.1% $77.18 -0.5%
3 DGRO ISHARES CORE DIVIDEND GROWTH 993,754.0 $69.7M 6.16% +33K +3.4% $70.18 +6.4%
4 VUG VANGUARD GROWTH ETF 138,889.0 $60.7M 5.36% +30K +27.6% $436.79 -79.6%
5 JGRO JPMORGAN ACTIVE GROWTH ETF 604,032.0 $51.1M 4.51% +29K +5.1% $84.52 +16.7%
6 VB VANGUARD SMALL CAP ETF 188,242.0 $49.3M 4.36% +3K +1.5% $261.92 +12.3%
7 IJH ISHARES CORE S&P MID-CAP ETF 658,800.0 $44.5M 3.93% +9K +1.3% $67.53 +10.2%
8 DFIC DIMENSIONAL INTERNATIONAL CORE 1,088,939.0 $38.7M 3.42% +88K +8.8% $35.53 +7.4%
9 JFLX JP MORGAN FLEXIBLE DEBT ETF 450,071.0 $22.4M 1.98% +18K +4.2% $49.67 +1.3%
10 DXUV DIMENSIONAL US VECTOR EQUITY ET 262,819.0 $15.6M 1.38% +11K +4.4% $59.35 +11.8%
11 VWO VANGUARD FTSE EMERGING MARKETS 199,302.0 $10.8M 0.95% +1K +0.5% $54.05 +10.8%
12 VTI VG TOTL STK VPRS 17,882.0 $5.7M 0.51% +532.0 +3.1% $320.82 +15.8%
13 SPYG SPDR S&P 500 GROWTH ETF 45,202.0 $4.4M 0.39% +2K +5.8% $97.91 +23.4%
14 PG PROCTER & GAMBLE Consumer Defensive 19,459.0 $2.8M 0.25% +600.0 +3.2% $144.44 +1.0%
15 BND VANGUARD TOTAL BOND MARKET ETF 31,506.0 $2.3M 0.20% +999.0 +3.3% $73.64 -0.3%
16 BAC BANK OF AMERICA Financial Services 44,489.0 $2.2M 0.19% +23K +105.6% $48.75 +4.1%
17 WRB WR BERKLEY CORP. Financial Services 28,966.0 $1.9M 0.17% +3K +9.8% $66.28 -3.0%
18 VTV VANGUARD VALUE ETF 9,093.0 $1.8M 0.16% +214.0 +2.4% $196.21 +7.9%
19 PRN Invesco Dorsey Wright Industria 9,035.0 $1.8M 0.15% +126.0 +1.4% $194.53 +27.5%
20 ILCB ISHARES MORNINGSTAR U.S. EQUITY 17,801.0 $1.6M 0.14% +1K +8.5% $89.86 +16.3%
Page 1 of 4  ·  77 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 28.9%
Technology 24.8%
Healthcare 11.2%
Industrials 10.6%
Consumer Cyclical 8.0%
Consumer Defensive 6.1%
Communication Services 4.5%
Energy 3.6%
Utilities 1.5%
Basic Materials 1.0%