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Portfolio (Quarterly) Guide ↗

American Trust

· CIK 0001905128
13F Portfolio $1.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 328 New
Page 14 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CAT CATERPILLAR INC Industrials 453.0 $260K 0.02% NEW $572.87 +53.7%
262 GVA GRANITE CONSTRUCTION INC Industrials 2,249.0 $259K 0.02% NEW $115.35 +20.5%
263 LQD ISHARES IBOXX $ INVEST GRADE CO 2,344.0 $258K 0.02% NEW $110.20 -0.6%
264 IWR ISHARES RUSSELL MIDCAP INDEX FD 2,675.0 $257K 0.02% NEW $96.25 +11.5%
265 TEAM Atlassian Corp Cl A Technology 1,580.0 $256K 0.02% NEW $162.14 -36.4%
266 PGX INVESCO PREFERRED ETF 22,773.0 $256K 0.02% NEW $11.24 -1.8%
267 EFG I SHARES MSCI EAFE GROWTH 2,245.0 $256K 0.02% NEW $113.94 +9.0%
268 STX Seagate Technology Holdings PLC Technology 925.0 $255K 0.02% NEW $275.39 +226.9%
269 TRV TRAVELERS COMPANIES INC Financial Services 878.0 $255K 0.02% NEW $290.06 +1.1%
270 ACGL Arch Capital Group Ltd Financial Services 2,653.0 $254K 0.02% NEW $95.92 -5.6%
271 CTA Simplify Managed Futures Strate 4,141.0 $249K 0.02% NEW $60.17 -52.4%
272 SLYV SPDR S&P 600 Small Cap Value ET 2,704.0 $246K 0.02% NEW $90.96 +15.0%
273 EXEL EXELIXIS INC Healthcare 5,600.0 $245K 0.02% NEW $43.83 +16.4%
274 BJ BJS Wholesale Club Hldgs Inc Consumer Defensive 2,722.0 $245K 0.02% NEW $90.03 -6.5%
275 SCHE SCHWAB EMERGING MARKETS EQUITY 7,411.0 $243K 0.02% NEW $32.75 +11.5%
276 WTFC WINTRUST FINL CORP Financial Services 1,731.0 $242K 0.02% NEW $139.82 +7.7%
277 ICLR Icon PLC ADR Healthcare 1,328.0 $242K 0.02% NEW $182.22 -26.1%
278 SPOT SPOTIFY TECHNOLOGY SA Communication Services 413.0 $240K 0.02% NEW $580.71 -11.0%
279 LNG CHENIERE ENERGY INC Energy 1,226.0 $238K 0.02% NEW $194.39 +16.1%
280 Fidelity MSCI Health Care Index 3,176.0 $236K 0.02% NEW $74.28
Page 14 of 17  ·  328 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 28.0%
Technology 27.2%
Healthcare 10.9%
Industrials 10.7%
Consumer Cyclical 8.6%
Consumer Defensive 5.2%
Communication Services 4.8%
Energy 2.2%
Utilities 1.1%
Basic Materials 0.9%