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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFRD Weatherford International PLC Energy 2,304.0 $218K 0.02% NEW $94.58 +9.8%
22 VCSH VANGUARD SHORT-TERM CORP BD IDX 2,713.0 $215K 0.02% NEW $79.27 -0.2%
23 DUK DUKE ENERGY CORPORATION Utilities 1,587.0 $208K 0.02% NEW $130.94 -5.5%
24 MU MICRON TECH INC Technology 606.0 $205K 0.02% NEW $337.84 +173.4%
25 AXP AMERICAN EXPRESS CO Financial Services 675.0 $204K 0.02% NEW $302.48 +4.2%
26 PSX PHILLIPS 66 Energy 1,118.0 $204K 0.02% NEW $182.18 -3.0%
27 FDX FEDEX CORPORATION Industrials 570.0 $203K 0.02% NEW $356.18 +15.5%
28 LRN STRIDE INC Consumer Defensive 2,301.0 $203K 0.02% NEW $88.17 +4.3%
29 RRC RANGE RESOURCES CORP Energy 4,489.0 $203K 0.02% NEW $45.18 -12.8%
30 MEDP Medpace Holdings Inc. Healthcare 422.0 $203K 0.02% NEW $480.19 -6.7%
31 NVS NOVARTIS AG ADR Healthcare 1,322.0 $202K 0.02% NEW $152.75 -0.9%
32 LYG LLOYDS BANKING GROUP PLC Financial Services 25,825.0 $130K 0.01% NEW $5.03 +8.2%
33 ACVA ACV Auctions Inc Ordinary Share Consumer Cyclical 12,547.0 $53K 0.01% NEW $4.24 +48.8%
Page 2 of 2  ·  33 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%