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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 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSPU Invesco S&P 500 Equal Weight Ut 15,193.0 $1.2M 0.11% +200.0 +1.3% $81.11 -1.9%
22 XMMO Invesco S&P MidCap Momentum ETF 8,491.0 $1.2M 0.11% +624.0 +7.9% $145.03 +16.6%
23 VOE VANGUARD MID CAP VALUE ETF 6,499.0 $1.2M 0.11% +132.0 +2.1% $184.27 +5.7%
24 IBIT ISHARES BITCOIN TR SHS Financial Services 30,598.0 $1.2M 0.10% +361.0 +1.2% $38.42 +8.4%
25 IEMG ISHARES CORE MSCI EMERGING MARK 16,297.0 $1.1M 0.10% +438.0 +2.8% $69.75 +19.8%
26 RPG SHARES S&P 500 PURE GROWTH PORT 23,902.0 $1.1M 0.10% +565.0 +2.4% $46.74 +28.1%
27 VPU VANGUARD UTILITIES ETF 5,091.0 $1.0M 0.09% +1K +34.9% $198.12 -1.8%
28 SMH VANECK VECTORS SEMICONDUCTOR ET 2,439.0 $935K 0.08% +1K +78.8% $383.40 +56.7%
29 SPSM SPDR PORTFOLIO SMALL CAP ETF 16,877.0 $815K 0.07% +384.0 +2.3% $48.32 +12.5%
30 IVE ISHARES S&P 500 VAL IDX FD 3,511.0 $741K 0.07% +129.0 +3.8% $211.12 +8.0%
31 ISHARES MSCI INTL QUALITY FACTO 15,229.0 $704K 0.06% +3K +23.4% $46.23
32 SLV ISHARES SILVER TRUST Financial Services 10,231.0 $697K 0.06% +873.0 +9.3% $68.14 +0.6%
33 ISRG INTUITIVE SURGICAL INC Healthcare 1,512.0 $697K 0.06% +137.0 +10.0% $460.99 -8.0%
34 VBR VANGUARD SMALL CAP VALUE ETF 3,081.0 $669K 0.06% +181.0 +6.2% $217.27 +8.5%
35 SCHD SCHWAB US DIVIDEND EQUITY 20,856.0 $640K 0.06% +418.0 +2.0% $30.68 +6.3%
36 DIA SPDR DOW JONES INDUST AVERAGE E Financial Services 1,333.0 $617K 0.06% +12.0 +0.9% $463.23 +9.3%
37 IWY ISHARES RUSSELL TOP 200 GROWTH 2,441.0 $607K 0.05% +109.0 +4.7% $248.79 +19.7%
38 BUFG FT Cboe Vest Buffered Allocatio 21,600.0 $580K 0.05% +3K +14.0% $26.86 +9.0%
39 ONEQ FIDELITY NASDAQ COMPOSITE ETF 6,824.0 $579K 0.05% +264.0 +4.0% $84.92 +24.7%
40 JBL JABIL CIRCUIT INC Technology 1,963.0 $521K 0.05% +984.0 +100.5% $265.63 +37.1%
Page 2 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%