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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VHT VANGUARD HEALTH CARE ETF 1,879.0 $512K 0.04% +225.0 +13.6% $272.29 +3.5%
42 EDIV SPDR S&P Emerging Markets Divid 12,894.0 $509K 0.04% +141.0 +1.1% $39.48 +5.1%
43 VOT VANGUARD MID CAP GROWTH ETF 1,849.0 $476K 0.04% +733.0 +65.7% $257.41 +14.9%
44 INTU INTUIT INC Technology 1,089.0 $471K 0.04% +11.0 +1.0% $432.38 -26.9%
45 VIG VANGUARD DIVIDEND APPRECIATION 2,143.0 $461K 0.04% +24.0 +1.1% $215.04 +8.7%
46 IWO ISHARES RUSSELL 2000 GROWTH IND 1,402.0 $440K 0.04% +12.0 +0.9% $313.80 +20.9%
47 EEM ISHARES MSCI EMERGING MARKETS I 7,738.0 $439K 0.04% +314.0 +4.2% $56.79 +20.2%
48 ICF ISHARES COHEN & STEERS REALTY M 6,405.0 $396K 0.04% +37.0 +0.6% $61.89 +10.6%
49 SCHF SCHWAB INTERNATIONAL EQUITY ETF 15,675.0 $388K 0.03% +301.0 +2.0% $24.75 +11.8%
50 IGSB ISHARES SHORT-TERM CORPORATE BO 7,331.0 $385K 0.03% +76.0 +1.1% $52.56 -0.1%
51 VIOO Vanguard S&P Small-Cap 600 Inde 3,333.0 $383K 0.03% +159.0 +5.0% $114.83 +12.0%
52 IUSG iShares Core S&P US Growth ETF 2,410.0 $374K 0.03% +23.0 +1.0% $155.13 +22.4%
53 SE SEA LTD. ADR Consumer Cyclical 4,329.0 $358K 0.03% +2K +56.8% $82.81 +12.0%
54 CAT CATERPILLAR INC Industrials 486.0 $344K 0.03% +33.0 +7.3% $708.46 +25.9%
55 IJK ISHARES S&P MIDCAP 400 GROWTH I 3,382.0 $340K 0.03% +45.0 +1.4% $100.62 +12.3%
56 BSV VANGUARD ST BOND ETF 4,193.0 $329K 0.03% +136.0 +3.4% $78.41 -0.4%
57 EXP Eagle Materials Inc Basic Materials 1,625.0 $308K 0.03% +214.0 +15.2% $189.45 +13.6%
58 ROKU ROKU INC. Communication Services 3,189.0 $302K 0.03% +619.0 +24.1% $94.62 +36.2%
59 CACI CACI INTERNATIONAL INC. Technology 562.0 $299K 0.03% +176.0 +45.6% $532.81 -1.9%
60 FANG DIAMONDBACK ENERGY INC Energy 1,500.0 $297K 0.03% +120.0 +8.7% $197.79 -2.5%
Page 3 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%