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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 10 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AGG ISHARES BARCLAYS AGGREGATE BD F 4,700.0 $469K 0.04% NEW $99.88 -0.9%
182 VIG VANGUARD DIVIDEND APPRECIATION 2,119.0 $466K 0.04% NEW $219.74 +6.5%
183 XPO XPO LOGISTICS INC. Industrials 3,413.0 $464K 0.04% NEW $135.91 +59.9%
184 AMAT APPLIED MATLS INC Technology 1,795.0 $461K 0.04% NEW $256.99 +77.7%
185 VCIT VANGUARD INTERMEDIATE-TERM CORP 5,463.0 $458K 0.04% NEW $83.76 -1.2%
186 IWO ISHARES RUSSELL 2000 GROWTH IND 1,390.0 $449K 0.04% NEW $322.94 +18.7%
187 SYBT STOCK YARDS BANCORP INC. Financial Services 6,880.0 $447K 0.04% NEW $64.95 +9.5%
188 VV VANGUARD LARGE CAP ETF 1,392.0 $438K 0.04% NEW $314.80 +10.3%
189 ATI ATI INC COM Industrials 3,816.0 $438K 0.04% NEW $114.76 +47.9%
190 AFL AFLAC INC Financial Services 3,952.0 $436K 0.04% NEW $110.27 +2.9%
191 MRK MERCK & CO, INC. NEW Healthcare 4,138.0 $436K 0.04% NEW $105.26 +14.3%
192 SPDW SPDR PORTFOLIO DEVELOPED WORLD 9,804.0 $435K 0.04% NEW $44.41 +15.0%
193 CSCO CISCO SYS INC Technology 5,624.0 $433K 0.04% NEW $77.03 +54.8%
194 XLU The Utilities Select Sector SPD 10,118.0 $432K 0.04% NEW $42.69 +5.4%
195 FSTA Fidelity MSCI Consumer Staples 8,768.0 $431K 0.04% NEW $49.19 +8.1%
196 IUSV iShares Core S&P US Value ETF 4,166.0 $427K 0.04% NEW $102.55 +7.7%
197 KNX Knight-Swift Transportation Hol Industrials 7,973.0 $417K 0.04% NEW $52.28 +43.6%
198 SHY ISHARES BARCLAYS 1-3 YR TREASUR 5,030.0 $417K 0.04% NEW $82.82 -0.7%
199 MINT Pimco Enhanced Short Maturity E 2,908.0 $410K 0.04% NEW $141.16 -28.7%
200 EEM ISHARES MSCI EMERGING MARKETS I 7,424.0 $406K 0.03% NEW $54.71 +25.5%
Page 10 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%