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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 11 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WFC WELLS FARGO & CO Financial Services 4,353.0 $406K 0.03% NEW $93.20 -18.7%
202 VNLA JANUS HENDERSON SHORT DURATION 8,255.0 $406K 0.03% NEW $49.14 -0.2%
203 IUSG iShares Core S&P US Growth ETF 2,387.0 $401K 0.03% NEW $167.92 +13.5%
204 FDIS FIDELITY MSCI CONSUMER DISCRET 3,906.0 $399K 0.03% NEW $102.16 +2.6%
205 WM WASTE MANAGEMENT Industrials 1,779.0 $391K 0.03% NEW $219.71 -1.7%
206 PEGA Pegasystems Inc Technology 6,520.0 $389K 0.03% NEW $59.72 -42.6%
207 IGSB ISHARES SHORT-TERM CORPORATE BO 7,255.0 $384K 0.03% NEW $52.88 -0.8%
208 IBDV ISHARES IBONDS DEC 2030 TERM CO 17,291.0 $382K 0.03% NEW $22.07 -1.1%
209 ICF ISHARES COHEN & STEERS REALTY M 6,368.0 $380K 0.03% NEW $59.67 +14.9%
210 SCHF SCHWAB INTERNATIONAL EQUITY ETF 15,374.0 $370K 0.03% NEW $24.04 +15.5%
211 FIX COMFORT SYSTEMS USA INC Industrials 395.0 $369K 0.03% NEW $933.29 +100.5%
212 PNC PNC BANK Financial Services 1,731.0 $361K 0.03% NEW $208.73 +5.0%
213 VZ VERIZON COMMUNICATN Communication Services 8,697.0 $354K 0.03% NEW $40.73 +18.3%
214 TOTL SPDR DOUBLELINE TOTAL RETURN TA 8,764.0 $353K 0.03% NEW $40.25 -1.8%
215 VIOO Vanguard S&P Small-Cap 600 Inde 3,174.0 $352K 0.03% NEW $110.98 +15.9%
216 SE SEA LTD. ADR Consumer Cyclical 2,761.0 $352K 0.03% NEW $127.57 -28.4%
217 AMD ADVANCED MICRO DEVICES INC Technology 1,643.0 $352K 0.03% NEW $214.16 +142.3%
218 SCHA SCHWAB US SMALL CAP 12,289.0 $350K 0.03% NEW $28.48 +20.2%
219 IVOO Vanguard S&P Mid-Cap 400 Index 3,111.0 $348K 0.03% NEW $111.78 +11.8%
220 PM PHILIP MORRIS INTERNATIONAL, IN Consumer Defensive 2,105.0 $338K 0.03% NEW $160.40 +12.0%
Page 11 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%