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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 13 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MMM 3M COMPANY Industrials 1,803.0 $289K 0.02% NEW $160.10 -4.7%
242 LOW LOWES COS INC Consumer Cyclical 1,191.0 $287K 0.02% NEW $241.16 -9.8%
243 SAP SAP AG Technology 1,174.0 $285K 0.02% NEW $242.91 -27.3%
244 COHR COHERENT CORP Technology 1,517.0 $280K 0.02% NEW $184.57 +108.0%
245 ROKU ROKU INC. Communication Services 2,570.0 $279K 0.02% NEW $108.49 +19.2%
246 CFG CITIZENS FINANCIAL GROUP INC. Financial Services 4,741.0 $277K 0.02% NEW $58.41 +7.1%
247 IWM ISHARES RUSSELL 2000 INDEX 1,125.0 $277K 0.02% NEW $246.07 +18.7%
248 C CITIGROUP INC Financial Services 2,351.0 $274K 0.02% NEW $116.69 +6.6%
249 REET ISHARES GLOBAL REIT ETF 2,474.0 $271K 0.02% NEW $109.67 -74.9%
250 CAH CARDINAL HEALTH INC Healthcare 1,320.0 $271K 0.02% NEW $205.50 -3.4%
251 FBND Fidelity Total Bond ETF 5,882.0 $271K 0.02% NEW $46.04 -1.2%
252 T AT&T INC Communication Services 10,828.0 $269K 0.02% NEW $24.84 -0.1%
253 HXL HEXCEL CORP Industrials 3,612.0 $267K 0.02% NEW $73.90 +23.4%
254 KEX KIRBY CORP. Industrials 2,415.0 $266K 0.02% NEW $110.18 +29.7%
255 XLF The Financial Select Sector SPD 4,844.0 $265K 0.02% NEW $54.77 -6.4%
256 KO COCA-COLA Consumer Defensive 3,778.0 $264K 0.02% NEW $69.91 +15.3%
257 INSM INSMED INC Healthcare 1,514.0 $263K 0.02% NEW $174.04 -37.7%
258 PLTR PALANTIR TECHNOLOGIES Technology 1,480.0 $263K 0.02% NEW $177.75 -21.8%
259 CVNA Carvana Co Cl A Consumer Cyclical 620.0 $262K 0.02% NEW $422.02 -82.2%
260 VIGI VANGUARD INTL DIV APPREC ETF 2,839.0 $260K 0.02% NEW $91.43 +2.8%
Page 13 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%