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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 9 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBDU iShares iBonds Dec 2029 Term Co 23,448.0 $549K 0.05% NEW $23.40 -0.9%
162 IBDT iShares iBonds Dec 2028 Term Co 21,548.0 $549K 0.05% NEW $25.45 -0.7%
163 IBDS iShares iBonds Dec 2027 Term Co 22,553.0 $548K 0.05% NEW $24.28 -0.2%
164 IBDR iShares iBonds Dec 2026 Term Co 22,590.0 $547K 0.05% NEW $24.23 +0.1%
165 APP AppLovin Corp Cl A Technology 798.0 $538K 0.04% NEW $673.82 -11.5%
166 DLN WisdomTree US LargeCap Dividend 1,114.0 $535K 0.04% NEW $480.61 -80.0%
167 QCOM QUALCOMM INC Technology 3,130.0 $535K 0.04% NEW $171.05 +43.1%
168 XONE BondBloxx Bloomberg One YrTrgDu 1,927.0 $535K 0.04% NEW $277.83 -82.2%
169 EFV ISHARES MSCI EAFE VALUE ETF 7,395.0 $528K 0.04% NEW $71.41 +10.2%
170 VGIT VANGUARD INTERMEDIATE TERM GOVE 8,804.0 $528K 0.04% NEW $59.93 -1.5%
171 W WAYFAIR INC Consumer Cyclical 5,250.0 $527K 0.04% NEW $100.41 -25.7%
172 BUFG FT Cboe Vest Buffered Allocatio 18,942.0 $521K 0.04% NEW $27.52 +6.1%
173 HCA HCA HOLDINGS INC. Healthcare 1,106.0 $516K 0.04% NEW $466.86 -17.0%
174 ADSK AUTODESK INC Technology 1,734.0 $513K 0.04% NEW $296.01 -19.0%
175 MS MORGAN STANLEY Financial Services 2,770.0 $492K 0.04% NEW $177.53 +14.5%
176 SMH VANECK VECTORS SEMICONDUCTOR ET 1,364.0 $491K 0.04% NEW $360.07 +67.2%
177 TER TERADYNE INC. Technology 2,508.0 $485K 0.04% NEW $193.56 +98.2%
178 VTIP Vanguard Shrt-Term Infl-Prot Se 9,712.0 $480K 0.04% NEW $49.46 +1.9%
179 VHT VANGUARD HEALTH CARE ETF 1,654.0 $476K 0.04% NEW $287.91 -2.4%
180 SCHV SCHWAB US LARGE CAP VALUE ETF 15,868.0 $470K 0.04% NEW $29.61 +13.6%
Page 9 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%