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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 9 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMGN AMGEN Healthcare 731.0 $257K 0.02% -175.0 -19.3% $351.85 -4.5%
162 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,754.0 $255K 0.02% -428.0 -13.4% $92.76 +59.5%
163 C CITIGROUP INC Financial Services 2,251.0 $255K 0.02% -100.0 -4.2% $113.41 +10.5%
164 MMM 3M COMPANY Industrials 1,743.0 $253K 0.02% -60.0 -3.3% $145.23 +6.8%
165 GVA GRANITE CONSTRUCTION INC Industrials 2,106.0 $252K 0.02% -143.0 -6.4% $119.88 +12.3%
166 LQD ISHARES IBOXX $ INVEST GRADE CO 2,315.0 $252K 0.02% -29.0 -1.2% $108.99 -0.1%
167 CAH CARDINAL HEALTH INC Healthcare 1,193.0 $252K 0.02% -127.0 -9.6% $211.31 -5.4%
168 ACGL Arch Capital Group Ltd Financial Services 2,595.0 $249K 0.02% -58.0 -2.2% $95.99 -4.8%
169 TRV TRAVELERS COMPANIES INC Financial Services 847.0 $247K 0.02% -31.0 -3.5% $291.68 +2.8%
170 SCHA SCHWAB US SMALL CAP 8,397.0 $244K 0.02% -4K -31.7% $29.08 +16.8%
171 PEGA Pegasystems Inc Technology 5,734.0 $244K 0.02% -786.0 -12.1% $42.56 -20.7%
172 CANADIAN PACIFIC KANSAS CITY LT 3,077.0 $242K 0.02% -52.0 -1.7% $78.66
173 COHR COHERENT CORP Technology 1,015.0 $242K 0.02% -502.0 -33.1% $238.21 +59.6%
174 ADP AUTOMATIC DATA PROC Industrials 1,165.0 $237K 0.02% -19.0 -1.6% $203.18 +7.1%
175 LIN LINDE PLC Basic Materials 475.0 $235K 0.02% -43.0 -8.3% $495.76 +2.4%
176 PGX INVESCO PREFERRED ETF 21,618.0 $235K 0.02% -1K -5.1% $10.88 +1.3%
177 VTIP Vanguard Shrt-Term Infl-Prot Se 4,704.0 $235K 0.02% -5K -51.6% $49.95 +0.8%
178 EXPE EXPEDIA INC. Consumer Cyclical 1,008.0 $233K 0.02% -62.0 -5.8% $230.89 -1.9%
179 ORCL ORACLE CORP Technology 1,575.0 $232K 0.02% -47.0 -2.9% $147.11 +29.7%
180 XLF The Financial Select Sector SPD 4,606.0 $227K 0.02% -238.0 -4.9% $49.37 +4.2%
Page 9 of 10  ·  190 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%