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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 10 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IMCB iShares Morningstar Mid Core In 4,929.0 $411K 0.04% -6K -52.8% $83.43 +11.4%
182 VDE VANGUARD ENERGY ETF 2,357.0 $408K 0.04% NEW $173.01 -6.8%
183 SHY ISHARES BARCLAYS 1-3 YR TREASUR 4,867.0 $402K 0.04% -163.0 -3.2% $82.57 -0.4%
184 QCOM QUALCOMM INC Technology 3,080.0 $397K 0.04% -50.0 -1.6% $128.78 +89.0%
185 ICF ISHARES COHEN & STEERS REALTY M 6,405.0 $396K 0.04% +37.0 +0.6% $61.89 +10.6%
186 CMG CHIPOTLE MEXICAN GRILL Consumer Cyclical 12,159.0 $389K 0.03% -3K -21.0% $32.01 +1.4%
187 AGG ISHARES BARCLAYS AGGREGATE BD F 3,917.0 $389K 0.03% -783.0 -16.7% $99.28 -0.3%
188 DAR DARLING INGREDIENTS INC Consumer Defensive 6,285.0 $389K 0.03% NEW $61.85 -4.1%
189 SCHF SCHWAB INTERNATIONAL EQUITY ETF 15,675.0 $388K 0.03% +301.0 +2.0% $24.75 +11.9%
190 IGSB ISHARES SHORT-TERM CORPORATE BO 7,331.0 $385K 0.03% +76.0 +1.1% $52.56 -0.2%
191 VIOO Vanguard S&P Small-Cap 600 Inde 3,333.0 $383K 0.03% +159.0 +5.0% $114.83 +12.0%
192 IBDV ISHARES IBONDS DEC 2030 TERM CO 17,291.0 $378K 0.03% $21.89 -0.3%
193 IUSG iShares Core S&P US Growth ETF 2,410.0 $374K 0.03% +23.0 +1.0% $155.13 +22.5%
194 ADSK AUTODESK INC Technology 1,554.0 $372K 0.03% -180.0 -10.4% $239.40 +0.2%
195 PGR PROGRESSIVE CORP. Financial Services 1,851.0 $367K 0.03% -570.0 -23.5% $198.24 -0.7%
196 VEU VANGUARD INTL EQUITY INDEX FD E 4,790.0 $360K 0.03% NEW $75.09 +11.6%
197 SE SEA LTD. ADR Consumer Cyclical 4,329.0 $358K 0.03% +2K +56.8% $82.81 +11.5%
198 PNC PNC BANK Financial Services 1,721.0 $358K 0.03% -10.0 -0.6% $208.09 +6.1%
199 STX Seagate Technology Holdings PLC Technology 905.0 $355K 0.03% -20.0 -2.2% $391.76 +127.3%
200 IUSV iShares Core S&P US Value ETF 3,441.0 $352K 0.03% -725.0 -17.4% $102.24 +8.0%
Page 10 of 16  ·  313 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%