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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 15 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CTVA CORTEVA INC. Basic Materials 3,497.0 $234K 0.02% NEW $67.03 +20.3%
282 MKL MARKEL CP HLDG CO Financial Services 109.0 $234K 0.02% NEW $2149.65 -13.7%
283 LYFT LYFT INC. CLASS A Technology 12,094.0 $234K 0.02% NEW $19.37 -28.9%
284 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,182.0 $234K 0.02% NEW $73.58 +96.7%
285 SCHM SCHWAB US MID-CAP ETF 7,750.0 $233K 0.02% NEW $30.07 +16.2%
286 F FORD MOTOR CO Consumer Cyclical 17,654.0 $232K 0.02% NEW $13.12 +23.6%
287 MTDR MATADOR RESOURCES CO Energy 5,450.0 $231K 0.02% NEW $42.44 +26.3%
288 BCI ABRDN BLOOMBERG ALL COMMODITY S 5,112.0 $231K 0.02% NEW $45.13 -45.8%
289 CANADIAN PACIFIC KANSAS CITY LT 3,129.0 $230K 0.02% NEW $73.63
290 GOVT ISHARES US TREASURY BOND ETF 9,982.0 $230K 0.02% NEW $23.03 -1.3%
291 VEEV VEEVA SYSTEMS INC CLASS A Healthcare 1,014.0 $226K 0.02% NEW $223.23 -26.7%
292 UBS UBS AG Financial Services 4,879.0 $226K 0.02% NEW $46.31 +0.6%
293 EPAM Epam Sys Inc Technology 1,095.0 $224K 0.02% NEW $204.88 -50.1%
294 JBL JABIL CIRCUIT INC Technology 979.0 $223K 0.02% NEW $228.02 +58.7%
295 RS RELIANCE STL & ALMN Basic Materials 771.0 $223K 0.02% NEW $288.87 +29.1%
296 RRX Regal Rexnord Corporation Industrials 1,576.0 $221K 0.02% NEW $140.32 +40.4%
297 AKRE PROFESSIONALLY MANAGED PORTF AK 3,373.0 $221K 0.02% NEW $65.51 -17.0%
298 LIN LINDE PLC Basic Materials 518.0 $221K 0.02% NEW $426.39 +17.6%
299 OKTA OKTA INC. CL A Technology 2,540.0 $220K 0.02% NEW $86.47 +7.5%
300 GEM Goldman Sachs ActiveBeta EMkts 2,069.0 $217K 0.02% NEW $104.72 -51.2%
Page 15 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%