BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 15 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TMUS T MOBILE US INC. Communication Services 1,084.0 $228K 0.02% NEW $210.03 -8.8%
282 XLF The Financial Select Sector SPD 4,606.0 $227K 0.02% -238.0 -4.9% $49.37 +4.0%
283 VAW VANGUARD MATERIALS INDEX FUND E 1,001.0 $226K 0.02% $225.37 +2.1%
284 OKTA OKTA INC. CL A Technology 2,865.0 $226K 0.02% +325.0 +12.8% $78.71 +18.1%
285 DVY ISHARES DOW JONES SELECT DIVIDE 1,481.0 $224K 0.02% +18.0 +1.2% $151.45 +2.7%
286 NTRA Natera Inc Com Healthcare 1,118.0 $224K 0.02% -173.0 -13.4% $199.99 +2.0%
287 AZN ASTRAZENECA PLC Healthcare 1,133.0 $223K 0.02% NEW $197.22 -6.8%
288 EFA ISHARES MSCI EAFE INDEX FD 2,288.0 $222K 0.02% +41.0 +1.8% $97.12 +7.1%
289 DWM WisdomTree International Equity 3,174.0 $222K 0.02% +37.0 +1.2% $69.88 +6.0%
290 PLTR PALANTIR TECHNOLOGIES Technology 1,498.0 $219K 0.02% +18.0 +1.2% $146.28 -5.6%
291 WFRD Weatherford International PLC Energy 2,304.0 $218K 0.02% NEW $94.58 +9.1%
292 VCSH VANGUARD SHORT-TERM CORP BD IDX 2,713.0 $215K 0.02% NEW $79.27 -0.3%
293 FLEX FLEXTRONICS INTL Technology 3,285.0 $215K 0.02% -35.0 -1.1% $65.46 +115.0%
294 DUK DUKE ENERGY CORPORATION Utilities 1,587.0 $208K 0.02% NEW $130.94 -4.1%
295 MU MICRON TECH INC Technology 606.0 $205K 0.02% NEW $337.84 +168.6%
296 AXP AMERICAN EXPRESS CO Financial Services 675.0 $204K 0.02% NEW $302.48 +2.3%
297 PSX PHILLIPS 66 Energy 1,118.0 $204K 0.02% NEW $182.18 -2.2%
298 FDX FEDEX CORPORATION Industrials 570.0 $203K 0.02% NEW $356.18 +14.3%
299 LRN STRIDE INC Consumer Defensive 2,301.0 $203K 0.02% NEW $88.17 +5.4%
300 RRC RANGE RESOURCES CORP Energy 4,489.0 $203K 0.02% NEW $45.18 -12.3%
Page 15 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%