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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 8 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITOT ISHARES CORE S&P TOTAL US STOCK 4,332.0 $617K 0.06% -559.0 -11.4% $142.44 +15.2%
142 IWY ISHARES RUSSELL TOP 200 GROWTH 2,441.0 $607K 0.05% +109.0 +4.7% $248.79 +18.5%
143 TIP ISHARES BARCLAYS TIPS BOND 5,438.0 $600K 0.05% -716.0 -11.6% $110.35 +0.5%
144 RACE Ferrari N.V. Consumer Cyclical 1,749.0 $592K 0.05% -522.0 -23.0% $338.45 -1.5%
145 BUFG FT Cboe Vest Buffered Allocatio 21,600.0 $580K 0.05% +3K +14.0% $26.86 +8.7%
146 ONEQ FIDELITY NASDAQ COMPOSITE ETF 6,824.0 $579K 0.05% +264.0 +4.0% $84.92 +23.7%
147 AMAT APPLIED MATLS INC Technology 1,682.0 $575K 0.05% -113.0 -6.3% $341.79 +31.1%
148 GE GE AEROSPACE Industrials 1,930.0 $548K 0.05% -135.0 -6.5% $283.77 +11.8%
149 IBDR iShares iBonds Dec 2026 Term Co 22,590.0 $548K 0.05% $24.24 -0.0%
150 IBDS iShares iBonds Dec 2027 Term Co 22,553.0 $547K 0.05% $24.24 -0.0%
151 IBDT iShares iBonds Dec 2028 Term Co 21,548.0 $546K 0.05% $25.33 -0.3%
152 IBDU iShares iBonds Dec 2029 Term Co 23,448.0 $545K 0.05% $23.26 -0.3%
153 NOW ServiceNow Inc Technology 5,136.0 $537K 0.05% -111.0 -2.1% $104.55 -2.3%
154 BKNG BOOKING HOLDINGS INC. Consumer Cyclical 126.0 $530K 0.05% -12.0 -8.7% $4210.32 -96.0%
155 GS GOLDMAN SACHS GRP Financial Services 623.0 $527K 0.05% -10.0 -1.6% $845.99 +17.8%
156 JBL JABIL CIRCUIT INC Technology 1,963.0 $521K 0.05% +984.0 +100.5% $265.63 +39.8%
157 ADBE ADOBE SYS INC Technology 2,131.0 $518K 0.05% -1K -37.9% $243.08 -2.0%
158 SCHX SCHWAB US LARGE CAP 20,194.0 $518K 0.05% -6K -23.2% $25.64 +15.1%
159 VHT VANGUARD HEALTH CARE ETF 1,879.0 $512K 0.04% +225.0 +13.6% $272.29 +2.1%
160 EDIV SPDR S&P Emerging Markets Divid 12,894.0 $509K 0.04% +141.0 +1.1% $39.48 +5.0%
Page 8 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%