American Trust Investment Advisors, LLC
Top Portfolio Positions
73 positions ·
$177,883,472 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
27,176 | $13,022,739 | 7.32% | |
| AAPL |
Apple Inc.
Technology
|
33,443 | $8,487,498 | 4.77% | |
| BG |
Bunge Global SA
Consumer Defensive
|
64,546 | $8,210,251 | 4.62% | |
| LRCX |
Lam Research Corp
Technology
|
32,133 | $6,865,536 | 3.86% | |
| C |
Citigroup Inc
Financial Services
|
51,520 | $5,842,883 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
15,645 | $5,791,309 | 3.26% | |
| IBM |
International Business Machines Corp
Technology
|
23,757 | $5,758,459 | 3.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,306 | $5,324,241 | 2.99% | |
| CEG |
Constellation Energy Corp
Utilities
|
18,471 | $5,158,026 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,749 | $5,103,902 | 2.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMX
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,663,679 | 104,540 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,195,670 | 106,225 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,234,715 | 106,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,132,707 | 118,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,359,311 | 165,915 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $2,507,660 | 153,280 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,332,910 | 137,230 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,495,681 | 133,745 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,480,846 | 133,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,623,287 | 151,460 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,272,184 | 151,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,177,181 | 150,935 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||