American Trust Investment Advisors, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1291424 Lebanon, NH

Position in BWXT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,006,286

+$164,942 QoQ

Shares Held

20,582

+9.6% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#247

of 841 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

American Trust Investment Advisors, LLC holds $8,703,431 across 4 Aerospace & Defense names. BWXT ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	20,582	$4,006,286
2	EMBJ	Embraer S.A.	41,150	$2,625,370
3	LMT	Lockheed Martin Corp	3,390	$1,727,069
4	HXL	Hexcel Corp /De/	3,445	$344,706

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,006,286	20,582	+9.6%	Shares	Sole	2026-08-14
2026-03-31	$3,841,344	18,785	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$3,281,885	18,988	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$3,434,259	18,627	-55.3%	Shares	Sole	2025-11-14
2025-06-30	$6,007,590	41,702	-15.6%	Shares	Sole	2025-08-14
2025-03-31	$4,874,592	49,413	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$5,501,329	49,388	+1.5%	Shares	Sole	2025-02-14
2024-09-30	$5,289,342	48,660	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$4,610,255	48,529	-4.8%	Shares	Sole	2024-08-14
2024-03-31	$5,229,925	50,964	-1.8%	Shares	Sole	2024-05-15
2023-12-31	$3,983,898	51,921	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$3,919,429	52,273	+3.6%	Shares	Sole	2023-11-14
2023-06-30	$3,612,066	50,469	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$3,177,089	50,398	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$2,862,124	49,279	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.