American Trust Investment Advisors, LLC

Position in NVS — Novartis AG

CIK 1291424 Lebanon, NH

Position in NVS

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

Position Value

$202,482

-$2,966 QoQ

Shares Held

1,292

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,315

of 1,603 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

American Trust Investment Advisors, LLC holds $2,141,011 across 6 Drug Manufacturers - General names. NVS ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	772	$925,960
2	MRK	Merck & Co., Inc.	2,483	$319,065
3	JNJ	Johnson & Johnson	1,059	$268,954
4	BMY	Bristol Myers Squibb Co	3,855	$222,125
5	NVS	Novartis AG This page	1,292	$202,482
6	AMGN	Amgen Inc	559	$202,425

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,482	1,292	-3.9%	Shares	Sole	2026-08-14
2026-03-31	$205,448	1,345	-50.6%	Shares	Sole	2026-05-15
2025-06-30	$329,752	2,725	-59.4%	Shares	Sole	2025-08-14
2025-03-31	$748,588	6,715	+12.4%	Shares	Sole	2025-05-15
2024-12-31	$581,427	5,975	+15.5%	Shares	Sole	2025-02-14
2024-09-30	$595,228	5,175	+2.3%	Shares	Sole	2024-11-14
2024-06-30	$538,687	5,060	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$502,705	5,197	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$528,275	5,232	+2.2%	Shares	Sole	2024-02-14
2023-09-30	$521,523	5,120	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$521,200	5,165	-3.6%	Shares	Sole	2023-08-14
2023-03-31	$493,120	5,360	+2.0%	Shares	Sole	2023-05-15
2022-12-31	$476,733	5,255	+1.9%	Shares	Sole	2023-02-13
2022-09-30	$391,831	5,155	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$436,174	5,160	+1.3%	Shares	Sole	2022-07-14
2022-03-31	$447,086	5,095	+4.8%	Shares	Sole	2022-04-19
2021-12-31	$425,104	4,860	+11.2%	Shares	Sole	2022-02-14
2021-09-30	$357,542	4,372	+2.1%	Shares	Sole	2021-11-10
2021-06-30	$390,689	4,282	+15.9%	Shares	Sole	2021-08-10
2021-03-31	$315,677	3,693	+4.7%	Shares	Sole	2021-05-17
2020-12-31	$332,960	3,526	+11.0%	Shares	Sole	2021-01-29
2020-09-30	$276,184	3,176	+10.6%	Shares	Sole	2020-10-23
2020-06-30	$250,753	2,871	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$232,591	2,821	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.