Position in OC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,515
+$28,350 QoQ
Shares Held
1,620
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#448
of 685 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026American Trust Investment Advisors, LLC holds $10,241,416 across 3 Building Products & Equipment names. OC ranks #3 (2.5% of the industry book) .
All Filings in OC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,515 | 1,620 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $229,165 | 1,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $464,130 | 3,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $482,017 | 3,375 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $401,103 | 2,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $415,704 | 2,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $438,643 | 2,525 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $421,170 | 2,525 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $374,280 | 2,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,532 | 1,690 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $220,545 | 1,690 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||