American Trust Investment Advisors, LLC

Position in SAP — Sap SE

CIK 1291424 Lebanon, NH

Position in SAP

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

Position Value

$651,114

-$72,248 QoQ

Shares Held

4,225

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#378

of 812 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

American Trust Investment Advisors, LLC holds $5,872,477 across 3 Software - Application names. SAP ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	47,465	$4,712,325
2	SAP	Sap SE This page	4,225	$651,114
3	ADP	Automatic Data Processing Inc	2,273	$509,038

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$651,114	4,225	0.0%	Shares	Sole	2026-08-14
2026-03-31	$723,362	4,225	+160.8%	Shares	Sole	2026-05-15
2025-12-31	$393,514	1,620	0.0%	Shares	Sole	2026-02-17
2025-09-30	$432,880	1,620	0.0%	Shares	Sole	2025-11-14
2025-06-30	$492,642	1,620	0.0%	Shares	Sole	2025-08-14
2025-03-31	$434,872	1,620	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$403,784	1,640	0.0%	Shares	Sole	2025-02-14
2024-09-30	$375,724	1,640	-33.1%	Shares	Sole	2024-11-14
2024-06-30	$494,189	2,450	0.0%	Shares	Sole	2024-08-14
2024-03-31	$477,823	2,450	0.0%	Shares	Sole	2024-05-15
2023-12-31	$378,745	2,450	+8.9%	Shares	Sole	2024-02-14
2023-09-30	$290,970	2,250	0.0%	Shares	Sole	2023-11-14
2023-06-30	$307,822	2,250	-23.9%	Shares	Sole	2023-08-14
2023-03-31	$373,955	2,955	0.0%	Shares	Sole	2023-05-15
2022-12-31	$304,926	2,955	+26.3%	Shares	Sole	2023-02-13
2022-06-30	$212,284	2,340	0.0%	Shares	Sole	2022-07-14
2022-03-31	$259,646	2,340	0.0%	Shares	Sole	2022-04-19
2021-12-31	$327,857	2,340	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$311,942	2,310	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.