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 SONY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,721,711 | 228,102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,692,339 | 222,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,262,458 | 217,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,887,074 | 226,165 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,175,848 | 282,625 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,065,090 | 286,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,085,388 | 56,197 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $854,834 | 50,314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $846,219 | 49,348 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $934,022 | 49,320 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $789,257 | 47,886 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $809,063 | 44,928 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $810,465 | 44,703 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $680,204 | 44,586 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $568,712 | 44,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $725,070 | 44,336 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $914,139 | 44,501 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,171,753 | 46,351 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,026,381 | 46,409 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $921,917 | 47,414 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,022,021 | 48,204 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,711,238 | 84,631 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,327,022 | 86,451 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,198,036 | 86,651 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,025,127 | 86,611 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||