AMG National Trust Bank

CIK
1388829
City
GREENWOOD VILLAGE
State / Country
CO

Top Portfolio Positions

322 positions · $1,879,667,224 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
637,970 $414,897,408 22.07%
LOW
Lowes Companies Inc
Consumer Cyclical
439,558 $103,858,763 5.53%
AAPL
Apple Inc.
Technology
396,465 $100,618,851 5.35%
BALL
BALL Corp
Consumer Cyclical
1,168,718 $69,082,920 3.68%
QQQ
Invesco Qqq Trust, Series 1
88,496 $51,078,120 2.72%
GLD
Spdr Gold Trust
97,887 $42,119,796 2.24%
HD
Home Depot, Inc.
Consumer Cyclical
101,968 $33,536,254 1.78%
MSFT
Microsoft Corp
Technology
82,342 $30,480,537 1.62%
SIVR
abrdn Silver ETF Trust
388,864 $27,846,550 1.48%
AMZN
Amazon Com Inc
Consumer Cyclical
133,345 $27,771,762 1.48%

Holdings in WLK

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $2,691,649 23,041