American Trust Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AT American Trust Investment Advisors, LLC | Institutional Filer | ▼ 3.21% | $181.0M | 76 |
Current Portfolio Holdings
Showing all 76 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 27K | $13.0M | 7.19% |
| 2 | AAPL | Apple Inc. | Technology | 33K | $8.5M | 4.69% |
| 3 | BG | Bunge Global S.A. | Consumer Defensive | 65K | $8.2M | 4.54% |
| 4 | LRCX | Lam Research Corporation | Technology | 32K | $6.9M | 3.79% |
| 5 | C | Citigroup Inc. | Financial Services | 52K | $5.8M | 3.23% |
| 6 | MSFT | Microsoft Corporation | Technology | 16K | $5.8M | 3.20% |
| 7 | IBM | International Business Machines Corporation | Technology | 24K | $5.8M | 3.18% |
| 8 | META | Meta Platforms, Inc. | Technology | 9K | $5.3M | 2.94% |
| 9 | CEG | Constellation Energy Corporation | Utilities | 18K | $5.2M | 2.85% |
| 10 | GOOGL | Alphabet Inc. | Technology | 18K | $5.1M | 2.82% |
| 11 | SO | The Southern Company | Utilities | 51K | $4.9M | 2.73% |
| 12 | CARR | Carrier Global Corporation | Industrials | 87K | $4.9M | 2.71% |
| 13 | SCHW | The Charles Schwab Corporation | Financial Services | 51K | $4.8M | 2.67% |
| 14 | SONY | Sony Group Corporation | Technology | 228K | $4.7M | 2.61% |
| 15 | J | Jacobs Solutions Inc. | Technology | 37K | $4.7M | 2.59% |
Showing 1 to 15 of 76 holdings