CIK 1905128
American Trust
Institutional 13F holdings & portfolio
Holdings
327
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
7
Holdings
13F filings as of Sep 30, 2025 · Showing 1–50 of 327
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 | 311K | $1M+ | SH |
| BIV | VANGUARD INTERMED TERM BOND ETF | 1.1M | $1M+ | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 634K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH | 827K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 791K | $1M+ | SH |
| VB | VANGUARD SMALL CAP ETF | 191K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 100K | $1M+ | SH |
| VO | VANGUARD MID CAP INDEX ETF | 118K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST | 48K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 477K | $1M+ | SH |
| JPST | JP MORGAN ULTRA SHORT INCOME ET | 523K | $1M+ | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 478K | $1M+ | SH |
| MSFT | MICROSOFT | 37K | $1M+ | SH |
| AAPL | APPLE INC | 72K | $1M+ | SH |
| JPM | JP MORGAN CHASE | 37K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS | 206K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL US LARGE COM | 402K | $1M+ | SH |
| NVDA | NVIDIA CORP | 56K | $1M+ | SH |
| IMCG | iShares Morningstar Mid-Cap Gro | 111K | $1M+ | SH |
| SPY | SPDR S&P 500 | 13K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG CO LTD | 27K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 11K | $1M+ | SH |
| TJX | TJX COMPANIES | 48K | $1M+ | SH |
| APH | AMPHENOL CORP | 52K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 29K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 34K | $1M+ | SH |
| CTAS | CINTAS CORP. | 30K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 34K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP | 7K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| KLAC | KLA CORP. | 5K | $1M+ | SH |
| V | VISA INC | 17K | $1M+ | SH |
| GOOGL | ALPHABET, INC. CLASS A | 24K | $1M+ | SH |
| VIGI | VANGUARD INTL DIV APPREC ETF | 62K | $1M+ | SH |
| ABBV | ABBVIE INC | 24K | $1M+ | SH |
| JFLX | JP MORGAN FLEXIBLE DEBT ETF | 105K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH IND | 11K | $1M+ | SH |
| VTI | VG TOTL STK VPRS | 16K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| AOM | ISHARES CORE MODERATE ALLOCATIO | 99K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 64K | $1M+ | SH |
| JMEE | JPMorgan Small & Mid Cap Enh Eq | 72K | $1M+ | SH |
| HD | HOME DEPOT INC. | 11K | $1M+ | SH |
| SPYG | SPDR S&P 500 GROWTH ETF | 43K | $1M+ | SH |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 137K | $1M+ | SH |
| GLDM | SPDR Gold MiniShares | 56K | $1M+ | SH |
| META | META PLATFORMS INC. CL A | 6K | $1M+ | SH |
| CMI | CUMMINS INC | 10K | $1M+ | SH |
| SCHW | SCHWAB CORP | 44K | $1M+ | SH |
| SDY | SPDR S&P DIVIDEND ETF | 30K | $1M+ | SH |