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 51–100 of 327
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABT | ABBOTT LAB | 31K | $1M+ | SH |
| USHY | ISHARES BROAD USD HIGH YLD CORP | 107K | $1M+ | SH |
| DE | DEERE CO | 9K | $1M+ | SH |
| PEP | PEPSI CO | 27K | $1M+ | SH |
| SYK | STRYKER CORP | 10K | $1M+ | SH |
| HON | HONEYWELL INTERNATIONAL INC | 17K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | 62K | $1M+ | SH |
| EOG | EOG RESOURCES | 31K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC. | 46K | $1M+ | SH |
| ACN | ACCENTURE PLC | 14K | $1M+ | SH |
| AVGO | BROADCOM INC. | 10K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 4K | $1M+ | SH |
| MMC | MARSH & MCLENNAN COMPANIES, INC | 16K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| PRN | Invesco Dorsey Wright Industria | 18K | $1M+ | SH |
| TXN | TEXAS INSTRUMENTS | 16K | $1M+ | SH |
| PAYX | PAYCHEX INC | 23K | $1M+ | SH |
| DHI | D.R. HORTON INCORPORATED | 17K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 18K | $1M+ | SH |
| CNQ | CANADIAN NATURAL RESOURCES LTD | 85K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 6K | $1M+ | SH |
| DG | DOLLAR GENERAL CORPORATION | 26K | $1M+ | SH |
| ZTS | ZOETIS INC. | 17K | $1M+ | SH |
| BR | BROADRIDGE FINANCIAL SOLUTIONS, | 11K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM | 43K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO. | 7K | $1M+ | SH |
| DOV | DOVER CORPORATION | 14K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 30K | $1M+ | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 44K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARK | 32K | $1M+ | SH |
| IWP | ISHARES RUSSELL MID CAP GROWTH | 15K | $1M+ | SH |
| CMCSA | COMCAST CORPORATION | 66K | $1M+ | SH |
| NKE | NIKE, INC | 29K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE INDE | 10K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY | 3K | $1M+ | SH |
| ROP | ROPER INDUSTRIES INC. | 4K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 14K | $1M+ | SH |
| WRB | WR BERKLEY CORP. | 25K | $1M+ | SH |
| SPGI | S&P GLOBAL INC. | 4K | $1M+ | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 59K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY | 30K | $1M+ | SH |
| GOOG | ALPHABET, INC. CLASS C | 7K | $1M+ | SH |
| IJJ | ISHARES S&P MIDCAP 400 VALUE IN | 13K | $1M+ | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | 6K | $1M+ | SH |
| ILCB | ISHARES MORNINGSTAR U.S. EQUITY | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC CLASS B | 3K | $1M+ | SH |
| IEF | ISHARES BARCLAYS 7-10 YEAR TREA | 16K | $1M+ | SH |
| MGK | Vanguard Mega Cap Growth ETF | 4K | $1M+ | SH |
| GSLC | Goldman Sachs ActiveBeta US LgC | 11K | $1M+ | SH |
| IWS | ISHARES RUSSELL MIDCAP VALUE IN | 10K | $1M+ | SH |