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 101–150 of 327
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFLX | NETFLIX INC. | 1K | $1M+ | SH |
| ASML | ASML HOLDING NV | 1K | $1M+ | SH |
| URI | UNITED RENTALS INC | 1K | $1M+ | SH |
| JBHT | HUNT J B TRANS SVCS INC | 10K | $1M+ | SH |
| IVW | ISHARES S&P GROWTH INDEX FD | 11K | $1M+ | SH |
| IDXX | IDEXX LABORATORIES INC | 2K | $1M+ | SH |
| TSLA | TESLA MOTORS INC. | 3K | $1M+ | SH |
| ADBE | ADOBE SYS INC | 3K | $1M+ | SH |
| GLD | SPDR GOLD TRGOLD SHS | 3K | $1M+ | SH |
| AHR | American Healthcare REIT Inc Or | 28K | $1M+ | SH |
| WMT | WALMART INC. | 12K | $1M+ | SH |
| DBP | Invesco DB Precious Metals Fund | 13K | $1M+ | SH |
| RPG | SHARES S&P 500 PURE GROWTH PORT | 24K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY | 42K | $1M+ | SH |
| XMMO | Invesco S&P MidCap Momentum ETF | 8K | $1M+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH IND | 3K | $1M+ | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 6K | $1M+ | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 4K | $1M+ | SH |
| RSPU | Invesco S&P 500 Equal Weight Ut | 14K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 12K | $1M+ | SH |
| RACE | Ferrari N.V. | 2K | $1M+ | SH |
| PGR | PROGRESSIVE CORP. | 4K | $1M+ | SH |
| SCHX | SCHWAB US LARGE CAP | 39K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 9K | $1M+ | SH |
| IMCB | iShares Morningstar Mid Core In | 12K | $1M+ | SH |
| VGSH | VANGUARD SHORT TERM GOVERNMENT | 17K | $500K+ | SH |
| TFC | TRUIST FINANCIAL CORP. | 21K | $500K+ | SH |
| NOW | ServiceNow Inc | 1K | $500K+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 10K | $500K+ | SH |
| OEF | ISHARES S&P 100 INDEX FUND | 3K | $500K+ | SH |
| FIBK | FIRST INTERSTATE BANCSYSTEM INC | 29K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| MPWR | MONOLITHIC POWER SYSTEMS | 967 | $500K+ | SH |
| IVE | ISHARES S&P 500 VAL IDX FD | 4K | $500K+ | SH |
| AGG | ISHARES BARCLAYS AGGREGATE BD F | 9K | $500K+ | SH |
| IGSB | ISHARES SHORT-TERM CORPORATE BO | 15K | $500K+ | SH |
| FTAI | FTAI AVIATION LTD | 5K | $500K+ | SH |
| SPSM | SPDR PORTFOLIO SMALL CAP ETF | 16K | $500K+ | SH |
| SCHA | SCHWAB US SMALL CAP | 27K | $500K+ | SH |
| INTU | INTUIT INC | 1K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC. | 138 | $500K+ | SH |
| APP | AppLovin Corp Cl A | 1K | $500K+ | SH |
| VPU | VANGUARD UTILITIES ETF | 4K | $500K+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 30K | $500K+ | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH | 2K | $500K+ | SH |
| CB | CHUBB LTD | 2K | $500K+ | SH |
| MCD | MCDONALDS | 2K | $500K+ | SH |
| ESML | iShares ESG Aware MSCI USA Smal | 15K | $500K+ | SH |
| BBLU | EA BRIDGEWAY BLUE CHIP ETF | 44K | $500K+ | SH |
| BOND | PIMCO ACTIVE BOND ETF | 7K | $500K+ | SH |