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 201–250 of 327
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD | 10K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| RMD | RESMED INC | 1K | $100K–$500K | SH |
| OKTA | OKTA INC. CL A | 4K | $100K–$500K | SH |
| SE | SEA LTD. ADR | 2K | $100K–$500K | SH |
| IUSG | iShares Core S&P US Growth ETF | 2K | $100K–$500K | SH |
| ICF | ISHARES COHEN & STEERS REALTY M | 6K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 9K | $100K–$500K | SH |
| JBL | JABIL CIRCUIT INC | 2K | $100K–$500K | SH |
| VRT | Vertiv Hldg Co Class A | 3K | $100K–$500K | SH |
| CVNA | Carvana Co Cl A | 1K | $100K–$500K | SH |
| VIOO | Vanguard S&P Small-Cap 600 Inde | 3K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 2K | $100K–$500K | SH |
| PEGA | Pegasystems Inc | 7K | $100K–$500K | SH |
| IBDV | ISHARES IBONDS DEC 2030 TERM CO | 17K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATN | 8K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROC | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO & CO | 4K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 3K | $100K–$500K | SH |
| VEEV | VEEVA SYSTEMS INC CLASS A | 1K | $100K–$500K | SH |
| TOTL | SPDR DOUBLELINE TOTAL RETURN TA | 9K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| TER | TERADYNE INC. | 3K | $100K–$500K | SH |
| EXP | Eagle Materials Inc | 1K | $100K–$500K | SH |
| XLY | SECTOR CNSMR SPDR | 1K | $100K–$500K | SH |
| HLI | HOULIHAN LOKEY INC CLASS A | 2K | $100K–$500K | SH |
| LITE | LUMENTUM HOLDINGS INC. | 2K | $100K–$500K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 1K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORPORATIO | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 1K | $100K–$500K | SH |
| PXH | Invesco FTSE RAFI Emerging Mark | 13K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 423 | $100K–$500K | SH |
| FIX | COMFORT SYSTEMS USA INC | 395 | $100K–$500K | SH |
| DIS | WALT DISNEY | 3K | $100K–$500K | SH |
| XLF | The Financial Select Sector SPD | 6K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY SA | 460 | $100K–$500K | SH |
| SCHM | SCHWAB US MID-CAP ETF | 11K | $100K–$500K | SH |
| IJK | ISHARES S&P MIDCAP 400 GROWTH I | 3K | $100K–$500K | SH |
| JVAL | JPMorgan US Value Factor ETF | 7K | $100K–$500K | SH |
| VTIP | Vanguard Shrt-Term Infl-Prot Se | 6K | $100K–$500K | SH |
| MINT | Pimco Enhanced Short Maturity E | 3K | $100K–$500K | SH |
| EFG | I SHARES MSCI EAFE GROWTH | 3K | $100K–$500K | SH |
| MKL | MARKEL CP HLDG CO | 158 | $100K–$500K | SH |
| BSV | VANGUARD ST BOND ETF | 4K | $100K–$500K | SH |
| DVY | ISHARES DOW JONES SELECT DIVIDE | 2K | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTERNATIONAL, IN | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC CLASS A | 680 | $100K–$500K | SH |
| JPIN | JPMORGAN DIVERSIFIED RETURN INT | 4K | $100K–$500K | SH |