American Trust
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1905128
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.3B
Holdings
334
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
American Trust disclosed 334 positions worth $1.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 51 new positions and exited 30 — including a new stake in $SRCE. The portfolio is most concentrated in Other (74.4% of disclosed assets). All figures are sourced directly from American Trust’s Form 13F-HR filing with the SEC under CIK 1905128.
AI Fund Analysis
StableVANGUARD S&P 500 ETF - Equ
15.0% weight
Held 4 quarters
VANGUARD INTERMED TERM BON
7.2% weight
Held 4 quarters
ISHARES CORE DIVIDEND GROW
6.1% weight
Held 4 quarters
Vanguard Morningstar Growt
5.1% weight
Held 4 quarters
JPMORGAN ACTIVE GROWTH ETF
4.7% weight
Held 4 quarters
Vanguard Morningstar Growt
5 quarters accumulating
ISHARES CORE DIVIDEND GROW
4 quarters accumulating
Vanguard Morningstar Total
4 quarters accumulating
VANGUARD TOTAL BOND MARKET
4 quarters accumulating
ISHARES RUSSELL 2000 INDEX
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF - Equities
—Quality
$194.9M283,744 shVANGUARD INTERMED TERM BOND ETF - Equities
—Quality
$93.1M1,214,066 shISHARES CORE DIVIDEND GROWTH - Equities
—Quality
$78.7M1,039,043 shVanguard Morningstar Growth ETF - Equities
—Quality
$66.5M772,322 shJPMORGAN ACTIVE GROWTH ETF - Equities
—Quality
$60.8M616,315 shVANGUARD SMALL CAP ETF - Equities
—Quality
$57.4M189,427 sh- 60.6
Quality
$53.4M655,083 sh ISHARES CORE S&P MID-CAP ETF - Equities
—Quality
$51.6M669,220 shDIMENSIONAL INTERNATIONAL CORE - Equities
—Quality
$42.3M1,134,501 shVanguard Morningstar Mid-Cap ET - Equities
—Quality
$38.0M471,888 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - Equities | — | $194.9M | 283,744 |
| VANGUARD INTERMED TERM BOND ETF - Equities | — | $93.1M | 1,214,066 |
| ISHARES CORE DIVIDEND GROWTH - Equities | — | $78.7M | 1,039,043 |
| Vanguard Morningstar Growth ETF - Equities | — | $66.5M | 772,322 |
| JPMORGAN ACTIVE GROWTH ETF - Equities | — | $60.8M | 616,315 |
| VANGUARD SMALL CAP ETF - Equities | — | $57.4M | 189,427 |
 1ST SOURCE CORP$SRCE | 60.6 | $53.4M | 655,083 |
| ISHARES CORE S&P MID-CAP ETF - Equities | — | $51.6M | 669,220 |
| DIMENSIONAL INTERNATIONAL CORE - Equities | — | $42.3M | 1,134,501 |
| Vanguard Morningstar Mid-Cap ET - Equities | — | $38.0M | 471,888 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of American Trust's 334 positions.
Showing top 10 of 334 holdings.
Sector Allocation
Other
$964.9M
Financials
$108.7M
Technology
$105.1M
Industrials
$36.5M
Consumer Discretionary
$30.8M
Healthcare
$29.0M
Energy
$7.7M
Consumer Staples
$7.6M
Top Holdings — American Trust (Q2 2026)
Top 150 of 334 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD S&P 500 ETF - Equities | $194.9M | 15.0% | -2% | — |
| 2 | — | VANGUARD INTERMED TERM BOND ETF - Equities | $93.1M | 7.2% | -2% | — |
| 3 | — | ISHARES CORE DIVIDEND GROWTH - Equities | $78.7M | 6.1% | +5% | — |
| 4 | — | Vanguard Morningstar Growth ETF - Equities | $66.5M | 5.1% | +456% | — |
| 5 | — | JPMORGAN ACTIVE GROWTH ETF - Equities | $60.8M | 4.7% | +2% | — |
| 6 | — | VANGUARD SMALL CAP ETF - Equities | $57.4M | 4.4% | +1% | — |
| 7 | $SRCE | 1ST SOURCE CORP | $53.4M | 4.1% | NEW | 60.6 |
| 8 | — | ISHARES CORE S&P MID-CAP ETF - Equities | $51.6M | 4.0% | +2% | — |
| 9 | — | DIMENSIONAL INTERNATIONAL CORE - Equities | $42.3M | 3.3% | +4% | — |
| 10 | — | Vanguard Morningstar Mid-Cap ET - Equities | $38.0M | 2.9% | +295% | — |
| 11 | — | VANGUARD FTSE DEVELOPED MARKETS - Equities | $32.2M | 2.5% | -2% | — |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $31.9M | 2.5% | +0% | — |
| 13 | — | JP MORGAN ULTRA SHORT INCOME ET - Equities | $23.7M | 1.8% | -9% | — |
| 14 | — | JP MORGAN FLEXIBLE DEBT ETF - Equities | $23.1M | 1.8% | +2% | — |
| 15 | — | DIMENSIONAL US VECTOR EQUITY ET - Equities | $17.9M | 1.4% | +2% | — |
| 16 |  $AAPL | Apple Inc. | $16.3M | 1.3% | +0% | 76.4 |
| 17 | — | VANGUARD FTSE EMERGING MARKETS - Equities | $11.8M | 0.9% | -1% | — |
| 18 |  $MSFT | MICROSOFT CORP | $11.4M | 0.9% | +1% | 79.8 |
| 19 | — | SCHWAB FUNDAMENTAL US LARGE COM - Equities | $11.1M | 0.9% | -6% | — |
| 20 |  $JPM | JPMORGAN CHASE & CO | $9.9M | 0.8% | -8% | 70.7 |
| 21 |  $KLAC | KLA CORP | $9.7M | 0.7% | +681% | 78.6 |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $9.4M | 0.7% | +5% | — |
| 23 |  $NVDA | NVIDIA CORP | $8.9M | 0.7% | +3% | 85.9 |
| 24 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.9M | 0.7% | -14% | — |
| 25 |  $JNJ | JOHNSON & JOHNSON | $7.4M | 0.6% | +1% | 69 |
| 26 |  $LLY | ELI LILLY & Co | $7.1M | 0.6% | +3% | 87.5 |
| 27 |  $GOOG | Alphabet Inc. | $7.0M | 0.5% | +12% | 78.2 |
| 28 |  $AVGO | Broadcom Inc. | $6.7M | 0.5% | +101% | 84.5 |
| 29 | — | Vanguard Morningstar Total Stoc - Equities | $6.7M | 0.5% | +1% | — |
| 30 | — | ISHARES CORE S&P 500 ETF - Equities | $6.6M | 0.5% | +6% | — |
| 31 |  $APH | AMPHENOL CORP /DE/ | $5.8M | 0.5% | -25% | 79.3 |
| 32 | — | iShares Morningstar Mid-Cap Gro - Equities | $5.5M | 0.4% | -9% | — |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $5.4M | 0.4% | -10% | 68.7 |
| 34 |  $CMI | CUMMINS INC | $5.4M | 0.4% | -7% | 58.1 |
| 35 | — | SPDR S&P 500 GROWTH ETF - Equities | $5.4M | 0.4% | -0% | — |
| 36 |  $AMZN | AMAZON COM INC | $4.9M | 0.4% | +0% | 68.7 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 0.4% | -12% | 66.2 |
| 38 |  $V | VISA INC. | $4.6M | 0.3% | -6% | 82.9 |
| 39 |  $ABBV | AbbVie Inc. | $4.6M | 0.3% | -8% | 72.6 |
| 40 | — | SPDR S&P DIVIDEND ETF - Equities | $4.4M | 0.3% | +7% | — |
| 41 | — | JPMorgan Small & Mid Cap Enh Eq - Equities | $4.2M | 0.3% | -7% | — |
| 42 |  $DE | DEERE & CO | $4.0M | 0.3% | -10% | 55.4 |
| 43 |  $MA | Mastercard Inc | $3.9M | 0.3% | -11% | 85.1 |
| 44 |  $CTAS | CINTAS CORP | $3.9M | 0.3% | -7% | 68.7 |
| 45 |  $GLDM | World Gold Trust | $3.7M | 0.3% | -8% | — |
| 46 | — | ISHARES BROAD USD HIGH YLD CORP - Equities | $3.6M | 0.3% | -4% | — |
| 47 | — | JPMORGAN EQUITY PREMIUM INCOME - Equities | $3.5M | 0.3% | -1% | — |
| 48 |  $NEE | NEXTERA ENERGY INC | $3.3M | 0.3% | -10% | 64.6 |
| 49 |  $PH | Parker-Hannifin Corp | $3.2M | 0.3% | -9% | 65.8 |
| 50 |  $SCHW | SCHWAB CHARLES CORP | $3.2M | 0.2% | -8% | 79.4 |
| 51 | — | VANGUARD DIVIDEND APPRECIATION - Equities | $3.2M | 0.2% | +524% | — |
| 52 |  $HD | HOME DEPOT, INC. | $3.1M | 0.2% | -8% | 60.3 |
| 53 |  $EOG | EOG RESOURCES INC | $3.0M | 0.2% | -10% | 71.9 |
| 54 | — | ISHARES CORE MODERATE ALLOCATIO - Equities | $2.9M | 0.2% | +143% | — |
| 55 |  $PEP | PEPSICO INC | $2.8M | 0.2% | -9% | 63.4 |
| 56 |  $PG | PROCTER & GAMBLE Co | $2.7M | 0.2% | -7% | 64.6 |
| 57 |  $META | Meta Platforms, Inc. | $2.6M | 0.2% | +0% | 79.6 |
| 58 | — | ISHARES S&P GROWTH INDEX FD - Equities | $2.6M | 0.2% | +0% | — |
| 59 |  $GOOGL | Alphabet Inc. | $2.6M | 0.2% | +16% | 78.2 |
| 60 | — | JPMORGAN NASDAQ EQUITY PREMIUM - Equities | $2.6M | 0.2% | -2% | — |
| 61 |  $TXN | TEXAS INSTRUMENTS INC | $2.6M | 0.2% | -34% | 73.4 |
| 62 | — | ISHARES US INFRASTRUCTURE ETF - Equities | $2.6M | 0.2% | NEW | — |
| 63 |  $IVZ | Invesco Ltd. | $2.5M | 0.2% | +4% | — |
| 64 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $2.4M | 0.2% | -10% | — |
| 65 | — | VANGUARD INFORMATION TECHNOLOGY - Equities | $2.4M | 0.2% | +744% | — |
| 66 |  $SYK | STRYKER CORP | $2.4M | 0.2% | -11% | 72.1 |
| 67 | — | ISHARES RUSSELL 1000 VALUE INDE - Equities | $2.4M | 0.2% | +20% | — |
| 68 | — | VANGUARD TOTAL BOND MARKET ETF - Equities | $2.3M | 0.2% | +0% | — |
| 69 |  $DOV | DOVER Corp | $2.3M | 0.2% | -11% | 58.1 |
| 70 |  $ABT | ABBOTT LABORATORIES | $2.3M | 0.2% | -11% | 65.5 |
| 71 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.2% | -11% | 67.6 |
| 72 |  $BLK | BlackRock, Inc. | $2.2M | 0.2% | -10% | 70 |
| 73 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.1M | 0.2% | -11% | 65.1 |
| 74 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $2.1M | 0.2% | -11% | 60.2 |
| 75 |  $DHI | HORTON D R INC /DE/ | $2.0M | 0.2% | -11% | 53.6 |
| 76 | — | Vanguard Morningstar Value ETF - Equities | $2.0M | 0.1% | +1% | — |
| 77 | — | ISHARES MORNINGSTAR U.S. EQUITY - Equities | $2.0M | 0.1% | +7% | — |
| 78 | — | ISHARES S&P MIDCAP 400 VALUE IN - Equities | $2.0M | 0.1% | -0% | — |
| 79 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.9M | 0.1% | -11% | 66.2 |
| 80 |  $WRB | BERKLEY W R CORP | $1.8M | 0.1% | -11% | 68.6 |
| 81 |  $SHW | SHERWIN WILLIAMS CO | $1.8M | 0.1% | -10% | 61.3 |
| 82 | — | ISHARES RUSSELL 1000 GROWTH IND - Equities | $1.7M | 0.1% | +308% | — |
| 83 | — | Vanguard Mega Cap Growth ETF - Equities | $1.7M | 0.1% | +426% | — |
| 84 |  $ASML | ASML HOLDING NV | $1.6M | 0.1% | +1% | — |
| 85 | $IVZ | Invesco Ltd. | $1.6M | 0.1% | +2% | — |
| 86 | — | JANUS HENDERSON AAA CLO ETF - Equities | $1.5M | 0.1% | +0% | — |
| 87 |  $ACN | Accenture plc | $1.5M | 0.1% | +9% | — |
| 88 | — | VANGUARD SMALL CAP GROWTH ETF - Equities | $1.5M | 0.1% | +4% | — |
| 89 | — | SCHWAB US LARGE-CAP GROWTH ETF - Equities | $1.5M | 0.1% | +8% | — |
| 90 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | -0% | — |
| 91 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.1% | -54% | 65 |
| 92 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | -7% | 73.8 |
| 93 |  $HONA | Honeywell Aerospace Inc. | $1.4M | 0.1% | NEW | — |
| 94 | — | ISHARES CORE MSCI EMERGING MARK - Equities | $1.4M | 0.1% | +5% | — |
| 95 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $1.4M | 0.1% | +7% | 66.5 |
| 96 |  $WMT | Walmart Inc. | $1.3M | 0.1% | +4% | 60.2 |
| 97 |  $SPGI | S&P Global Inc. | $1.3M | 0.1% | -10% | 76.1 |
| 98 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.1% | +43% | 79.8 |
| 99 | — | VANGUARD MID CAP VALUE ETF - Equities | $1.3M | 0.1% | +1% | — |
| 100 |  $ANET | Arista Networks, Inc. | $1.3M | 0.1% | +2% | 81.9 |
| 101 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.2M | 0.1% | +60% | 55.2 |
| 102 | — | Goldman Sachs ActiveBeta US LgC - Equities | $1.2M | 0.1% | -6% | — |
| 103 |  $URI | UNITED RENTALS, INC. | $1.2M | 0.1% | -1% | 63.9 |
| 104 | — | ISHARES CORE S&P SMALL-CAP ETF - Equities | $1.2M | 0.1% | +18% | — |
| 105 | — | VANECK VECTORS SEMICONDUCTOR ET - Equities | $1.2M | 0.1% | -23% | — |
| 106 | — | TECHNOLOGY SELECT SECTOR SPDR - Equities | $1.2M | 0.1% | +3% | — |
| 107 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | -4% | 72.3 |
| 108 | — | ISHARES CORE MSCI EAFE ETF - Equities | $1.1M | 0.1% | +14% | — |
| 109 |  $FIBK | FIRST INTERSTATE BANCSYSTEM INC | $1.1M | 0.1% | +0% | 54.6 |
| 110 |  $VRT | Vertiv Holdings Co | $1.1M | 0.1% | +8% | 81 |
| 111 |  $TSLA | Tesla, Inc. | $1.1M | 0.1% | +5% | 53.9 |
| 112 | — | VANGUARD REAL ESTATE INDEX FUND - Equities | $1.1M | 0.1% | +9% | — |
| 113 |  $IBIT | iShares Bitcoin Trust ETF | $1.0M | 0.1% | +0% | — |
| 114 | — | VANGUARD UTILITIES ETF - Equities | $1.0M | 0.1% | +1% | — |
| 115 |  $TFC | TRUIST FINANCIAL CORP | $979,312 | 0.1% | -8% | 76.4 |
| 116 | — | ISHARES S&P 100 INDEX FUND - Equities | $960,855 | 0.1% | -2% | — |
| 117 |  $XOM.R34088 | EXXON MOBIL CORP | $922,040 | 0.1% | -8% | 57.9 |
| 118 | — | ISHARES RUSSELL MID CAP GROWTH - Equities | $915,313 | 0.1% | -9% | — |
| 119 | — | SPDR PORTFOLIO SMALL CAP ETF - Equities | $900,635 | 0.1% | -7% | — |
| 120 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $890,240 | 0.1% | -21% | 73.3 |
| 121 | — | iShares ESG Aware MSCI USA Smal - Equities | $885,029 | 0.1% | +10% | — |
| 122 |  $IAU | ISHARES GOLD TRUST | $821,662 | 0.1% | -53% | — |
| 123 | — | ISHARES S&P 500 VAL IDX FD - Equities | $815,825 | 0.1% | +2% | — |
| 124 |  $MU | MICRON TECHNOLOGY INC | $814,929 | 0.1% | +17% | 86.2 |
| 125 | — | SPDR DOW JONES INDUST AVERAGE E - Equities | $790,256 | 0.1% | +14% | — |
| 126 |  $SNDK | Sandisk Corp | $788,984 | 0.1% | NEW | 87.7 |
| 127 |  $CAT | CATERPILLAR INC | $780,572 | 0.1% | +51% | 66.5 |
| 128 | — | EA BRIDGEWAY BLUE CHIP ETF - Equities | $764,580 | 0.1% | -2% | — |
| 129 |  $FTAI | FTAI Aviation Ltd. | $764,518 | 0.1% | +11% | — |
| 130 |  $ADSK | Autodesk, Inc. | $744,823 | 0.1% | +147% | 78.6 |
| 131 |  $JBL | JABIL INC | $742,820 | 0.1% | -2% | 57.4 |
| 132 |  $GE | GENERAL ELECTRIC CO | $739,985 | 0.1% | +3% | 73.8 |
| 133 |  $STX | Seagate Technology Holdings plc | $718,925 | 0.1% | -18% | — |
| 134 | — | ISHARES RUSSELL TOP 200 GROWTH - Equities | $718,779 | 0.1% | +1% | — |
| 135 |  $GLD | SPDR GOLD TRUST | $717,371 | 0.1% | -10% | — |
| 136 | — | VANGUARD SHORT TERM GOVERNMENT - Equities | $708,219 | 0.1% | -16% | — |
| 137 |  $CB | Chubb Ltd | $703,969 | 0.1% | -10% | — |
| 138 | — | VANGUARD SMALL CAP VALUE ETF - Equities | $692,415 | 0.1% | -7% | — |
| 139 |  $IDXX | IDEXX LABORATORIES INC /DE | $688,057 | 0.1% | -11% | 73.8 |
| 140 | — | SCHWAB US DIVIDEND EQUITY - Equities | $680,619 | 0.1% | +3% | — |
| 141 | — | ISHARES CORE S&P TOTAL US STOCK - Equities | $675,479 | 0.1% | -5% | — |
| 142 |  $BKNG | Booking Holdings Inc. | $660,379 | 0.1% | +2840% | 58.5 |
| 143 |  $ISRG | INTUITIVE SURGICAL INC | $652,195 | 0.1% | +8% | 79.9 |
| 144 | — | ISHARES RUSSELL MIDCAP VALUE IN - Equities | $646,417 | 0.1% | -15% | — |
| 145 |  $ADP | AUTOMATIC DATA PROCESSING INC | $641,617 | 0.1% | +146% | 69.8 |
| 146 |  $FIX | COMFORT SYSTEMS USA INC | $638,188 | 0.1% | -7% | 77.7 |
| 147 | — | FT Cboe Vest Buffered Allocatio - Equities | $637,113 | 0.1% | +1% | — |
| 148 | — | PIMCO ACTIVE BOND ETF - Equities | $637,111 | 0.1% | -0% | — |
| 149 |  $GS | GOLDMAN SACHS GROUP INC | $625,027 | 0.1% | -1% | 73.5 |
| 150 | — | SCHWAB US LARGE CAP - Equities | $594,309 | 0.1% | +0% | — |
New Positions (51)
$SRCE 1ST SOURCE CORP$53.4M ISHARES US INFRASTRUCTURE ETF - Equities$2.6M
$HONA Honeywell Aerospace Inc.$1.4M$SNDK Sandisk Corp$788,984
$WDC WESTERN DIGITAL CORP$542,912
$SNOW Snowflake Inc.$493,985
$ALAB Astera Labs, Inc.$404,771
$MDB MongoDB, Inc.$404,760 VANGUARD TOTAL INTERNATIONAL ST - Equities$398,444
$WM WASTE MANAGEMENT INC$390,040
$INTC INTEL CORP$387,054
$LRCX LAM RESEARCH CORP$375,264 VANGUARD INTERMEDIATE TERM GOVE - Equities$370,026
$UNP UNION PACIFIC CORP$313,888
$ROK ROCKWELL AUTOMATION, INC$301,999Exited Positions (30)
JPMORGAN MUNICIPAL ETF
$DG DOLLAR GENERAL CORP
$ZTS Zoetis Inc.
$CCZ COMCAST CORP
$NKE NIKE, Inc.
$ROP ROPER TECHNOLOGIES INC
$RACE Ferrari N.V. FIDELITY NASDAQ COMPOSITE ETF
$ADBE ADOBE INC.
$HCA HCA Healthcare, Inc.
$BMY BRISTOL MYERS SQUIBB CO
$CACI CACI INTERNATIONAL INC /DE/
$SGOL abrdn Gold ETF Trust
$PODD INSULET CORP
$PEGA PEGASYSTEMS INCBrowse Top Institutional Investors
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