American Trust Investment Advisors, LLC
American Trust Investment Advisors, LLC reported 81 positions worth $202.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $9.8M | 4.84% | 33,905 | — | — | |
| ▸ 2 | LRCX | SH | $9.7M | 4.80% | 22,444 | — | — | |
| ▸ 3 | BRK-B | SH | $8.3M | 4.11% | 16,619 | — | — | |
| ▸ 4 | C | SH | $7.3M | 3.61% | 52,266 | — | — | |
| ▸ 5 | IBM | SH | $7.1M | 3.52% | 25,362 | — | — | |
| ▸ 6 | MSFT | SH | $6.6M | 3.26% | 17,717 | — | — | |
| ▸ 7 | CARR | SH | $6.4M | 3.14% | 86,636 | — | — | |
| ▸ 8 | NVDA | SH | $6.3M | 3.10% | 31,371 | — | — | |
| ▸ 9 | GOOGL | SH | $6.2M | 3.04% | 17,218 | — | — | |
| ▸ 10 | NXPI | SH | $6.1M | 3.00% | 21,624 | — | — |
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Frequently Asked Questions
What stocks does American Trust Investment Advisors, LLC hold as of Q2 2026?
American Trust Investment Advisors, LLC reported 81 positions worth $202.6M in its Q2 2026 13F filing. Largest positions: AAPL (4.8%), LRCX (4.8%), BRK-B (4.1%), C (3.6%) and IBM (3.5%).
What did American Trust Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did American Trust Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.