American Trust has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $190M, Vanguard Bd Index Fd Inc Inter with a value of $89.7M, Ishares Core Dividend Growth E with a value of $56.3M, Ishares Core S&P Mid Cap ETF with a value of $51.6M, and Vanguard Small Cap ETF with a value of $48.5M.
Examining the 13F form we can see an increase of $94.9M in the current position value, from $1.01B to 1.11B.
American Trust is based out at Lexington, KY
Below you can find more details about American Trust portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $816 Million
Technology: $93.7 Million
Financial Services: $45.1 Million
Industrials: $37.4 Million
Healthcare: $34.4 Million
Consumer Cyclical: $32.9 Million
Consumer Defensive: $17.3 Million
Communication Services: $16.6 Million
Other: $14.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
