Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
American Trust Investment Advisors, LLC (CIK 1291424) reported $181.0M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($13.0M, 7.19%), AAPL ($8.5M, 4.69%), BG ($8.2M, 4.54%), LRCX ($6.9M, 3.79%), C ($5.8M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.0M | 7.19% | 27,176 | Added |
| 2 | AAPL | APPLE INC | $8.5M | 4.69% | 33,443 | Trimmed |
| 3 | BG | BUNGE GLOBAL SA | $8.2M | 4.54% | 64,546 | Trimmed |
| 4 | LRCX | LAM RESEARCH CORP | $6.9M | 3.79% | 32,133 | Trimmed |
| 5 | C | CITIGROUP INC | $5.8M | 3.23% | 51,520 | Added |
| 6 | MSFT | MICROSOFT CORP | $5.8M | 3.20% | 15,645 | Added |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $5.8M | 3.18% | 23,757 | Added |
| 8 | META | META PLATFORMS INC | $5.3M | 2.94% | 9,306 | Trimmed |
| 9 | CEG | CONSTELLATION ENERGY CORP | $5.2M | 2.85% | 18,471 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $5.1M | 2.82% | 17,749 | Trimmed |
| 11 | SO | SOUTHERN CO | $4.9M | 2.73% | 51,116 | Added |
| 12 | CARR | CARRIER GLOBAL CORPORATION | $4.9M | 2.71% | 87,161 | Added |
| 13 | SCHW | SCHWAB CHARLES CORP | $4.8M | 2.67% | 51,488 | Added |
| 14 | SONY | SONY GROUP CORP | $4.7M | 2.61% | 228,102 | Added |
| 15 | J | JACOBS SOLUTIONS INC | $4.7M | 2.59% | 36,787 | Added |
| 16 | AMZN | AMAZON COM INC | $4.4M | 2.41% | 20,976 | Trimmed |
| 17 | ALV | AUTOLIV INC | $4.3M | 2.37% | 40,771 | Trimmed |
| 18 | FLR | FLUOR CORP | $4.1M | 2.24% | 86,949 | Trimmed |
| 19 | ACN | ACCENTURE PLC IRELAND | $4.0M | 2.20% | 20,040 | Added |
| 20 | NXPI | NXP SEMICONDUCTORS N V | $3.9M | 2.17% | 19,950 | Added |
| 21 | BWXT | BWX TECHNOLOGIES INC | $3.8M | 2.12% | 18,785 | Trimmed |
| 22 | IRM | IRON MTN INC DEL | $3.8M | 2.10% | 37,146 | Added |
| 23 | LNG | CHENIERE ENERGY INC | $3.7M | 2.07% | 13,207 | Trimmed |
| 24 | MDLZ | MONDELEZ INTL INC | $3.7M | 2.02% | 63,352 | Added |
| 25 | CTRA | COTERRA ENERGY INC | $3.6M | 1.98% | 102,198 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31