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 $202.6M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($9.8M, 4.84%), LRCX ($9.7M, 4.80%), BRKB ($8.3M, 4.11%), C ($7.3M, 3.61%), IBM ($7.1M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.8M | 4.84% | 33,905 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $9.7M | 4.80% | 22,444 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.3M | 4.11% | 16,619 | Trimmed |
| 4 | C | CITIGROUP INC | $7.3M | 3.61% | 52,266 | Added |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | $7.1M | 3.52% | 25,362 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.6M | 3.26% | 17,717 | Added |
| 7 | CARR | CARRIER GLOBAL CORPORATION | $6.4M | 3.14% | 86,636 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $6.3M | 3.10% | 31,371 | New |
| 9 | GOOGL | ALPHABET INC | $6.2M | 3.04% | 17,218 | Trimmed |
| 10 | NXPI | NXP SEMICONDUCTORS N V | $6.1M | 3.00% | 21,624 | Added |
| 11 | SCHW | SCHWAB CHARLES CORP | $6.0M | 2.95% | 64,855 | Added |
| 12 | BG | BUNGE GLOBAL SA | $5.9M | 2.92% | 55,341 | Trimmed |
| 13 | MDLZ | MONDELEZ INTL INC | $5.7M | 2.80% | 98,096 | Added |
| 14 | J | JACOBS SOLUTIONS INC | $5.5M | 2.70% | 43,392 | Added |
| 15 | SONY | SONY GROUP CORP | $5.4M | 2.65% | 267,579 | Added |
| 16 | META | META PLATFORMS INC | $5.0M | 2.46% | 8,833 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $5.0M | 2.46% | 20,901 | Trimmed |
| 18 | SO | SOUTHERN CO | $4.9M | 2.43% | 51,434 | Added |
| 19 | CEG | CONSTELLATION ENERGY CORP | $4.8M | 2.36% | 19,252 | Added |
| 20 | NOW | SERVICENOW INC | $4.7M | 2.33% | 47,465 | New |
| 21 | ALV | AUTOLIV INC | $4.7M | 2.31% | 40,357 | Trimmed |
| 22 | IRM | IRON MTN INC DEL | $4.4M | 2.17% | 34,838 | Trimmed |
| 23 | BWXT | BWX TECHNOLOGIES INC | $4.0M | 1.98% | 20,582 | Added |
| 24 | XSD | SPDR SERIES TRUST | $4.0M | 1.96% | 6,379 | New |
| 25 | LEN | LENNAR CORP | $3.9M | 1.91% | 42,754 | Added |
Source: SEC Form 13F filings · as of 2026-06-30