American Trust - Portfolio overview

American Trust has 382 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500, 14.89%
2. BIV - VANGUARD INTERMED TERM BOND ETF, 8.20%
3. DGRO - ISHARES CORE DIVIDEND GROWTH, 5.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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