American Trust Investment Advisors, LLC - Portfolio overview

American Trust Investment Advisors, LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.55%
2. AAPL - APPLE INC, 4.27%
3. BG - BUNGE GLOBAL SA, 4.13%

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

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