Fund Holdings — American Trust Investment Advisors, LLC

Total Portfolio Value
$181.01M
Total Bought
$15.18M
Total Sold
$21.44M
Net Transaction
-$6.26M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
BUNGE GLOBAL SA(BG)66,79164,546-2,2455,9508,2104.54%+2,261
MCCORMICK & CO INC(MKC)043,210+43,21002,1801.20%+2,180
CHENIERE ENERGY INC(LNG)13,55313,207-3462,6353,7482.07%+1,113
ISHARES INC
MSCI EMRG CHN
010,980+10,98008640.48%+864
COTERRA ENERGY INC104,620102,198-2,4222,7543,5911.98%+838
CONOCOPHILLIPS(COP)22,26021,636-6242,0842,8561.58%+772
IRON MTN INC DEL(IRM)36,62437,146+5223,0383,7942.10%+756
BWX TECHNOLOGIES INC(BWXT)18,98818,785-2033,2823,8412.12%+559
FLUOR CORP(FLR)88,30486,949-1,3553,4994,0562.24%+557
SOUTHERN CO(SO)51,03051,116+864,4504,9342.73%+484
AMERICA MOVIL SAB DE CV(AMX)106,225104,540-1,6852,1962,6641.47%+468
ASML HLDG NV
N Y REGISTRY SHS
335560+2253587400.41%+381
TOYOTA MOTOR CORP(TM)1,7103,540+1,8303667300.40%+364
MONDELEZ INTL INC(MDLZ)61,35263,352+2,0003,3033,6522.02%+349
CARRIER GLOBAL CORPORATION(CARR)86,30687,161+8554,5604,9082.71%+348
BHP BILLITON LIMITED6,0729,642+3,5703677010.39%+335
SAP SE(SAP)1,6204,225+2,6053947230.40%+330
LOCKHEED MARTIN CORP(LMT)3,3863,255-1311,6381,9671.09%+330
TREX INC(TREX)54,66061,650+6,9901,9172,2451.24%+328
GENERAC HLDGS INC(GNRC)01,380+1,38002700.15%+270
PFIZER INC(PFE)07,979+7,97902240.12%+224
BRISTOL-MYERS SQUIBB CO(BMY)03,693+3,69302240.12%+224
NOVARTIS AG(NVS)01,345+1,34502050.11%+205
KONTOOR BRANDS INC(KTB)19,67919,794+1151,2021,3910.77%+189
UBS GROUP AG(UBS)11,29516,260+4,9655236350.35%+112
NEXTPOWER INC2,6752,67502333220.18%+89
HSBC HLDGS PLC(HSBC)8,0458,755+7106337220.40%+89
ITRON INC(ITRI)2,5903,575+9852413200.18%+80
BP PLC(BP)11,56010,045-1,5154014720.26%+71
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
10,22510,22502763340.18%+58
XYLEM INC(XYL)1,7552,470+7152392950.16%+56
BJS WHSL CLUB HLDGS INC(BJ)5,8155,81505245720.32%+49
HA SUSTAINABLE INFRA CAP INC(HASI)8,9908,99002833300.18%+48
CHUBB LTD SWITZ
COM
3,3863,38601,0571,1040.61%+47
NEXTERA ENERGY INC(NEE)3,5903,59002883330.18%+45
HONEYWELL INTL INC(HON)1,3191,31902572980.16%+41
MERCK & CO INC(MRK)2,4832,48302612990.17%+37
HEXCEL CORP NEW(HXL)3,4453,44502552790.15%+24
FIRST SOLAR INC(FSLR)1,0701,510+4402802980.16%+18
COLGATE PALMOLIVE CO(CL)2,6902,69002132290.13%+17
CITIGROUP INC(C)49,93551,520+1,5855,8275,8433.23%+16
CUMMINS INC(CMI)50550502582720.15%+14
EMERA INC(EMA)4,6854,68502312430.13%+12
JOHNSON & JOHNSON(JNJ)1,1771,042-1352442550.14%+11
ORMAT TECHNOLOGIES INC(ORA)2,4152,41502672700.15%+4
MP MATERIALS CORP(MP)59,81062,520+2,7103,0223,0171.67%-4
PROSHARES TR
SP500 EX HLTH
6,0336,040+74504290.24%-21
SCHWAB STRATEGIC TR70,07068,930-1,1401,8561,8341.01%-22
STATE STR SPDR S&P 500 ETF T(SPY)1,2371,23708448040.44%-39
NATIONAL GRID PLC(NGG)5,1724,227-9454003580.20%-42
NETFLIX INC.(NFLX)4,1403,550-5903883410.19%-47
TESLA INC(TSLA)73473403302730.15%-57
HONDA MOTOR CO LTD(HMC)9,5858,300-1,2852832020.11%-81
JACOBS SOLUTIONS INC(J)36,26736,787+5204,8044,6822.59%-122
V F CORP(VFC)69,77967,084-2,6951,2621,1400.63%-122
AUTOMATIC DATA PROCESSING IN2,2732,27305854620.26%-123
BANCO SANTANDER SA(SAN)222,925215,580-7,3452,6152,4321.34%-183
ELI LILLY & CO(LLY)882820-629487540.42%-194
SCHWAB CHARLES CORP(SCHW)50,91351,488+5755,0874,8392.67%-248
ALPHABET INC(GOOG)7960-7962500—-250
NXP SEMICONDUCTORS N V
COM
19,26319,950+6874,1813,9272.17%-254
CBRE GROUP INC(CBRE)15,79416,714+9202,5402,2641.25%-275
WOODSIDE ENERGY GROUP LTD(WDS)17,9440-17,9442800—-280
TELEFONICA S A(TEFOF)75,9840-75,9843080—-308
ALBEMARLE CORP(ALB)2,2790-2,2793220—-322
EMBRAER S.A.(EMBJ)50,00247,642-2,3603,2192,8271.56%-392
LENNAR CORP(LEN)30,12430,899+7753,0972,6831.48%-413
AMAZON COM INC(AMZN)21,19020,976-2144,8914,3692.41%-522
ALPHABET INC(GOOG)18,17817,749-4295,6905,1042.82%-586
BERKSHIRE HATHAWAY INC DEL27,10327,176+7313,62313,0237.19%-601
AUTOLIV INC(ALV)42,21640,771-1,4455,0114,2872.37%-724
APPLE INC(AAPL)34,04233,443-5999,2558,4874.69%-767
AMENTUM HOLDINGS INC29,1750-29,1758460—-846
META PLATFORMS INC(META)9,4689,306-1626,2505,3242.94%-925
SONY GROUP CORP(SONY)222,357228,102+5,7455,6924,7222.61%-971
ACCENTURE PLC IRELAND
SHS CLASS A
19,01520,040+1,0255,1023,9742.20%-1,128
LAM RESEARCH CORP(LRCX)47,14432,133-15,0118,0706,8663.79%-1,205
INTERNATIONAL BUSINESS MACHS(IBM)23,69523,757+627,0195,7583.18%-1,260
CAMECO CORP(CCJ)41,28522,410-18,8753,7772,4341.34%-1,343
ARCOS DORADOS HOLDINGS INC(ARCO)209,3130-209,3131,5360—-1,536
MICROSOFT CORP(MSFT)15,46015,645+1857,4775,7913.20%-1,685
OPERA LTD(OPRA)126,0250-126,0251,7850—-1,785
CONSTELLATION ENERGY CORP(CEG)20,21118,471-1,7407,1405,1582.85%-1,982
Page 1 of 1
American Trust Investment Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail