Fund Holdings

American Trust Investment Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
CARRIER GLOBAL CORPORATION(CARR)084,805+84,80505,062,8592.61%+5,062,859
CITIGROUP INC(C)046,685+46,68504,738,5282.44%+4,738,528
ACCENTURE PLC IRELAND018,280+18,28004,507,8482.32%+4,507,848
AMAZON COM INC(AMZN)1,59020,563+18,973348,8304,515,0182.33%+4,166,188
TREX CO INC(TREX)058,135+58,13503,003,8351.55%+3,003,835
LAM RESEARCH CORP(LRCX)49,58747,132-2,4554,826,7996,310,9753.25%+1,484,176
APPLE INC(AAPL)37,53533,869-3,6667,701,0628,624,0714.45%+923,009
JACOBS SOLUTIONS INC(J)38,04436,107-1,9375,000,8845,410,9952.79%+410,111
SONY GROUP CORP(SONY)226,165217,522-8,6435,887,0756,262,4583.23%+375,383
AUTOLIV INC(ALV)45,25343,264-1,9895,063,8115,343,1042.76%+279,293
NEXTRACKER INC03,675+3,6750271,9130.14%+271,913
ITRON INC(ITRI)02,100+2,1000261,5760.13%+261,576
LENNAR CORP(LEN)32,30430,312-1,9923,573,1453,820,5241.97%+247,379
HONEYWELL INTL INC(HON)01,119+1,1190235,5500.12%+235,550
ORMAT TECHNOLOGIES INC(ORA)02,415+2,4150232,4440.12%+232,444
XYLEM INC(XYL)01,570+1,5700231,5750.12%+231,575
EMERA INC(EMA)04,685+4,6850224,7250.12%+224,725
HEXCEL CORP NEW(HXL)03,445+3,4450216,0020.11%+216,002
GENERAC HLDGS INC(GNRC)01,235+1,2350206,7390.11%+206,739
BANCO SANTANDER S.A.(SAN)258,815222,360-36,4552,148,1652,330,3331.20%+182,168
CAMECO CORP(CCJ)65,20459,456-5,7484,840,0934,985,9802.57%+145,887
LOCKHEED MARTIN CORP(LMT)3,2083,268+601,485,7531,631,4180.84%+145,665
V F CORP(VFC)73,66568,789-4,876865,564992,6250.51%+127,061
AMERICA MOVIL SAB DE CV(AMX)118,880106,415-12,4652,132,7072,234,7151.15%+102,008
KONTOOR BRANDS INC(KTB)21,86219,295-2,5671,442,2361,539,1620.79%+96,926
NXP SEMICONDUCTORS N V18,96118,575-3864,142,7894,230,0852.18%+87,296
SCHWAB CHARLES CORP(SCHW)51,31749,941-1,3764,682,1634,767,8672.46%+85,704
HSBC HLDGS PLC(HSBC)8,0458,0450489,056571,0340.29%+81,978
UBS GROUP AG(UBS)11,29511,2950381,997463,0950.24%+81,098
SPDR S&P 500 ETF TR(SPY)1,2671,2670782,816844,0500.44%+61,234
ASML HOLDING N V3353350268,466324,3100.17%+55,844
BHP GROUP LTD6,0726,0720292,002338,5140.17%+46,512
TOYOTA MOTOR CORP(TM)1,7101,7100294,565326,7640.17%+32,199
OPERA LTD(OPRA)132,432122,327-10,1052,502,9652,524,8291.30%+21,864
BP PLC(BP)12,98011,845-1,135388,491408,1790.21%+19,688
CUMMINS INC(CMI)625505-120204,688213,2970.11%+8,609
PROSHARES TR6,6516,201-450450,701454,9590.23%+4,258
WOODSIDE ENERGY GROUP LTD(WDS)17,94417,9440276,876270,0570.14%-6,819
NATIONAL GRID PLC(NGG)5,1725,1720384,849375,8490.19%-9,000
TELEFONICA S A(TEFOF)75,98475,9840397,396385,9990.20%-11,397
CONOCOPHILLIPS(COP)23,87622,463-1,4132,142,6322,124,7751.10%-17,857
HONDA MOTOR LTD(HMC)10,9259,585-1,340314,968295,2180.15%-19,750
ALBEMARLE CORP(ALB)3,7822,677-1,105237,018217,0510.11%-19,967
CHUBB LIMITED3,3863,3860980,992955,6990.49%-25,293
COLGATE PALMOLIVE CO(CL)2,6902,6900244,521215,0390.11%-29,482
AUTOMATIC DATA PROCESSING IN2,3232,3230716,413681,8010.35%-34,612
MERCK & CO INC(MRK)3,3232,483-840263,049208,3980.11%-54,651
AMENTUM HOLDINGS INC33,25230,483-2,769785,080730,0680.38%-55,012
ELI LILLY & CO(LLY)933877-56727,301669,1510.35%-58,150
SAP SE(SAP)1,6201,6200492,642432,8800.22%-59,762
ALPHABET INC(GOOG)1,710991-719303,337241,3580.12%-61,979
FIRST SOLAR INC(FSLR)1,8151,070-745300,455235,9670.12%-64,488
BROOKFIELD RENEWABLE PARTNER13,32510,225-3,100339,921263,7030.14%-76,218
KIMCO RLTY CORP(KIM)197,075186,007-11,0684,142,5174,064,2532.10%-78,264
NETFLIX INC(NFLX)476466-10637,426558,6970.29%-78,729
HA SUSTAINABLE INFRA CAP INC(HASI)13,3108,990-4,320357,507275,9930.14%-81,514
SOUTHERN CO(SO)53,22450,699-2,5254,887,5604,804,7442.48%-82,816
BJS WHSL CLUB HLDGS INC(BJ)5,8155,8150627,031542,2490.28%-84,782
VALE S A10,1450-10,14598,5080-98,508
BERKSHIRE HATHAWAY INC DEL28,24627,088-1,15813,721,05913,618,2217.02%-102,838
ARRAY TECHNOLOGIES INC(ARRY)22,7900-22,790134,4610-134,461
NEXTERA ENERGY INC(NEE)5,9393,590-2,349412,285271,0090.14%-141,276
JOHNSON & JOHNSON(JNJ)2,3731,187-1,186362,476220,0940.11%-142,382
MICROSOFT CORP(MSFT)16,17515,160-1,0158,045,6077,852,1224.05%-193,485
COTERRA ENERGY INC104,240102,585-1,6552,645,6112,426,1351.25%-219,476
EMBRAER S.A.(EMBJ)60,30752,952-7,3553,432,0713,200,9481.65%-231,123
OWENS CORNING NEW(OC)3,3751,620-1,755464,130229,1650.12%-234,965
BRISTOL-MYERS SQUIBB CO(BMY)5,1090-5,109236,4960-236,496
ENPHASE ENERGY INC(ENPH)6,1850-6,185245,2350-245,235
NVIDIA CORPORATION(NVDA)1,8350-1,835289,9120-289,912
INVESCO EXCHANGE TRADED FD T1,7060-1,706310,0820-310,082
AMGEN INC(AMGN)1,1390-1,139318,0200-318,020
NOVARTIS AG(NVS)2,7250-2,725329,7520-329,752
SCHWAB STRATEGIC TR83,69070,070-13,6202,232,8491,888,3870.97%-344,462
MONDELEZ INTL INC(MDLZ)58,80957,920-8893,966,0793,618,2621.87%-347,817
CHENIERE ENERGY INC(LNG)14,47913,517-9623,525,9263,176,2251.64%-349,701
PFIZER INC(PFE)14,8890-14,889360,9090-360,909
TESLA INC(TSLA)2,205734-1,471700,440326,4240.17%-374,016
ARCOS DORADOS HOLDINGS INC(ARCO)219,459199,631-19,8281,731,5321,347,5090.69%-384,023
FREEPORT-MCMORAN INC(FCX)89,83486,852-2,9823,894,3043,406,3351.76%-487,969
META PLATFORMS INC(META)10,1239,457-6667,471,6856,945,0323.58%-526,653
INTERNATIONAL BUSINESS MACHS(IBM)24,84123,686-1,1557,322,6306,683,2423.45%-639,388
ALPHABET INC(GOOG)30,78418,409-12,3755,425,0644,475,2282.31%-949,836
CONSTELLATION ENERGY CORP(CEG)25,18821,247-3,9418,129,6796,991,7503.61%-1,137,929
CBRE GROUP INC(CBRE)27,46315,749-11,7143,848,1162,481,4121.28%-1,366,704
BUNGE GLOBAL SA(BG)88,84466,115-22,7297,132,3965,371,8442.77%-1,760,552
IRON MTN INC DEL(IRM)54,22036,330-17,8905,561,3453,703,4801.91%-1,857,865
COMCAST CORP NEW(CCZ)95,75040,439-55,3113,417,3181,270,5930.66%-2,146,725
BWX TECHNOLOGIES INC(BWXT)41,70218,627-23,0756,007,5903,434,2601.77%-2,573,330
FLUOR CORP NEW(FLR)129,82989,439-40,3906,656,3333,762,6991.94%-2,893,634
ANALOG DEVICES INC(ADI)12,2250-12,2252,909,7950-2,909,795
CONAGRA BRANDS INC(CAG)170,1250-170,1253,482,4590-3,482,459
AES CORP(AES)341,3750-341,3753,591,2650-3,591,265
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