Fund HoldingsAmerican Trust Investment Advisors, LLC

Total Portfolio Value
$243.94M
Total Bought
$39.94M
Total Sold
$30.26M
Net Transaction
+$9.68M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CONAGRA BRANDS INC(CAG)0193,990+193,99005,3832.21%+5,383
AES CORP(AES)0354,410+354,41004,5611.87%+4,561
LAM RESEARCH CORP(LRCX)057,027+57,02704,1191.69%+4,119
COMCAST CORP NEW(CCZ)0109,130+109,13004,0961.68%+4,096
COTERRA ENERGY INC0142,510+142,51003,6401.49%+3,640
V F CORP(VFC)16,92091,105+74,1853381,9550.80%+1,618
BANCO SANTANDER S.A.(SAN)0251,365+251,36501,1460.47%+1,146
ALPHABET INC(GOOG)038,022+38,02207,1982.95%+7,198
SCHWAB CHARLES CORP(SCHW)62,87767,017+4,1404,0754,9602.03%+885
APPLE INC(AAPL)46,48346,127-35610,83111,5514.74%+721
OPERA LTD(OPRA)177,097179,877+2,7802,7363,4071.40%+671
CHENIERE ENERGY INC(LNG)19,81819,631-1873,5644,2181.73%+654
SONY GROUP CORP(SONY)56,197286,630+230,4335,4276,0652.49%+638
EQT CORP(EQT)16,07419,824+3,7505899140.37%+325
JACOBS SOLUTIONS INC(J)38,51440,159+1,6455,0415,3662.20%+325
AUTOLIV INC(ALV)43,14946,380+3,2314,0294,3501.78%+321
CBRE GROUP INC(CBRE)32,18032,712+5324,0064,2951.76%+289
TESLA INC(TSLA)2,3132,210-1036058920.37%+287
CISCO SYS INC(CSCO)11,78814,583+2,7956278630.35%+236
CITIGROUP INC(C)8,90511,250+2,3455577920.32%+234
KIMCO RLTY CORP(KIM)217,474224,687+7,2135,0505,2642.16%+215
BLACKSTONE INC(BX)01,240+1,24002140.09%+214
BWX TECHNOLOGIES INC(BWXT)48,66049,388+7285,2895,5012.26%+212
WHIRLPOOL CORP(WHR)5,2606,690+1,4305637660.31%+203
ALLIANCEBERNSTEIN HLDG L P(AB)15,64520,075+4,4305467450.31%+199
NETFLIX INC(NFLX)1,2431,197-468821,0670.44%+185
CAMECO CORP(CCJ)77,64775,640-2,0073,7083,8871.59%+179
CNH INDL N V
SHS
48,15562,820+14,6655357120.29%+177
SIMON PPTY GROUP INC NEW(SPG)3,8974,832+9356598320.34%+173
BRIXMOR PPTY GROUP INC(BRX)22,34528,200+5,8556237850.32%+163
INTERNATIONAL BUSINESS MACHS(IBM)33,84534,756+9117,4827,6403.13%+158
PHILLIPS EDISON & CO INC(PECO)15,86020,120+4,2605987540.31%+156
DIAMONDBACK ENERGY INC(FANG)3,1224,172+1,0505386830.28%+145
TAKEDA PHARMACEUTICAL CO LTD(TAK)33,14545,645+12,5004716040.25%+133
STELLANTIS N.V(STLA)33,13045,835+12,7054655980.25%+133
FLUOR CORP NEW(FLR)165,950163,187-2,7637,9178,0483.30%+131
NUTRIEN LTD(NTR)11,17014,860+3,6905376650.27%+128
UNITED PARCEL SERVICE INC(UPS)4,0405,350+1,3105516750.28%+124
ALPHABET INC(GOOG)06,185+6,18501,1780.48%+1,178
AMERICAN ELEC PWR CO INC5,7557,525+1,7705906940.28%+104
VERIZON COMMUNICATIONS INC(VZ)13,05617,091+4,0355866830.28%+97
DEVON ENERGY CORP NEW(DVN)13,54518,835+5,2905306160.25%+87
ARCADIUM LITHIUM PLC37,74437,74401081940.08%+86
BRISTOL-MYERS SQUIBB CO(BMY)18,29118,196-959461,0290.42%+83
TOTALENERGIES SE(TTE)8,72211,737+3,0155646400.26%+76
RIO TINTO PLC(RIO)7,91510,680+2,7655636280.26%+65
MERCK & CO INC(MRK)7,1338,783+1,6508108740.36%+64
AMAZON COM INC(AMZN)1,9101,91003564190.17%+63
BEST BUY INC(BBY)5,8157,735+1,9206016640.27%+63
PFIZER INC(PFE)33,19438,499+5,3059611,0210.42%+61
EMBRAER S.A.(EMBJ)101,40099,317-2,0833,5873,6431.49%+56
NVIDIA CORPORATION(NVDA)3,2703,27003974390.18%+42
HSBC HLDGS PLC(HSBC)8,1508,15003684030.17%+35
VALE S A47,12065,525+18,4055505810.24%+31
AUTOMATIC DATA PROCESSING IN2,4212,385-366706980.29%+28
SAP SE(SAP)01,640+1,64004040.17%+404
TOYOTA MOTOR CORP(TM)1,7101,71003053330.14%+27
SPDR S&P 500 ETF TR(SPY)1,2671,26707277430.30%+16
TELEFONICA BRASIL SA(VIV)53,46574,450+20,9855495620.23%+13
KONTOOR BRANDS INC(KTB)2,7172,71702222320.10%+10
CUMMINS INC(CMI)772742-302502590.11%+9
BERKSHIRE HATHAWAY INC DEL33,83734,377+54015,57415,5826.39%+9
PROSHARES TR
SP500 EX HLTH
6,9216,771-1504254310.18%+6
ABBOTT LABS2,5402,600+602902940.12%+5
JOHNSON & JOHNSON(JNJ)4,9885,605+6178088110.33%+2
TELEFONICA S A(TEFOF)191,169231,204+40,0359299290.38%0
ACCENTURE PLC IRELAND
SHS CLASS A
63063002232220.09%-1
PHILIP MORRIS INTL INC(PM)2,4692,46903002970.12%-3
UBS GROUP AG(UBS)11,34011,34003513440.14%-7
BAXTER INTL INC10,00512,795+2,7903803730.15%-7
ARRAY TECHNOLOGIES INC022,790+22,79001380.06%+138
NOVARTIS AG(NVS)5,1755,975+8005955810.24%-14
OWENS CORNING NEW(OC)2,3552,35504164010.16%-15
BP PLC(BP)10,14010,14003183000.12%-19
SAFEHOLD INC(SAFE)23,75032,195+8,4456235950.24%-28
WOODSIDE ENERGY GROUP LTD(WDS)17,97917,97903102800.11%-29
ALBEMARLE CORP(ALB)3,7823,78203583260.13%-33
HONDA MOTOR LTD(HMC)11,00511,00503493140.13%-35
COLGATE PALMOLIVE CO(CL)2,7402,74002842490.10%-35
CHUBB LIMITED
COM
3,3863,38609769360.38%-41
META PLATFORMS INC(META)12,51712,165-3527,1657,1232.92%-43
ASML HOLDING N V
N Y REGISTRY SHS
0335+33502320.10%+232
CONOCOPHILLIPS(COP)26,50327,646+1,1432,7902,7421.12%-49
NATIONAL GRID PLC(NGG)5,2225,22203643100.13%-54
MICROSOFT CORP(MSFT)017,837+17,83707,5183.08%+7,518
ANALOG DEVICES INC(ADI)11,16111,828+6672,5692,5131.03%-56
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
13,32513,32503753040.12%-72
NEXTERA ENERGY INC(NEE)5,9395,93905024260.17%-76
BHP GROUP LTD6,1076,10703792980.12%-81
FIDELITY NATL INFORMATION SV(FIS)62,89864,043+1,1455,2685,1732.12%-95
HA SUSTAINABLE INFRA CAP INC(HASI)13,31013,31004593570.15%-102
FIRST SOLAR INC(FSLR)1,8151,81504533200.13%-133
ELI LILLY & CO(LLY)993948-458807320.30%-148
AMGEN INC(AMGN)2,4222,375-477806190.25%-161
ENPHASE ENERGY INC(ENPH)4,3104,31004872960.12%-191
ILLINOIS TOOL WKS INC(ITW)8100-8102120-212
SCHWAB STRATEGIC TR107,779214,976+107,1975,7805,5532.28%-227
AMERICA MOVIL SAB DE CV(AMX)153,280158,255+4,9752,5082,2650.93%-243
SOUTHERN CO(SO)59,51261,299+1,7875,3675,0462.07%-321
ARCOS DORADOS HOLDINGS INC(ARCO)282,884290,870+7,9862,4672,1180.87%-349
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