Fund HoldingsAMG National Trust Bank

Total Portfolio Value
$2.86B
Total Bought
$94.01M
Total Sold
$172.26M
Net Transaction
-$78.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD BD INDEX FDS1,076,1731,287,164+210,99178,22789,8183.14%+11,591
VANGUARD MALVERN FDS105,124171,242+66,1184,9858,0960.28%+3,111
CARLYLE GROUP INC(CG)097,487+97,48702,9400.10%+2,940
NORFOLK SOUTHN CORP(NSC)017,220+17,22003,3910.12%+3,391
SELECT SECTOR SPDR TR
ST STR INDL ETF
024,325+24,32502,4660.09%+2,466
ISHARES TR0131,871+131,87103,2610.11%+3,261
JOHNSON & JOHNSON(JNJ)62,11479,678+17,56410,28112,4100.43%+2,129
HOME DEPOT INC(HD)76,69685,095+8,39923,82525,7120.90%+1,887
BARCLAYS PLC0222,824+222,82401,7360.06%+1,736
TRUIST FINL CORP(TFC)0100,292+100,29202,8690.10%+2,869
ISHARES TR
CORE MSCI EAFE
488,552536,206+47,65432,97734,5051.21%+1,528
AMGEN INC(AMGN)29,92929,701-2286,6457,9820.28%+1,338
STIFEL FINL CORP(SF)020,945+20,94501,2870.04%+1,287
HUNT J B TRANS SVCS INC(JBHT)06,821+6,82101,2860.04%+1,286
GENELUX CORPORATION050,346+50,34601,2330.04%+1,233
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)018,200+18,20001,2330.04%+1,233
CAPITAL ONE FINL CORP(COF)018,430+18,43001,7890.06%+1,789
RANGE RES CORP(RRC)034,739+34,73901,1260.04%+1,126
CHARLES RIV LABS INTL INC(CRL)05,709+5,70901,1190.04%+1,119
ARK ETF TR
INNOVATION ETF
097,875+97,87503,8830.14%+3,883
INNOSPEC INC(IOSP)08,874+8,87409070.03%+907
ISHARES TR113,038119,963+6,9254,8435,6900.20%+847
GAP INC(GAP)0297,680+297,68003,1640.11%+3,164
AMBEV SA(ABEV)0297,295+297,29507670.03%+767
SPDR INDEX SHS FDS
ST STR NAT ETF
95,484104,758+9,2745,1485,8370.20%+690
AIR PRODS & CHEMS INC03,848+3,84801,0910.04%+1,091
EXXON MOBIL CORP71,43170,818-6137,6618,3270.29%+666
ELI LILLY & CO(LLY)11,80211,543-2595,5356,2000.22%+665
KONTOOR BRANDS INC(KTB)355,909355,909014,98415,6280.55%+644
BORGWARNER INC015,194+15,19406130.02%+613
ISHARES TR056,508+56,50801,4330.05%+1,433
ISHARES INC023,049+23,04906040.02%+604
ALPHABET INC(GOOG)67,45266,383-1,0698,1608,7530.31%+593
BUNGE LIMITED037,956+37,95604,1090.14%+4,109
KORN FERRY(KFY)012,188+12,18805780.02%+578
TELEFLEX INCORPORATED(TFX)02,898+2,89805690.02%+569
ALPHABET INC(GOOG)66,11764,740-1,3777,9148,4720.30%+558
MSCI INC(MSCI)11,80911,839+305,5426,0740.21%+533
MARATHON PETE CORP(MPC)015,118+15,11802,2880.08%+2,288
BERKSHIRE HATHAWAY INC DEL3333017,04317,5390.61%+495
T-MOBILE US INC(TMUS)026,278+26,27803,6800.13%+3,680
SALESFORCE INC(CRM)07,447+7,44701,5100.05%+1,510
VANGUARD BD INDEX FDS06,902+6,90204630.02%+463
CREDIT ACCEP CORP MICH(CACC)02,277+2,27701,0480.04%+1,048
HOSTESS BRANDS INC048,055+48,05501,6010.06%+1,601
SUNCOR ENERGY INC NEW(SU)066,144+66,14402,2740.08%+2,274
CHEVRON CORP NEW(CVX)42,83541,763-1,0726,7407,0420.25%+302
UNITEDHEALTH GROUP INC(UNH)15,80715,664-1437,5977,8980.28%+300
COMCAST CORP NEW(CCZ)131,896130,363-1,5335,4805,7800.20%+300
CARRIER GLOBAL CORPORATION(CARR)062,278+62,27803,4380.12%+3,438
ISHARES TR010,778+10,77809300.03%+930
ISHARES TR052,027+52,02701,5700.05%+1,570
TJX COS INC NEW(TJX)58,38658,282-1044,9515,1800.18%+230
MARATHON OIL CORP08,414+8,41402250.01%+225
REGIONS FINANCIAL CORP NEW(RF)077,770+77,77001,3380.05%+1,338
VALERO ENERGY CORP(VLO)01,550+1,55002200.01%+220
EQUITABLE HLDGS INC043,134+43,13401,2250.04%+1,225
OCCIDENTAL PETE CORP(OXY)050,065+50,06503,2480.11%+3,248
PHILLIPS 66(PSX)07,433+7,43308930.03%+893
ISHARES TR64,46667,384+2,9186,6346,8280.24%+194
CHAMPIONX CORPORATION039,832+39,83201,4190.05%+1,419
CATERPILLAR INC(CAT)06,930+6,93001,8920.07%+1,892
ALLSTATE CORP(ALL)036,082+36,08204,0200.14%+4,020
SELECT SECTOR SPDR TR
ST STR ENERG ETF
017,416+17,41601,5740.05%+1,574
DANAHER CORPORATION(DHR)20,48320,461-224,9155,0760.18%+160
ELANCO ANIMAL HEALTH INC(ELAN)0122,526+122,52601,3770.05%+1,377
AFLAC INC(AFL)025,102+25,10201,9270.07%+1,927
EOG RES INC(EOG)014,428+14,42801,8290.06%+1,829
CISCO SYS INC(CSCO)145,490142,649-2,8417,5287,6690.27%+141
PEOPLES BANCORP N C INC033,252+33,25207480.03%+748
MAGNOLIA OIL & GAS CORP(MGY)057,698+57,69801,3220.05%+1,322
ABBVIE INC(ABBV)022,266+22,26603,3190.12%+3,319
NOV INC(NOV)0141,901+141,90102,9660.10%+2,966
ISHARES TR020,277+20,27704940.02%+494
JEFFERIES FINL GROUP INC(JEF)037,234+37,23401,3640.05%+1,364
TRANE TECHNOLOGIES PLC(TT)011,100+11,10002,2520.08%+2,252
F5 INC(FFIV)07,958+7,95801,2820.04%+1,282
BERKSHIRE HATHAWAY INC DEL21,72821,453-2757,4067,5150.26%+109
INTEL CORP(INTC)041,309+41,30901,4690.05%+1,469
COSTCO WHSL CORP NEW(COST)04,315+4,31502,4380.09%+2,438
INTUIT(INTU)01,356+1,35606930.02%+693
MEDTRONIC PLC(MDT)020,280+20,28001,5890.06%+1,589
JACOBS SOLUTIONS INC(J)04,150+4,15005660.02%+566
OCCIDENTAL PETE CORP(OXY)012,479+12,47905400.02%+540
META PLATFORMS INC(META)013,334+13,33404,0030.14%+4,003
NATIONAL INSTRS CORP027,190+27,19001,6210.06%+1,621
ESAB CORPORATION(ESAB)016,545+16,54501,1620.04%+1,162
ISHARES INC010,001+10,00103980.01%+398
HALLIBURTON CO(HAL)016,772+16,77206790.02%+679
NVIDIA CORPORATION(NVDA)11,20511,029-1764,7404,7980.17%+58
WILLIAMS SONOMA INC(WSM)01,900+1,90002950.01%+295
INTERNATIONAL BUSINESS MACHS(IBM)017,164+17,16402,4080.08%+2,408
MARRIOTT INTL INC NEW(MAR)03,306+3,30606500.02%+650
HOMETRUST BANCSHARES INC(HTB)071,000+71,00001,5390.05%+1,539
HAEMONETICS CORP MASS(HAE)010,984+10,98409840.03%+984
NOVO-NORDISK A S(NVO)04,576+4,57604160.01%+416
VANGUARD INDEX FDS07,168+7,16801,4030.05%+1,403
RENAISSANCERE HLDGS LTD(RNR)04,702+4,70209310.03%+931
AVERY DENNISON CORP04,400+4,40008040.03%+804
SCHLUMBERGER LTD(SLB)05,058+5,05802950.01%+295
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