Fund HoldingsAMG National Trust Bank

Total Portfolio Value
$3.19B
Total Bought
$241.98M
Total Sold
$207.49M
Net Transaction
+$34.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0653,564+653,5640310,6469.75%+310,646
ISHARES TR03,790,495+3,790,4950294,6359.25%+294,635
ISHARES TR0879,658+879,6580176,5565.54%+176,556
ISHARES TR0213,065+213,065023,0980.72%+23,098
KONTOOR BRANDS INC(KTB)355,909421,899+65,99015,62826,3350.83%+10,707
BALL CORP01,269,067+1,269,067072,9972.29%+72,997
VANGUARD BD INDEX FDS1,287,1641,331,130+43,96689,81897,9053.07%+8,086
VANGUARD INDEX FDS0146,662+146,662064,0622.01%+64,062
VANGUARD MALVERN FDS171,242319,760+148,5188,09615,1850.48%+7,089
ISHARES TR0261,137+261,137068,4862.15%+68,486
ISHARES TR0130,562+130,562062,3601.96%+62,360
VANGUARD INDEX FDS0275,024+275,024065,2412.05%+65,241
APPLE INC(AAPL)0335,431+335,431064,5802.03%+64,580
INVESCO QQQ TR086,557+86,557035,4471.11%+35,447
LOWES COS INC(LOW)0435,589+435,589096,9403.04%+96,940
VANGUARD STAR FDS0723,989+723,989041,9621.32%+41,962
ISHARES TR
CORE MSCI TOTAL
01,560,578+1,560,5780101,3283.18%+101,328
ISHARES TR0318,613+318,613049,4901.55%+49,490
VANGUARD INDEX FDS0125,726+125,726026,8210.84%+26,821
VANGUARD INDEX FDS099,417+99,417023,1280.73%+23,128
ISHARES TR0135,950+135,950041,2161.29%+41,216
HOMETRUST BANCSHARES INC(HTB)71,000239,469+168,4691,5396,4470.20%+4,908
ISHARES TR
CORE MSCI EAFE
536,206557,938+21,73234,50539,2511.23%+4,746
ISHARES TR0278,393+278,393032,6331.02%+32,633
ISHARES TR0797,287+797,287060,0751.89%+60,075
MICROSOFT CORP(MSFT)068,474+68,474025,7490.81%+25,749
ISHARES TR0323,247+323,247033,7661.06%+33,766
ISHARES TR0366,221+366,221042,5881.34%+42,588
BUNGE GLOBAL SA(BG)037,902+37,90203,8260.12%+3,826
HOME DEPOT INC(HD)85,09585,027-6825,71229,4660.92%+3,754
ISHARES TR037,200+37,20003,5860.11%+3,586
GAP INC(GAP)297,680318,336+20,6563,1646,6560.21%+3,492
PRINCIPAL FINANCIAL GROUP IN(PFG)0112,952+112,95208,8860.28%+8,886
AMAZON COM INC(AMZN)0123,398+123,398018,7490.59%+18,749
ISHARES TR131,871250,357+118,4863,2616,2360.20%+2,975
TRUIST FINL CORP(TFC)100,292153,704+53,4122,8695,6750.18%+2,805
ISHARES TR0779,706+779,706039,7961.25%+39,796
BAXTER INTL INC069,278+69,27802,6780.08%+2,678
MEDTRONIC PLC(MDT)20,28050,325+30,0451,5894,1460.13%+2,557
CAPITAL ONE FINL CORP(COF)18,43031,770+13,3401,7894,1660.13%+2,377
SPDR DOW JONES INDL AVERAGE(DIA)047,908+47,908018,0550.57%+18,055
SCHWAB CHARLES CORP(SCHW)096,817+96,81706,6610.21%+6,661
SPDR GOLD TR(GLD)0104,893+104,893020,0520.63%+20,052
GRAPHIC PACKAGING HLDG CO(GPK)0843,319+843,319020,7880.65%+20,788
ISHARES INC
CORE MSCI EMKT
0162,070+162,07008,1980.26%+8,198
ISHARES TR0143,232+143,232023,6690.74%+23,669
SELECT SECTOR SPDR TR
ST STR TECHN ETF
058,265+58,265011,2150.35%+11,215
DOMINION ENERGY INC(D)044,756+44,75602,1040.07%+2,104
CITIGROUP INC(C)086,370+86,37004,4430.14%+4,443
ISHARES GOLD TR(IAU)0238,798+238,79809,3200.29%+9,320
QUAKER HOUGHTON(KWR)07,827+7,82701,6700.05%+1,670
BLACK HILLS CORP030,275+30,27501,6330.05%+1,633
VANGUARD SPECIALIZED FUNDS097,663+97,663016,6420.52%+16,642
XCEL ENERGY INC(XEL)025,885+25,88501,6030.05%+1,603
V F CORP(VFC)01,642,390+1,642,390030,8770.97%+30,877
PFIZER INC(PFE)0151,275+151,27504,3550.14%+4,355
ISHARES TR055,653+55,653014,0370.44%+14,037
JPMORGAN CHASE & CO(JPM)052,452+52,45208,9220.28%+8,922
ISHARES TR037,521+37,521010,3990.33%+10,399
JUNIPER NETWORKS INC042,822+42,82201,2620.04%+1,262
HONEYWELL INTL INC(HON)013,634+13,63402,8590.09%+2,859
ISHARES TR20,27766,636+46,3594941,6500.05%+1,156
ISHARES INC026,985+26,98501,1280.04%+1,128
ISHARES TR
MSCI PHILIPS ETF
043,011+43,01101,1180.04%+1,118
HYATT HOTELS CORP(H)044,777+44,77705,8390.18%+5,839
ISHARES TR0320,632+320,632018,8310.59%+18,831
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
030,222+30,22202,4220.08%+2,422
OCCIDENTAL PETE CORP(OXY)50,06572,106+22,0413,2484,3050.14%+1,057
ABRDN SILVER ETF TRUST0290,411+290,41106,6130.21%+6,613
CARLYLE GROUP INC(CG)97,48797,133-3542,9403,9520.12%+1,012
L3HARRIS TECHNOLOGIES INC(LHX)018,999+18,99904,0020.13%+4,002
ABRDN PLATINUM ETF TRUST0122,942+122,942011,2070.35%+11,207
META PLATFORMS INC(META)13,33414,041+7074,0034,9700.16%+967
BARCLAYS PLC222,824342,744+119,9201,7362,7010.08%+965
GLOBAL PMTS INC(GPN)07,341+7,34109320.03%+932
SPDR INDEX SHS FDS
ST STR NAT ETF
104,758119,396+14,6385,8376,7640.21%+927
NORFOLK SOUTHN CORP(NSC)17,22018,207+9873,3914,3040.14%+913
AMERICAN EXPRESS CO(AXP)025,500+25,50004,7770.15%+4,777
SELECT SECTOR SPDR TR
ST STR INDL ETF
24,32529,406+5,0812,4663,3520.11%+886
ISHARES TR
MSCI INDONIA ETF
039,525+39,52508820.03%+882
ECOLAB INC(ECL)032,698+32,69806,4860.20%+6,486
SIMON PPTY GROUP INC NEW(SPG)023,122+23,12203,2980.10%+3,298
KORN FERRY(KFY)12,18823,381+11,1935781,3880.04%+809
SELECT SECTOR SPDR TR
ST STR FINL ETF
0167,578+167,57806,3010.20%+6,301
VERIZON COMMUNICATIONS INC(VZ)0160,636+160,63606,0560.19%+6,056
ISHARES TR029,047+29,04703,1440.10%+3,144
VANGUARD INTL EQUITY INDEX F0178,657+178,657010,0300.31%+10,030
INTEL CORP(INTC)41,30944,179+2,8701,4692,2200.07%+751
NVIDIA CORPORATION(NVDA)11,02911,195+1664,7985,5440.17%+746
TOWNEBANK PORTSMOUTH VA
COM
024,928+24,92807420.02%+742
VANGUARD WORLD FD071,686+71,68606,0980.19%+6,098
BROADCOM INC(AVGO)01,734+1,73401,9360.06%+1,936
BANK AMERICA CORP099,359+99,35903,3450.11%+3,345
POTLATCHDELTIC CORPORATION026,148+26,14801,2840.04%+1,284
ALPHABET INC(GOOG)66,38367,054+6718,7539,4500.30%+697
FEDEX CORP(FDX)018,400+18,40004,6550.15%+4,655
ISHARES INC019,638+19,63806870.02%+687
UNION PAC CORP(UNP)08,409+8,40902,0650.06%+2,065
BERKSHIRE HATHAWAY INC DEL21,45322,943+1,4907,5158,1830.26%+668
SALESFORCE INC(CRM)7,4478,273+8261,5102,1770.07%+667
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