Fund HoldingsAmerican Trust

Total Portfolio Value
$1.13B
Total Bought
$53.09M
Total Sold
$89.13M
Net Transaction
-$36.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD GROWTH ETF108,857138,889+30,03253,10760,6665.36%+7,559
VANGUARD INTERMED TERM BOND ETF01,240,393+1,240,393095,7348.46%+95,734
DIMENSIONAL INTERNATIONAL CORE
INTL CORE EQUITY
1,000,9341,088,939+88,00534,49238,6903.42%+4,198
ISHARES CORE DIVIDEND GROWTH
CORE DIV GRWTH
960,971993,754+32,78366,71169,7426.16%+3,031
ISHARES CORE S&P MID-CAP ETF0658,800+658,800044,4893.93%+44,489
VANGUARD SMALL CAP ETF0188,242+188,242049,3044.36%+49,304
BANK OF AMERICA21,64044,489+22,8491,1902,1690.19%+979
Invesco Dorsey Wright Industria
DORSEY WRGT INDS
09,035+9,03501,7580.16%+1,758
JP MORGAN FLEXIBLE DEBT ETF
FLEXI DEBT ETF
431,799450,071+18,27221,68522,3551.98%+670
EOG RESOURCES(EOG)025,741+25,74103,7210.33%+3,721
DIMENSIONAL US VECTOR EQUITY ET
DIMENSIONAL US
251,780262,819+11,03915,05115,5981.38%+547
CANADIAN NATURAL RESOURCES LTD(CNQ)84,98669,228-15,7582,8773,3730.30%+497
TAPESTRY ORD SHS(TPR)03,320+3,32004680.04%+468
VANECK VECTORS SEMICONDUCTOR ET
SEMICONDUCTR ETF
1,3642,439+1,0754919350.08%+444
VANGUARD ENERGY ETF
ENERGY ETF
02,357+2,35704080.04%+408
DARLING INGREDIENTS INC(DAR)06,285+6,28503890.03%+389
VANGUARD INTL EQUITY INDEX FD E04,790+4,79003600.03%+360
Avantis U.S. Equity ETF03,143+3,14303490.03%+349
BRISTOL-MYERS SQUIBB(BMY)05,713+5,71303460.03%+346
MEDTRONIC CORPORATION(MDT)03,781+3,78103280.03%+328
EXXON MOBIL CORP07,344+7,34401,2460.11%+1,246
TARGET CORP(TGT)02,641+2,64103200.03%+320
INTERACTIVE BROKERS GROUP INC(IBKR)04,711+4,71103160.03%+316
VANGUARD UTILITIES ETF
UTILITIES ETF
05,091+5,09101,0090.09%+1,009
The Energy Select Sector SPDR E
ST STR ENERG ETF
04,982+4,98203050.03%+305
AMERIPRISE FINANCIAL(AMP)0682+68203030.03%+303
JABIL CIRCUIT INC(JBL)01,963+1,96305210.05%+521
GE VERNOVA INC(GEV)0338+33802950.03%+295
ISHARES IBOXX $ HIGH YIELD CORP03,543+3,54302820.02%+282
BANK OF NEW YORK MELLON02,371+2,37102810.02%+281
AKAMAI TECHNOLOGIES INC(AKAM)02,321+2,32102670.02%+267
CHEVRON CORP(CVX)01,247+1,24702580.02%+258
MARATHON PETROLEUM CORP(MPC)01,042+1,04202540.02%+254
VANGUARD FTSE DEVELOPED MARKETS468,513460,453-8,06029,26829,5062.61%+238
CENCORA INC0752+75202360.02%+236
T MOBILE US INC.(TMUS)01,084+1,08402280.02%+228
ASTRAZENECA PLC(AZN)01,133+1,13302230.02%+223
Weatherford International PLC(WFRD)02,304+2,30402180.02%+218
VANGUARD SHORT-TERM CORP BD IDX
SHRT TRM CORP BD
02,713+2,71302150.02%+215
DUKE ENERGY CORPORATION(DUK)01,587+1,58702080.02%+208
MICRON TECH INC(MU)0606+60602050.02%+205
AMERICAN EXPRESS CO(AXP)0675+67502040.02%+204
PHILLIPS 66(PSX)01,118+1,11802040.02%+204
FEDEX CORPORATION(FDX)0570+57002030.02%+203
STRIDE INC(LRN)02,301+2,30102030.02%+203
RANGE RESOURCES CORP(RRC)04,489+4,48902030.02%+203
Medpace Holdings Inc.(MEDP)0422+42202030.02%+203
NOVARTIS AG ADR(NVS)01,322+1,32202020.02%+202
VANGUARD MID CAP GROWTH ETF01,849+1,84904760.04%+476
XPO LOGISTICS INC.(XPO)03,173+3,17306170.05%+617
ISHARES MSCI INTL QUALITY FACTO
MSCI INTL QUALTY
015,229+15,22907040.06%+704
Invesco S&P MidCap Momentum ETF
S&P MDCP MOMNTUM
08,491+8,49101,2310.11%+1,231
WALMART INC.(WMT)11,56811,457-1111,2891,4240.13%+135
Vertiv Hldg Co Class A(VRT)3,8863,040-8466307620.07%+132
LLOYDS BANKING GROUP PLC(LYG)025,825+25,82501300.01%+130
SPDR Gold MiniShares(GLDM)52,28249,461-2,8214,4634,5850.41%+121
VANGUARD FTSE EMERGING MARKETS0199,302+199,302010,7720.95%+10,772
APPLIED MATLS INC01,682+1,68205750.05%+575
COMFORT SYSTEMS USA INC(FIX)0347+34704790.04%+479
PROCTER & GAMBLE(PG)019,459+19,45902,8110.25%+2,811
PERMIAN RESOURCES CORP CL A(PR)014,333+14,33303060.03%+306
Seagate Technology Holdings PLC
ORD SHS
925905-202553550.03%+100
MATADOR RESOURCES CO(MTDR)05,227+5,22703300.03%+330
ISHARES SILVER TRUST(SLV)9,35810,231+8736036970.06%+94
CACI INTERNATIONAL INC.(CACI)0562+56202990.03%+299
DIAMONDBACK ENERGY INC(FANG)1,3801,500+1202072970.03%+89
VANGUARD VALUE ETF09,093+9,09301,7840.16%+1,784
NEXTERA ENERGY INC.(NEE)47,86642,310-5,5563,8433,9300.35%+87
CATERPILLAR INC(CAT)0486+48603440.03%+344
Aberdeen Standard Physical Swis(SGOL)5,1076,567+1,4602102930.03%+83
JOHNSON & JOHNSON(JNJ)33,61128,784-4,8276,9567,0360.62%+80
SCHWAB US DIVIDEND EQUITY020,856+20,85606400.06%+640
ISHARES CORE MSCI EMERGING MARK
CORE MSCI EMKT
016,297+16,29701,1370.10%+1,137
WR BERKLEY CORP.028,966+28,96601,9200.17%+1,920
VANGUARD MID CAP VALUE ETF06,499+6,49901,1980.11%+1,198
VANGUARD TOTAL BOND MARKET ETF031,506+31,50602,3200.20%+2,320
FT Cboe Vest Buffered Allocatio
VEST BUFFERED
021,600+21,60005800.05%+580
VANGUARD SMALL CAP VALUE ETF03,081+3,08106690.06%+669
ACV Auctions Inc Ordinary Share(ACVA)012,547+12,5470530.00%+53
ISHARES MORNINGSTAR U.S. EQUITY017,801+17,80101,6000.14%+1,600
KIRBY CORP.(KEX)2,4152,369-462663150.03%+49
SPDR S&P 600 Small Cap Value ET
ST STR SP600SM C
03,058+3,05802890.03%+289
SPDR PORTFOLIO SMALL CAP ETF
ST STR SP600 SML
016,877+16,87708150.07%+815
MERCK & CO, INC. NEW(MRK)4,1383,975-1634364780.04%+43
CORTEVA INC.(CTVA)03,271+3,27102740.02%+274
SCHWAB EMERGING MARKETS EQUITY08,552+8,55202820.02%+282
Regal Rexnord Corporation(RRX)01,380+1,38002580.02%+258
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
01,879+1,87905120.05%+512
MONOLITHIC POWER SYSTEMS(MPWR)0812+81208880.08%+888
ISHARES MSCI EMERGING MARKETS I07,738+7,73804390.04%+439
SCHWAB US MID-CAP ETF08,514+8,51402640.02%+264
Vanguard S&P Small-Cap 600 Inde03,333+3,33303830.03%+383
AT&T INC(T)010,189+10,18902950.03%+295
ROYAL CARIBBEAN GROUP
COM
0871+87102400.02%+240
ISHARES S&P 500 VAL IDX FD03,511+3,51107410.07%+741
ROKU INC.(ROKU)03,189+3,18903020.03%+302
LATTICE SEMICONDUCTOR CORP(LSCC)02,754+2,75402550.02%+255
DEERE CO(DE)07,068+7,06803,9810.35%+3,981
BJS Wholesale Club Hldgs Inc(BJ)2,7222,686-362452640.02%+19
SCHWAB INTERNATIONAL EQUITY ETF015,675+15,67503880.03%+388
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