Institutional Fund
American Trust Investment Advisors, LLC
Lebanon, NHCIK 12914245 filings on record
Portfolio Value
$181.01M
Q1 2026
Holdings
76
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-3.2%
from $187.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del7.2%
- Apple Inc4.7%
- Bunge Global SA4.5%
- Lam Research Corp3.8%
- Citigroup Inc3.2%
- Microsoft Corp3.2%
- Other73.4%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 27.2K | $13.02M | 7.2% | +73 | Added |
| 2 | Apple Inc | 33.4K | $8.49M | 4.7% | −599 | Reduced |
| 3 | Bunge Global SA | 64.5K | $8.21M | 4.5% | −2.2K | Reduced |
| 4 | Lam Research Corp | 32.1K | $6.87M | 3.8% | −15.0K | Reduced |
| 5 | Citigroup Inc | 51.5K | $5.84M | 3.2% | +1.6K | Added |
| 6 | Microsoft Corp | 15.6K | $5.79M | 3.2% | +185 | Added |
| 7 | International Business Machs | 23.8K | $5.76M | 3.2% | +62 | Added |
| 8 | Meta Platforms Inc | 9.3K | $5.32M | 2.9% | −162 | Reduced |
| 9 | Constellation Energy Corp | 18.5K | $5.16M | 2.8% | −1.7K | Reduced |
| 10 | Alphabet Inc | 17.7K | $5.10M | 2.8% | −429 | Reduced |
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