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American Trust Investment Advisors, LLC

Q2 2023 · 13F-HR

American Trust Investment Advisors, LLCholdings as filed

Filed 2023-08-14 · accession 0001172661-23-002980

$178.6M
Reported value
80
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$13.3M7.42%68,326CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.3M6.88%36,049CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.1M5.10%99,398CommonSOLE
343412102FLRFLUOR CORP NEW$6.4M3.60%217,305CommonSOLE
594918104MSFTMICROSOFT CORP$6.0M3.36%17,602CommonSOLE
526057104LENLENNAR CORP$5.1M2.87%40,853CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.0M2.77%32,494CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.8M2.67%65,394CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.6M2.56%34,226CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$4.3M2.42%421,683CommonSOLE
13321L108CCJCAMECO CORP$4.3M2.40%136,874CommonSOLE
30303M102METAMETA PLATFORMS INC$4.2M2.37%14,755CommonSOLE
20825C104COPCONOCOPHILLIPS$4.1M2.27%39,154CommonSOLE
835699307SONYSONY GROUP CORPORATION$4.0M2.27%44,928CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$3.9M2.17%6,024CommonSOLE
G16962105BGUSDBUNGE LIMITED$3.8M2.13%40,368CommonSOLE
46284V101IRMIRON MTN INC DEL$3.8M2.13%66,869CommonSOLE
46982L108JJACOBS SOLUTIONS INC$3.7M2.07%31,027CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$3.6M2.02%50,469CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.5M1.97%10,907CommonSOLE
87612E106TGTTARGET CORP$3.5M1.96%26,548CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.5M1.96%52,449CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.5M1.93%86,360CommonSOLE
011659109ALKALASKA AIR GROUP INC$3.4M1.90%63,733CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$3.3M1.84%39,025CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$3.3M1.84%62,570CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$3.3M1.83%151,210CommonSOLE
64110L106NFLXNETFLIX INC$3.3M1.82%7,388CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.2M1.79%15,630CommonSOLE
902973304USBUS BANCORP DEL$3.0M1.68%90,538CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.7M1.51%47,640CommonSOLE
032654105ADIANALOG DEVICES INC$2.6M1.46%13,422CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2.5M1.37%32,488CommonSOLE
86959K105SUZSUZANO S A$2.4M1.34%259,345CommonSOLE
12504L109CBRECBRE GROUP INC$2.4M1.32%29,246CommonSOLE
052800109ALVAUTOLIV INC$1.6M0.88%18,444CommonSOLE
02079K305GOOGLALPHABET INC$1.4M0.78%11,632CommonSOLE
012653101ALBALBEMARLE CORP$903,9610.51%4,052CommonSOLE
49446R109KIMKIMCO RLTY CORP$882,0760.49%44,730CommonSOLE
02079K107GOOGALPHABET INC$849,3300.48%7,021CommonSOLE
88160R101TSLATESLA INC$820,6490.46%3,135CommonSOLE
629377508NRGNRG ENERGY INC$816,7850.46%21,845CommonSOLE
29355A107ENPHENPHASE ENERGY INC$773,7580.43%4,620CommonSOLE
336433107FSLRFIRST SOLAR INC$721,3920.40%3,795CommonSOLE
031162100AMGNAMGEN INC$714,2380.40%3,217CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$707,6710.40%11,066CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$663,1470.37%1,496CommonSOLE
H1467J104CBCHUBB LIMITED$652,0080.37%3,386CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$582,6530.33%9,247CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$578,1420.32%7,264CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$552,0050.31%24,425CommonSOLE
478160104JNJJOHNSON & JOHNSON$551,8440.31%3,334CommonSOLE
532457108LLYLILLY ELI & CO$538,3890.30%1,148CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$532,5510.30%2,423CommonSOLE
717081103PFEPFIZER INC$530,7600.30%14,470CommonSOLE
66987V109NVSNOVARTIS AG$521,2000.29%5,165CommonSOLE
03743Q108APAAPA CORPORATION$513,2330.29%15,020CommonSOLE
088606108BHPBHP GROUP LTD$477,8970.27%8,009CommonSOLE
53814L108LTHM1EURLIVENT CORP$461,0980.26%16,810CommonSOLE
58933Y105MRKMERCK & CO INC$437,4430.24%3,791CommonSOLE
892331307TMTOYOTA MOTOR CORP$354,4540.20%2,205CommonSOLE
438128308HMCHONDA MOTOR LTD$346,4430.19%11,430CommonSOLE
N07059210ASMLASML HOLDING N V$344,2560.19%475CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$342,6790.19%14,777CommonSOLE
404280406HSBCHSBC HLDGS PLC$333,6000.19%8,420CommonSOLE
918204108VFCV F CORP$323,0030.18%16,920CommonSOLE
803054204SAPSAP SE$307,8230.17%2,250CommonSOLE
H42097107UBSUBS GROUP AG$304,3540.17%15,015CommonSOLE
055622104BPBP PLC$289,0250.16%8,190CommonSOLE
231021106CMICUMMINS INC$283,6500.16%1,157CommonSOLE
636274409NGGNATIONAL GRID PLC$283,2570.16%4,207CommonSOLE
879382208TELFYTELEFONICA S A$270,2480.15%67,059CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$251,4930.14%815CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$249,0160.14%13,600CommonSOLE
50050N103KTBKONTOOR BRANDS INC$232,8970.13%5,532CommonSOLE
690742101OCOWENS CORNING NEW$220,5450.12%1,690CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$211,0900.12%2,740CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$210,1340.12%840CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$167,7180.09%18,370CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$100,4720.06%10,632CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.