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Institutional

AMG National Trust Bank

CIK 0001388829
$4.61B
Reported AUM
472
Positions
Q1 2026
Period
2026-05-04
Filed

Editorial summary

Summary for AMG National Trust Bank · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

SPY$414.9MIWR$378.1MIWMVOOIXUSBNDIVVLOWAAPLVTIIWBOther$2.55BAB

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$746.850.70%20.62%75.74%$414.9M8.99%HELD
2IWRISHARES TR$109.68-0.29%19.84%43.08%$378.1M8.20%HELD
3IWMISHARES TR$291.24-0.46%37.55%37.83%$213.4M4.63%HELD
4VOOVANGUARD INDEX FDS$686.710.72%20.72%76.33%$203.9M4.42%HELD
5IXUSISHARES TR$94.54-0.15%27.97%50.12%$149.2M3.23%HELD
6BNDVANGUARD BD INDEX FDS$72.23-0.26%1.67%-2.00%$116.6M2.53%HELD
7IVVISHARES TR$750.460.71%20.75%76.27%$107.3M2.33%HELD
8LOWLOWES COS INC$207.92-1.03%-5.30%13.51%$103.9M2.25%HELD
9AAPLAPPLE INC$310.42-6.90%53.24%108.42%$100.6M2.18%HELD
10VTIVANGUARD INDEX FDS$368.220.53%21.20%68.49%$93.2M2.02%HELD
11IWBISHARES TR$408.300.62%20.01%69.99%$92.8M2.01%HELD
12IEFAISHARES TR$98.26-0.63%25.38%51.77%$86.6M1.88%HELD
13EFAISHARES TR$105.63-0.57%25.88%54.22%$73.6M1.59%HELD
14VXUSVANGUARD STAR FDS$84.59-0.21%27.83%50.47%$72.5M1.57%HELD
15BALLBALL CORP$64.90-0.63%15.97%-27.48%$69.1M1.50%HELD
16ICVTISHARES TR$113.34-0.04%25.85%29.83%$57.5M1.25%HELD
17VOVANGUARD INDEX FDS$80.94-0.06%16.07%40.55%$57.3M1.24%HELD
18IWFISHARES TR$118.350.78%9.16%66.32%$55.6M1.21%HELD
19VTWOVANGUARD SCOTTSDALE FDS$117.73-0.42%36.70%37.89%$53.8M1.17%HELD
20GNRSPDR INDEX SHS FDS$72.38-1.07%38.66%69.60%$53.5M1.16%HELD
21QQQINVESCO QQQ TR$688.220.68%24.01%85.38%$51.1M1.11%HELD
22ACWXISHARES TR$75.25-0.17%29.04%51.35%$47.7M1.03%HELD
23DVYISHARES TR$161.21-0.44%25.29%63.04%$47.5M1.03%HELD
24IWSISHARES TR$167.05-0.33%27.70%53.82%$46.0M1.00%HELD
25IWNISHARES TR$221.24-0.25%42.50%47.74%$45.1M0.98%HELD
26VBVANGUARD INDEX FDS$295.02-0.26%26.19%40.81%$43.9M0.95%HELD
27IWPISHARES TR$137.03-0.33%-1.25%18.97%$43.2M0.94%HELD
28GLDSPDR GOLD TR$371.53-1.49%22.01%122.26%$42.1M0.91%HELD
29VIGVANGUARD SPECIALIZED FUNDS$239.14-0.38%18.88%61.24%$36.8M0.80%HELD
30HDHOME DEPOT INC$331.99-0.41%-8.42%15.74%$33.5M0.73%HELD
31MSFTMICROSOFT CORP$465.003.08%$30.5M0.66%HELD
32IWDISHARES TR$251.780.43%$27.9M0.61%HELD
33SIVRABRDN SILVER ETF TRUST$55.05-2.08%$27.8M0.60%HELD
34AMZNAMAZON COM INC$271.4215.25%$27.8M0.60%HELD
35PNCPNC FINL SVCS GROUP INC$249.870.47%$27.4M0.59%HELD
36IAUISHARES GOLD TR$76.17-1.46%$26.7M0.58%HELD
37SLVISHARES SILVER TR$52.37-2.12%$24.0M0.52%HELD
38XLKSELECT SECTOR SPDR TR$175.28-0.26%$23.6M0.51%HELD
39GOOGALPHABET INC$356.656.88%$23.2M0.50%HELD
40JPMJPMORGAN CHASE & CO$351.860.29%$23.0M0.50%HELD
41BRK/ABERKSHIRE HATHAWAY INC DEL$23.0M0.50%HELD
42DIASTATE STR SPDR DOW JONES IND$524.440.56%$20.9M0.45%HELD
43JNJJOHNSON & JOHNSON$256.320.20%$20.7M0.45%HELD
44ICFISHARES TR$68.96-0.55%$20.7M0.45%HELD
45RTXRTX CORPORATION$215.150.36%$20.6M0.45%HELD
46GOOGLALPHABET INC$355.996.69%$19.7M0.43%HELD
47NVDANVIDIA CORPORATION$201.193.15%$19.3M0.42%HELD
48MUBISHARES TR$105.64-0.11%$18.8M0.41%HELD
49VFCV F CORP$14.32-4.28%$16.7M0.36%HELD
50XOMEXXON MOBIL CORP$155.44-0.97%$16.6M0.36%HELD
51IWOISHARES TR$370.67-0.75%$16.5M0.36%HELD
52CVXCHEVRON CORPORATION$196.852.36%$15.7M0.34%HELD
53IJHISHARES TR$75.29-0.08%$15.3M0.33%HELD
54IEMGISHARES INC$77.610.73%$15.2M0.33%HELD
55VEUVANGUARD INTL EQUITY INDEX F$82.85-0.22%$15.0M0.32%HELD
56TAPMOLSON COORS BEVERAGE CO$41.560.02%$14.0M0.30%HELD
57KOCOCA COLA CO$87.58-1.02%$13.8M0.30%HELD
58BRK/BBERKSHIRE HATHAWAY INC DEL$13.1M0.28%HELD
59TSMTAIWAN SEMICONDUCTOR MANUFAC$404.310.25%$12.8M0.28%HELD
60SHVISHARES TR$110.400.03%$12.8M0.28%HELD
61TJXTJX COS INC NEW$157.35-1.20%$12.6M0.27%HELD
62PFGPRINCIPAL FINANCIAL GROUP IN$113.70-0.22%$12.4M0.27%HELD
63CWBSPDR SERIES TRUST$101.850.35%$12.3M0.27%HELD
64VCLTVANGUARD SCOTTSDALE FDS$71.99-0.33%$11.5M0.25%HELD
65IEFISHARES TR$92.95-0.28%$11.4M0.25%HELD
66VYMVANGUARD WHITEHALL FDS$161.91-0.03%$11.3M0.25%HELD
67MRKMERCK & CO INC$130.220.33%$11.2M0.24%HELD
68IEIISHARES TR$116.48-0.14%$11.0M0.24%HELD
69VTIPVANGUARD MALVERN FDS$49.660.00%$10.8M0.23%HELD
70LLYELI LILLY & CO$1148.35-0.57%$10.7M0.23%HELD
71WMTWALMART INC$111.210.09%$10.6M0.23%HELD
72XLFSELECT SECTOR SPDR TR$56.93-0.12%$10.4M0.23%HELD
73AXPAMERICAN EXPRESS CO$336.25-0.38%$9.9M0.21%HELD
74ESGVVANGUARD WORLD FD$132.020.68%$9.8M0.21%HELD
75CCITIGROUP INC$132.440.09%$9.4M0.20%HELD
76SCHWSCHWAB CHARLES CORP$105.240.87%$9.4M0.20%HELD
77KTBKONTOOR BRANDS INC$83.74-0.12%$9.3M0.20%HELD
78PFFISHARES TR$30.470.10%$9.1M0.20%HELD
79GILDGILEAD SCIENCES INC$130.21-0.82%$9.1M0.20%HELD
80VZVERIZON COMMUNICATIONS INC$46.821.54%$8.7M0.19%HELD
81MDYSTATE STR SPDR S&P MIDCAP 40$686.41-0.11%$8.5M0.18%HELD
82PGPROCTER & GAMBLE CO$144.520.39%$8.4M0.18%HELD
83GPKGRAPHIC PACKAGING HLDG CO$10.73-2.10%$8.4M0.18%HELD
84CVSCVS HEALTH CORP$104.43-0.75%$8.3M0.18%HELD
85BNDXVANGUARD CHARLOTTE FDS$47.77-0.23%$8.2M0.18%HELD
86TXNTEXAS INSTRS INC$275.74-1.08%$8.2M0.18%HELD
87EZUISHARES INC$69.57-0.11%$8.2M0.18%HELD
88VTWVVANGUARD SCOTTSDALE FDS$195.08-0.38%$8.2M0.18%HELD
89GVIISHARES TR$105.29-0.17%$7.8M0.17%HELD
90METAMETA PLATFORMS INC$556.343.21%$7.7M0.17%HELD
91VTWGVANGUARD SCOTTSDALE FDS$270.70-0.81%$7.7M0.17%HELD
92HRLHORMEL FOODS CORP$25.01-1.42%$7.7M0.17%HELD
93CECELANESE CORP DEL$44.72-0.20%$7.6M0.16%HELD
94ORCLORACLE CORP$129.881.82%$7.5M0.16%HELD
95ECLECOLAB INC$277.81-0.55%$7.3M0.16%HELD
96VONGVANGUARD SCOTTSDALE FDS$121.910.84%$7.0M0.15%HELD
97IYEISHARES TR$63.140.93%$7.0M0.15%HELD
98PEPPEPSICO INC$139.56-0.46%$6.8M0.15%HELD
99LHXL3HARRIS TECHNOLOGIES INC$277.061.90%$6.6M0.14%HELD
100AVGOBROADCOM INC$389.530.44%$6.6M0.14%HELD
101NEENEXTERA ENERGY INC$6.6M0.14%HELD
102MSCIMSCI INC$6.4M0.14%HELD
103CSXCSX CORP$6.4M0.14%HELD
104XLISELECT SECTOR SPDR TR$6.1M0.13%HELD
105EWEDWARDS LIFESCIENCES CORP$6.1M0.13%HELD
106ABBVABBVIE INC$6.1M0.13%HELD
107SYKSTRYKER CORPORATION$6.1M0.13%HELD
108EEMISHARES TR$6.0M0.13%HELD
109LYBLYONDELLBASELL INDUSTRIES NV$6.0M0.13%HELD
110GLDMWORLD GOLD TR$5.9M0.13%HELD
111CATCATERPILLAR INC$5.9M0.13%HELD
112SLBSLB LIMITED$5.9M0.13%HELD
113XYLXYLEM INC$5.6M0.12%HELD
114SCHPSCHWAB STRATEGIC TR$5.6M0.12%HELD
115USBUS BANCORP$5.4M0.12%HELD
116INTUINTUIT$5.3M0.11%HELD
117VONVVANGUARD SCOTTSDALE FDS$5.1M0.11%HELD
118SUBISHARES TR$5.1M0.11%HELD
119IBMINTERNATIONAL BUSINESS MACHS$5.0M0.11%HELD
120GLWCORNING INC$5.0M0.11%HELD
121CSCOCISCO SYS INC$5.0M0.11%HELD
122HONHONEYWELL INTL INC$4.9M0.11%HELD
123XLVSELECT SECTOR SPDR TR$4.9M0.11%HELD
124DHRDANAHER CORP DEL$4.9M0.11%HELD
125VVISA INC$4.7M0.10%HELD
126VSGXVANGUARD WORLD FD$4.7M0.10%HELD
127AZNASTRAZENECA PLC$4.7M0.10%HELD
128PPGPPG INDS INC$4.7M0.10%HELD
129COSTCOSTCO WHOLESALE CORPORATION$4.7M0.10%HELD
130ABTABBOTT LABORATORIES$4.7M0.10%HELD
131XLYSELECT SECTOR SPDR TR$4.6M0.10%HELD
132AMGNAMGEN INC$4.6M0.10%HELD
133IEURISHARES TR$4.5M0.10%HELD
134CMCSACOMCAST CORP NEW$4.5M0.10%HELD
135IJRISHARES TR$4.5M0.10%HELD
136SCHDSCHWAB STRATEGIC TR$4.3M0.09%HELD
137HSYHERSHEY CO$4.3M0.09%HELD
138TTTRANE TECHNOLOGIES PLC$4.3M0.09%HELD
139BAXBAXTER INTL INC$4.2M0.09%HELD
140UNHUNITEDHEALTH GROUP INC$4.2M0.09%HELD
141REGNREGENERON PHARMACEUTICALS$4.2M0.09%HELD
142EFGISHARES TR$4.1M0.09%HELD
143TAT&T INC$4.1M0.09%HELD
144FDXFEDEX CORP$4.0M0.09%HELD
145XLUSELECT SECTOR SPDR TR$4.0M0.09%HELD
146DUKDUKE ENERGY CORP NEW$3.9M0.08%HELD
147HDVISHARES TR$3.9M0.08%HELD
148BABAALIBABA GROUP HLDG LTD$3.9M0.08%HELD
149PUKPRUDENTIAL PLC$3.9M0.08%HELD
150MPCMARATHON PETE CORP$3.9M0.08%HELD
151SJMSMUCKER J M CO$3.8M0.08%HELD
152XLPSELECT SECTOR SPDR TR$3.8M0.08%HELD
153NVSNOVARTIS AG$3.7M0.08%HELD
154EFVISHARES TR$3.6M0.08%HELD
155OEFISHARES TR$3.6M0.08%HELD
156DGDOLLAR GEN CORP$3.6M0.08%HELD
157BGBUNGE GLOBAL SA$3.5M0.08%HELD
158VEAVANGUARD TAX-MANAGED FDS$3.5M0.08%HELD
159ZBHZIMMER BIOMET HOLDINGS INC$3.4M0.07%HELD
160LQDISHARES TR$3.4M0.07%HELD
161AGGISHARES TR$3.3M0.07%HELD
162XLBSELECT SECTOR SPDR TR$3.3M0.07%HELD
163DINOHF SINCLAIR CORP$3.3M0.07%HELD
164TIPISHARES TR$3.3M0.07%HELD
165QQQMINVESCO EXCH TRADED FD TR II$3.2M0.07%HELD
166SHGSHINHAN FINANCIAL GROUP CO L$3.2M0.07%HELD
167RYROYAL BK CDA$3.2M0.07%HELD
168VWOVANGUARD INTL EQUITY INDEX F$3.1M0.07%HELD
169AFLAFLAC INC$3.1M0.07%HELD
170IVWISHARES TR$3.1M0.07%HELD
171IGIBISHARES TR$3.1M0.07%HELD
172MCKMCKESSON CORP$3.1M0.07%HELD
173MSMORGAN STANLEY$3.1M0.07%HELD
174VVVVALVOLINE INC$3.0M0.07%HELD
175MCDMCDONALDS CORP$3.0M0.07%HELD
176HIIHUNTINGTON INGALLS INDS INC$3.0M0.07%HELD
177BKHBLACK HILLS CORP$3.0M0.07%HELD
178BABOEING CO$3.0M0.06%HELD
179WTWWILLIS TOWERS WATSON PLC LTD$2.9M0.06%HELD
180VBRVANGUARD INDEX FDS$2.9M0.06%HELD
181WBDWARNER BROS DISCOVERY INC$2.9M0.06%HELD
182BDXBECTON DICKINSON & CO$2.9M0.06%HELD
183BACBANK AMERICA CORP$2.9M0.06%HELD
184AEPAMERICAN ELEC PWR CO INC$2.9M0.06%HELD
185MAMASTERCARD INCORPORATED$2.8M0.06%HELD
186BWABORGWARNER INC$2.8M0.06%HELD
187GEGE AEROSPACE$2.8M0.06%HELD
188TSLATESLA INC$2.8M0.06%HELD
189VVVANGUARD INDEX FDS$2.8M0.06%HELD
190SNYSANOFI SA$2.7M0.06%HELD
191DISDISNEY WALT CO$2.7M0.06%HELD
192WLKWESTLAKE CORPORATION$2.7M0.06%HELD
193XLESELECT SECTOR SPDR TR$2.6M0.06%HELD
194BTIBRITISH AMERN TOB PLC$2.6M0.06%HELD
195ADPAUTOMATIC DATA PROCESSING IN$2.6M0.06%HELD
196TILTFLEXSHARES TR$2.6M0.06%HELD
197PFEPFIZER INC$2.5M0.06%HELD
198VOEVANGUARD INDEX FDS$2.5M0.05%HELD
199IGSBISHARES TR$2.5M0.05%HELD
200XELXCEL ENERGY INC$2.5M0.05%HELD
201SUNBSUNBELT RENTALS HOLDINGS INC$2.5M0.05%HELD
202OLNOLIN CORP$2.4M0.05%HELD
203OXYOCCIDENTAL PETE CORP$2.4M0.05%HELD
204XLCSELECT SECTOR SPDR TR$2.4M0.05%HELD
205NGGNATIONAL GRID PLC$2.4M0.05%HELD
206SHWSHERWIN WILLIAMS CO$2.3M0.05%HELD
207NFLXNETFLIX INC.$2.3M0.05%HELD
208ARCBARCBEST CORP$2.3M0.05%HELD
209CARRCARRIER GLOBAL CORPORATION$2.3M0.05%HELD
210HHYATT HOTELS CORP$2.3M0.05%HELD
211VONEVANGUARD SCOTTSDALE FDS$2.3M0.05%HELD
212FTAIFTAI AVIATION LTD$2.2M0.05%HELD
213FHNFIRST HORIZON CORPORATION$2.2M0.05%HELD
214ELVELEVANCE HEALTH INC FORMERLY$2.1M0.05%HELD
215BLVVANGUARD BD INDEX FDS$2.1M0.05%HELD
216MARMARRIOTT INTL INC NEW$2.1M0.05%HELD
217ITWILLINOIS TOOL WKS INC$2.1M0.05%HELD
218UNPUNION PAC CORP$2.1M0.05%HELD
219AGCOAGCO CORP$2.1M0.05%HELD
220QCOMQUALCOMM INC$2.1M0.04%HELD
221IYCISHARES TR$2.1M0.04%HELD
222WHDCACTUS INC$2.0M0.04%HELD
223RFREGIONS FINANCIAL CORP NEW$2.0M0.04%HELD
224LEALEAR CORP$2.0M0.04%HELD
225HRHEALTHCARE RLTY TR$2.0M0.04%HELD
226CTASCINTAS CORP$2.0M0.04%HELD
227NKENIKE INC$2.0M0.04%HELD
228VTRSVIATRIS INC$2.0M0.04%HELD
229GEHCGE HEALTHCARE TECHNOLOGIES I$1.9M0.04%HELD
230ALLALLSTATE CORP$1.9M0.04%HELD
231THGHANOVER INS GROUP INC$1.9M0.04%HELD
232STSENSATA TECHNOLOGIES HLDG PL$1.9M0.04%HELD
233RRCRANGE RES CORP$1.9M0.04%HELD
234ACWIISHARES TR$1.8M0.04%HELD
235DCIDONALDSON INC$1.8M0.04%HELD
236GDGENERAL DYNAMICS CORP$1.8M0.04%HELD
237RSPINVESCO EXCHANGE TRADED FD T$1.8M0.04%HELD
238MSMMSC INDL DIRECT INC$1.8M0.04%HELD
239COOCOOPER COS INC$1.8M0.04%HELD
240NSCNORFOLK SOUTHN CORP$1.8M0.04%HELD
241COLBCOLUMBIA BKG SYS INC$1.8M0.04%HELD
242SCHXSCHWAB STRATEGIC TR$1.8M0.04%HELD
243RNRRENAISSANCERE HLDGS LTD$1.8M0.04%HELD
244TOWNTOWNEBANK PORTSMOUTH VA$1.7M0.04%HELD
245LAZLAZARD INC$1.7M0.04%HELD
246DTDYNATRACE INC$1.7M0.04%HELD
247UHSUNIVERSAL HLTH SVCS INC$1.7M0.04%HELD
248DEDEERE & CO$1.7M0.04%HELD
249ATOATMOS ENERGY CORP$1.7M0.04%HELD
250INTCINTEL CORP$1.7M0.04%HELD
251IDAIDACORP INC$1.7M0.04%HELD
252SHYISHARES TR$1.7M0.04%HELD
253LKQLKQ CORP$1.6M0.04%HELD
254TFCTRUIST FINL CORP$1.6M0.04%HELD
255SAFTSAFETY INS GROUP INC$1.6M0.04%HELD
256CUBECUBESMART$1.6M0.03%HELD
257CWCURTISS WRIGHT CORP$1.6M0.03%HELD
258LINLINDE PLC$1.6M0.03%HELD
259SYYSYSCO CORP$1.6M0.03%HELD
260CPTCAMDEN PPTY TR$1.6M0.03%HELD
261NBIXNEUROCRINE BIOSCIENCES INC$1.6M0.03%HELD
262KALUKAISER ALUMINIUM CORPORATION$1.5M0.03%HELD
263VUGVANGUARD INDEX FDS$1.5M0.03%HELD
264EMXCISHARES INC$1.5M0.03%HELD
265IYGISHARES TR$1.5M0.03%HELD
266OLEDUNIVERSAL DISPLAY CORP$1.5M0.03%HELD
267CRMSALESFORCE INC$1.5M0.03%HELD
268TMUST-MOBILE US INC$1.5M0.03%HELD
269BSVVANGUARD BD INDEX FDS$1.5M0.03%HELD
270VBKVANGUARD INDEX FDS$1.4M0.03%HELD
271OTISOTIS WORLDWIDE CORP$1.4M0.03%HELD
272PPLPPL CORP$1.4M0.03%HELD
273HBANHUNTINGTON BANCSHARES INC$1.4M0.03%HELD
274MSTRSTRATEGY INC$1.4M0.03%HELD
275URIUNITED RENTALS INC$1.4M0.03%HELD
276FCXFREEPORT MCMORAN INC$1.4M0.03%HELD
277TRVTRAVELERS COMPANIES INC$1.4M0.03%HELD
278VTVVANGUARD INDEX FDS$1.4M0.03%HELD
279GEVGE VERNOVA INC$1.3M0.03%HELD
280USHYISHARES TR$1.3M0.03%HELD
281WMT2WELLS FARGO & CO$1.3M0.03%HELD
282PEBKPEOPLES BANCORP N C INC$1.3M0.03%HELD
283ITOTISHARES TR$1.3M0.03%HELD
284CBCHUBB LTD SWITZ$1.3M0.03%HELD
285SJNKSPDR SERIES TRUST$1.3M0.03%HELD
286IJKISHARES TR$1.3M0.03%HELD
287WTMWHITE MTNS INS GROUP LTD$1.3M0.03%HELD
288IJJISHARES TR$1.2M0.03%HELD
289VXFVANGUARD INDEX FDS$1.2M0.03%HELD
290IWVISHARES TR$1.2M0.03%HELD
291COPCONOCOPHILLIPS$1.2M0.03%HELD
292TGTTARGET CORP$1.2M0.03%HELD
293HUNHUNTSMAN CORP$1.2M0.03%HELD
294BKBANK NEW YORK MELLON CORP$1.2M0.03%HELD
295DHID R HORTON INC$1.1M0.02%HELD
296EMREMERSON ELEC CO$1.1M0.02%HELD
297IMKTAINGLES MKTS INC$1.1M0.02%HELD
298PSXPHILLIPS 66$1.1M0.02%HELD
299TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.02%HELD
300IVEISHARES TR$1.1M0.02%HELD
301ACNACCENTURE PLC IRELAND$1.1M0.02%HELD
302BLKBLACKROCK INC$1.1M0.02%HELD
303WMBWILLIAMS COS INC$1.1M0.02%HELD
304AAPADVANCE AUTO PARTS INC$1.1M0.02%HELD
305SCHMSCHWAB STRATEGIC TR$1.1M0.02%HELD
306MGCVANGUARD WORLD FD$1.1M0.02%HELD
307BMYBRISTOL-MYERS SQUIBB CO$1.1M0.02%HELD
308OCOWENS CORNING NEW$1.0M0.02%HELD
309ISRGINTUITIVE SURGICAL INC$1.0M0.02%HELD
310SDYSPDR SERIES TRUST$1.0M0.02%HELD
311TELTE CONNECTIVITY PLC$1.0M0.02%HELD
312CITHE CIGNA GROUP$1.0M0.02%HELD
313CLCOLGATE PALMOLIVE CO$999K0.02%HELD
314PMPHILIP MORRIS INTL INC$999K0.02%HELD
315BXBLACKSTONE INC$994K0.02%HELD
316NUENUCOR CORP$980K0.02%HELD
317WEYSWEYCO GROUP INC$954K0.02%HELD
318SBRSABINE RTY TR$953K0.02%HELD
319DRIDARDEN RESTAURANTS INC$931K0.02%HELD
320VGSHVANGUARD SCOTTSDALE FDS$917K0.02%HELD
321LMTLOCKHEED MARTIN CORP$909K0.02%HELD
322EOGEOG RES INC$898K0.02%HELD
323FISVFISERV INC$894K0.02%HELD
324BWXSPDR SERIES TRUST$888K0.02%HELD
325BMNRBITMINE IMMERSION TECNOLOGIE$882K0.02%HELD
326VTVANGUARD INTL EQUITY INDEX F$857K0.02%HELD
327RUNSUNRUN INC$851K0.02%HELD
328GBDCGOLUB CAP BDC INC$850K0.02%HELD
329RIORIO TINTO PLC$839K0.02%HELD
330SKYCHAMPION HOMES INC$835K0.02%HELD
331VNQVANGUARD INDEX FDS$830K0.02%HELD
332CSLCARLISLE COS INC$826K0.02%HELD
333AMLPALPS ETF TR$811K0.02%HELD
334GSGOLDMAN SACHS GROUP INC$803K0.02%HELD
335IRINGERSOLL RAND INC$795K0.02%HELD
336KLACKLA CORP$763K0.02%HELD
337AVYAVERY DENNISON CORP$760K0.02%HELD
338IBITISHARES BITCOIN TRUST ETF$741K0.02%HELD
339XLRESELECT SECTOR SPDR TR$739K0.02%HELD
340SOSOUTHERN CO$720K0.02%HELD
341AMTAMERICAN TOWER CORP$711K0.02%HELD
342SHELSHELL PLC$709K0.02%HELD
343FBNDFIDELITY MERRIMACK STR TR$705K0.02%HELD
344DGROISHARES TR$690K0.01%HELD
345GBCIGLACIER BANCORP INC NEW$677K0.01%HELD
346BKRBAKER HUGHES COMPANY$671K0.01%HELD
347SGOLETFS GOLD TR$669K0.01%HELD
348JHGJANUS HENDERSON GROUP PLC$668K0.01%HELD
349KMBKIMBERLY-CLARK CORP$666K0.01%HELD
350GLXYGALAXY DIGITAL INC.$657K0.01%HELD
351ICEINTERCONTINENTAL EXCHANGE IN$656K0.01%HELD
352NEMNEWMONT CORP$654K0.01%HELD
353AGNTEXP WORLD HLDGS INC$650K0.01%HELD
354CLXCLOROX CO DEL$650K0.01%HELD
355AMATAPPLIED MATLS INC$646K0.01%HELD
356WSMWILLIAMS SONOMA INC$638K0.01%HELD
357ASHASHLAND INC$603K0.01%HELD
358VCSHVANGUARD SCOTTSDALE FDS$602K0.01%HELD
359IWYISHARES TR$596K0.01%HELD
360DFHDREAM FINDERS HOMES INC$594K0.01%HELD
361BBARRICK MNG CORP$591K0.01%HELD
362VDCVANGUARD WORLD FD$588K0.01%HELD
363OXY/WSOCCIDENTAL PETE CORP$577K0.01%HELD
364SMCISUPER MICRO COMPUTER INC$567K0.01%HELD
365UPSUNITED PARCEL SVCS INC$556K0.01%HELD
366NTRNUTRIEN LTD$551K0.01%HELD
367SWSMURFIT WESTROCK PLC$510K0.01%HELD
368WSBCWESBANCO INC$501K0.01%HELD
369AMDADVANCED MICRO DEVICES INC$490K0.01%HELD
370APDAIR PRODUCTS AND CHEMICALS I$486K0.01%HELD
371MEOHMETHANEX CORP$484K0.01%HELD
372JJACOBS SOLUTIONS INC$484K0.01%HELD
373ETNEATON CORP PLC$482K0.01%HELD
374VHTVANGUARD WORLD FD$480K0.01%HELD
375DOWDOW HLDGS INC$479K0.01%HELD
376PFFDGLOBAL X FDS$473K0.01%HELD
377SPYGSPDR SERIES TRUST$470K0.01%HELD
378QLTAISHARES TR$469K0.01%HELD
379GSKGSK PLC$452K0.01%HELD
380IBNDSPDR SERIES TRUST$444K0.01%HELD
381SRESEMPRA$441K0.01%HELD
382SCHFSCHWAB STRATEGIC TR$440K0.01%HELD
383BTUPEABODY ENGR CORP$419K0.01%HELD
384MOALTRIA GROUP INC$415K0.01%HELD
385FTCSFIRST TR EXCHANGE-TRADED FD$413K0.01%HELD
386LRCXLAM RESEARCH CORP$412K0.01%HELD
387ALLEALLEGION PLC$411K0.01%HELD
388EFAVISHARES TR$411K0.01%HELD
389BEAMBEAM THERAPEUTICS INC$408K0.01%HELD
390GSYINVESCO ACTIVELY MANAGED EXC$401K0.01%HELD
391GBFISHARES TR$399K0.01%HELD
392AKREPROFESIONALLY MANAGED PORTFO$396K0.01%HELD
393WFGWEST FRASER TIMBER LTD$394K0.01%HELD
394UBERUBER TECHNOLOGIES INC$392K0.01%HELD
395PALLABRDN PALLADIUM ETF TRUST$388K0.01%HELD
396VLOVALERO ENERGY CORP$383K0.01%HELD
397EQNREQUINOR ASA$377K0.01%HELD
398MPWRMONOLITHIC PWR SYS INC$372K0.01%HELD
399AJGGALLAGHER ARTHUR J & CO$366K0.01%HELD
400BHPBHP BILLITON LIMITED$357K0.01%HELD
401PANWPALO ALTO NETWORKS INC$356K0.01%HELD
402CMECME GROUP INC$355K0.01%HELD
403IVOVVANGUARD ADMIRAL FDS INC$355K0.01%HELD
404ENBENBRIDGE INC$350K0.01%HELD
405SCHGSCHWAB STRATEGIC TR$350K0.01%HELD
406SOLSSOLSTICE ADVANCED MATLS INC$343K0.01%HELD
407MMM3M CO$343K0.01%HELD
408BNBROOKFIELD CORP$335K0.01%HELD
409MGVVANGUARD WORLD FD$332K0.01%HELD
410IDVISHARES TR$330K0.01%HELD
411MGKVANGUARD WORLD FD$329K0.01%HELD
412KOPNKOPIN CORP$326K0.01%HELD
413SPHQINVESCO EXCHANGE TRADED FD T$323K0.01%HELD
414FFORD MTR CO$313K0.01%HELD
415FBTCFIDELITY WISE ORIGIN BITCOIN$307K0.01%HELD
416STTSTATE STR CORP$304K0.01%HELD
417CMICUMMINS INC$303K0.01%HELD
418QQNITY ELECTRONICS INC$298K0.01%HELD
419MDLZMONDELEZ INTL INC$296K0.01%HELD
420EDCONSOLIDATED EDISON INC$292K0.01%HELD
421MLMMARTIN MARIETTA MATLS INC$291K0.01%HELD
422HTBHOMETRUST BANCSHARES INC$288K0.01%HELD
423TECKTECK RESOURCES LTD$286K0.01%HELD
424ALBALBEMARLE CORP$285K0.01%HELD
425DOVDOVER CORP$284K0.01%HELD
426WECWEC ENERGY GROUP INC$282K0.01%HELD
427IBDRISHARES TR$281K0.01%HELD
428PPLTABRDN PLATINUM ETF TRUST$280K0.01%HELD
429GEVOGEVO INC$277K0.01%HELD
430FASTFASTENAL CO$275K0.01%HELD
431AAGILENT TECHNOLOGIES INC$274K0.01%HELD
432HYGISHARES TR$273K0.01%HELD
433DDDUPONT DE NEMOURS INC$271K0.01%HELD
434PYPLPAYPAL HLDGS INC$270K0.01%HELD
435SPGIS&P GLOBAL INC$266K0.01%HELD
436MGYMAGNOLIA OIL & GAS CORP$263K0.01%HELD
437VOTVANGUARD INDEX FDS$257K0.01%HELD
438TCVEA SERIES TRUST$254K0.01%HELD
439ORLYOREILLY AUTOMOTIVE INC$252K0.01%HELD
440VMCVULCAN MATLS CO$250K0.01%HELD
441PHMPULTE GROUP INC$249K0.01%HELD
442CLNECLEAN ENERGY FUELS CORP$248K0.01%HELD
443TDGTRANSDIGM GROUP INC$248K0.01%HELD
444CEGCONSTELLATION ENERGY CORP$246K0.01%HELD
445IUSBISHARES TR$246K0.01%HELD
446DDOMINION ENERGY INC$246K0.01%HELD
447MUMICRON TECHNOLOGY INC$238K0.01%HELD
448ASMLASML HLDG NV$237K0.01%HELD
449ADBEADOBE INC$235K0.01%HELD
450WMWASTE MGMT INC DEL$233K0.01%HELD
451VLTOVERALTO CORP$233K0.01%HELD
452MDTMEDTRONIC PLC$233K0.01%HELD
453ADIANALOG DEVICES INC$232K0.01%HELD
454BIVVANGUARD BD INDEX FDS$231K0.01%HELD
455FDLOFIDELITY COVINGTON TRUST$229K0.00%HELD
456MRSHMARSH & MCLENNAN COS INC$228K0.00%HELD
457GRMNGARMIN LTD$227K0.00%HELD
458METMETLIFE INC$219K0.00%HELD
459AGXARGAN INC$218K0.00%HELD
460IYHISHARES TR$216K0.00%HELD
461PHPARKER-HANNIFIN CORP$215K0.00%HELD
462NTRSNORTHERN TR CORP$214K0.00%HELD
463GISGENERAL MILLS INC$209K0.00%HELD
464VOOGVANGUARD ADMIRAL FDS INC$206K0.00%HELD
465TRGPTARGA RES CORP$205K0.00%HELD
466SPHYSPDR SERIES TRUST$204K0.00%HELD
467EXCEXELON CORP$202K0.00%HELD
468GNLXGENELUX CORPORATION$182K0.00%HELD
469HBNCHORIZON BANCORP IND$166K0.00%HELD
470FTHMFATHOM HOLDINGS INC$110K0.00%HELD
471NMRANEUMORA THERAPEUTICS INC.$85K0.00%HELD
472TOITHE ONCOLOGY INSTITUTE INC$31K0.00%HELD

Source: SEC EDGAR · accession 0001388829-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.