account_balance
Investment manager · 13F filer · SEC CIK 1291424
American Trust Investment Advisors, LLC
Reported value$203Mas of Jun 30, 2026
Positions81 9 new, 4 sold out
Top 10 weight36.4%AAPL alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.8%
LRCXLam Research Corp
4.8%Trimmed −30%
BRK-BBerkshire Hathaway Inc
4.1%Trimmed −39%
CCitigroup Inc
3.6%
IBMInternational Business Machines Corp
3.5%Added +7%
MSFTMicrosoft Corp
3.3%Added +13%
CARRCarrier Global Corp
3.1%
NVDANVIDIA Corp
3.1%New
GOOGLAlphabet Inc.
3.0%Trimmed −3%
NXPINXP Semiconductors N.V.
3.0%Added +8%
SCHWCharles Schwab Corp
3.0%Added +26%
BGBunge Global SA
2.9%Trimmed −14%
AAPLApple Inc.
4.8%
LRCXLam Research Corp
4.8%−30%
BRK-BBerkshire Hathaway Inc
4.1%
CCitigroup Inc
3.6%
IBMInternational Business Machines Corp
3.5%+7%
MSFTMicrosoft Corp
3.3%+13%
CARRCarrier Global Corp
3.1%
NVDANVIDIA Corp
3.1%
GOOGLAlphabet Inc.
3.0%
NXPINXP Semiconductors N.V.
3.0%
SCHWCharles Schwab Corp
3.0%
BGBunge Global SA
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.8% HeldLRCX Lam Research Corp 4.8% Trimmed −30%BRK-B Berkshire Hathaway Inc 4.1% Trimmed −39%C Citigroup Inc 3.6% HeldIBM International Business Machines Corp 3.5% Added +7%MSFT Microsoft Corp 3.3% Added +13%CARR Carrier Global Corp 3.1% HeldNVDA NVIDIA Corp 3.1% NewGOOGL Alphabet Inc. 3.0% Trimmed −3%NXPI NXP Semiconductors N.V. 3.0% Added +8%SCHW Charles Schwab Corp 3.0% Added +26%BG Bunge Global SA 2.9% Trimmed −14%
What changed
Biggest moves since Mar 31, 2026
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