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American Trust

All holdings · as of Dec 31, 2025

328 positions

CompanyClassValueShares% of portfolio
American Healthcare REIT, Inc.$1.30M27,5190.1%
Walmart Inc.$1.29M11,5680.1%
IDEXX LABORATORIES INC /DE$1.28M1,8850.1%
Goldman Sachs ActiveBeta US LgC$1.27M9,6150.1%
SPDR GOLD TRGOLD SHS$1.22M3,0840.1%
ISHARES CORE MODERATE ALLOCATIO$1.22M25,5650.1%
ADOBE INC.$1.20M3,4310.1%
VANGUARD SMALL CAP GROWTH ETF$1.19M3,9480.1%
BANK OF AMERICA CORP /DE$1.19M21,6400.1%
VANGUARD MID CAP VALUE ETF$1.13M6,3670.1%
iShares ESG Aware MSCI USA Smal$1.13M15,4920.1%
United Rentals Inc$1.11M1,3680.1%
Invesco S&P MidCap Momentum ETF$1.09M7,8670.1%
ISHARES CORE MSCI EMERGING MARK$1.07M15,8590.1%
TRUIST FINANCIAL CORP$1.06M21,6110.1%
VANGUARD SHORT TERM GOVERNMENT$1.01M17,1600.1%
FIRST INTERSTATE BANCSYSTEM INC$988.5K28,5700.1%
ISHARES CORE S&P SMALL-CAP ETF$988.2K8,2230.1%
VANGUARD REAL ESTATE ETF$970.0K10,9620.1%
ISHARES RUSSELL MID CAP GROWTH$950.5K6,9410.1%
ISHARES CORE MSCI EAFE ETF$935.8K10,4610.1%
Invesco Dorsey Wright Industria$931.4K8,9090.1%
EXXON MOBIL CORP$921.1K7,6540.1%
ISHARES S&P 100 INDEX FUND$920.9K2,6850.1%
SPDR S&P Emerging Markets Divid$876.9K12,7530.1%
iShares Morningstar Mid Core In$863.9K10,4430.1%
Monolithic Power Systems Inc$853.8K9420.1%
Ferrari N.V.$839.3K2,2710.1%
FTAI Aviation Ltd$830.7K4,2200.1%
ServiceNow Inc$803.8K5,2470.1%
Intuitive Surgical Inc$778.7K1,3750.1%
SPDR PORTFOLIO SMALL CAP ETF$772.9K16,4930.1%
Chubb Ltd$740.0K2,3710.1%
Booking Holdings Inc$739.0K1380.1%
iShares MSCI UAE ETF$727.2K4,8910.1%
EA BRIDGEWAY BLUE CHIP ETF$725.3K47,5270.1%
ISHARES S&P 500 VAL IDX FD$717.2K3,3820.1%
INTUIT INC.$714.1K1,0780.1%
SCHWAB US LARGE CAP$707.2K26,2800.1%
VANGUARD UTILITIES ETF$698.3K3,7740.1%
Netflix Inc$687.9K7,3370.1%
ISHARES RUSSELL MIDCAP VALUE IN$685.3K4,8580.1%
ISHARES BARCLAYS TIPS BOND$676.3K6,1540.1%
MCDONALD'S CORP$672.7K2,2010.1%
ISHARES RUSSELL TOP 200 GROWTH$645.7K2,3320.1%
PIMCO ACTIVE BOND ETF$645.1K6,9300.1%
GENERAL ELECTRIC CO$636.1K2,0650.1%
SPDR DOW JONES INDUST AVERAGE E$634.8K1,3210.1%
Vertiv Holdings Co$629.6K3,8860.1%
VANGUARD SMALL CAP VALUE ETF$614.2K2,9000.1%
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