American Trust
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| WELLS FARGO & COMPANY/MN | $405.7K | 0.0% |
| JANUS HENDERSON SHORT DURATION | $405.7K | 0.0% |
| iShares Core S&P US Growth ETF | $400.8K | 0.0% |
| FIDELITY MSCI CONSUMER DISCRET | $399.0K | 0.0% |
| WASTE MANAGEMENT INC | $390.9K | 0.0% |
| PEGASYSTEMS INC | $389.4K | 0.0% |
| ISHARES SHORT-TERM CORPORATE BO | $383.7K | 0.0% |
| ISHARES IBONDS DEC 2030 TERM CO | $381.6K | 0.0% |
| ISHARES COHEN & STEERS REALTY M | $380.0K | 0.0% |
| SCHWAB INTERNATIONAL EQUITY ETF | $369.6K | 0.0% |
| Comfort Systems USA Inc | $368.6K | 0.0% |
| The PNC Financial Services Group, Inc. | $361.3K | 0.0% |
| VERIZON COMMUNICATIONS INC | $354.2K | 0.0% |
| SPDR DOUBLELINE TOTAL RETURN TA | $352.8K | 0.0% |
| Vanguard S&P Small-Cap 600 Inde | $352.2K | 0.0% |
| Sea Ltd | $352.2K | 0.0% |
| ADVANCED MICRO DEVICES INC | $351.9K | 0.0% |
| SCHWAB US SMALL CAP | $350.0K | 0.0% |
| Vanguard S&P Mid-Cap 400 Index | $347.8K | 0.0% |
| Philip Morris International Inc. | $337.6K | 0.0% |
| Walt Disney Co | $337.6K | 0.0% |
| Invesco FTSE RAFI Emerging Mark | $333.6K | 0.0% |
| MongoDB, Inc. | $332.4K | 0.0% |
| SECTOR CNSMR SPDR | $330.2K | 0.0% |
| MCKESSON CORP | $329.8K | 0.0% |
| ISHARES S&P MIDCAP 400 GROWTH I | $323.3K | 0.0% |
| CARPENTER TECHNOLOGY CORP | $322.4K | 0.0% |
| VANGUARD ST BOND ETF | $319.7K | 0.0% |
| ORACLE CORP | $316.1K | 0.0% |
| JPMorgan US Value Factor ETF | $314.2K | 0.0% |
| VANGUARD MID CAP GROWTH ETF | $311.7K | 0.0% |
| GILEAD SCIENCES, INC. | $310.0K | 0.0% |
| Insulet Corp | $309.0K | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $304.6K | 0.0% |
| Expedia Group Inc | $303.1K | 0.0% |
| Builders FirstSource Inc | $302.6K | 0.0% |
| AMGEN INC | $296.5K | 0.0% |
| Natera, Inc. | $295.8K | 0.0% |
| ROLLINS INC | $294.0K | 0.0% |
| EAGLE MATERIALS INC | $291.6K | 0.0% |
| 3M CO | $288.7K | 0.0% |
| LOWES COMPANIES INC | $287.2K | 0.0% |
| SAP AG | $285.2K | 0.0% |
| COHERENT CORP | $280.0K | 0.0% |
| ROKU, INC | $278.8K | 0.0% |
| CITIZENS FINANCIAL GROUP INC/RI | $276.9K | 0.0% |
| ISHARES RUSSELL 2000 INDEX | $276.8K | 0.0% |
| CITIGROUP INC | $274.3K | 0.0% |
| ISHARES GLOBAL REIT ETF | $271.3K | 0.0% |
| CARDINAL HEALTH INC | $271.3K | 0.0% |