American Trust has filed its 13F form on September 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $184M, Vanguard Bd Index Fd Inc Inter with a value of $82.1M, Ishares Core Dividend Growth E with a value of $58.7M, Ishares Core S&P Mid Cap ETF with a value of $48.5M, and Vanguard Small Cap ETF with a value of $45.2M.
Examining the 13F form we can see an increase of $643M in the current position value, from $370M to 1.01B.
American Trust is based out at Lexington, KY
Below you can find more details about American Trust portfolio as well as his latest detailed transactions.
