American Trust has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 313 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 $193M, Ishares Core Dividend Growth E with a value of $86.4M, Vanguard Bd Index Fd Inc Inter with a value of $69.2M, Vanguard Mid Cap ETF with a value of $57.8M, and Vanguard Small Cap ETF with a value of $57.1M.
Examining the 13F form we can see an increase of $53.2M in the current position value, from $1.15B to 1.2B.
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.
Portfolio value
$1.2 Billion
ETFs: $910 Million
Technology: $86.1 Million
Financial Services: $42.1 Million
Industrials: $39.2 Million
Healthcare: $38.1 Million
Consumer Cyclical: $34.1 Million
Consumer Defensive: $21.8 Million
Communication Services: $16.2 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
