American Trust has filed its 13F form on June 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 286 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 $186M, Ishares Core Dividend Growth E with a value of $84M, Idacorp Inc with a value of $76.8M, Vanguard Bd Index Fd Inc Inter with a value of $74.9M, and Ishares Core S&P Mid Cap ETF with a value of $60M.
Examining the 13F form we can see an decrease of $253M in the current position value, from $1.34B to 1.09B.
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.