American Trust Investment Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $218 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $18.3M, Apple Inc. with a value of $10.1M, International Business Machines Corp with a value of $7.78M, Sony Group Corp with a value of $7.18M, and Constellation Energy Corp with a value of $6.99M.
Examining the 13F form we can see an decrease of $7M in the current position value, from $225M to 218M.
Below you can find more details about American Trust Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$218 Million
Technology: $40.6 Million
Financial Services: $29.1 Million
Communication Services: $22.9 Million
Industrials: $20.4 Million
Utilities: $19.1 Million
Energy: $17.8 Million
Consumer Cyclical: $17.5 Million
Real Estate: $16.5 Million
Other: $34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
