American Trust Investment Advisors, LLC Portfolio Holdings
American Trust Investment Advisors, LLC
- $228 Million
- Q3 2024
American Trust Investment Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $228 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 $15.6M, Apple Inc. with a value of $10.8M, Constellation Energy Corp with a value of $10.2M, Fluor Corp with a value of $7.92M, and Iron Mountain Inc with a value of $7.85M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $192M to 228M.
Below you can find more details about American Trust Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
Technology: $50.8 Million
Industrials: $24 Million
Financial Services: $22.4 Million
Consumer Defensive: $21.1 Million
Communication Services: $20 Million
Real Estate: $19.1 Million
Utilities: $17.4 Million
Energy: $15.8 Million
Other: $37.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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