American Trust Investment Advisors, LLC Portfolio Holdings
American Trust Investment Advisors, LLC
- $178 Million
- Q2 2025
American Trust Investment Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $178 Million distributed in 81 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 $13.7M, Constellation Energy Corp with a value of $8.13M, Microsoft Corp with a value of $8.05M, Apple Inc. with a value of $7.7M, and Meta Platforms, Inc. with a value of $7.47M.
Examining the 13F form we can see an decrease of $40.2M in the current position value, from $218M to 178M.
Below you can find more details about American Trust Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$178 Million
Technology: $37.7 Million
Financial Services: $22.4 Million
Communication Services: $20.2 Million
Industrials: $19 Million
Utilities: $17.7 Million
Consumer Cyclical: $14.3 Million
Real Estate: $13.9 Million
Energy: $13.8 Million
Other: $18.8 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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