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CIK: 0001388829
Total reported value
$4.9B
$4.9B
449 檔
26.8%
During the Q4 2025 filing period, AMG National Trust Bank (CIK: 0001388829) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.9B across 449 reported positions.
AMG National Trust Bank executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 21 positions.
Showing top 200 holdings (of 449 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.43% | -0.18% | -1.51% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 8.63% | +0.55% | +0.36% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.76% | +0.45% | -0.67% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | +0.45% | +10.30% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.21% | +0.29% | +2.57% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.50% | -0.21% | +0.49% | |
| 7 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.43% | -0.29% | -1.60% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.18% | +0.13% | -1.71% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.12% | -0.06% | -12.59% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.11% | -0.03% | -2.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | -0.36% | -1.19% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | -0.03% | +6.95% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.59% | -0.11% | -0.68% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.50% | +0.19% | +13.39% | |
| 15 | BALL | Ball CORP | Stock-Consumer Disc | 1.45% | +0.07% | +1.70% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.42% | +0.07% | -1.47% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.18% | -1.16% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.22% | +0.18% | +6.00% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | +0.17% | +14.26% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.10% | +0.03% | +0.32% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.06% | +0.04% | -3.41% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.04% | +0.08% | -5.73% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.04% | +0.08% | -3.69% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.01% | — | -0.38% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.98% | +0.40% | +25.73% | |
| 26 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.98% | -0.18% | -2.19% | |
| 27 | GNR | State Street Spdr S&p Global | ETF-Other | 0.97% | -0.09% | +19.44% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.93% | -0.22% | -2.42% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | +0.08% | +9.48% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.10% | +0.38% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.03% | +9.65% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | +0.13% | +25.35% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | -0.22% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | — | -0.66% | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.60% | -0.15% | -5.58% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.59% | -0.01% | — | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | -0.16% | -4.76% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.06% | +1.82% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | -0.85% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.50% | +0.03% | -0.75% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.04% | -0.27% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.46% | +0.05% | -0.33% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.03% | +0.53% | |
| 44 | VFC | Vf CORP | Stock-Consumer Disc | 0.42% | -0.03% | -2.56% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | -0.05% | +97.13% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.40% | +0.06% | -4.57% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.06% | -0.29% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.09% | +0.58% | |
| 49 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.35% | -0.04% | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | -0.12% | -31.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.4% | +10.30% | Add |
| 2 | SIVR | Abrdn Physical Silver Shares | +0.3% | -2.19% | Trim |
| 3 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +25.73% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.2% | +13.39% | Add |
| 5 | GNR | State Street Spdr S&p Global | +0.2% | +19.44% | Add |
| 6 | SLV | Ishares Silver Trust | +0.2% | -5.58% | Trim |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +25.35% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.95% | Add |
| 9 | XYL | Xylem Inc | +0.1% | +315.48% | Add |
| 10 | LHX | L3harris Technologies Inc | +0.1% | +252.66% | Add |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | +14.26% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.85% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.53% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +7.01% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +9.48% | Add |
| 16 | VFC | Vf CORP | +0.1% | -2.56% | Trim |
| 17 | PFG | Principal Financial Group | +0.1% | +28.58% | Add |
| 18 | VONG | Vanguard Russell 1000 Growth | +0.1% | +86.75% | Add |
| 19 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +2.57% | Add |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +18.65% | Add |
| 21 | FDX | Fedex CORP | +0.1% | +236.93% | Add |
| 22 | BALL | Ball CORP | +0.1% | +1.70% | Add |
| 23 | GLD | Spdr Gold Shares | +0.1% | -2.42% | Trim |
| 24 | CRM | Salesforce Inc | +0.1% | +103.78% | Add |
| 25 | ICVT | Ishares Convertible Bond ETF | 0% | +6.00% | Add |
| 26 | PYPL | Paypal Holdings Inc | -0.1% | -60.58% | Trim |
| 27 | AAP | Advance Auto Parts Inc | -0.1% | -38.46% | Trim |
| 28 | VTIP | Vanguard Short-term Tips | -0.1% | -12.82% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.1% | -10.53% | Trim |
| 30 | H | Hyatt Hotels CORP - Cl A | -0.1% | -46.19% | Trim |
| 31 | HUM | Humana Inc | -0.1% | -42.41% | Trim |
| 32 | OXY | Occidental Petroleum CORP | -0.1% | -54.07% | Trim |
| 33 | DOW | Dow Inc | -0.1% | -92.44% | Trim |
| 34 | MSFT | Microsoft CORP | -0.1% | +0.38% | Add |
| 35 | ORCL | Oracle CORP | -0.1% | -0.38% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | +9.65% | Add |
| 37 | GPK | Graphic Packaging Holding Co | -0.1% | — | Unchanged |
| 38 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.67% | Trim |
| 39 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -3.69% | Trim |
| 40 | NEM | Newmont CORP | -0.1% | -84.10% | Trim |
| 41 | MUB | Ishares National Muni Bond E | -0.2% | -31.59% | Trim |
| 42 | AAPL | Apple Inc | -0.2% | -12.59% | Trim |
| 43 | LOW | Lowe's Cos Inc | -0.2% | -1.60% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -1.51% | Trim |
| 45 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 46 | PPG | Ppg Industries Inc | — | NEW | New buy |
| 47 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 48 | PBF | Pbf Energy Inc-class A | — | EXIT | Sold out |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 50 | LEN | Lennar Corp-a | — | NEW | New buy |
According to official SEC Form 13F filings, AMG National Trust Bank reported a total U.S. public equity portfolio value of $4.9B across 449 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IWR, IWM) accounted for 26.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
EW
市值: $6.4M
Top Position Liquidated / Trimmed
PBF
前期市值: $3.0M
During Q4 2025, AMG National Trust Bank's top holdings by market value included SPY (9.4%)、IWR (8.6%)、IWM (4.8%). The largest single position, SPY, represented 9.4% of total portfolio value.
In Q4 2025, AMG National Trust Bank made 49 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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