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American Trust

Latest statistics and disclosures from American Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, DGRO, BIV, SCHX, IJH, and represent 39.65% of American Trust's stock portfolio.
Added to shares of these 10 stocks: JEPQ (+$26M), DGRO (+$5.7M), CTAS, NVDA, DHI, GOOGL, USHY, CNQ, BR, META.
Started 48 new stock positions in TT, EXPD, HCA, TWLO, ZI, IDXX, JEPQ, TFX, SE, EXAS.
Reduced shares in these 10 stocks: GLDM (-$82M), SCHX (-$23M), VUG (-$20M), , , VCIT (-$8.5M), VO (-$5.4M), LIN (-$5.2M), SHYG, VWOB.
Sold out of its positions in ADT, ALK, ARRY, TEAM, AZUL, BKNG, CRL, CLX, CRWD, DOCU.
American Trust was a net seller of stock by $-157M.
American Trust has $1.2B in assets under management (AUM), dropping by -0.72%.
Central Index Key (CIK): 0001905128

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Portfolio Holdings for American Trust

American Trust holds 256 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Equities (VOO)	15.4	$186M		353k	527.67	View chart
Ishares Core Dividend Growth Equities (DGRO)	7.4	$90M	+6%	1.4M	62.69	View chart
Vanguard Intermed Term Bond Etf Equities (BIV)	6.5	$78M		998k	78.37	View chart
Schwab Us Large Cap Equities (SCHX)	5.2	$64M	-26%	935k	67.85	View chart
Ishares Core S&p Mid-cap Etf Equities (IJH)	5.2	$63M	+2%	1.0M	62.32	View chart
Vanguard Mid Cap Index Etf Equities (VO)	5.1	$62M	-7%	235k	263.83	View chart
Vanguard Small Cap Etf Equities (VB)	5.0	$60M	+2%	255k	237.21	View chart
JPMorgan Active Growth ETF Equities (JGRO)	4.4	$53M		689k	76.88	View chart
Vanguard Ftse Developed Markets Equities (VEA)	3.2	$39M		731k	52.81	View chart
Vanguard Mega Cap Growth ETF Equities (MGK)	2.5	$30M	-6%	94k	321.95	View chart
Jpmorgan Nasdaq Equity Premium Equities (JEPQ)	2.2	$26M	NEW	476k	54.93	View chart
Jp Morgan Ultra Short Income Et Equities (JPST)	2.0	$25M	-2%	485k	50.74	View chart
Vanguard Ftse Emerging Markets Equities (VWO)	1.6	$19M	-3%	404k	47.85	View chart
Apple Equities (AAPL)	1.5	$18M	+7%	77k	233.00	View chart
Microsoft Equities (MSFT)	1.5	$18M	+12%	42k	430.30	View chart
Vanguard Intl Div Apprec Etf Equities (VIGI)	1.1	$13M	-9%	151k	88.28	View chart
Schwab Fundamental Us Large Equities (FNDX)	0.8	$10M	-6%	142k	71.76	View chart
Ishares Broad Usd High Yld Corp Equities (USHY)	0.8	$9.3M	+35%	246k	37.65	View chart
Schwab Fundamental Internationa Equities (FNDF)	0.7	$8.9M	-8%	238k	37.37	View chart
Vanguard Intermediate-term Corp Equities (VCIT)	0.7	$8.8M	-49%	105k	83.75	View chart
Unitedhealth Group Equities (UNH)	0.7	$8.2M	-15%	14k	584.68	View chart
Jp Morgan Chase Equities (JPM)	0.6	$7.7M	-11%	37k	210.86	View chart
Nvidia Corp Equities (NVDA)	0.6	$7.1M	+97%	58k	121.44	View chart
Accenture Equities (ACN)	0.6	$6.9M	-6%	20k	353.48	View chart
Costco Wholesale Corp Equities (COST)	0.6	$6.9M	-12%	7.8k	886.52	View chart
Tjx Companies Equities (TJX)	0.6	$6.8M	-20%	58k	117.54	View chart
Amazon.com Equities (AMZN)	0.5	$6.5M	-3%	35k	186.33	View chart
Cintas Corp. Equities (CTAS)	0.5	$6.4M	+284%	31k	205.88	View chart
Taiwan Semiconductor Mfg Equities (TSM)	0.5	$6.3M	-17%	37k	173.67	View chart
Visa Equities (V)	0.5	$6.1M	+10%	22k	274.95	View chart
SPDR Gold MiniShares Equities (GLDM)	0.5	$5.6M	-93%	6.3k	895.76	View chart
Vanguard Short Term Government Equities (VGSH)	0.5	$5.5M	-18%	94k	59.02	View chart
Mastercard Incorporated Equities (MA)	0.5	$5.5M	+13%	11k	493.80	View chart
Honeywell International Equities (HON)	0.5	$5.5M	-14%	26k	206.71	View chart
Kla Corp. Equities (KLAC)	0.4	$5.3M	-13%	6.9k	774.41	View chart
Vanguard Short-term Corp Bd Idx Equities (VCSH)	0.4	$5.2M	-28%	66k	79.42	View chart
Spdr S&p Dividend Etf Equities (SDY)	0.4	$5.1M		36k	142.04	View chart
Johnson & Johnson Equities (JNJ)	0.4	$5.0M	-13%	31k	162.06	View chart
Pepsi Equities (PEP)	0.4	$5.0M	-12%	29k	170.05	View chart
Marsh & Mclennan Companies Equities (MMC)	0.4	$4.9M	-15%	22k	223.09	View chart
Texas Instruments Equities (TXN)	0.4	$4.9M	-20%	24k	206.57	View chart
Home Depot Equities (HD)	0.4	$4.7M	-17%	12k	405.20	View chart
Stryker Corp Equities (SYK)	0.4	$4.5M	-12%	13k	361.26	View chart
Procter & Gamble Equities (PG)	0.4	$4.5M	-10%	26k	173.20	View chart
Deere Equities (DE)	0.3	$4.1M	-15%	9.9k	417.33	View chart
Nike Equities (NKE)	0.3	$4.1M		46k	88.40	View chart
Alphabet, Inc. Class A Equities (GOOGL)	0.3	$4.1M	+155%	24k	165.85	View chart
Meta Platforms Inc. Cl A Equities (META)	0.3	$4.0M	+112%	6.9k	572.44	View chart
Cummins Equities (CMI)	0.3	$3.9M	-18%	12k	323.79	View chart
Nextera Energy Equities (NEE)	0.3	$3.7M	-17%	44k	84.53	View chart
Spdr S&p 500 Growth Etf Equities (SPYG)	0.3	$3.6M		44k	82.94	View chart
Hershey Foods Equities (HSY)	0.3	$3.6M	-18%	19k	191.78	View chart
Abbott Lab Equities (ABT)	0.3	$3.5M	-10%	31k	114.01	View chart
Eog Resources Equities (EOG)	0.3	$3.4M	-19%	28k	122.93	View chart
D.r. Horton Incorporated Equities (DHI)	0.3	$3.4M	NEW	18k	190.77	View chart
Ishares Edge Msci Usa Quality F Equities (QUAL)	0.3	$3.4M	-10%	19k	179.30	View chart
Blackrock Equities (BLK)	0.3	$3.4M	-19%	3.5k	949.51	View chart
Thermo Fisher Scientific Equities (TMO)	0.3	$3.4M	-13%	5.4k	618.57	View chart
Comcast Corporation Equities (CMCSA)	0.3	$3.3M	-15%	80k	41.77	View chart
Amphenol Corp Equities (APH)	0.3	$3.3M	-25%	51k	65.16	View chart
Paychex Equities (PAYX)	0.3	$3.2M	-18%	24k	134.19	View chart
Zoetis Equities (ZTS)	0.2	$3.0M	-20%	15k	195.38	View chart
Schwab Corp Equities (SCHW)	0.2	$2.8M	-22%	43k	64.81	View chart
Vg Totl Stk Vprs Equities (VTI)	0.2	$2.7M	-17%	9.6k	283.17	View chart
Dover Corporation Equities (DOV)	0.2	$2.7M	-18%	14k	191.74	View chart
Sherwin Williams Equities (SHW)	0.2	$2.6M	-19%	6.7k	381.67	View chart
Vanguard Shrt-Term Infl-Prot Se Equities (VTIP)	0.2	$2.4M	-27%	48k	49.31	View chart
Hunt J B Trans Svcs Equities (JBHT)	0.2	$2.4M	-19%	14k	172.33	View chart
Mcdonalds Equities (MCD)	0.2	$2.4M		7.8k	304.51	View chart
Canadian Natural Resources Equities (CNQ)	0.2	$2.3M	NEW	71k	33.21	View chart
SPDR S&P 500 Equities (SPY)	0.2	$2.3M	-8%	4.1k	573.76	View chart
Eli Lilly & Co Equities (LLY)	0.2	$2.3M	+4%	2.6k	885.94	View chart
Gilead Sciences Equities (GILD)	0.2	$2.3M	-18%	27k	83.84	View chart
Broadridge Financial Solutions, Equities (BR)	0.2	$2.2M	NEW	10k	215.03	View chart
Chubb Equities (CB)	0.2	$2.2M	-12%	7.7k	288.39	View chart
Vanguard Total Bond Market Etf Equities (BND)	0.2	$2.2M	-19%	29k	75.11	View chart
Roper Industries Equities (ROP)	0.2	$2.2M	-18%	3.9k	556.44	View chart
Dollar General Corporation Equities (DG)	0.1	$1.8M	-11%	21k	84.57	View chart
Linde Equities (LIN)	0.1	$1.7M	-75%	3.6k	476.86	View chart
Arista Networks Equities (ANET)	0.1	$1.7M	+71%	4.4k	383.82	View chart
Novo-nordisk A/s Equities (NVO)	0.1	$1.5M	+139%	13k	119.07	View chart
Alphabet, Inc. Class C Equities (GOOG)	0.1	$1.5M	-4%	8.7k	167.19	View chart
Ishares Core S&p 500 Etf Equities (IVV)	0.1	$1.4M	-10%	2.5k	576.89	View chart
Berkshire Hathaway Inc Class B Equities (BRK.B)	0.1	$1.4M	-7%	3.1k	460.26	View chart
Danaher Corp Equities (DHR)	0.1	$1.4M	-14%	5.1k	278.02	View chart
Abbvie Equities (ABBV)	0.1	$1.3M	+3%	6.7k	197.48	View chart
S&p Global Equities (SPGI)	0.1	$1.3M	+76%	2.5k	516.62	View chart
Vanguard Growth Etf Equities (VUG)	0.1	$1.3M	-93%	3.4k	383.95	View chart
American Express Equities (AXP)	0.1	$1.3M	-32%	4.7k	271.20	View chart
Coca-cola Equities (KO)	0.1	$1.3M	+11%	18k	71.86	View chart
Ishares Morningstar U.s. Equity Equities (ILCB)	0.1	$1.3M		16k	79.23	View chart
Invesco Qqq Trust Equities (QQQ)	0.1	$1.2M	-17%	2.6k	488.05	View chart
Ferrari Equities (RACE)	0.1	$1.2M	+116%	2.6k	470.11	View chart
Ishares S&p Midcap 400 Value In Equities (IJJ)	0.1	$1.2M		9.3k	123.62	View chart
Vanguard Value Etf Equities (VTV)	0.1	$1.1M	+15%	6.5k	174.58	View chart
Intuit Equities (INTU)	0.1	$1.1M	NEW	1.8k	621.00	View chart
Progressive Corp. Equities (PGR)	0.1	$1.1M		4.3k	253.76	View chart
Adobe Sys Equities (ADBE)	0.1	$1.1M	NEW	2.0k	517.78	View chart
Asml Holding Nv Equities (ASML)	0.1	$1.0M	+191%	1.2k	833.25	View chart
United Rentals Equities (URI)	0.1	$977k	+206%	1.2k	809.73	View chart
Invesco S&P MidCap Momentum ETF Equities (XMMO)	0.1	$943k		7.8k	120.33	View chart
Lockheed Martin Corporation Equities (LMT)	0.1	$908k	+20%	1.6k	584.56	View chart
Walmart Equities (WMT)	0.1	$895k	+2%	11k	80.75	View chart
Vanguard Small Cap Growth Etf Equities (VBK)	0.1	$866k		3.2k	267.38	View chart
American Tower Corp A Equities (AMT)	0.1	$839k	-23%	3.6k	232.56	View chart
General Dynamics Corp. Equities (GD)	0.1	$836k	+43%	2.8k	302.20	View chart
Truist Financial Corp. Equities (TFC)	0.1	$811k		19k	42.77	View chart
Northrop Grumman Corp. Equities (NOC)	0.1	$810k	+37%	1.5k	528.07	View chart
Lululemon Athletica Equities (LULU)	0.1	$785k	NEW	2.9k	271.35	View chart
The Trade Desk Equities (TTD)	0.1	$762k	-6%	7.0k	109.65	View chart
AppLovin Corp Cl A Equities (APP)	0.1	$760k	-27%	5.8k	130.55	View chart
Idexx Laboratories Equities (IDXX)	0.1	$757k	NEW	1.5k	505.22	View chart
Chipotle Mexican Grill Equities (CMG)	0.1	$756k	NEW	13k	57.62	View chart
ServiceNow Equities (NOW)	0.1	$744k	NEW	832.00	894.39	View chart
Broadcom Equities (AVGO)	0.1	$731k	+863%	4.2k	172.50	View chart
Ftai Aviation Equities (FTAI)	0.1	$727k	-14%	5.5k	132.90	View chart
Corpay Equities (CPAY)	0.1	$719k	NEW	2.3k	312.76	View chart
Vanguard S&P 500 Growth ETF Equities (VOOG)	0.1	$712k		2.1k	345.36	View chart
Builders Firstsource Equities (BLDR)	0.1	$703k	+5%	3.6k	193.86	View chart
Resmed Equities (RMD)	0.1	$690k	NEW	2.8k	244.12	View chart
Monster Beverage Corporation Equities (MNST)	0.1	$687k	NEW	13k	52.17	View chart
Vertex Pharm Equities (VRTX)	0.1	$680k	NEW	1.5k	465.08	View chart
Union Pacific Corp Equities (UNP)	0.1	$664k	-4%	2.7k	246.48	View chart
iShares ESG Aware MSCI USA Smal Equities (ESML)	0.1	$639k	+16%	15k	41.82	View chart
Hasbro Equities (HAS)	0.1	$634k	NEW	8.8k	72.32	View chart
Regeneron Pharmaceuticals Equities (REGN)	0.0	$600k	NEW	571.00	1051.24	View chart
Copart Equities (CPRT)	0.0	$598k	NEW	11k	52.40	View chart
Vertiv Hldg Co Class A Equities (VRT)	0.0	$592k	-7%	5.9k	99.49	View chart
Spotify Technology Sa Equities (SPOT)	0.0	$572k		1.6k	368.53	View chart
Allegheny Tech Equities (ATI)	0.0	$545k	-11%	8.1k	66.91	View chart
Nutanix Equities (NTNX)	0.0	$542k	-7%	9.2k	59.25	View chart
Kimberly-clark Corporation Equities (KMB)	0.0	$537k	+8%	3.8k	142.28	View chart
Guidewire Software Equities (GWRE)	0.0	$530k	+55%	2.9k	182.94	View chart
Spdr Portfolio Small Cap Etf Equities (SPSM)	0.0	$529k	+3%	12k	45.51	View chart
Ishares Core Msci Emerging Mark Equities (IEMG)	0.0	$520k	NEW	9.1k	57.41	View chart
Exxon Mobil Corp Equities (XOM)	0.0	$497k	+18%	4.2k	117.22	View chart
Ea Bridgeway Blue Chip Etf Equities (BBLU)	0.0	$494k	-2%	39k	12.71	View chart
Okta Inc. Cl A Equities (OKTA)	0.0	$487k	-7%	6.6k	74.34	View chart
Spdr Portfolio Developed World Equities (SPDW)	0.0	$474k	-6%	13k	37.56	View chart
Mastec Equities (MTZ)	0.0	$449k	-21%	3.6k	123.10	View chart
Goldman Sachs ActiveBeta US LgC Equities (GSLC)	0.0	$445k	-4%	3.9k	112.95	View chart
Chevron Corp Equities (CVX)	0.0	$432k	-4%	2.9k	147.27	View chart
iShares iBonds Dec 2025 Term Equities (IBDQ)	0.0	$418k	NEW	17k	25.10	View chart
Aflac Equities (AFL)	0.0	$416k		3.7k	111.80	View chart
Quanta Services Equities (PWR)	0.0	$413k	+64%	1.4k	298.15	View chart
Eagle Materials Equities (EXP)	0.0	$411k	-7%	1.4k	287.65	View chart
Xpo Logistics Equities (XPO)	0.0	$410k	-3%	3.8k	107.51	View chart
Monolithic Power Systems Equities (MPWR)	0.0	$403k		436.00	924.50	View chart
Stock Yards Bancorp Equities (SYBT)	0.0	$394k		6.4k	61.99	View chart
Canadian Pacific Kansas City Lt Equities (CP)	0.0	$387k	-6%	4.5k	85.54	View chart
Borgwarner Equities (BWA)	0.0	$387k	-3%	11k	36.29	View chart
Elevance Health Equities (ELV)	0.0	$386k		743.00	520.00	View chart
Deckers Outdoor Corporation Equities (DECK)	0.0	$383k	+566%	2.4k	159.45	View chart
Natera Equities (NTRA)	0.0	$381k	-6%	3.0k	126.95	View chart
Applied Matls Equities (AMAT)	0.0	$381k	-5%	1.9k	202.05	View chart
Steris Equities (STE)	0.0	$379k	-5%	1.6k	242.54	View chart
Bank Of America Equities (BAC)	0.0	$378k	-9%	9.5k	39.68	View chart
Ishares Barclays Tips Bond Equities (TIP)	0.0	$377k	-7%	3.4k	110.48	View chart
Avantor Equities (AVTR)	0.0	$376k	-5%	15k	25.87	View chart
Hca Holdings Equities (HCA)	0.0	$372k	NEW	916.00	406.43	View chart
Lowes Cos Equities (LOW)	0.0	$369k	-3%	1.4k	270.85	View chart
Ishares Russell 1000 Value Inde Equities (IWD)	0.0	$368k	-53%	1.9k	189.80	View chart
Beacon Roofing Supply Equities (BECN)	0.0	$367k	-7%	4.2k	86.43	View chart
Vanguard Large Cap Etf Equities (VV)	0.0	$367k		1.4k	263.29	View chart
Ishares S&p Growth Index Equities (IVW)	0.0	$364k	+51%	3.8k	95.76	View chart
Vanguard Mid Cap Value Etf Equities (VOE)	0.0	$362k	+3%	2.2k	167.70	View chart
Carpenter Technology Corporatio Equities (CRS)	0.0	$356k	-20%	2.2k	159.58	View chart
Automatic Data Proc Equities (ADP)	0.0	$354k	-29%	1.3k	276.73	View chart
Merck & Co Equities (MRK)	0.0	$345k	+70%	3.0k	113.56	View chart
Icon Equities (ICLR)	0.0	$342k	-6%	1.2k	287.31	View chart
Parker-hannifin Corp Equities (PH)	0.0	$336k		531.00	631.82	View chart
MRC Global Equities (MRC)	0.0	$334k	-9%	26k	12.74	View chart
Caterpillar Equities (CAT)	0.0	$330k	-2%	844.00	391.12	View chart
Arch Capital Group Equities (ACGL)	0.0	$327k	-64%	2.9k	111.88	View chart
Netflix Equities (NFLX)	0.0	$323k	NEW	456.00	709.27	View chart
Astrazeneca Equities (AZN)	0.0	$320k	-6%	4.1k	77.91	View chart
Aon Plc Class A Equities (AON)	0.0	$317k	+2%	916.00	345.99	View chart
Inspire Medical Systems Equities (INSP)	0.0	$314k	-6%	1.5k	211.05	View chart
Alnylam Pharmaceuticals Equities (ALNY)	0.0	$309k	NEW	1.1k	275.03	View chart
Cisco Sys Equities (CSCO)	0.0	$303k	-10%	5.7k	53.22	View chart
Cencora Equities (COR)	0.0	$301k	-5%	1.3k	225.08	View chart
First Bancorp Equities (FBP)	0.0	$300k	-9%	14k	21.17	View chart
Regal Rexnord Corporation Equities (RRX)	0.0	$298k	+11%	1.8k	165.88	View chart
Ameriprise Financial Equities (AMP)	0.0	$296k	-5%	630.00	469.81	View chart
Qualcomm Equities (QCOM)	0.0	$294k	-5%	1.7k	170.05	View chart
Sea Equities (SE)	0.0	$294k	NEW	3.1k	94.28	View chart
Wintrust Finl Corp Equities (WTFC)	0.0	$294k		2.7k	108.53	View chart
3m Company Equities (MMM)	0.0	$292k	NEW	2.1k	136.70	View chart
Epam Sys Equities (EPAM)	0.0	$292k		1.5k	199.03	View chart
Summit Materials Equities (SUM)	0.0	$288k	-11%	7.4k	39.03	View chart
Caesars Entertainment Equities (CZR)	0.0	$288k		6.9k	41.74	View chart
Granite Construction Equities (GVA)	0.0	$282k	-21%	3.6k	79.28	View chart
Goldman Sachs Grp Equities (GS)	0.0	$280k		565.00	495.11	View chart
Matador Resources Equities (MTDR)	0.0	$278k	+60%	5.6k	49.42	View chart
Advanced Micro Devices Equities (AMD)	0.0	$278k	-2%	1.7k	164.08	View chart
Mckesson Corp Equities (MCK)	0.0	$278k	-58%	562.00	494.42	View chart
Jabil Circuit Equities (JBL)	0.0	$276k	-9%	2.3k	119.83	View chart
Equifax Equities (EFX)	0.0	$272k	-7%	925.00	293.86	View chart
Schwab Us Mid-cap Etf Equities (SCHM)	0.0	$271k	-21%	3.3k	83.09	View chart
Tesla Motors Equities (TSLA)	0.0	$271k	-2%	1.0k	261.63	View chart
Dropbox Equities (DBX)	0.0	$271k	NEW	11k	25.43	View chart
Apollo Global Management Inc Cl Equities (APO)	0.0	$271k	-25%	2.2k	124.91	View chart
Modine Manufacturing Equities (MOD)	0.0	$268k	NEW	2.0k	132.79	View chart
Waste Connections Equities (WCN)	0.0	$267k	-5%	1.5k	178.82	View chart
Markel Cp Hldg Equities (MKL)	0.0	$265k	-3%	169.00	1568.58	View chart
Trane Technologies Plc Class A Equities (TT)	0.0	$264k	NEW	680.00	388.73	View chart
Mercadolibre Equities (MELI)	0.0	$263k	-7%	128.00	2051.96	View chart
Permian Resources Corp Cl A Equities (PR)	0.0	$260k	-4%	19k	13.61	View chart
Mattel Equities (MAT)	0.0	$259k	-6%	14k	19.05	View chart
KBR Equities (KBR)	0.0	$257k	-14%	3.9k	65.13	View chart
Pool Corporation Equities (POOL)	0.0	$254k		674.00	376.80	View chart
Ishares Tr Ibonds 25 Trm Ts Equities (IBTF)	0.0	$252k	NEW	11k	23.42	View chart
Ishares Core Msci Eafe Etf Equities (IEFA)	0.0	$252k		3.2k	78.04	View chart
Becton Dickinson & Co Equities (BDX)	0.0	$252k		1.0k	241.10	View chart
iShares iBonds Dec 2024 Term Equities (IBDP)	0.0	$251k	NEW	10k	25.21	View chart
The Cooper Companies Equities (COO)	0.0	$251k	-9%	2.3k	110.34	View chart
iShares iBonds Dec 2024 Term Tr Equities (IBTE)	0.0	$251k	NEW	10k	24.00	View chart
Doximity Inc Cl A Equities (DOCS)	0.0	$247k	NEW	5.7k	43.57	View chart
Fortinet Equities (FTNT)	0.0	$246k	NEW	3.2k	77.55	View chart
Independence Realty Trust Equities (IRT)	0.0	$244k	-3%	12k	20.50	View chart
Pnc Bank Equities (PNC)	0.0	$244k	-2%	1.3k	184.85	View chart
Coherent Corp Equities (COHR)	0.0	$243k	-9%	2.7k	88.91	View chart
Transunion Equities (TRU)	0.0	$242k	NEW	2.3k	104.70	View chart
Smartsheet Inc Class A Equities (SMAR)	0.0	$241k	-4%	4.4k	55.36	View chart
Dicks Sporting Goods Equities (DKS)	0.0	$240k	-20%	1.1k	208.70	View chart
Icici Bank Equities (IBN)	0.0	$236k	-6%	7.9k	29.85	View chart
Perkinelmer Equities (RVTY)	0.0	$236k	NEW	1.9k	127.75	View chart
STAG Industrial Equities (STAG)	0.0	$235k	-3%	6.0k	39.09	View chart
Flextronics Intl Equities (FLEX)	0.0	$233k	-9%	7.0k	33.43	View chart
Nu Holdings Ltd Usd0.0000066666 Equities (NU)	0.0	$231k	-6%	17k	13.65	View chart
Morgan Stanley Equities (MS)	0.0	$230k	-4%	2.2k	104.24	View chart
Vanguard Small Cap Value Etf Equities (VBR)	0.0	$229k	NEW	1.1k	200.73	View chart
Exact Sciences Corp Equities (EXAS)	0.0	$229k	NEW	3.4k	68.12	View chart
Marathon Petroleum Corp Equities (MPC)	0.0	$228k	+5%	1.4k	162.91	View chart
Coupang Inc. Cl A Equities (CPNG)	0.0	$227k	-6%	9.2k	24.55	View chart
Twilio Inc. Class A Equities (TWLO)	0.0	$224k	NEW	3.4k	65.22	View chart
Trex Ord Equities (TREX)	0.0	$224k	+7%	3.4k	66.58	View chart
Oracle Corp Equities (ORCL)	0.0	$223k	NEW	1.3k	170.40	View chart
L3harris Technologies Equities (LHX)	0.0	$219k	-4%	922.00	237.87	View chart
Planet Fitness Inc Cl A Equities (PLNT)	0.0	$218k	-21%	2.7k	81.22	View chart
The Carlyle Group Equities (CG)	0.0	$214k	-7%	5.0k	43.06	View chart
Philip Morris International, In Equities (PM)	0.0	$214k	NEW	1.8k	121.40	View chart
Teleflex Equities (TFX)	0.0	$212k	NEW	858.00	247.32	View chart
Jones Lang Lasalle Equities (JLL)	0.0	$208k	NEW	772.00	269.81	View chart
Knight-Swift Transportation Hol Equities (KNX)	0.0	$204k	NEW	3.8k	53.95	View chart
Royal Caribbean Group Equities (RCL)	0.0	$204k	NEW	1.2k	177.36	View chart
Monday Equities (MNDY)	0.0	$204k	NEW	734.00	277.77	View chart
Expeditors Intl Of Washington I Equities (EXPD)	0.0	$203k	NEW	1.5k	131.40	View chart
Kkr & Co. Inc. Class A Equities (KKR)	0.0	$202k	NEW	1.5k	130.58	View chart
Fair Isaac Corporation Equities (FICO)	0.0	$202k	NEW	104.00	1943.52	View chart
Integral Ad Science Holding Cor Equities (IAS)	0.0	$130k	-9%	12k	10.81	View chart
Controladora Vuela Cia De Aviac Equities (VLRS)	0.0	$121k	-9%	19k	6.33	View chart
Indie Semiconductor Inc Cl A Equities (INDI)	0.0	$116k	+28%	29k	3.99	View chart
ZoomInfo Technologies Equities (ZI)	0.0	$104k	NEW	10k	10.32	View chart
Planet Labs PBC Equities (PL)	0.0	$42k	+8%	19k	2.23	View chart
Leslies Poolmart Equities (LESL)	0.0	$40k	+23%	13k	3.16	View chart

Past Filings by American Trust

SEC 13F filings are viewable for American Trust going back to 2021

American Trust 2024 Q3 filed Nov. 29, 2024
American Trust 2024 Q2 filed Sept. 12, 2024
American Trust 2024 Q1 filed June 11, 2024
American Trust 2023 Q4 filed Feb. 21, 2024
American Trust 2023 Q3 filed Nov. 15, 2023
American Trust 2023 Q2 filed Aug. 14, 2023
American Trust 2023 Q1 filed May 22, 2023
American Trust 2022 Q4 filed Feb. 16, 2023
American Trust 2022 Q3 filed Dec. 2, 2022
American Trust 2022 Q2 filed Oct. 3, 2022
American Trust 2022 Q1 filed June 8, 2022
American Trust 2021 Q4 filed March 17, 2022

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