American Trust Investment Advisors as of Sept. 30, 2018
Portfolio Holdings for American Trust Investment Advisors
American Trust Investment Advisors holds 75 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $9.1M | 40k | 225.73 | |
| Berkshire Hathaway (BRK.B) | 5.8 | $7.4M | 35k | 214.12 | |
| Sony Corporation (SONY) | 5.2 | $6.7M | 111k | 60.65 | |
| Citrix Systems | 4.4 | $5.6M | 50k | 111.16 | |
| Southwest Airlines (LUV) | 4.1 | $5.3M | 85k | 62.45 | |
| Microsoft Corporation (MSFT) | 3.3 | $4.2M | 37k | 114.37 | |
| ConocoPhillips (COP) | 3.2 | $4.1M | 54k | 77.40 | |
| Cbre Group Inc Cl A (CBRE) | 3.0 | $3.9M | 89k | 44.10 | |
| Yelp Inc cl a (YELP) | 2.9 | $3.8M | 77k | 49.20 | |
| FedEx Corporation (FDX) | 2.9 | $3.8M | 16k | 240.79 | |
| American Tower Reit (AMT) | 2.7 | $3.5M | 24k | 145.29 | |
| Versum Matls | 2.6 | $3.3M | 93k | 36.01 | |
| Paypal Holdings (PYPL) | 2.6 | $3.3M | 37k | 87.84 | |
| Comcast Corporation (CMCSA) | 2.5 | $3.3M | 93k | 35.41 | |
| Jacobs Engineering | 2.5 | $3.2M | 42k | 76.50 | |
| Caterpillar (CAT) | 2.4 | $3.1M | 20k | 152.50 | |
| McCormick & Company, Incorporated (MKC) | 2.2 | $2.8M | 21k | 131.75 | |
| Wells Fargo & Company (WFC) | 2.0 | $2.6M | 50k | 52.55 | |
| U.S. Bancorp (USB) | 2.0 | $2.6M | 48k | 52.80 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $2.4M | 29k | 85.02 | |
| Iron Mountain (IRM) | 1.8 | $2.3M | 66k | 34.52 | |
| Vanguard Europe Pacific ETF (VEA) | 1.7 | $2.2M | 50k | 43.27 | |
| Gentherm (THRM) | 1.7 | $2.2M | 47k | 45.44 | |
| eBay (EBAY) | 1.6 | $2.1M | 64k | 33.03 | |
| WABCO Holdings | 1.6 | $2.1M | 18k | 117.95 | |
| Lam Research Corporation | 1.5 | $1.9M | 13k | 151.74 | |
| V.F. Corporation (VFC) | 1.5 | $1.9M | 20k | 93.43 | |
| International Paper Company (IP) | 1.5 | $1.9M | 38k | 49.14 | |
| Target Corporation (TGT) | 1.3 | $1.7M | 19k | 88.23 | |
| Graphic Packaging Holding Company (GPK) | 1.3 | $1.7M | 121k | 14.01 | |
| CBS Corporation | 1.3 | $1.7M | 29k | 57.45 | |
| Praxair | 1.2 | $1.5M | 9.4k | 160.75 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.1 | $1.5M | 12k | 117.70 | |
| Schlumberger (SLB) | 1.1 | $1.4M | 24k | 60.93 | |
| Cisco Systems (CSCO) | 1.0 | $1.2M | 26k | 48.64 | |
| Facebook Inc cl a (META) | 0.9 | $1.2M | 7.4k | 164.45 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $1.2M | 14k | 85.54 | |
| Cummins (CMI) | 0.7 | $955k | 6.5k | 146.11 | |
| Applied Materials (AMAT) | 0.7 | $869k | 23k | 38.63 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.7 | $836k | 3.1k | 267.09 | |
| Chubb (CB) | 0.7 | $840k | 6.3k | 133.63 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $696k | 577.00 | 1206.24 | |
| Amgen (AMGN) | 0.5 | $638k | 3.1k | 207.14 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $586k | 491.00 | 1193.48 | |
| Boston Properties (BXP) | 0.5 | $578k | 4.7k | 123.14 | |
| Owens Corning (OC) | 0.4 | $531k | 9.8k | 54.24 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $473k | 1.6k | 290.54 | |
| Abbvie (ABBV) | 0.4 | $473k | 5.0k | 94.60 | |
| Kroger (KR) | 0.3 | $437k | 15k | 29.13 | |
| Automatic Data Processing (ADP) | 0.3 | $411k | 2.7k | 150.72 | |
| Vanguard Small-Cap ETF (VB) | 0.3 | $377k | 2.3k | 162.64 | |
| HSBC Holdings (HSBC) | 0.3 | $358k | 8.1k | 43.95 | |
| Lamar Advertising Co-a (LAMR) | 0.3 | $357k | 4.6k | 77.90 | |
| FMC Corporation (FMC) | 0.3 | $337k | 3.9k | 87.31 | |
| Kkr & Co (KKR) | 0.2 | $294k | 11k | 27.23 | |
| BHP Billiton (BHP) | 0.2 | $265k | 5.3k | 49.79 | |
| Rockwell Automation (ROK) | 0.2 | $272k | 1.5k | 187.59 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $267k | 1.3k | 201.81 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $264k | 1.6k | 166.88 | |
| Blackstone | 0.2 | $251k | 6.6k | 38.15 | |
| Pfizer (PFE) | 0.2 | $257k | 5.8k | 44.01 | |
| Rio Tinto (RIO) | 0.2 | $259k | 5.1k | 51.06 | |
| Total (TTE) | 0.2 | $258k | 4.0k | 64.50 | |
| Accenture (ACN) | 0.2 | $251k | 1.5k | 170.17 | |
| Toyota Motor Corporation (TM) | 0.2 | $251k | 2.0k | 124.26 | |
| Eli Lilly & Co. (LLY) | 0.2 | $245k | 2.3k | 107.46 | |
| Colgate-Palmolive Company (CL) | 0.2 | $242k | 3.6k | 67.02 | |
| Royal Dutch Shell | 0.2 | $250k | 3.5k | 71.00 | |
| Nokia Corporation (NOK) | 0.2 | $226k | 40k | 5.59 | |
| Merck & Co (MRK) | 0.2 | $208k | 2.9k | 70.92 | |
| Carlyle Group | 0.2 | $208k | 9.2k | 22.55 | |
| Mitsubishi UFJ Financial (MUFG) | 0.1 | $189k | 31k | 6.20 | |
| Lloyds TSB (LYG) | 0.1 | $191k | 63k | 3.04 | |
| Telefonica (TEF) | 0.1 | $172k | 22k | 7.86 | |
| Barclays (BCS) | 0.1 | $157k | 18k | 8.94 |