American Trust Investment Advisors as of Sept. 30, 2019
Portfolio Holdings for American Trust Investment Advisors
American Trust Investment Advisors holds 75 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $7.6M | 34k | 223.99 | |
| Jacobs Engineering | 4.7 | $6.1M | 66k | 91.49 | |
| Sony Corporation (SONY) | 4.0 | $5.2M | 88k | 59.13 | |
| Berkshire Hathaway (BRK.B) | 3.9 | $5.1M | 24k | 208.00 | |
| Northrop Grumman Corporation (NOC) | 3.6 | $4.7M | 13k | 374.81 | |
| Target Corporation (TGT) | 3.5 | $4.6M | 43k | 106.92 | |
| Nxp Semiconductors N V (NXPI) | 3.4 | $4.4M | 41k | 109.11 | |
| Lennar Corporation (LEN) | 3.3 | $4.3M | 77k | 55.85 | |
| Citrix Systems | 3.2 | $4.2M | 43k | 96.53 | |
| Spirit Realty Capital | 3.1 | $4.1M | 86k | 47.86 | |
| Lam Research Corporation | 3.0 | $3.9M | 17k | 231.14 | |
| Cbre Group Inc Cl A (CBRE) | 2.9 | $3.8M | 72k | 53.01 | |
| Iron Mountain (IRM) | 2.8 | $3.7M | 113k | 32.39 | |
| Mondelez Int (MDLZ) | 2.8 | $3.6M | 66k | 55.32 | |
| FedEx Corporation (FDX) | 2.7 | $3.5M | 24k | 145.58 | |
| Microsoft Corporation (MSFT) | 2.6 | $3.4M | 25k | 139.03 | |
| Occidental Petroleum Corporation (OXY) | 2.4 | $3.2M | 71k | 44.46 | |
| CBS Corporation | 2.4 | $3.1M | 77k | 40.37 | |
| ConocoPhillips (COP) | 2.3 | $3.0M | 53k | 56.98 | |
| Comcast Corporation (CMCSA) | 2.2 | $2.8M | 63k | 45.07 | |
| Facebook Inc cl a (META) | 2.0 | $2.6M | 15k | 178.06 | |
| Caterpillar (CAT) | 1.8 | $2.4M | 19k | 126.32 | |
| Industries N shs - a - (LYB) | 1.8 | $2.4M | 26k | 89.48 | |
| McCormick & Company, Incorporated (MKC) | 1.8 | $2.3M | 15k | 156.28 | |
| Boston Properties (BXP) | 1.7 | $2.2M | 17k | 129.69 | |
| V.F. Corporation (VFC) | 1.7 | $2.2M | 25k | 88.97 | |
| Southwest Airlines (LUV) | 1.7 | $2.2M | 41k | 54.00 | |
| E TRADE Financial Corporation | 1.5 | $2.0M | 46k | 43.70 | |
| Gentherm (THRM) | 1.5 | $2.0M | 48k | 41.09 | |
| Pioneer Natural Resources | 1.5 | $2.0M | 16k | 125.77 | |
| Albemarle Corporation (ALB) | 1.5 | $2.0M | 28k | 69.53 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.4 | $1.8M | 40k | 46.31 | |
| Paypal Holdings (PYPL) | 1.3 | $1.7M | 16k | 103.56 | |
| Enersis | 1.3 | $1.7M | 183k | 9.11 | |
| American Tower Reit (AMT) | 1.2 | $1.6M | 7.3k | 221.15 | |
| Credicorp (BAP) | 1.1 | $1.4M | 6.6k | 208.36 | |
| Vanguard Europe Pacific ETF (VEA) | 0.7 | $851k | 21k | 41.09 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.6 | $807k | 3.0k | 272.64 | |
| Chubb (CB) | 0.6 | $789k | 4.9k | 161.48 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $730k | 2.5k | 296.63 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $677k | 554.00 | 1222.02 | |
| Amgen (AMGN) | 0.4 | $551k | 2.8k | 193.47 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $525k | 431.00 | 1218.10 | |
| Vanguard Small-Cap ETF (VB) | 0.3 | $455k | 3.0k | 153.98 | |
| Lamar Advertising Co-a (LAMR) | 0.3 | $399k | 4.9k | 81.96 | |
| Automatic Data Processing (ADP) | 0.3 | $397k | 2.5k | 161.58 | |
| HSBC Holdings (HSBC) | 0.3 | $357k | 9.3k | 38.28 | |
| Johnson & Johnson (JNJ) | 0.3 | $342k | 2.6k | 129.55 | |
| Abbvie (ABBV) | 0.3 | $336k | 4.4k | 75.71 | |
| Kroger (KR) | 0.2 | $328k | 13k | 25.79 | |
| Toyota Motor Corporation (TM) | 0.2 | $283k | 2.1k | 134.44 | |
| Vodafone Group New Adr F (VOD) | 0.2 | $286k | 14k | 19.89 | |
| Accenture (ACN) | 0.2 | $272k | 1.4k | 192.23 | |
| Westpac Banking Corporation | 0.2 | $274k | 14k | 19.98 | |
| Linde | 0.2 | $279k | 1.4k | 193.75 | |
| Cummins (CMI) | 0.2 | $259k | 1.6k | 162.38 | |
| Mitsubishi UFJ Financial (MUFG) | 0.2 | $256k | 50k | 5.08 | |
| National Grid (NGG) | 0.2 | $262k | 4.8k | 54.22 | |
| Royal Dutch Shell | 0.2 | $244k | 4.1k | 60.01 | |
| Total (TTE) | 0.2 | $242k | 4.7k | 51.93 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $249k | 5.1k | 48.78 | |
| Nokia Corporation (NOK) | 0.2 | $229k | 45k | 5.07 | |
| Colgate-Palmolive Company (CL) | 0.2 | $240k | 3.3k | 73.48 | |
| Honda Motor (HMC) | 0.2 | $238k | 9.1k | 26.10 | |
| Rio Tinto (RIO) | 0.2 | $228k | 4.4k | 52.09 | |
| Telefonica (TEF) | 0.2 | $237k | 31k | 7.62 | |
| BHP Billiton (BHP) | 0.2 | $238k | 4.8k | 49.46 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $229k | 1.5k | 149.97 | |
| Eli Lilly & Co. (LLY) | 0.2 | $221k | 2.0k | 111.62 | |
| Merck & Co (MRK) | 0.2 | $226k | 2.7k | 84.23 | |
| Ubs Group (UBS) | 0.2 | $224k | 20k | 11.29 | |
| Lloyds TSB (LYG) | 0.2 | $205k | 78k | 2.64 | |
| Kkr & Co (KKR) | 0.2 | $205k | 7.6k | 26.81 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $201k | 1.1k | 178.67 | |
| Livent Corp | 0.1 | $112k | 17k | 6.66 |