American Trust Investment Advisors as of Dec. 31, 2024
Portfolio Holdings for American Trust Investment Advisors
American Trust Investment Advisors holds 109 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.4 | $16M | 34k | 453.28 | |
| Apple (AAPL) | 4.7 | $12M | 46k | 250.42 | |
| Constellation Energy (CEG) | 3.3 | $8.1M | 36k | 223.71 | |
| Fluor Corporation (FLR) | 3.3 | $8.0M | 163k | 49.32 | |
| International Business Machines (IBM) | 3.1 | $7.6M | 35k | 219.83 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.5M | 18k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $7.2M | 38k | 189.30 | |
| Iron Mountain (IRM) | 2.9 | $7.1M | 68k | 105.11 | |
| Meta Platforms Cl A (META) | 2.9 | $7.1M | 12k | 585.51 | |
| Sony Group Corp Sponsored Adr (SONY) | 2.5 | $6.1M | 287k | 21.16 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.3 | $5.6M | 215k | 25.83 | |
| Bwx Technologies (BWXT) | 2.3 | $5.5M | 49k | 111.39 | |
| ConAgra Foods (CAG) | 2.2 | $5.4M | 194k | 27.75 | |
| Jacobs Engineering Group (J) | 2.2 | $5.4M | 40k | 133.62 | |
| Kimco Realty Corporation (KIM) | 2.2 | $5.3M | 225k | 23.43 | |
| Fidelity National Information Services (FIS) | 2.1 | $5.2M | 64k | 80.77 | |
| Bunge Global Sa Com Shs (BG) | 2.1 | $5.2M | 66k | 77.76 | |
| Southern Company (SO) | 2.1 | $5.0M | 61k | 82.32 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $5.0M | 67k | 74.01 | |
| AES Corporation (AES) | 1.9 | $4.6M | 354k | 12.87 | |
| Autoliv (ALV) | 1.8 | $4.3M | 46k | 93.79 | |
| Cbre Group Cl A (CBRE) | 1.8 | $4.3M | 33k | 131.29 | |
| Cheniere Energy Com New (LNG) | 1.7 | $4.2M | 20k | 214.87 | |
| Lam Research Corp Com New (LRCX) | 1.7 | $4.1M | 57k | 72.23 | |
| Comcast Corp Cl A (CMCSA) | 1.7 | $4.1M | 109k | 37.53 | |
| Lennar Corp Cl A (LEN) | 1.7 | $4.1M | 30k | 136.37 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $3.9M | 19k | 207.85 | |
| Mondelez Intl Cl A (MDLZ) | 1.6 | $3.9M | 66k | 59.73 | |
| Cameco Corporation (CCJ) | 1.6 | $3.9M | 76k | 51.39 | |
| Freeport-mcmoran CL B (FCX) | 1.5 | $3.7M | 96k | 38.08 | |
| Embraer Sponsored Ads (ERJ) | 1.5 | $3.6M | 99k | 36.68 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.5 | $3.6M | 143k | 25.54 | |
| Opera Sponsored Ads (OPRA) | 1.4 | $3.4M | 180k | 18.94 | |
| Archer Daniels Midland Company (ADM) | 1.3 | $3.2M | 63k | 50.52 | |
| ConocoPhillips (COP) | 1.1 | $2.7M | 28k | 99.17 | |
| Analog Devices (ADI) | 1.0 | $2.5M | 12k | 212.46 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.9 | $2.3M | 158k | 14.31 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.9 | $2.1M | 291k | 7.28 | |
| V.F. Corporation (VFC) | 0.8 | $2.0M | 91k | 21.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.2M | 6.2k | 190.44 | |
| Banco Santander Adr (SAN) | 0.5 | $1.1M | 251k | 4.56 | |
| Netflix (NFLX) | 0.4 | $1.1M | 1.2k | 891.32 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.0M | 18k | 56.56 | |
| Pfizer (PFE) | 0.4 | $1.0M | 39k | 26.53 | |
| Chubb (CB) | 0.4 | $936k | 3.4k | 276.30 | |
| Telefonica S A Sponsored Adr (TEF) | 0.4 | $929k | 231k | 4.02 | |
| EQT Corporation (EQT) | 0.4 | $914k | 20k | 46.11 | |
| Tesla Motors (TSLA) | 0.4 | $893k | 2.2k | 403.84 | |
| Merck & Co (MRK) | 0.4 | $874k | 8.8k | 99.48 | |
| Cisco Systems (CSCO) | 0.4 | $863k | 15k | 59.20 | |
| Simon Property (SPG) | 0.3 | $832k | 4.8k | 172.21 | |
| Johnson & Johnson (JNJ) | 0.3 | $811k | 5.6k | 144.62 | |
| Amentum Holdings (AMTM) | 0.3 | $796k | 38k | 21.03 | |
| Citigroup Com New (C) | 0.3 | $792k | 11k | 70.39 | |
| Brixmor Prty (BRX) | 0.3 | $785k | 28k | 27.84 | |
| Whirlpool Corporation (WHR) | 0.3 | $766k | 6.7k | 114.48 | |
| Phillips Edison & Co Common Stock (PECO) | 0.3 | $754k | 20k | 37.46 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.3 | $745k | 20k | 37.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $743k | 1.3k | 586.08 | |
| Eli Lilly & Co. (LLY) | 0.3 | $732k | 948.00 | 772.00 | |
| Cnh Indl N V SHS (CNH) | 0.3 | $712k | 63k | 11.33 | |
| Automatic Data Processing (ADP) | 0.3 | $698k | 2.4k | 292.73 | |
| American Electric Power Company (AEP) | 0.3 | $694k | 7.5k | 92.23 | |
| Diamondback Energy (FANG) | 0.3 | $684k | 4.2k | 163.83 | |
| Verizon Communications (VZ) | 0.3 | $684k | 17k | 39.99 | |
| United Parcel Service CL B (UPS) | 0.3 | $675k | 5.4k | 126.10 | |
| Nutrien (NTR) | 0.3 | $665k | 15k | 44.75 | |
| Best Buy (BBY) | 0.3 | $664k | 7.7k | 85.80 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $640k | 12k | 54.50 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $628k | 11k | 58.81 | |
| Amgen (AMGN) | 0.3 | $619k | 2.4k | 260.64 | |
| Devon Energy Corporation (DVN) | 0.3 | $617k | 19k | 32.73 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.2 | $604k | 46k | 13.24 | |
| Stellantis SHS (STLA) | 0.2 | $598k | 46k | 13.05 | |
| Safehold (SAFE) | 0.2 | $595k | 32k | 18.48 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $581k | 6.0k | 97.31 | |
| Vale S A Sponsored Ads (VALE) | 0.2 | $581k | 66k | 8.87 | |
| Telefonica Brasil Sa New Adr (VIV) | 0.2 | $562k | 75k | 7.55 | |
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $520k | 5.8k | 89.35 | |
| NVIDIA Corporation (NVDA) | 0.2 | $439k | 3.3k | 134.29 | |
| Proshares Tr Sp500 Ex Hlth (SPXV) | 0.2 | $431k | 6.8k | 63.65 | |
| Nextera Energy (NEE) | 0.2 | $426k | 5.9k | 71.69 | |
| Amazon (AMZN) | 0.2 | $419k | 1.9k | 219.39 | |
| Sap Se Spon Adr (SAP) | 0.2 | $404k | 1.6k | 246.21 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $403k | 8.2k | 49.46 | |
| Owens Corning (OC) | 0.2 | $401k | 2.4k | 170.32 | |
| Baxter International (BAX) | 0.2 | $373k | 13k | 29.16 | |
| Hannon Armstrong (HASI) | 0.1 | $357k | 13k | 26.83 | |
| Ubs Group SHS (UBS) | 0.1 | $344k | 11k | 30.32 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $333k | 1.7k | 194.61 | |
| Albemarle Corporation (ALB) | 0.1 | $326k | 3.8k | 86.08 | |
| First Solar (FSLR) | 0.1 | $320k | 1.8k | 176.24 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $314k | 11k | 28.55 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $310k | 5.2k | 59.42 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $304k | 13k | 22.79 | |
| BP Sponsored Adr (BP) | 0.1 | $300k | 10k | 29.56 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $298k | 6.1k | 48.83 | |
| Philip Morris International (PM) | 0.1 | $297k | 2.5k | 120.35 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $296k | 4.3k | 68.68 | |
| Abbott Laboratories (ABT) | 0.1 | $294k | 2.6k | 113.11 | |
| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $281k | 18k | 15.60 | |
| Cummins (CMI) | 0.1 | $259k | 742.00 | 348.60 | |
| Colgate-Palmolive Company (CL) | 0.1 | $249k | 2.7k | 90.91 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $232k | 335.00 | 693.08 | |
| Kontoor Brands (KTB) | 0.1 | $232k | 2.7k | 85.41 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $222k | 630.00 | 351.79 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $214k | 1.2k | 172.42 | |
| Arcadium Lithium Com Shs | 0.1 | $194k | 38k | 5.13 | |
| Array Technologies Com Shs (ARRY) | 0.1 | $138k | 23k | 6.04 |