American Trust Investment Advisors, LLC: 13F holdings

CIK 12914242026Q2

Positions81
Reported value$202.6m
Filed2026-08-14

Change since last quarter

Positions81 (+5 vs prior quarter)
Reported value$202.6m (+11.9%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC33,905$9.8m4.8%
LRCX LAM RESEARCH CORP22,444$9.7m4.8%
BRK-B BERKSHIRE HATHAWAY INC DEL16,619$8.3m4.1%
C CITIGROUP INC52,266$7.3m3.6%
IBM INTERNATIONAL BUSINESS MACHS25,362$7.1m3.5%
MSFT MICROSOFT CORP17,717$6.6m3.3%
CARR CARRIER GLOBAL CORPORATION86,636$6.4m3.1%
NVDA NVIDIA CORPORATION31,371$6.3m3.1%
GOOGL ALPHABET INC17,218$6.2m3.0%
NXP SEMICONDUCTORS N V21,624$6.1m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1291424")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples