American-Trust-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "NTR", "AES", "BEP", null, "ABT", "KTB", "GOOGL", "ARRY", "ASML", null, "SAN", "CMI", "OPRA", "ERJ", "FCX", "GIS", "HSBC", "HMC", "LEN", "META", null, "LRCX", "MSFT", "MDLZ", "ENPH", "NVS", "IRM", "AAPL", "SPY", "NVDA", "PFE", "LMT", "MRK", "VZ", "AMGN", "SPG", "RIO", "SAP", "BP", "IBM", "TM", "UBS", "UPS", "SCHW", "AB", "NGG", "TEF", "HASI", "ALB", "SONY", "VFC", "FSLR", "AEP", "AMZN", "AMTM", "VALE", "WHR", "WDS", "OC", "FLR", "KIM", "NXPI", "SO", "TAK", "DINO", "ALV", "ADP", "BRK-B", "BAX", "BHP", "BJ", "BBY", "BMY", "BRX", "BG", "BWXT", "CCJ", "CBRE", "CVX", "LNG", "CB", "CSCO", null, "CMCSA", "CL", "CAG", "COP", "CEG", null, "CTRA", "RSP", "J", "ADI", "NEE", "GOOG", "JNJ", "LLY", "TSLA", "NFLX", "PM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 101
- Total Value
- 239133305
- Accession Number
- 0001172661-25-002031
- Form Type
- 13F-HR
- Manager Name
- American-Trust-Investment-Advisors
Data Enrichment
94% identified95 identified6 unidentified
Holdings
101 positions • $239.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
22.8K | QoQ 0.00% (-0) | All Managers (Combined) | $111.0K | 0.0% ($111.0K/$239.1M) |