American-Trust
AI_NATIVE detailed information: This accession holds the following tickers:[ "POOL", null, null, "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "ASML", "BLK", "AVGO", "CMI", "EOG", "HON", "HD", "MCD", "INTU", "SYBT", "META", "IJH", "IWS", "MMC", "MA", "MSFT", "GE", "ORLY", "DG", "ANET", "KLAC", "IWD", "PAYX", "IWF", "PEP", "PGR", "IEMG", "IVV", "UNH", "AAPL", "SPY", "HLN", "NVDA", "PG", "REGN", "IEFA", "SPGI", "NOW", "SHW", "ROP", "SPDW", "GLD", "SYK", "TXN", "TMO", "TJX", "TFC", "VV", "SCHW", "ALC", "TSCO", "TSM", "VRTX", "AFL", "APH", "SONY", "SDY", "CPAY", "DOV", "IWP", "IDXX", "RACE", "NVO", "DHI", "AMZN", null, null, "VEA", "BND", "VB", "VOO", "V", "WMT", "WFC", null, "CNQ", "JBHT", "MKL", null, "DGRO", "LULU", "ADP", "BAC", "BRK-B", "BDX", "BR", "CVX", "CB", "CMG", "CTAS", "CSCO", "KO", "CMCSA", "CPRT", "COST", "DE", "IJJ", "EFA", "NEE", "NKE", "QQQ", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PH", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 121
- Total Value
- 405642047
- Accession Number
- 0001905128-25-000004
- Form Type
- 13F-HR
- Manager Name
- American-Trust
Data Enrichment
95% identified115 identified6 unidentified
Holdings
121 positions • $405.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
— | All Managers (Combined) | $202.0K | 0.0% ($202.0K/$405.6M) |