StockDriftsStockDriftsTop 50 American Trust Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.84% | 33.9K | $9.8M | +1.38%(+462) | $32.37(+843.36%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 4.8% | 22.4K | $9.7M | -30.15%(-9.69K) | $26.22(+1187.05%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.11% | 16.6K | $8.3M | -38.85%(-10.56K) | $190.37(+163.34%) | 2026-06-30 | |
| C | CITIGROUP INC | 3.61% | 52.3K | $7.3M | +1.45%(+746) | $89.02(+57.45%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.52% | 25.4K | $7.1M | +6.76%(+1.60K) | $144.66(+59.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.26% | 17.7K | $6.6M | +13.24%(+2.07K) | $139.03(+249.61%) | 2026-06-30 | |
| CARR | CARRIER GLOBAL CORPORATION | 3.14% | 86.6K | $6.4M | -0.60%(-525) | $66.15(-5.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 31.4K | $6.3M | new | $176.49(+28.09%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.04% | 17.2K | $6.2M | -2.99%(-531) | $106.47(+223.77%) | 2026-06-30 | |
| NXPI | NXP SEMICONDUCTORS N V | 3% | 21.6K | $6.1M | +8.39%(+1.67K) | $129.94(+80.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.89% | +76.66% | +15.45% | +105.09% |
| Top 20 Holdings Unweighted | +21.25% | +78.24% | +15.46% | +105.21% |
American Trust Investment Advisors LLC reports $202.56M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.8%), LRCX (4.8%) and BRK.B (4.1%). The top 20 holdings account for 62.48% of reported assets. Its disclosed equity book has returned +76.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from American Trust Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1291424). View American Trust Investment Advisors LLC’s 13F filings on SEC