Top 50 American Trust Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.19% | 27.2K | $13.0M | +0.27%(+73) | $190.37(+153.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.69% | 33.4K | $8.5M | -1.76%(-599) | $29.12(+931.14%) | 2026-03-31 | |
| BG | BUNGE GLOBAL SA | 4.54% | 64.5K | $8.2M | -3.36%(-2.25K) | $84.53(+44.85%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.79% | 32.1K | $6.9M | -31.84%(-15.01K) | $26.22(+986.07%) | 2026-03-31 | |
| C | CITIGROUP INC | 3.23% | 51.5K | $5.8M | +3.17%(+1.58K) | $88.52(+39.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.2% | 15.6K | $5.8M | +1.20%(+185) | $108.97(+287.18%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.18% | 23.8K | $5.8M | +0.26%(+62) | $136.92(+60.17%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.94% | 9.3K | $5.3M | -1.71%(-162) | $172.20(+256.69%) | 2026-03-31 | |
| CEG | CONSTELLATION ENERGY CORP | 2.85% | 18.5K | $5.2M | -8.61%(-1.74K) | $56.83(+370.19%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.82% | 17.7K | $5.1M | -2.36%(-429) | $106.47(+272.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.86% | +63.70% |
| Top 20 Holdings Unweighted | +18.13% | +64.84% |
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