American Trust Investment Advisors, LLC
•CIK: 1291424•Filing: Q4 2025
**American Trust Investment Advisors, LLC** manages $187M across a diversified portfolio of 77 positions. The firm maintains significant exposure to established technology and industrial leaders, highlighted by a $13.6M holding in BRK/B and $9.3M in AAPL. Further concentration includes substantial allocations to LRCX ($8.1M), MSFT ($7.5M), and CEG ($7.1M). This positioning suggests a focus on resilient, blue-chip names across diverse sectors.
Total AUM
$187.0M
QoQ Performance
-3.6%
Positions
76
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
BRK/B7.3%
AAPL4.9%
LRCX4.3%
MSFT4.0%
CEG3.8%
IBM3.8%
META3.3%
BG3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.6%
Technology28.5%
Financial10.6%
Consumer4.4%
Utilities2.5%
Consumer Staples1.8%
Energy1.1%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑33 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023