AMG National Trust Bank
•CIK: 1388829•Filing: Q4 2025
AMG National Trust Bank, with $4.2B in AUM, is known for its concentrated, high-conviction strategy, focusing on a small number of positions, currently 449. Recently, the fund has made notable shifts by adding XYL and LHX significantly, while cutting DOW and NVDA by over 90%, reflecting a tactical pivot towards energy and defense sectors.
Total AUM
$4.2B
+ $5.5M in options
QoQ Performance
+2.8%
Positions
336
+ 2 options
Top 10 Concentration
44.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IWR
SPY9.5%
IWR8.7%
IWM4.8%
VOO4.7%
IXUS3.2%
BND2.5%
LOW2.4%
VTI2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
ETF17.2%
Technology5.2%
Consumer4.7%
Healthcare1.9%
Financial1.8%
Energy0.7%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+245 more exited positions
Changes from Q3 2025
NEW3 new positions
↑86 increased
↓102 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022