13F Insight
DOSSIER · 13F-HR · Q2 2026

American Trust Investment Advisors, LLC

$203M in tracked AUM across 81 positions as of Q2 2026.

AT
CIK 0001291424 · last filed Jun 30, 2026
Total AUM
$203M
as of Q2 2026
Holdings
81
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

American Trust Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M34K4.8%02
LRCX
LAM RESEARCH CORP
$10M22K4.8%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M17K4.1%04
C
CITIGROUP INC
$7M52K3.6%05
IBM
INTERNATIONAL BUSINESS MACHS
$7M25K3.5%06
MSFT
MICROSOFT CORP
$7M18K3.3%07
CARR
CARRIER GLOBAL CORPORATION
$6M87K3.1%08
NVDA
NVIDIA CORPORATION
$6M31K3.1%09
GOOGL
ALPHABET INC
$6M17K3.0%10
N6596X109
NXP SEMICONDUCTORS N V
$6M22K3.0%

Filing history

2026Q2Jun 30
$203M▲ 11.9%
81 positionsView →2026Q1Mar 31
$181M▼ 3.2%
76 positionsView →2025Q4Dec 31
$187M▼ 3.6%
77 positionsView →2025Q3Sep 30
$194M▼ 2.1%
81 positionsView →2025Q2Jun 30
$198M▼ 17.1%
81 positionsLocked2025Q1Mar 31
$239M▼ 2.0%
101 positionsLocked2024Q4Dec 31
$244M▼ 0.2%
109 positionsLocked2024Q3Sep 30
$244M▲ 18.7%
109 positionsLocked2024Q2Jun 30
$206M▼ 1.9%
84 positionsLocked2024Q1Mar 31
$210M▲ 9.1%
86 positionsLocked2023Q4Dec 31
$192M▲ 6.2%
86 positionsLocked2023Q3Sep 30
$181M▲ 1.5%
83 positionsLocked
Showing 12 of 63