AMERICAN TRUST INVESTMENT ADVISORS, LLC 13F Portfolio
AMERICAN TRUST INVESTMENT ADVISORS, LLC runs AMERICAN TRUST INVESTMENT ADVISORS, LLC and currently holds 81 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $202.56M. Their top holdings are AAPL, LRCX, BRK-B, C, IBM. The top five represent 20.9% of reported portfolio weight. AMERICAN TRUST INVESTMENT ADVISORS, LLC ranks #603 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AMERICAN TRUST INVESTMENT ADVISORS, LLC initiated 9 new positions. They added to 21 existing positions. They trimmed 22 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
Portfolio Value
$202.56M
Alpha Score
51.8
#603 of 1000
Holdings
81
AMERICAN TRUST INVESTMENT ADVISORS, LLC Current 13F Holdings
Reported holdings from AMERICAN TRUST INVESTMENT ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.84% | $33.33 | $336.68 | +910.14% | Added +1.38% |
 LRCX LAM RESEARCH CORP | 4.80% | $72.26 | $318.84 | +341.24% | Trimmed -30.15% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 4.11% | $197.33 | $515.44 | +161.21% | Trimmed -38.85% |
 C CITIGROUP INC | 3.61% | $103.35 | $129.63 | +25.43% | Added +1.45% |
 IBM INTERNATIONAL BUSINESS MACHS | 3.52% | $146.42 | $227.10 | +55.10% | Added +6.76% |
 MSFT MICROSOFT CORP | 3.26% | $139.16 | $535.07 | +284.50% | Added +13.24% |
 CARR CARRIER GLOBAL CORPORATION | 3.14% | $59.55 | $55.55 | -6.72% | Trimmed -0.60% |
 NVDA NVIDIA CORPORATION | 3.10% | $200.09 | $229.28 | +14.59% | New Buy |
 GOOGL ALPHABET INC | 3.04% | $119.24 | $351.66 | +194.92% | Trimmed -2.99% |
 NXPI NXP SEMICONDUCTORS N V | 3.00% | $126.44 | $227.52 | +79.94% | Added +8.39% |
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