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AMERICAN TRUST INVESTMENT ADVISORS, LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
Latest filing: 2026-06-30
AMERICAN TRUST INVESTMENT ADVISORS, LLC runs AMERICAN TRUST INVESTMENT ADVISORS, LLC and currently holds 81 stock positions, which is fewer than the average of 230 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 #596 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%.
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81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.84% | $33.33 | $309.35 | +828.14% | Added +1.38% |
 LRCX LAM RESEARCH CORP | 4.80% | $72.26 | $314.00 | +334.54% | Trimmed -30.15% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 4.11% | $197.33 | $495.77 | +151.24% | Trimmed -38.85% |
 C CITIGROUP INC | 3.61% | $103.35 | $131.67 | +27.40% | Added +1.45% |
 IBM INTERNATIONAL BUSINESS MACHS | 3.52% | $146.42 | $235.62 | +60.92% | Added +6.76% |
 MSFT MICROSOFT CORP | 3.26% | $139.16 | $483.24 | +247.25% | Added +13.24% |
 CARR CARRIER GLOBAL CORPORATION | 3.14% | $59.55 | $60.37 | +1.38% | Trimmed -0.60% |
 NVDA NVIDIA CORPORATION | 3.10% | $200.09 | $214.76 | +7.33% | New Buy |
 GOOGL ALPHABET INC | 3.04% | $119.24 | $344.82 | +189.18% | Trimmed -2.99% |
 NXPI NXP SEMICONDUCTORS N V | 3.00% | $126.44 | $225.56 | +78.39% | Added +8.39% |
Showing 1-10 of 81