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AMERICAN TRUST INVESTMENT ADVISORS, LLC 13F portfolio summary

AMERICAN TRUST INVESTMENT ADVISORS, LLC of AMERICAN TRUST INVESTMENT ADVISORS, LLC has 74 current stock holdings with a reported portfolio value of $181.0M. The portfolio 1 year return is +15.97%. Top holdings include BRK-B (7.19%), AAPL (4.69%), BG (4.54%), LRCX (3.79%), C (3.23%).

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AMERICAN TRUST INVESTMENT ADVISORS, LLC

AMERICAN TRUST INVESTMENT ADVISORS, LLC
Latest filing: 2026-03-31

AMERICAN TRUST INVESTMENT ADVISORS, LLC runs AMERICAN TRUST INVESTMENT ADVISORS, LLC and currently holds 74 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $181.01M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AMERICAN TRUST INVESTMENT ADVISORS, LLC ranks #663 out of 1000 investors tracked based on their composite Alpha Score. Their current best-performing position is LNG (CHENIERE ENERGY INC) with returns of +45.97% from their average buy price, held for approximately 23.0 quarters. Over the past year, AMERICAN TRUST INVESTMENT ADVISORS, LLC's portfolio at AMERICAN TRUST INVESTMENT ADVISORS, LLC has delivered returns of +15.97%. Their 3-year annualized return is +53.77%. Looking at the 5-year horizon, AMERICAN TRUST INVESTMENT ADVISORS, LLC has achieved +72.59% annualized returns at AMERICAN TRUST INVESTMENT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.97%
#833/1000
3 Year
+53.77%
#771/1000
5 Year
+72.59%
#493/1000

Portfolio Value

$181.01M

Alpha Score

48.3

#663 of 1000

Holdings

74

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change