American Trust Investment Advisors, LLC
All 13F Filings
- Location
- Lebanon, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,561
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 81 | 202,561 | 13F-HR | American Trust Investment Advisors, LLC |
| Q1 2026 | 5/15/2026 | 76 | 181,010 | 13F-HR | American Trust Investment Advisors, LLC |
| Q4 2025 | 2/17/2026 | 77 | 187,010 | 13F-HR | American Trust Investment Advisors, LLC |
| Q3 2025 | 11/14/2025 | 81 | 193,911 | 13F-HR | American Trust Investment Advisors, LLC |
| Q2 2025 | 8/14/2025 | 81 | 198,170 | 13F-HR | American Trust Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.1 K | 95.8% | 16.99 K | 0 | 16.99 K |
| ETFs | 8.496 K | 4.2% | 4.565 K | 0 | 4.565 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
202,561
Holdings
81
QoQ value change ($000)
21,551
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.