American Trust
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,297,378
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 334 | 1,297,378 | 13F-HR | American Trust |
| Q1 2026 | 5/1/2026 | 313 | 1,131,818 | 13F-HR | American Trust |
| Q4 2025 | 2/17/2026 | 328 | 1,189,492 | 13F-HR | American Trust |
| Q3 2025 | 11/17/2025 | 327 | 1,183,832 | 13F-HR | American Trust |
| Q2 2025 | 9/3/2025 | 302 | 1,061,595 | 13F-HR | American Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 418.2 K | 32.2% | 69.26 K | 0 | 69.26 K |
| ETFs | 879.1 K | 67.8% | 96.3 K | 0 | 96.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,297,378
Holdings
334
QoQ value change ($000)
165,560
(14.6%)
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.