American Trust Investment Advisors, LLC Diversified Active

Location: Lebanon, NH

CIK: 0001291424 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value: $99.18M (100.0% shares, 0.0% debt)

Holdings (59)

AAPL APPLE INC 8.6%
Value $8.576M Shares 33,727 Est. Cost $24.74 Unrealized +187.2%
CITRIX SYS INC 6.1%
Value $6.088M Shares 43,009 Est. Cost $88.00 Unrealized
JACOBS ENGR GROUP INC 5.2%
Value $5.195M Shares 65,532 Est. Cost $62.30 Unrealized
SONY SONY CORP 5.2%
Value $5.126M Shares 86,611 Est. Cost $47.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.5%
Value $4.452M Shares 24,350 Est. Cost $144.38 Unrealized +47.2%
TGT TARGET CORP 4.1%
Value $4.072M Shares 43,795 Est. Cost $55.45 Unrealized +71.3%
MSFT MICROSOFT CORP 4.1%
Value $4.035M Shares 25,586 Est. Cost $52.21 Unrealized +199.4%
LAM RESEARCH CORP 4.1%
Value $4.024M Shares 16,765 Est. Cost $165.68 Unrealized
NOC NORTHROP GRUMMAN CORP 3.8%
Value $3.797M Shares 12,551 Est. Cost $245.40 Unrealized +28.6%
MDLZ MONDELEZ INTL INC 3.4%
Value $3.344M Shares 66,774 Est. Cost $36.30 Unrealized +28.7%
NXPI NXP SEMICONDUCTORS N V 3.3%
Value $3.26M Shares 39,315 Est. Cost $75.34 Unrealized +40.8%
LEN LENNAR CORP 2.9%
Value $2.918M Shares 76,395 Est. Cost $44.86 Unrealized +16.4%
IRM IRON MTN INC NEW 2.9%
Value $2.844M Shares 119,480 Est. Cost $22.45 Unrealized +0.5%
CBRE CBRE GROUP INC 2.9%
Value $2.828M Shares 74,992 Est. Cost $30.45 Unrealized +81.5%
META FACEBOOK INC 2.6%
Value $2.55M Shares 15,288 Est. Cost $161.89 Unrealized +20.1%
KELLOGG CO 2.6%
Value $2.544M Shares 42,400 Est. Cost $48.55 Unrealized +2.1%
HAS HASBRO INC 2.2%
Value $2.228M Shares 31,140 Est. Cost $68.83 Unrealized 0.0%
CMCSA COMCAST CORP NEW 2.2%
Value $2.223M Shares 64,666 Est. Cost $25.84 Unrealized +39.5%
SPIRIT RLTY CAP INC NEW 2.2%
Value $2.181M Shares 83,385 Est. Cost $42.75 Unrealized
ADM ARCHER DANIELS MIDLAND CO 2.0%
Value $1.966M Shares 55,895 Est. Cost $34.54 Unrealized 0.0%
BXP BOSTON PROPERTIES INC 1.8%
Value $1.75M Shares 18,978 Est. Cost $87.46 Unrealized +9.3%
MKC MCCORMICK & CO INC 1.7%
Value $1.719M Shares 12,170 Est. Cost $45.36 Unrealized +52.0%
COP CONOCOPHILLIPS 1.7%
Value $1.692M Shares 54,940 Est. Cost $37.46 Unrealized +9.4%
PYPL PAYPAL HLDGS INC 1.6%
Value $1.54M Shares 16,085 Est. Cost $36.94 Unrealized +198.2%
VFC V F CORP 1.4%
Value $1.426M Shares 26,368 Est. Cost $69.53 Unrealized +12.1%
LYB LYONDELLBASELL INDUSTRIES N 1.4%
Value $1.4M Shares 28,205 Est. Cost $55.02 Unrealized -9.8%
AMT AMERICAN TOWER CORP NEW 1.4%
Value $1.361M Shares 6,248 Est. Cost $75.79 Unrealized +160.2%
THRM GENTHERM INC 1.3%
Value $1.287M Shares 40,989 Est. Cost $34.49 Unrealized +23.7%
NIELSEN HLDGS PLC 1.2%
Value $1.18M Shares 94,070 Est. Cost $12.54 Unrealized
PIONEER NAT RES CO 1.2%
Value $1.155M Shares 16,460 Est. Cost $152.03 Unrealized
PAGS PAGSEGURO DIGITAL LTD 0.8%
Value $808K Shares 41,785 Est. Cost $25.34 Unrealized +19.8%
ARCO ARCOS DORADOS HOLDINGS INC 0.8%
Value $792K Shares 237,149 Est. Cost $5.81 Unrealized 0.0%
GOOGL ALPHABET INC 0.7%
Value $718K Shares 618 Est. Cost $44.27 Unrealized +51.9%
VOO VANGUARD INDEX FDS 0.6%
Value $641K Shares 2,708 Est. Cost $233.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value $634K Shares 2,461 Est. Cost $102.77 Unrealized
AMGN AMGEN INC 0.6%
Value $618K Shares 3,049 Est. Cost $120.34 Unrealized +51.4%
GOOG ALPHABET INC 0.6%
Value $548K Shares 471 Est. Cost $41.68 Unrealized +61.6%
CB CHUBB LIMITED 0.6%
Value $546K Shares 4,886 Est. Cost $96.06 Unrealized +35.7%
JNJ JOHNSON & JOHNSON 0.4%
Value $373K Shares 2,846 Est. Cost $110.28 Unrealized +8.9%
KR KROGER CO 0.4%
Value $350K Shares 11,611 Est. Cost $18.93 Unrealized +36.9%
VB VANGUARD INDEX FDS 0.4%
Value $350K Shares 3,030 Est. Cost $123.39 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $336K Shares 2,457 Est. Cost $66.84 Unrealized +112.4%
MDT MEDTRONIC PLC 0.3%
Value $314K Shares 3,485 Est. Cost $90.18 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.3%
Value $282K Shares 4,832 Est. Cost $53.19 Unrealized
KKR KKR & CO INC 0.3%
Value $276K Shares 11,770 Est. Cost $23.96 Unrealized +13.0%
LINDE PLC 0.3%
Value $261K Shares 1,509 Est. Cost $156.88 Unrealized
TM TOYOTA MOTOR CORP 0.3%
Value $252K Shares 2,105 Est. Cost $117.76 Unrealized
NVS NOVARTIS A G 0.2%
Value $233K Shares 2,821 Est. Cost $82.59 Unrealized
ALB ALBEMARLE CORP 0.2%
Value $231K Shares 4,102 Est. Cost $68.37 Unrealized +4.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value $231K Shares 1,415 Est. Cost $128.56 Unrealized +37.7%
MRK MERCK & CO. INC 0.2%
Value $216K Shares 2,801 Est. Cost $51.36 Unrealized +26.7%
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value $215K Shares 4,188 Est. Cost $71.23 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $215K Shares 3,241 Est. Cost $52.19 Unrealized +17.9%
HMC HONDA MOTOR LTD 0.2%
Value $205K Shares 9,120 Est. Cost $25.88 Unrealized
CMI CUMMINS INC 0.2%
Value $204K Shares 1,509 Est. Cost $94.68 Unrealized +42.3%
VOD VODAFONE GROUP PLC NEW 0.2%
Value $198K Shares 14,378 Est. Cost $16.34 Unrealized
TELFY TELEFONICA S A 0.1%
Value $142K Shares 31,120 Est. Cost $8.93 Unrealized
NOK NOKIA CORP 0.1%
Value $140K Shares 45,210 Est. Cost $6.64 Unrealized
LIVENT CORP 0.1%
Value $88,000 Shares 16,810 Est. Cost $6.90 Unrealized