American Trust Investment Advisors, LLC Diversified Active

Location: Lebanon, NH

CIK: 0001291424 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value: $156M (100.0% shares, 0.0% debt)

Holdings (74)

AAPL APPLE INC 6.2%
Value $9.675M Shares 70,007 Est. Cost $84.98 Unrealized +81.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 6.1%
Value $9.478M Shares 35,494 Est. Cost $177.90 Unrealized +60.0%
CEG CONSTELLATION ENERGY CORP 6.0%
Value $9.293M Shares 111,708 Est. Cost $47.25 Unrealized +51.9%
CCJ CAMECO CORP 3.7%
Value $5.773M Shares 217,774 Est. Cost $10.63 Unrealized +138.5%
FLR FLUOR CORP NEW 3.7%
Value $5.691M Shares 228,645 Est. Cost $20.68 Unrealized +23.3%
PYPL PAYPAL HLDGS INC 3.5%
Value $5.438M Shares 63,185 Est. Cost $83.04 Unrealized +6.5%
LNG CHENIERE ENERGY INC 3.4%
Value $5.331M Shares 32,130 Est. Cost $54.81 Unrealized +176.7%
COP CONOCOPHILLIPS 3.0%
Value $4.657M Shares 45,509 Est. Cost $39.44 Unrealized +123.6%
MDLZ MONDELEZ INTL INC 2.7%
Value $4.235M Shares 77,235 Est. Cost $39.17 Unrealized +44.5%
MSFT MICROSOFT CORP 2.6%
Value $4.126M Shares 17,716 Est. Cost $73.48 Unrealized +249.6%
TGT TARGET CORP 2.6%
Value $4.089M Shares 27,556 Est. Cost $117.73 Unrealized +21.4%
IBM INTERNATIONAL BUSINESS MACHS 2.6%
Value $4M Shares 33,666 Est. Cost $106.49 Unrealized +8.6%
SCHP SCHWAB STRATEGIC TR 2.4%
Value $3.684M Shares 71,120 Est. Cost $61.63 Unrealized
J JACOBS SOLUTIONS INC 2.1%
Value $3.277M Shares 30,208 Est. Cost $100.68 Unrealized 0.0%
BUNGE LIMITED 2.0%
Value $3.188M Shares 38,610 Est. Cost $81.50 Unrealized
GS GOLDMAN SACHS GROUP INC 2.0%
Value $3.137M Shares 10,704 Est. Cost $281.01 Unrealized +5.7%
ARCO ARCOS DORADOS HOLDINGS INC 2.0%
Value $3.088M Shares 423,564 Est. Cost $4.54 Unrealized +45.0%
HAS HASBRO INC 2.0%
Value $3.042M Shares 45,125 Est. Cost $69.80 Unrealized -2.6%
LEN LENNAR CORP 1.9%
Value $3.027M Shares 40,598 Est. Cost $46.47 Unrealized +59.3%
SONY SONY GROUP CORPORATION 1.8%
Value $2.844M Shares 44,396 Est. Cost $47.41 Unrealized
IRM IRON MTN INC DEL 1.8%
Value $2.805M Shares 63,796 Est. Cost $23.80 Unrealized +86.9%
ADM ARCHER DANIELS MIDLAND CO 1.7%
Value $2.636M Shares 32,763 Est. Cost $34.82 Unrealized +113.3%
SUZ SUZANO S A 1.7%
Value $2.584M Shares 313,265 Est. Cost $12.03 Unrealized
AMERICA MOVIL SAB DE CV 1.6%
Value $2.519M Shares 152,935 Est. Cost $13.28 Unrealized
JBGS JBG SMITH PPTYS 1.6%
Value $2.492M Shares 134,110 Est. Cost $28.41 Unrealized
EMBJ EMBRAER S.A. 1.6%
Value $2.491M Shares 289,700 Est. Cost $12.41 Unrealized
EQH EQUITABLE HLDGS INC 1.6%
Value $2.416M Shares 91,705 Est. Cost $29.55 Unrealized -11.6%
ALK ALASKA AIR GROUP INC 1.5%
Value $2.41M Shares 61,569 Est. Cost $59.64 Unrealized -26.4%
NOC NORTHROP GRUMMAN CORP 1.5%
Value $2.383M Shares 5,067 Est. Cost $245.40 Unrealized +83.7%
NXPI NXP SEMICONDUCTORS N V 1.5%
Value $2.28M Shares 15,454 Est. Cost $75.34 Unrealized +108.3%
LAM RESEARCH CORP 1.4%
Value $2.201M Shares 6,013 Est. Cost $174.88 Unrealized
KKR KKR & CO INC 1.4%
Value $2.141M Shares 49,785 Est. Cost $39.94 Unrealized +23.1%
BXP BOSTON PROPERTIES INC 1.3%
Value $2.01M Shares 26,812 Est. Cost $78.25 Unrealized -11.1%
ADI ANALOG DEVICES INC 1.2%
Value $1.874M Shares 13,450 Est. Cost $151.21 Unrealized -1.5%
META META PLATFORMS INC 1.2%
Value $1.867M Shares 13,757 Est. Cost $167.57 Unrealized -3.9%
CBRE CBRE GROUP INC 1.2%
Value $1.824M Shares 27,021 Est. Cost $33.25 Unrealized +138.4%
NFLX NETFLIX INC 1.1%
Value $1.706M Shares 7,245 Est. Cost $22.17 Unrealized +0.2%
VFC V F CORP 1.0%
Value $1.625M Shares 54,325 Est. Cost $57.66 Unrealized -25.2%
ENPH ENPHASE ENERGY INC 0.8%
Value $1.282M Shares 4,620 Est. Cost $47.79 Unrealized +464.4%
GOOGL ALPHABET INC 0.7%
Value $1.125M Shares 11,760 Est. Cost $106.95 Unrealized +2.9%
ALV AUTOLIV INC 0.7%
Value $1.091M Shares 16,380 Est. Cost $82.64 Unrealized -14.1%
ALB ALBEMARLE CORP 0.7%
Value $1.072M Shares 4,052 Est. Cost $68.37 Unrealized +254.8%
NRG NRG ENERGY INC 0.6%
Value $924K Shares 24,145 Est. Cost $30.41 Unrealized +20.0%
ACI ALBERTSONS COS INC 0.6%
Value $888K Shares 35,735 Est. Cost $9.74 Unrealized +92.1%
TSLA TESLA INC 0.5%
Value $832K Shares 3,135 Est. Cost $221.79 Unrealized +25.9%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $749K Shares 10,540 Est. Cost $50.72 Unrealized +22.8%
AMGN AMGEN INC 0.5%
Value $717K Shares 3,180 Est. Cost $134.33 Unrealized +62.2%
BJ BJS WHSL CLUB HLDGS INC 0.4%
Value $677K Shares 9,297 Est. Cost $41.83 Unrealized +71.4%
GOOG ALPHABET INC 0.4%
Value $675K Shares 7,020 Est. Cost $107.20 Unrealized +3.4%
CB CHUBB LIMITED 0.4%
Value $616K Shares 3,386 Est. Cost $96.06 Unrealized +89.2%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $556K Shares 2,457 Est. Cost $66.84 Unrealized +227.7%
LIVENT CORP 0.3%
Value $515K Shares 16,810 Est. Cost $6.90 Unrealized
FSLR FIRST SOLAR INC 0.3%
Value $502K Shares 3,795 Est. Cost $66.40 Unrealized +61.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value $477K Shares 1,336 Est. Cost $118.21 Unrealized
BHP BHP GROUP LTD 0.3%
Value $448K Shares 8,962 Est. Cost $55.87 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $435K Shares 2,661 Est. Cost $114.31 Unrealized +33.8%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value $405K Shares 24,425 Est. Cost $19.57 Unrealized -11.6%
NVS NOVARTIS AG 0.3%
Value $392K Shares 5,155 Est. Cost $85.50 Unrealized
LLY LILLY ELI & CO 0.2%
Value $366K Shares 1,133 Est. Cost $187.43 Unrealized +64.4%
BP BP PLC 0.2%
Value $349K Shares 12,225 Est. Cost $27.30 Unrealized
HSBC HSBC HLDGS PLC 0.2%
Value $328K Shares 12,565 Est. Cost $26.23 Unrealized
MRK MERCK & CO INC 0.2%
Value $326K Shares 3,783 Est. Cost $55.26 Unrealized +45.5%
SUNNOVA ENERGY INTL INC. 0.2%
Value $300K Shares 13,600 Est. Cost $45.15 Unrealized
UBS UBS GROUP AG 0.2%
Value $299K Shares 20,600 Est. Cost $16.20 Unrealized -1.2%
PFE PFIZER INC 0.2%
Value $286K Shares 6,547 Est. Cost $32.52 Unrealized +24.3%
NGG NATIONAL GRID PLC 0.2%
Value $275K Shares 5,332 Est. Cost $53.95 Unrealized
CMI CUMMINS INC 0.2%
Value $241K Shares 1,184 Est. Cost $99.73 Unrealized +96.7%
TM TOYOTA MOTOR CORP 0.1%
Value $233K Shares 1,790 Est. Cost $117.76 Unrealized
HMC HONDA MOTOR LTD 0.1%
Value $229K Shares 10,595 Est. Cost $26.57 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value $225K Shares 1,050 Est. Cost $75.79 Unrealized +201.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value $210K Shares 815 Est. Cost $128.56 Unrealized +113.7%
VIV TELEFONICA BRASIL SA 0.1%
Value $140K Shares 18,670 Est. Cost $8.81 Unrealized
TELFY TELEFONICA S A 0.1%
Value $125K Shares 38,559 Est. Cost $8.06 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value $120K Shares 10,632 Est. Cost $15.03 Unrealized