American Trust Investment Advisors, LLC Diversified Active

Location: Lebanon, NH

CIK: 0001291424 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $203M (100.0% shares, 0.0% debt)

Holdings (81)

AAPL APPLE INC 4.8%
Value $9.811M Shares 33,905 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 4.8%
Value $9.726M Shares 22,444 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value $8.316M Shares 16,619 Est. Cost Unrealized
C CITIGROUP INC 3.6%
Value $7.315M Shares 52,266 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 3.5%
Value $7.132M Shares 25,362 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.3%
Value $6.609M Shares 17,717 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 3.1%
Value $6.355M Shares 86,636 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 3.1%
Value $6.277M Shares 31,371 Est. Cost Unrealized
GOOGL ALPHABET INC 3.0%
Value $6.153M Shares 17,218 Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V 3.0%
Value $6.077M Shares 21,624 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 3.0%
Value $5.984M Shares 64,855 Est. Cost Unrealized
BG BUNGE GLOBAL SA 2.9%
Value $5.907M Shares 55,341 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 2.8%
Value $5.674M Shares 98,096 Est. Cost Unrealized
J JACOBS SOLUTIONS INC 2.7%
Value $5.467M Shares 43,392 Est. Cost Unrealized
SONY SONY GROUP CORP 2.6%
Value $5.368M Shares 267,579 Est. Cost Unrealized
AMZN AMAZON COM INC 2.5%
Value $4.982M Shares 20,901 Est. Cost Unrealized
META META PLATFORMS INC 2.5%
Value $4.976M Shares 8,833 Est. Cost Unrealized
SO SOUTHERN CO 2.4%
Value $4.923M Shares 51,434 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 2.4%
Value $4.782M Shares 19,252 Est. Cost Unrealized
NOW SERVICENOW INC 2.3%
Value $4.712M Shares 47,465 Est. Cost Unrealized
ALV AUTOLIV INC 2.3%
Value $4.688M Shares 40,357 Est. Cost Unrealized
IRM IRON MTN INC DEL 2.2%
Value $4.4M Shares 34,838 Est. Cost Unrealized
BWXT BWX TECHNOLOGIES INC 2.0%
Value $4.006M Shares 20,582 Est. Cost Unrealized
XSD SPDR SERIES TRUST 2.0%
Value $3.979M Shares 6,379 Est. Cost Unrealized
LEN LENNAR CORP 1.9%
Value $3.869M Shares 42,754 Est. Cost Unrealized
TREX TREX INC 1.8%
Value $3.629M Shares 72,525 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 1.7%
Value $3.408M Shares 27,388 Est. Cost Unrealized
MP MP MATERIALS CORP 1.6%
Value $3.339M Shares 59,607 Est. Cost Unrealized
SAN BANCO SANTANDER SA 1.6%
Value $3.299M Shares 239,026 Est. Cost Unrealized
LNG CHENIERE ENERGY INC 1.4%
Value $2.763M Shares 11,560 Est. Cost Unrealized
EMBJ EMBRAER S.A. 1.3%
Value $2.625M Shares 41,150 Est. Cost Unrealized
AMX AMERICA MOVIL SAB DE CV 1.3%
Value $2.552M Shares 98,183 Est. Cost Unrealized
CBRE CBRE GROUP INC 1.2%
Value $2.402M Shares 17,837 Est. Cost Unrealized
CCJ CAMECO CORP 1.1%
Value $2.275M Shares 22,333 Est. Cost Unrealized
COP CONOCOPHILLIPS 1.1%
Value $2.172M Shares 20,897 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.9%
Value $1.876M Shares 45,403 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value $1.727M Shares 3,390 Est. Cost Unrealized
SCHP SCHWAB STRATEGIC TR 0.8%
Value $1.718M Shares 64,825 Est. Cost Unrealized
KTB KONTOOR BRANDS INC 0.8%
Value $1.649M Shares 19,781 Est. Cost Unrealized
CB CHUBB LIMITED 0.6%
Value $1.154M Shares 3,386 Est. Cost Unrealized
VFC V F CORP 0.6%
Value $1.121M Shares 67,229 Est. Cost Unrealized
ASML ASML HLDG NV 0.6%
Value $1.114M Shares 560 Est. Cost Unrealized
LLY ELI LILLY & CO 0.5%
Value $926K Shares 772 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $922K Shares 1,234 Est. Cost Unrealized
EMXC ISHARES INC 0.4%
Value $854K Shares 8,352 Est. Cost Unrealized
HSBC HSBC HLDGS PLC 0.4%
Value $833K Shares 8,755 Est. Cost Unrealized
UBS UBS GROUP AG 0.4%
Value $806K Shares 16,260 Est. Cost Unrealized
BHP BHP BILLITON LIMITED 0.4%
Value $803K Shares 9,642 Est. Cost Unrealized
SAP SAP SE 0.3%
Value $651K Shares 4,225 Est. Cost Unrealized
TM TOYOTA MOTOR CORP 0.3%
Value $596K Shares 3,540 Est. Cost Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.3%
Value $518K Shares 6,640 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $509K Shares 2,273 Est. Cost Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.3%
Value $507K Shares 5,815 Est. Cost Unrealized
SPXV PROSHARES TR 0.2%
Value $505K Shares 6,142 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value $404K Shares 1,380 Est. Cost Unrealized
BP BP PLC 0.2%
Value $371K Shares 10,045 Est. Cost Unrealized
CMI CUMMINS INC 0.2%
Value $360K Shares 505 Est. Cost Unrealized
FSLR FIRST SOLAR INC 0.2%
Value $356K Shares 1,510 Est. Cost Unrealized
BEP BROOKFIELD RENEWABLE ENERGY 0.2%
Value $355K Shares 10,225 Est. Cost Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.2%
Value $351K Shares 8,990 Est. Cost Unrealized
NGG NATIONAL GRID PLC 0.2%
Value $350K Shares 4,227 Est. Cost Unrealized
HXL HEXCEL CORP NEW 0.2%
Value $345K Shares 3,445 Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value $319K Shares 2,483 Est. Cost Unrealized
NXT NEXTPOWER INC 0.2%
Value $319K Shares 2,675 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $315K Shares 3,590 Est. Cost Unrealized
ITRI ITRON INC 0.2%
Value $309K Shares 3,575 Est. Cost Unrealized
TSLA TESLA INC 0.2%
Value $309K Shares 734 Est. Cost Unrealized
XYL XYLEM INC 0.1%
Value $292K Shares 2,470 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $269K Shares 1,059 Est. Cost Unrealized
ORA ORMAT TECHNOLOGIES INC 0.1%
Value $263K Shares 2,415 Est. Cost Unrealized
OC OWENS CORNING NEW 0.1%
Value $258K Shares 1,620 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $253K Shares 350 Est. Cost Unrealized
EMA EMERA INC 0.1%
Value $248K Shares 4,685 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $247K Shares 2,690 Est. Cost Unrealized
NFLX NETFLIX INC. 0.1%
Value $238K Shares 3,340 Est. Cost Unrealized
CSCO CISCO SYS INC 0.1%
Value $236K Shares 2,010 Est. Cost Unrealized
HMC HONDA MOTOR CO LTD 0.1%
Value $225K Shares 8,300 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $222K Shares 3,855 Est. Cost Unrealized
NVS NOVARTIS AG 0.1%
Value $202K Shares 1,292 Est. Cost Unrealized
AMGN AMGEN INC 0.1%
Value $202K Shares 559 Est. Cost Unrealized
FLR FLUOR CORP 0.1%
Value $202K Shares 3,852 Est. Cost Unrealized