§ 13F · FUND PROFILE
American Trust Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $194M (13F)Positions · 81Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 27K | $13M | 7.2% | ±0% |
| 2 | AAPL | APPLE INC | 33K | $8M | 4.7% | −2% |
| 3 | BG | BUNGE GLOBAL SA | 65K | $8M | 4.5% | −3% |
| 4 | LRCX | LAM RESEARCH CORP | 32K | $7M | 3.8% | −32% |
| 5 | C | CITIGROUP INC | 52K | $6M | 3.2% | +3% |
| 6 | MSFT | MICROSOFT CORP | 16K | $6M | 3.2% | +1% |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 24K | $6M | 3.2% | ±0% |
| 8 | META | META PLATFORMS INC | 9K | $5M | 2.9% | −2% |
| 9 | CEG | CONSTELLATION ENERGY CORP | 18K | $5M | 2.8% | −9% |
| 10 | GOOGL | ALPHABET INC | 18K | $5M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
American Trust Investment Advisors, LLC is a Other fund managing $194 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed