Stock Taper

AMERICAN TRUST

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX322$638.19K
Sandisk CorporationSNDK347$788.98K
GE Vernova Inc.GEV378$444.1K
Hubbell IncorporatedHUBB404$211.37K
McKesson CorporationMCK407$307.53K
United Therapeutics CorporationUTHR407$220.53K
Lumentum Holdings Inc.LITE442$379.26K
Linde plcLIN455$236.12K
Spotify Technology S.A.SPOT462$212.12K
Teradyne, Inc.TER504$243.85K
Dell Technologies Inc.DELL529$228.24K
Vicor CorporationVICR600$227.87K
Rockwell Automation, Inc.ROK610$302K
Everest Group, Ltd.EG611$218.27K
The Goldman Sachs Group, Inc.GS618$625.03K
MACOM Technology Solutions Holdings, Inc.MTSI627$238.49K
Monolithic Power Systems, Inc.MPWR644$890.24K
Carpenter Technology CorporationCRS668$412.05K
Ameriprise Financial, Inc.AMP682$312.87K
AppLovin CorporationAPP685$352.93K