Stock Taper

AMERICAN TRUST

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU706$814.93K
Caterpillar Inc.CAT733$780.57K
Seagate Technology Holdings plcSTX745$718.92K
Modine Manufacturing CompanyMOD751$200.53K
Amgen Inc.AMGN771$279.19K
ASML Holding N.V.ASML822$1.64M
The Travelers Companies, Inc.TRV830$274K
Astera Labs, Inc. Common StockALAB838$404.77K
Western Digital CorporationWDC850$542.91K
Natera, Inc.NTRA865$234.8K
Lam Research CorporationLRCX866$375.26K
DaVita Inc.DVA900$200.23K
Sanmina CorporationSANM945$239.16K
American Express CompanyAXP985$333.18K
Pool CorporationPOOL1K$215.12K
Expedia Group, Inc.EXPE1.01K$257.93K
United Rentals, Inc.URI1.09K$1.24M
AstraZeneca PLCAZN1.1K$209.15K
Intuit Inc.INTU1.13K$295.19K
Lowe's Companies, Inc.LOW1.14K$251.58K