Stock Taper

AMERICAN TRUST

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP985$333.18K
Sanmina CorporationSANM945$239.16K
DaVita Inc.DVA900$200.23K
Lam Research CorporationLRCX866$375.26K
Natera, Inc.NTRA865$234.8K
Western Digital CorporationWDC850$542.91K
Astera Labs, Inc. Common StockALAB838$404.77K
The Travelers Companies, Inc.TRV830$274K
ASML Holding N.V.ASML822$1.64M
Amgen Inc.AMGN771$279.19K
Modine Manufacturing CompanyMOD751$200.53K
Seagate Technology Holdings plcSTX745$718.92K
Caterpillar Inc.CAT733$780.57K
Micron Technology, Inc.MU706$814.93K
AppLovin CorporationAPP685$352.93K
Ameriprise Financial, Inc.AMP682$312.87K
Carpenter Technology CorporationCRS668$412.05K
Monolithic Power Systems, Inc.MPWR644$890.24K
MACOM Technology Solutions Holdings, Inc.MTSI627$238.49K
The Goldman Sachs Group, Inc.GS618$625.03K