American Trust Investment Advisors, LLC 13F Holdings

CIK 0001291424 · Lebanon, NH

As of Sep 30, 2025, American Trust Investment Advisors, LLC reported 81 positions worth 93.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services27,088 3.6M7.02%
APPLE INCAAPLTechnology33,869$8.6M4.45%
MICROSOFT CORPMSFTTechnology15,160$7.9M4.05%
CONSTELLATION ENERGY CORPCEGUtilities21,247$7.0M3.61%
META PLATFORMS INCMETACommunication Services9,457$6.9M3.58%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology23,686$6.7M3.45%
LAM RESEARCH CORPLRCXTechnology47,132$6.3M3.25%
SONY GROUP CORPSONYTechnology217,522$6.3M3.23%
JACOBS SOLUTIONS INCJIndustrials36,107$5.4M2.79%
BUNGE GLOBAL SABGConsumer Defensive66,115$5.4M2.77%
AUTOLIV INCALVConsumer Cyclical43,264$5.3M2.76%
CARRIER GLOBAL CORPCARRBasic Materials84,805$5.1M2.61%
CAMECO CORPCCOBasic Materials59,456$5.0M2.57%
SOUTHERN COSOUtilities50,699$4.8M2.48%
SCHWAB CHARLES CORPSCHWEquity49,941$4.8M2.46%
CITIGROUP INCCFinancial Services46,685$4.7M2.44%
AMAZON.COM INCAMZNEquity20,563$4.5M2.33%
ACCENTURE PLCACNTechnology18,280$4.5M2.32%
ALPHABET INCGOOGLEquity18,409$4.5M2.31%
NXP SEMICONDUCTORS NVNXPITechnology18,575$4.2M2.18%
KIMCO REALTY CORPKIMReal Estate186,007$4.1M2.10%
LENNAR CORPLENConsumer Cyclical30,312$3.8M1.97%
FLUOR CORPFLRIndustrials89,439$3.8M1.94%
IRON MOUNTAIN INCIRMReal Estate36,330$3.7M1.91%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive57,920$3.6M1.87%