Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > American Trust Investment Advisors, Llc > Profile

Instuitional Investor - American Trust Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: American Trust Investment Advisors, Llc
Portfolio Value $202,560,622
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 33,905 $9,810,751 4.84%
2.
Lam Research Corp
 LRCX 22,444 $9,725,659 4.8%
3.
Berkshire Hathaway Inc
 BRK-B 16,619 $8,315,981 4.11%
4.
Citigroup Inc
 C 52,266 $7,315,149 3.61%
5.
International Business Machines Corp
 IBM 25,362 $7,132,048 3.52%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.