Holdings
American Trust Investment Advisors, LLC
As of Jun 30, 2026, American Trust Investment Advisors, LLC reported 70 positions worth US$177M. Largest: Apple Inc, Lam Research Corporation and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 33,905 | US$9.81M | +462 | Jun 30, 2026 |
| Lam Research Corporation | 22,444 | US$9.73M | −9,689 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 16,619 | US$8.32M | −10,557 | Jun 30, 2026 |
| Citigroup, Inc. | 52,266 | US$7.32M | +746 | Jun 30, 2026 |
| International Business Machines Corporation | 25,362 | US$7.13M | +1,605 | Jun 30, 2026 |
| Microsoft Corp. | 17,717 | US$6.61M | +2,072 | Jun 30, 2026 |
| Carrier Global Corporation | 86,636 | US$6.35M | −525 | Jun 30, 2026 |
| Nvidia Corporation | 31,371 | US$6.28M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,218 | US$6.15M | −531 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 64,855 | US$5.98M | +13,367 | Jun 30, 2026 |