American Trust Investment Advisors, LLC — 13F holdings

American Trust Investment Advisors, LLC reported 81 holdings worth $203M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AAPL APPLE INC — $9.81M (4.8%)
2. LRCX LAM RESEARCH CORP — $9.73M (4.8%)
3. BRK.B BERKSHIRE HATHAWAY INC DEL — $8.32M (4.1%)
4. C CITIGROUP INC — $7.32M (3.6%)
5. IBM INTERNATIONAL BUSINESS MACHS — $7.13M (3.5%)
6. MSFT MICROSOFT CORP — $6.61M (3.3%)
7. CARR CARRIER GLOBAL CORPORATION — $6.35M (3.1%)
8. NVDA NVIDIA CORPORATION — $6.28M (3.1%)
9. GOOGL ALPHABET INC — $6.15M (3.0%)
10. NXPI NXP SEMICONDUCTORS N V — $6.08M (3.0%)