AMG National Trust Bank
Annual return '25
+10.3%
SPY '25
+17.7%
Alpha
-7.4ptsvs SPY
Invested
$4.6B
Holdings
471
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +63.3% (921 → 1.5k shares)
9.0%
02
$IWR
ISHARES TR
Q1 2026: Increased +477.9% (4.1k → 23.4k shares)
8.2%
03
$IWM
ISHARES TR
Q1 2026: Sold 99.2% (2.33M → 18.4k shares)
4.6%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 99.8% (619.0k → 1.3k shares)
4.4%
05
$IXUS
ISHARES TR
Q1 2026: Exited (was 255.6k shares)
3.2%
06
$BND
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 128.3k shares)
2.5%
07
$IVV
ISHARES TR
Q1 2026: Sold 100.0% (259.3k → 37 shares)
2.3%
08
$LOW
LOWES COS INC
Q1 2026: Sold 96.9% (2.1k → 67 shares)
2.3%
09
$AAPL
APPLE INC
Q1 2026: Sold 78.2% (36.6k → 8.0k shares)
2.2%
10
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 99.9% (525.2k → 371 shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.