American Trust Investment Advisors, LLC
Q1 2021 13F Holdings
- Locationlebanon, NH
- Num holdings
80
- Value ($000)
$171,471
- Date Filed05/17/2021
- Form type13F-HR
- CIK0001291424
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.79 M | 6 % | 88,355 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.82 M | 6 % | 38,433 | ||
CTXS CITRIX SYS INC | COM | 177376100 | $6.14 M | 4 % | 43,762 | ||
9990213D JACOBS ENGR GROUP INC | COM | 469814107 | $5.27 M | 3 % | 40,741 | ||
SONA SONY CORP | SPONSORED ADR | 835699307 | $5.11 M | 3 % | 48,204 | ||
MDLZ MONDELEZ INTL INC | CL A | 609207105 | $4.84 M | 3 % | 82,635 | ||
COP CONOCOPHILLIPS | COM | 20825C104 | $4.43 M | 3 % | 83,689 | ||
PEO EXELON CORP | COM | 30161N101 | $4.35 M | 3 % | 99,440 | ||
IRM IRON MTN INC NEW | COM | 46284V101 | $4.34 M | 3 % | 117,286 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $4.29 M | 3 % | 70,155 |
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