Long-term investor
American Trust @americantrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905128).
Record
- Tracked since 2025-06-30 (441 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 15.0% · long · since 2025-06-30
- BIV · 7.2% · long · since 2025-06-30
- DGRO · 6.1% · long · since 2025-06-30
- VUG · 5.1% · long · since 2025-06-30
- JGRO · 4.7% · long · since 2025-06-30
- VB · 4.4% · long · since 2025-06-30
- SRCE · 4.1% · long · since 2026-06-30
- IJH · 4.0% · long · since 2025-06-30
- DFIC · 3.3% · long · since 2025-12-31
- VO · 2.9% · long · since 2025-06-30
- VEA · 2.5% · long · since 2025-06-30
- 46090E103 · 2.5% · long · since 2025-06-30