Long-term investor
American Trust Investment Advisors, LLC @americantrustinvestmenta
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001291424).
Record
- Tracked since 2025-06-30 (434 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +5.6% · 6 months +5.3% · 1 year +12.4% · all +12.4%
- Max drawdown -0.3% · Sharpe 0.91 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.8% · long · since 2025-06-30
- LRCX · 4.8% · long · since 2025-06-30
- BRK-B · 4.1% · long · since 2025-06-30
- C · 3.6% · long · since 2025-09-30
- IBM · 3.5% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- CARR · 3.1% · long · since 2025-09-30
- NVDA · 3.1% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- NXPI · 3.0% · long · since 2025-06-30
- SCHW · 3.0% · long · since 2025-06-30
- BG · 2.9% · long · since 2025-06-30