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Home > Institutional Investor > American Trust Investment Advisors, Llc > Profile

Instuitional Investor - American Trust Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: American Trust Investment Advisors, Llc
Portfolio Value $243,943,093
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 34,377 $15,582,407 6.38%
2.
Apple Inc.
 AAPL 46,127 $11,551,131 4.73%
3.
Constellation Energy Corp
 CEG 36,279 $8,115,975 3.32%
4.
Fluor Corp
 FLR 163,187 $8,048,383 3.29%
5.
International Business Machines Corp
 IBM 34,756 $7,640,411 3.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)