American Trust Investment Advisors Q2 2026 Portfolio Changes: Significant Buys and Sells Observed

As part of its ongoing investment strategy for Q2 2026 (ending June 30th), American Trust Investment Advisors LLC registered several noteworthy changes to its portfolio holdings. These adjustments provide insight into their current market views and focus areas.

Prominent Purchases Observed in the Quarter

Several stocks saw substantial increases or were added entirely during this period, indicating strong conviction on these investments:

• NVIDIA Corporation (NVDA), a Technology leader known for its graphics processing units and AI capabilities, experienced an unprecedented 100% increase in shares held by American Trust. This suggests the firm initiated or significantly bolstered this position during Q2.
• Mondelez International (MDLZ), a prominent Consumer Defensive company specializing in food and beverage products, saw its share count rise by approximately 54.84%. This significant increase points to American Trust acquiring additional shares of this established consumer goods firm.
• ServiceNow (NOW), a Technology company providing automated services and workflows, witnessed its share count jump by an astonishing 100%. This implies American Trust either started holding ServiceNow or made a very substantial purchase.

These significant additions or increases suggest that the investment advisor is actively allocating capital towards specific sectors and companies they believe offer strong potential during this quarter. The Technology sector appears particularly favored, with major gains in NVIDIA, Mondelez (despite its consumer status), and ServiceNow.

Notable Disposals and Reductions

In contrast to the significant inflows, American Trust also registered substantial reductions or outright exits from certain positions during Q2:

• Fluor Corporation (FLR), an Industrials company involved in engineering, construction, and project management, suffered a drastic reduction of over 95.57% in its share count by American Trust. This indicates a significant sell-off or complete divestment from this stock.

While the data shows only one major sale (FLR), there were also considerable reductions elsewhere:

• Lam Research Corporation (LRCX), a key player in the semiconductor equipment space, saw its share count decrease by approximately 30.15%, representing one of several reductions noted for this stock.
• BERKSHIRE HATHAWAY INC (BRK-B), a cornerstone Financial Services holding, also experienced a significant reduction in its portfolio allocation during the quarter.

The decision to substantially reduce or exit Fluor Corporation suggests a strategic shift away from certain sectors or specific investment themes identified by American Trust this period. These changes reflect their dynamic approach to managing the investor's assets.

Overall Portfolio Dynamics and Focus Areas

The observed transactions highlight a focused strategy for Q2 2026, with an emphasis on acquiring shares in high-growth Technology firms like NVIDIA (NVDA) alongside established players such as Mondelez International (MDLZ). The significant reduction from Fluor Corporation (FLR), however, signals a departure from that specific sector or stock.

It's also worth noting the broader portfolio indicators. American Trust manages over 79 holdings for this investor, with top five positions accounting for approximately 20.88% of the total value as of June 30th. The Technology sector remains a substantial part of their allocation strategy.