Q2 2026 13F · SEC CIK 1272164

American National Bank & Trust

Bank & trustFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 631
Top holdings a year, 3 yrs: +19.2%
Average holding period: 9.2 yrs

American National Bank & Trust is a bank & trust that reported 631 positions worth $1.2B in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Alphabet Inc (GOOGL, 6.8%), Apple Inc (AAPL, 4.7%), Goldman Sachs ETF Tr (GSSC, 4.3%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

American National Bank & Trust holdings largest 50 of 631 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

American National Bank & Trust 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	6.8%	6.4%	221,775	-5.2%	$79.3M
AAPLApple Inc	4.7%	4.7%	189,245	-2.6%	$54.8M
GSSCGoldman Sachs ETF Tr	4.3%	3.7%	548,883	+6.1%	$50.1M
AMZNAmazon Com Inc Com	3.9%	3.9%	192,069	-2.4%	$45.8M
AVGOBroadcom Inc	3.6%	3.4%	111,848	-2.6%	$42.3M
KLACKla Corp	3.5%	2.0%	136,103	+876.4%	$41.1M
MSFTMicrosoft Corp	3.1%	3.5%	97,857	-1.5%	$36.5M
GSIEGoldman Sachs ETF Tr	3.0%	3.0%	770,380	+4.5%	$35.2M
BRK-BBerkshire Hathaway Inc Del	2.7%	3.0%	64,191	-1.9%	$32.1M
AMATApplied Matls Inc	2.7%	1.4%	43,072	-1.7%	$31.1M
WMTWalmart Inc	2.5%	3.1%	259,611	-1.8%	$29.4M
CATCaterpillar Inc Com	2.4%	1.8%	26,712	-1.8%	$28.4M
JNJJohnson & Johnson	2.0%	2.2%	90,625	-2.8%	$23.0M
COSTCostco Whsl Corp New	1.7%	2.1%	21,314	-1.6%	$19.9M
ABBVAbbvie Inc	1.7%	1.6%	77,067	-2.6%	$19.4M
LLYLilly Eli & Co	1.6%	1.4%	15,875	-0.9%	$19.0M
LMTLockheed Martin Corp Com	1.6%	2.2%	37,339	-1.0%	$19.0M
LINLinde PLC	1.6%	1.7%	35,308	-2.5%	$18.3M
JPMJpmorgan Chase & Co	1.5%	1.6%	55,279	-1.6%	$18.1M
VVisa Inc Com Cl A	1.5%	1.5%	50,898	-2.5%	$17.5M
NVDANvidia Corporation Com	1.4%	1.3%	81,592	+4.1%	$16.3M
CVXChevron Corp New	1.3%	1.9%	93,328	-1.9%	$15.5M
GPIQGoldman Sachs ETF Tr	1.3%	0.6%	256,482	+105.0%	$15.2M
LHLabcorp Holdings Inc	1.2%	1.3%	49,461	-2.6%	$13.8M
VLOValero Energy Corp	1.2%	1.3%	53,083	-2.0%	$13.8M
HDHome Depot Inc Com	1.2%	1.3%	38,765	-3.4%	$13.7M
GEMGoldman Sachs ActiveBeta Emergi	1.2%	0.9%	259,995	+21.3%	$13.5M
IVVIshares Core S&p 500 ETF	1.1%	1.1%	17,451	-0.2%	$13.1M
MARMarriott Intl Inc New Cl A	1.1%	1.1%	35,184	-2.8%	$13.0M
AMGNAmgen Inc Com	1.1%	1.2%	34,999	-1.7%	$12.7M
GDGeneral Dynamics Corp	1.1%	1.2%	35,618	-2.9%	$12.6M
UNPUnion Pac Corp	1.1%	1.1%	45,528	-2.3%	$12.4M
GEGe Aerospace	1.0%	0.9%	30,060	-5.0%	$11.2M
SYKStryker Corporation	0.9%	1.1%	32,942	-6.4%	$10.4M
IWBIshares Russell 1000 ETF	0.9%	0.9%	25,102	+0.0%	$10.3M
XOMExxon Mobil Corp	0.9%	1.2%	74,314	+0.7%	$10.2M
BCDAbrdn Etfs Bbrg All Commdy	0.9%	0.6%	291,558	+55.8%	$10.0M
NEENextera Energy Inc Com	0.8%	0.9%	104,364	-1.9%	$9.2M
AAAUGoldman Sachs Physical Gold	0.7%	—	220,351	—	$8.7M
AZOAutozone Inc	0.7%	0.9%	2,693	-3.5%	$8.6M
IJHIshares Tr	0.7%	0.7%	105,197	-0.5%	$8.1M
VZVerizon Communications Inc Com	0.7%	1.1%	186,271	-22.1%	$7.9M
PGProcter & Gamble Co Com	0.6%	0.8%	51,390	-14.4%	$7.5M
MDTMedtronic PLC	0.6%	0.8%	89,915	-10.8%	$7.0M
APDAir Products and Chemicals Inc	0.6%	0.8%	22,567	-18.6%	$6.6M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	8,748	-3.1%	$6.5M
GOOGAlphabet Inc	0.5%	0.5%	17,772	+0.3%	$6.3M
DISDisney Walt Co	0.5%	0.6%	63,980	-3.2%	$6.2M
DIAState Street Spdr Dow Jones Industrial A	0.5%	0.5%	10,623	-1.7%	$5.5M
MCDMcdonalds Corp Com	0.4%	0.5%	18,634	+2.1%	$5.0M

What American National Bank & Trust bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +10.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	631
Q1 2026	$1.0B	615
Q4 2025	$1.1B	695
Q3 2025	$1.0B	638
Q2 2025	$976.5M	650
Q1 2025	$900.6M	599
Q4 2024	$895.3M	517
Q3 2024	$848.5M	474
Q2 2024	$803.1M	550
Q1 2024	$755.3M	470
Q4 2023	$636.7M	549
Q3 2023	$587.6M	594

Questions about American National Bank & Trust's portfolio

What stocks does American National Bank & Trust own?

American National Bank & Trust's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 631 positions worth $1.2B. The largest are Alphabet Inc (GOOGL) at 6.8%, Apple Inc (AAPL) at 4.7%, Goldman Sachs ETF Tr (GSSC) at 4.3%, Amazon Com Inc Com (AMZN) at 3.9% and Broadcom Inc (AVGO) at 3.6%.

What did American National Bank & Trust buy last quarter?

In Q2 2026, American National Bank & Trust added Kla Corp (KLAC) (+876.4% shares), Goldman Sachs ETF Tr (GPIQ) (+105.0% shares) and Abrdn Etfs Bbrg All Commdy (BCD) (+55.8% shares), compared with its Q1 2026 filing.

What did American National Bank & Trust sell last quarter?

In Q2 2026, American National Bank & Trust cut from its top 50 Intuit (INTU), Verizon Communications Inc Com (VZ) (-22.1% shares), Air Products and Chemicals Inc (APD) (-18.6% shares) and Procter & Gamble Co Com (PG) (-14.4% shares), compared with its Q1 2026 filing.

How has American National Bank & Trust's portfolio performed?

A portfolio copying American National Bank & Trust's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +10.8% a year against +11.6%.

When is American National Bank & Trust's next 13F filing due?

13F filings are due 45 days after each quarter ends. American National Bank & Trust's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.