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American Trust

CIK:0001905128
Asset Manager
$1B AUM
302 holdings
Lexington, KY, United States
Founded:1968
40 employees
Latest filing:Jun 30, 2025

American Trust is a registered investment adviser and financial services firm headquartered in Lexington, Kentucky. The firm operates as a diversified asset manager serving a broad range of clients including individuals, corporations, and institutions. It specializes in portfolio management, retirement plan consulting, and investment advisory services. The legal entity traces its roots to Indiana (originally incorporated as Peerson & Company, Inc. in 1968), and it is regulated by the SEC and a member of FINRA. The firm is known for integrating traditional wealth management offerings with retirement plan expertise.

Investment Strategy

American Trust follows a diversified investment strategy, focusing on long-term portfolio growth through allocations across equities, ETFs, and fixed income securities. The firm prioritizes broadly diversified portfolios, utilizing top holdings such as Vanguard S&P 500 ETF, iShares Core Dividend Growth ETF, and various bond and mid-cap index funds. The firm also participates in underwriting activities and custom strategies based on client objectives, aiming to optimize risk-adjusted returns while maintaining rigorous compliance and due diligence processes. Their approach blends fundamental analysis with strategic asset allocation and periodic rebalancing, designed to serve both individual and institutional clients.

Top Buys
V
VOOVANGUARD S&P 500
+$183.3M
B
BIVVANGUARD INTERMED TERM BOND ETF
+$82.1M
M
MGKVanguard Mega Cap Growth ETF
+$41.5M
V
VOVANGUARD MID CAP INDEX ETF
+$33.4M
V
VEAVANGUARD FTSE DEVELOPED MARKETS
+$24.9M
Top Sells
U
UNHUNITEDHEALTH GROUP
-$6.1M
I
IWDISHARES RUSSELL 1000 VALUE INDE
-$2.6M
E
EFAISHARES MSCI EAFE INDEX FD
-$2.6M
R
REGNREGENERON PHARMACEUTICALS INC.
-$494.1K
T
TMOTHERMO FISHER SCIENTIFIC INC
-$475.5K

Top Holdings

V
VOOVANGUARD S&P 500
+17.3%$183.6M
B
BIVVANGUARD INTERMED TERM BOND ETF
+7.7%$82.1M
D
DGROISHARES CORE DIVIDEND GROWTH
+5.5%$58.7M
I
IJHISHARES CORE S&P MID-CAP ETF
+4.6%$48.5M
V
VBVANGUARD SMALL CAP ETF
+4.3%$45.2M

Equity Positions (300)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VOO
VANGUARD S&P 50017.30%$183.6M323,290$567.87$568.03+$183.3M
B
BIV
VANGUARD INTERMED TERM BOND ETF7.73%$82.1M1,061,008$77.34$77.34+$82.1M
D
DGRO
ISHARES CORE DIVIDEND GROWTH5.53%$58.7M917,657$59.87$63.94+$19.4M
I
IJH
ISHARES CORE S&P MID-CAP ETF4.57%$48.5M782,741$60.40$62.02+$3.9M
V
VB
VANGUARD SMALL CAP ETF4.26%$45.2M190,635$229.07$236.98+$17.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+2.5%
SEMICONDUCTORS & RELATED DEVICES
+2.1%
PHARMACEUTICAL PREPARATIONS
+2.1%
SERVICES-BUSINESS SERVICES, NEC
+1.9%
ELECTRONIC COMPUTERS
+1.4%