American Trust Investment Advisors, LLC
American Trust Investment Advisors, LLC is a registered investment advisory firm headquartered in Lebanon, New Hampshire, United States. The firm was incorporated in NH and primarily serves individuals, families, and institutions with comprehensive financial advisory services. Founded in 2004, it manages client assets and provides investment management as well as planning services. The firm is privately owned and employs a small team of advisors and support staff serving a range of clients seeking personalized investment solutions.
Investment Strategy
American Trust Investment Advisors, LLC specializes in discretionary asset management with a focus on both traditional and alternative investments. Its strategy involves diversified portfolio construction including equities, fixed income, and liquid alternatives, aiming to provide balanced risk-adjusted returns. The firm emphasizes individualized advice tailored to client objectives, including asset allocation, retirement planning, and management across various custodial platforms. As reported, the firm holds over 86 portfolio positions with a mixture of established technology, industrial, and consumer stocks, regularly adjusting holdings in response to market opportunities and client needs.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.92% | $13.7M | 28,246 | $196.40 | $485.77 | -$4.6M |
C CEG | CONSTELLATION ENERGY CORP | 4.10% | $8.1M | 25,188 | $56.94 | $322.76 | +$1.1M |
M MSFT | MICROSOFT CORP | 4.06% | $8.0M | 16,175 | $97.56 | $497.41 | +$1.3M |
A AAPL | APPLE INC | 3.89% | $7.7M | 37,535 | $28.56 | $205.17 | -$2.4M |
M META | META PLATFORMS INC | 3.77% | $7.5M | 10,123 | $158.75 | $738.09 | +$649.9K |