AGTHX AMER FND GRW FD OF AM-A

MFD (fund)

11 managers (11 13F filers) reported a position in AGTHX shares at 2026-06-30, 36,955 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers: 11
13F filers: 11
New: 2
Added: 2
Reduced: 3
Sold out: 1
Shares held by filers: 36,955

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
Coston, McIsaac & Partners	11,533	$1.01M	0.2%	-470	13F-HR Timeline
Ethos Financial Group, LLC	6,602	$544K	0.04%	+898	13F-HR Timeline
Violich Capital Management, Inc.	4,799	$423K	0.05%	-50	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	4,096	$361K	0.01%	0	13F-HR Timeline
Fulton Bank, N.A.	3,916	$345K	0.01%	-2,388	13F-HR Timeline
McMillan Office, Inc.	2,474	$218K	0.03%	+2,174	13F-HR Timeline
Westside Investment Management, Inc.	2,169	$191K	0.03%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	1,222	$108K	0.03%	new	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	112	$9.9K	<0.01%		13F-HR Timeline Group
Game Plan Financial Advisors, LLC	28	$2.5K	<0.01%	0	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	4	$389	<0.01%	new	13F-HR Timeline Group