AGTHX AMER FND GRW FD OF AM-A

MFD (fund)

10 managers (10 13F filers) reported a position in AGTHX shares at 2025-09-30, 34,783 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers: 10
13F filers: 10
New: 1
Added: 1
Reduced: 3
Sold out: 2
Shares held by filers: 34,783

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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	12,139	$1.07M	0.25%	-120	13F-HR Timeline
Ethos Financial Group, LLC	5,578	$490K	0.04%	0	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	4,199	$369K	0.01%	-148	13F-HR Timeline
Fulton Bank, N.A.	3,953	$347K	0.01%	0	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	3,394	$298K	0.01%	0	13F-HR Timeline
Williams Jones Wealth Management, LLC.	2,509	$220K	<0.01%	-2,123	13F-HR Timeline
Westside Investment Management, Inc.	1,980	$175K	0.03%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	604	$53K	0.01%		13F-HR Timeline Group
Luminist Capital LLC	399	$35.3K	0.03%	+192	13F-HR Timeline
Game Plan Financial Advisors, LLC	28	$2.49K	<0.01%	0	13F-HR Timeline