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AGTHX AMER FND GRW FD OF AM-A

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MFD (fund)

12 managers (12 13F filers) reported a position in AGTHX shares at 2025-12-31, 48,233 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
12
13F filers
12
New
3
Added
3
Reduced
2
Sold out
2
Shares held by filers
48,233

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Coston, McIsaac & Partners12,003$965K0.22%-13613F-HRTimeline
Fulton Bank, N.A.8,293$667K0.02%+4,34013F-HRTimeline
BECK MACK & OLIVER LLC8,170$657K0.01%new13F-HRTimeline
Ethos Financial Group, LLC6,000$483K0.04%+42213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,199$338K0.01%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,394$273K0.01%013F-HRTimeline
Motiv8 Investments LLC2,972$239K0.13%new13F-HRTimeline
Westside Investment Management, Inc.2,169$175K0.03%+18913F-HRTimeline
KELLEHER FINANCIAL ADVISORS593$47.7K0.01%new13F-HRTimeline
McMillan Office, Inc.300$24.1K<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …112$9.05K<0.01%-49213F-HRTimelineGroup
Game Plan Financial Advisors, LLC28$2.28K<0.01%013F-HRTimeline