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Am Investment Strategies Llc

Portfolio Manager
Am Investment Strategies Llc
Performance
-7.68% (2026 Q1)
AUM (13F)
$455.02M
# of Holdings
111
Performance Rank
Allocation (Top 20)
78.94%

Am Investment Strategies Llc Holdings Map

Top 50 Am Investment Strategies Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
16.24%291.1K$73.9M
+0.67%(+1.93K)
2025-Q1: 333.7K shares2025-Q2: 298.9K shares2025-Q3: 292.0K shares2025-Q4: 289.2K shares2026-Q1: 291.1K shares
$87.73(+240.65%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
12.39%117.7K$56.4M
+1.91%(+2.21K)
2025-Q1: 116.9K shares2025-Q2: 124.8K shares2025-Q3: 111.0K shares2025-Q4: 115.5K shares2026-Q1: 117.7K shares
$438.86(+10.63%)
2026-03-31
AMZN
AMAZON COM INC
9.31%203.3K$42.4M
+1.60%(+3.19K)
2025-Q1: 258.9K shares2025-Q2: 204.9K shares2025-Q3: 199.9K shares2025-Q4: 200.2K shares2026-Q1: 203.3K shares
$124.24(+117.43%)
2026-03-31
GOOG
ALPHABET INC
5.87%93.1K$26.7M
+1.56%(+1.43K)
2025-Q1: 86.7K shares2025-Q2: 90.6K shares2025-Q3: 90.8K shares2025-Q4: 91.6K shares2026-Q1: 93.1K shares
$97.76(+308.17%)
2026-03-31
TSLA
TESLA INC
4.3%52.6K$19.6M
+3.54%(+1.80K)
2025-Q1: 34.4K shares2025-Q2: 48.0K shares2025-Q3: 50.2K shares2025-Q4: 50.8K shares2026-Q1: 52.6K shares
$266.95(+66.80%)
2026-03-31
GE
GE AEROSPACE
3.65%58.5K$16.6M
+0.03%(+16)
2025-Q1: 58.7K shares2025-Q2: 59.0K shares2025-Q3: 59.0K shares2025-Q4: 58.5K shares2026-Q1: 58.5K shares
$37.76(+680.53%)
2026-03-31
META
META PLATFORMS INC
2.91%23.1K$13.2M
+1.63%(+372)
2025-Q1: 26.1K shares2025-Q2: 21.8K shares2025-Q3: 21.7K shares2025-Q4: 22.8K shares2026-Q1: 23.1K shares
$235.45(+161.90%)
2026-03-31
ASML
ASML HLDG NV
2.78%9.6K$12.7M
+0.47%(+45)
2025-Q1: 4.4K shares2025-Q2: 9.4K shares2025-Q3: 9.5K shares2025-Q4: 9.5K shares2026-Q1: 9.6K shares
$715.19(+121.14%)
2026-03-31
MSFT
MICROSOFT CORP
2.51%31.0K$11.4M
+5.16%(+1.52K)
2025-Q1: 28.5K shares2025-Q2: 28.9K shares2025-Q3: 26.9K shares2025-Q4: 29.5K shares2026-Q1: 31.0K shares
$344.00(+17.79%)
2026-03-31
USB
US BANCORP
2.49%217.9K$11.3M
+0.00%(+10)
2025-Q1: 231.0K shares2025-Q2: 230.4K shares2025-Q3: 219.2K shares2025-Q4: 217.9K shares2026-Q1: 217.9K shares
$40.33(+30.77%)
2026-03-31

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