Top 17 Asset Management Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway B | 32.43% | 111.9K | $53.6M | +0.07%(+82) | $105.86(+358.66%) | 2026-03-31 | |
| BN | Brookfield Corp | 8.36% | 341.6K | $13.8M | +0.05%(+161) | $26.46(+70.43%) | 2026-03-31 | |
| WMB | Williams Companies | 7.64% | 173.6K | $12.6M | -0.03%(-58) | $26.28(+188.09%) | 2026-03-31 | |
| NEE | Nextera Energy Inc. | 6.49% | 115.5K | $10.7M | +0.04%(+50) | $61.12(+55.19%) | 2026-03-31 | |
| GOOGL | Alphabet Inc - Cl A | 5.77% | 33.2K | $9.5M | +0.14%(+46) | $165.47(+143.32%) | 2026-03-31 | |
| AAPL | Apple Inc. | 5.16% | 33.6K | $8.5M | +0.21%(+70) | $32.61(+816.43%) | 2026-03-31 | |
| OXY | Occidental Petrol Co | 4.81% | 122.3K | $7.9M | -1.56%(-1.94K) | $61.44(-8.56%) | 2026-03-31 | |
| MU | Micron Technology Inc. | 4.17% | 20.4K | $6.9M | -26.56%(-7.37K) | $52.28(+1552.77%) | 2026-03-31 | |
| ALLY | Ally Financial | 3.94% | 166.0K | $6.5M | -0.17%(-275) | $29.39(+41.93%) | 2026-03-31 | |
| LEN | Lennar Corp A | 3.77% | 71.7K | $6.2M | +0.21%(+150) | $63.13(+34.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.20% | +65.13% |
| Top 20 Holdings Unweighted | +18.43% | +66.10% |
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