StockDriftsStockDriftsTop 15 Asset Management Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway B | 31.06% | 112.2K | $56.2M | +0.31%(+342) | $107.02(+368.45%) | 2026-06-30 | |
| MU | Micron Technology Inc. | 11.31% | 17.7K | $20.5M | -13.10%(-2.67K) | $52.28(+1841.20%) | 2026-06-30 | |
| BN | Brookfield Corp | 8.14% | 345.5K | $14.7M | +1.15%(+3.92K) | $26.62(+62.56%) | 2026-06-30 | |
| WMB | Williams Companies | 7.11% | 172.9K | $12.9M | -0.43%(-745) | $26.28(+182.65%) | 2026-06-30 | |
| GOOGL | Alphabet Inc - Cl A | 6.57% | 33.2K | $11.9M | +0.08%(+28) | $165.59(+108.17%) | 2026-06-30 | |
| NEE | Nextera Energy Inc. | 5.6% | 115.3K | $10.1M | -0.16%(-180) | $61.12(+41.07%) | 2026-06-30 | |
| AAPL | Apple Inc. | 5.5% | 34.3K | $9.9M | +2.26%(+760) | $37.82(+707.43%) | 2026-06-30 | |
| ALLY | Ally Financial | 4.06% | 159.8K | $7.3M | -3.78%(-6.28K) | $29.39(+52.81%) | 2026-06-30 | |
| LEN | Lennar Corp A | 3.6% | 72.0K | $6.5M | +0.44%(+315) | $63.24(+36.34%) | 2026-06-30 | |
| OXY | Occidental Petrol Co | 3.13% | 116.5K | $5.7M | -4.68%(-5.72K) | $61.44(-4.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.92% | +72.44% | +10.59% | +65.39% |
| Top 20 Holdings Unweighted | +20.93% | +76.86% | +8.71% | +51.80% |
Asset Management Advisors, LLC reports $180.81M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (31.1%), MU (11.3%) and BN (8.1%). The top 20 holdings account for 93.25% of reported assets. Its disclosed equity book has returned +72.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Asset Management Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596355). View Asset Management Advisors, LLC’s 13F filings on SEC