Am Investment Strategies LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $390 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $63M, Berkshire Hathaway Inc Class B with a value of $50.6M, Amazon Com Inc with a value of $49.9M, Synovus Financial Corp with a value of $37.4M, and Alphabet Inc. with a value of $12.9M.

Examining the 13F form we can see an increase of $38.5M in the current position value, from $352M to 390M.

Below you can find more details about Am Investment Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $390 Million
Financial Services: $148 Million
Technology: $79.6 Million
Consumer Cyclical: $59.2 Million
Communication Services: $28.1 Million
Industrials: $19.5 Million
Consumer Defensive: $16.4 Million
Healthcare: $16.1 Million
ETFs: $8.14 Million
Other: $15.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 108
  • Current Value $390 Million
  • Prior Value $352 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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