Am Investment Strategies LLC Portfolio Holdings

Am Investment Strategies LLC

  • $411 Million
  • Q2 2025

Am Investment Strategies LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $411 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $61.3M, Berkshire Hathaway Inc Class B with a value of $60.6M, Amazon Com Inc with a value of $44.9M, Alphabet Inc. with a value of $16.1M, and Meta Platforms, Inc. with a value of $16.1M.

Examining the 13F form we can see an increase of $17M in the current position value, from $394M to 411M.

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

Portfolio value $411 Million
Financial Services: $126 Million
Technology: $112 Million
Consumer Cyclical: $65.5 Million
Communication Services: $35.3 Million
Industrials: $22.8 Million
Healthcare: $12.5 Million
Consumer Defensive: $9.98 Million
Utilities: $9.71 Million
Other: $17.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.88 Million 0.46% of portfolio
3,042
Q2 2025 Added 37.15%
$0
$1.23 Million 0.3% of portfolio
2,224
Q2 2025 Added 15.41%
$0
$1.15 Million 0.28% of portfolio
6,325
Q2 2025 Added 1.54%
$0
$831,000 0.2% of portfolio
1,888
Q2 2025 Added 15.9%
$0
$718,000 0.17% of portfolio
3,943
Q2 2023 Added 7.79%
$0
$525,000 0.13% of portfolio
847
Q2 2025 Added 0.12%
$0
$419,000 0.1% of portfolio
13,661
Q2 2025 Added 0.88%
$0
$264,000 0.06% of portfolio
3,575
Q2 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $411 Million
  • Prior Value $394 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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