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 Market Cap. of $10 Billions to $200 Billions