Am Investment Strategies LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $394 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.1M, Berkshire Hathaway Inc Class B with a value of $62.2M, Amazon Com Inc with a value of $49.3M, Meta Platforms, Inc. with a value of $15M, and Alphabet Inc. with a value of $13.6M.

Examining the 13F form we can see an decrease of $473M in the current position value, from $866M to 394M.

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

Portfolio value $394 Million
Financial Services: $130 Million
Technology: $98.2 Million
Consumer Cyclical: $63.8 Million
Communication Services: $31.9 Million
Industrials: $19.1 Million
Healthcare: $18.1 Million
Utilities: $9.64 Million
Consumer Defensive: $7.28 Million
Other: $15.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $394 Million
  • Prior Value $866 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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