Asset Management Advisors, LLC Portfolio Holdings

Asset Management Advisors, LLC

  • $147 Million
  • Q3 2025

Asset Management Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $56.6M, Williams Companies, Inc. with a value of $11.1M, Brookfield Renewable Corp with a value of $10.4M, Nextera Energy Inc with a value of $8.74M, and Apple Inc. with a value of $8.54M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $134M to 147M.

Below you can find more details about Asset Management Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Financial Services: $63.1 Million
Technology: $25.3 Million
Utilities: $19.4 Million
Energy: $16.9 Million
Communication Services: $13.2 Million
Consumer Cyclical: $8.97 Million
ETFs: $308,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.26B
$10.4 Million 7.08% of portfolio
302,840
Q3 2025 Reduced 0.53%
$6.62B
$2.04 Million 1.39% of portfolio
45,554
Q3 2025 Reduced 0.11%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $147 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Asset Management Advisors, LLC Portfolio

Follow Asset Management Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Management Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Management Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email