AM INVESTMENT STRATEGIES LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, AM INVESTMENT STRATEGIES LLC held in its portfolio 116 assets valued at $481,055,000 (i.e. $481.06M).
The most valuable assets in the portfolio included: APPLE INC ($78.62K), BERKSHIRE HATHAWAY INC DEL ($58.04K), and AMAZON COM INC ($46.20K).
The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AM INVESTMENT STRATEGIES LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 289200 | 78622 | COM |
| BERKSHIRE HATHAWAY INC DEL | 115471 | 58041 | CL B NEW |
| AMAZON COM INC | 200155 | 46200 | COM |
| ALPHABET INC | 91638 | 28756 | CAP STK CL C |
| TESLA INC | 50825 | 22857 | COM |
| GE AEROSPACE | 58531 | 18029 | COM NEW |
| META PLATFORMS INC | 22755 | 15020 | CL A |
| MICROSOFT CORP | 29455 | 14245 | COM |
| US BANCORP DEL | 217890 | 11627 | COM NEW |
| NVIDIA CORPORATION | 61359 | 11444 | COM |
| RAYMOND JAMES FINL INC | 64063 | 10288 | COM |
| ASML HOLDING N V | 9547 | 10214 | N Y REGISTRY SHS |
| APOLLO GLOBAL MGMT INC | 67764 | 9810 | COM |
| SPORTRADAR GROUP AG | 375045 | 8915 | CLASS A ORD SHS |
| SOUTHERN CO | 97844 | 8532 | COM |
| JPMORGAN CHASE &CO. | 25987 | 8374 | COM |
| GE VERNOVA INC | 9919 | 6483 | COM |
| GOLDMAN SACHS GROUP INC | 6425 | 5648 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 59177 | 4511 | SHS |
| TRUIST FINL CORP | 86376 | 4251 | COM |
| MORGAN STANLEY | 22137 | 3962 | COM NEW |
| ENTERPRISE PRODS PARTNERS L | 122749 | 3935 | COM |
| JOHNSON &JOHNSON | 18937 | 3919 | COM |
| WALMART INC | 34054 | 3794 | COM |
| CATERPILLAR INC | 5741 | 3289 | COM |
| OLD NATL BANCORP IND | 134163 | 2993 | COM |
| COSTCO WHSL CORP NEW | 3358 | 2896 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 32846 | 2694 | COMMON STOCK |
| AMGEN INC | 8162 | 2672 | COM |
| MICRON TECHNOLOGY INC | 9289 | 2651 | COM |
| SEACOAST BKG CORP FLA | 76212 | 2395 | COM NEW |
| COCA COLA CO | 31289 | 2187 | COM |
| FIRST HORIZON CORPORATION | 90085 | 2153 | COM |
| ALPHABET INC | 6805 | 2130 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 2995 | 2042 | TR UNIT |
| TAIWAN SEMICONDUCTOR MFG LTD | 6574 | 1998 | SPONSORED ADS |
| UNITED PARCEL SERVICE INC | 19035 | 1888 | CL B |
| HOME DEPOT INC | 5472 | 1883 | COM |
| UNITED STS LIME &MINERALS I | 15000 | 1796 | COM |
| HUT 8 CORP | 39000 | 1792 | COM |
| MERCK &CO INC | 15019 | 1581 | COM |
| MCDONALDS CORP | 5016 | 1533 | COM |
| ELI LILLY &CO | 1419 | 1525 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1510 | CL A |
| APOLLO COML REAL EST FIN INC | 155731 | 1507 | COM |
| CBL &ASSOC PPTYS INC | 38710 | 1432 | COMMON STOCK |
| STRATEGY INC | 9192 | 1397 | CL A NEW |
| INVESCO QQQ TR | 2225 | 1367 | UNIT SER 1 |
| HEALTHSTREAM INC | 57739 | 1332 | COM |
| INVESCO EXCHANGE TRADED FD T | 6899 | 1322 | S&P500 EQL WGT |
| STARWOOD PPTY TR INC | 71906 | 1295 | COM |
| SYNOVUS FINL CORP | 24668 | 1235 | COM NEW |
| DANAHER CORPORATION | 5126 | 1174 | COM |
| PINNACLE FINL PARTNERS INC | 11396 | 1087 | COM |
| ABBVIE INC | 4149 | 948 | COM |
| VISA INC | 2701 | 947 | COM CL A |
| SPDR DOW JONES INDL AVERAGE | 1889 | 908 | UT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 3943 | 867 | DIV APP ETF |
| VERIZON COMMUNICATIONS INC | 20919 | 852 | COM |
| STATE STR CORP | 6428 | 829 | COM |
| CHEVRON CORP NEW | 5165 | 787 | COM |
| BOEING CO | 3361 | 730 | COM |
| INTERNATIONAL BUSINESS MACHS | 2464 | 730 | COM |
| BITMINE IMMERSION TECNOLOGIE | 25624 | 696 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 3907 | 694 | CL A |
| GLOBAL PMTS INC | 8674 | 671 | COM |
| ISHARES TR | 7363 | 659 | CORE MSCI EAFE |
| ELBIT SYS LTD | 1069 | 618 | ORD |
| ISHARES TR | 8478 | 581 | CORE S&P500 ETF |
| FLOWERS FOODS INC | 52045 | 566 | COM |
| CISCO SYS INC | 7263 | 559 | COM |
| CLEANSPARK INC | 53400 | 540 | COM NEW |
| WASTE MGMT INC DEL | 2369 | 520 | COM |
| VANGUARD INDEX FDS | 1761 | 511 | MID CAP ETF |
| SUN LIFE FINANCIAL INC. | 8144 | 508 | COM |
| UBER TECHNOLOGIES INC | 5687 | 465 | COM |
| DISNEY WALT CO | 4009 | 456 | COM |
| CHUBB LIMITED | 1441 | 450 | COM |
| THE REALREAL INC | 27572 | 435 | COM |
| ISHARES TR | 13906 | 431 | PFD AND INCM SEC |
| DUKE ENERGY CORP NEW | 3657 | 429 | COM NEW |
| CHEWY INC | 12411 | 410 | CL A |
| RTX CORPORATION | 2231 | 409 | COM |
| MCKESSON CORP | 497 | 408 | COM |
| ENERGY TRANSFER L P | 24322 | 401 | COM UT LTD PTN |
| BRISTOL-MYERS SQUIBB CO | 7258 | 391 | COM |
| ADVANCED MICRO DEVICES INC | 1816 | 389 | COM |
| ISHARES TR | 3623 | 362 | CORE US AGGBD ET |
| ANHEUSER BUSCH INBEV SA/NV | 5414 | 347 | SPONSORED ADR |
| BLACKSTONE INC | 2223 | 343 | COM |
| ALIBABA GROUP HLDG LTD | 2327 | 341 | SPONSORED ADS |
| EXXON MOBIL CORP | 2650 | 319 | COM |
| MARA HOLDINGS INC | 34354 | 309 | COM |
| SALESFORCE INC | 1085 | 287 | COM |
| EMERSON ELEC CO | 2138 | 284 | COM |
| REGIONS FINANCIAL CORP NEW | 10455 | 283 | COM |
| FIDELITY COVINGTON TRUST | 3589 | 279 | MSCI FINLS IDX |
| PALO ALTO NETWORKS INC | 1448 | 267 | COM |
| AMERICAN EXPRESS CO | 715 | 265 | COM |
| ISHARES INC | 3856 | 259 | CORE MSCI EMKT |
| UNION PAC CORP | 1106 | 256 | COM |
| PROCTER AND GAMBLE CO | 1773 | 254 | COM |
| NEXTERA ENERGY INC | 3026 | 243 | COM |
| BROADCOM INC | 695 | 241 | COM |
| ASTEC INDS INC | 5327 | 231 | COM |
| MARVELL TECHNOLOGY INC | 2680 | 228 | COM |
| AFLAC INC | 2000 | 221 | COM |
| BARCLAYS BANK PLC | 8000 | 212 | IPATH S&P 500 SH |
| ISHARES TR | 1755 | 211 | CORE S&P SCP ETF |
| NETFLIX INC | 2250 | 211 | COM |
| CITIGROUP INC | 1743 | 203 | COM NEW |
| SPDR GOLD TR | 510 | 202 | GOLD SHS |
| DELTA AIR LINES INC DEL | 2890 | 201 | COM NEW |
| TERAWULF INC | 10100 | 116 | COM |
| ACTINIUM PHARMACEUTICALS INC | 29356 | 40 | COM |
| GT BIOPHARMA INC | 15000 | 12 | COM |
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