Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ACCOUNT MANAGEMENT LLC (CIK 769954) reported $91.3M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($21.7M, 23.79%), ASML ($11.0M, 12.01%), EPD ($9.7M, 10.66%), NEE ($8.0M, 8.75%), BX ($7.7M, 8.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.7M | 23.79% | 45,314 | Trimmed |
| 2 | ASML | ASML HLDG NV | $11.0M | 12.01% | 8,300 | Trimmed |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | $9.7M | 10.66% | 257,210 | Hold |
| 4 | NEE | NEXTERA ENERGY INC | $8.0M | 8.75% | 85,935 | Hold |
| 5 | BX | BLACKSTONE INC | $7.7M | 8.48% | 67,281 | Trimmed |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $5.3M | 5.83% | 57,675 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $4.0M | 4.36% | 13,513 | Hold |
| 8 | SNPS | SYNOPSYS INC | $3.6M | 3.94% | 9,070 | Added |
| 9 | FTNT | FORTINET INC | $2.7M | 2.97% | 33,218 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $2.6M | 2.84% | 6,025 | Hold |
| 11 | AMZN | AMAZON COM INC | $2.3M | 2.52% | 11,055 | Added |
| 12 | ISRG | INTUITIVE SURGICAL INC | $2.2M | 2.46% | 4,875 | Hold |
| 13 | NTNX | NUTANIX INC | $1.7M | 1.87% | 44,975 | New |
| 14 | MSFT | MICROSOFT CORP | $1.7M | 1.86% | 4,595 | Hold |
| 15 | AMT | AMERICAN TOWER CORP | $1.5M | 1.67% | 8,845 | Hold |
| 16 | TMUS | T-MOBILE US INC | $1.4M | 1.52% | 6,610 | Trimmed |
| 17 | ADI | ANALOG DEVICES INC | $1.1M | 1.20% | 3,429 | Hold |
| 18 | INTU | INTUIT | $754,503 | 0.83% | 1,745 | Hold |
| 19 | AEM | AGNICO EAGLE MINES LTD | $616,044 | 0.68% | 3,035 | Hold |
| 20 | BA | BOEING CO | $547,333 | 0.60% | 2,750 | Hold |
| 21 | GOOG | ALPHABET INC | $487,662 | 0.53% | 1,700 | Hold |
| 22 | GOOGL | ALPHABET INC | $287,560 | 0.32% | 1,000 | Hold |
| 23 | PJT | PJT PARTNERS INC | $270,638 | 0.30% | 1,937 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31