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 $99.0M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($22.1M, 22.37%), ASML ($16.0M, 16.12%), EPD ($9.5M, 9.55%), NEE ($8.4M, 8.50%), BX ($8.2M, 8.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $22.1M | 22.37% | 44,264 | Trimmed |
| 2 | ASML | ASML HLDG NV | $16.0M | 16.12% | 8,020 | Trimmed |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | $9.5M | 9.55% | 257,210 | Hold |
| 4 | NEE | NEXTERA ENERGY INC | $8.4M | 8.50% | 95,835 | Added |
| 5 | BX | BLACKSTONE INC | $8.2M | 8.29% | 69,721 | Added |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $5.1M | 5.18% | 55,675 | Trimmed |
| 7 | FTNT | FORTINET INC | $4.5M | 4.54% | 29,268 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $4.4M | 4.47% | 13,513 | Hold |
| 9 | SNPS | SYNOPSYS INC | $4.0M | 4.09% | 9,070 | Hold |
| 10 | NTNX | NUTANIX INC | $2.7M | 2.69% | 52,325 | Added |
| 11 | AMZN | AMAZON COM INC | $2.6M | 2.66% | 11,055 | Hold |
| 12 | GLD | SPDR GOLD TR | $2.2M | 2.24% | 6,025 | Hold |
| 13 | ISRG | INTUITIVE SURGICAL INC | $1.9M | 1.96% | 4,875 | Hold |
| 14 | MSFT | MICROSOFT CORP | $1.7M | 1.73% | 4,595 | Hold |
| 15 | AMT | AMERICAN TOWER CORP | $1.4M | 1.46% | 8,845 | Hold |
| 16 | ADI | ANALOG DEVICES INC | $1.4M | 1.38% | 3,429 | Hold |
| 17 | GOOG | ALPHABET INC | $600,661 | 0.61% | 1,700 | Hold |
| 18 | BA | BOEING CO | $595,293 | 0.60% | 2,750 | Hold |
| 19 | AEM | AGNICO EAGLE MINES LTD | $470,820 | 0.48% | 3,035 | Hold |
| 20 | INTU | INTUIT | $429,345 | 0.43% | 1,645 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $357,370 | 0.36% | 1,000 | Hold |
| 22 | PJT | PJT PARTNERS INC | $292,371 | 0.30% | 1,937 | Hold |
| 23 | TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30