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.
Advanced Asset Management Advisors Inc (CIK 1075444) reported $362.0M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($52.3M, 14.46%), IVV ($37.2M, 10.28%), XOM ($15.7M, 4.34%), FCX ($14.7M, 4.06%), WMT ($12.2M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $52.3M | 14.46% | 87,577 | Added |
| 2 | IVV | ISHARES TR | $37.2M | 10.28% | 57,000 | Hold |
| 3 | XOM | EXXON MOBIL CORP | $15.7M | 4.34% | 92,614 | Hold |
| 4 | FCX | FREEPORT MCMORAN INC | $14.7M | 4.06% | 250,000 | Hold |
| 5 | WMT | WALMART INC | $12.2M | 3.38% | 98,441 | Hold |
| 6 | JNJ | JOHNSON & JOHNSON | $11.8M | 3.27% | 48,399 | Hold |
| 7 | GWW | WW GRAINGER INC | $11.2M | 3.09% | 10,250 | Hold |
| 8 | GOOGL | ALPHABET INC | $11.1M | 3.08% | 38,750 | Added |
| 9 | AMAT | APPLIED MATLS INC | $11.0M | 3.05% | 32,300 | Hold |
| 10 | EMR | EMERSON ELEC CO | $10.3M | 2.84% | 78,400 | Hold |
| 11 | CSCO | CISCO SYS INC | $10.2M | 2.82% | 131,651 | Trimmed |
| 12 | T | AT&T INC | $9.8M | 2.70% | 337,217 | Hold |
| 13 | V | VISA INC | $9.7M | 2.67% | 32,000 | Hold |
| 14 | CVX | CHEVRON CORPORATION | $9.7M | 2.67% | 46,715 | Hold |
| 15 | AMZN | AMAZON COM INC | $9.2M | 2.54% | 44,117 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $9.1M | 2.52% | 30,978 | Added |
| 17 | RTX | RTX CORPORATION | $9.0M | 2.49% | 46,776 | Hold |
| 18 | TMUS | T-MOBILE US INC | $9.0M | 2.48% | 42,815 | Hold |
| 19 | MSFT | MICROSOFT CORP | $8.2M | 2.25% | 22,051 | Added |
| 20 | AAPL | APPLE INC | $7.5M | 2.08% | 29,662 | Hold |
| 21 | KR | KROGER CO | $7.4M | 2.05% | 102,500 | Hold |
| 22 | QCOM | QUALCOMM INC | $6.6M | 1.81% | 50,920 | Added |
| 23 | TXN | TEXAS INSTRS INC | $6.2M | 1.70% | 31,700 | Hold |
| 24 | MA | MASTERCARD INCORPORATED | $5.7M | 1.58% | 11,450 | Hold |
| 25 | HD | HOME DEPOT INC | $5.6M | 1.54% | 17,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31