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.
AM INVESTMENT STRATEGIES LLC (CIK 1818897) reported $455.0M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($73.9M, 16.24%), BRK/B ($56.4M, 12.39%), AMZN ($42.4M, 9.31%), GOOG ($26.7M, 5.87%), TSLA ($19.6M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $73.9M | 16.24% | 291,125 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.4M | 12.39% | 117,680 | Added |
| 3 | AMZN | AMAZON COM INC | $42.4M | 9.31% | 203,350 | Added |
| 4 | GOOG | ALPHABET INC | $26.7M | 5.87% | 93,069 | Added |
| 5 | TSLA | TESLA INC | $19.6M | 4.30% | 52,625 | Added |
| 6 | GE | GE AEROSPACE | $16.6M | 3.65% | 58,547 | Added |
| 7 | META | META PLATFORMS INC | $13.2M | 2.91% | 23,127 | Added |
| 8 | ASML | ASML HLDG NV | $12.7M | 2.78% | 9,592 | Added |
| 9 | MSFT | MICROSOFT CORP | $11.4M | 2.51% | 30,974 | Added |
| 10 | USB | US BANCORP | $11.3M | 2.49% | 217,900 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $11.1M | 2.44% | 63,686 | Added |
| 12 | SO | SOUTHERN CO | $9.4M | 2.08% | 97,871 | Added |
| 13 | RJF | RAYMOND JAMES FINL INC | $9.3M | 2.04% | 64,063 | Hold |
| 14 | GEV | GE VERNOVA INC | $8.6M | 1.89% | 9,834 | Trimmed |
| 15 | APO | APOLLO GLOBAL MGMT INC | $7.8M | 1.71% | 69,670 | Added |
| 16 | JPM | JPMORGAN CHASE &CO | $7.6M | 1.68% | 26,002 | Added |
| 17 | SRAD | SPORTRADAR GROUP AG | $6.4M | 1.40% | 379,845 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC | $5.5M | 1.20% | 6,460 | Added |
| 19 | EPD | ENTERPRISE PRODS PARTNERS L | $4.7M | 1.03% | 123,582 | Added |
| 20 | JNJ | JOHNSON &JOHNSON | $4.6M | 1.02% | 18,962 | Added |
| 21 | WMT | WALMART INC | $4.3M | 0.94% | 34,429 | Added |
| 22 | CAT | CATERPILLAR INC | $4.1M | 0.89% | 5,741 | Hold |
| 23 | TFC | TRUIST FINL CORP | $4.0M | 0.87% | 86,364 | Trimmed |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.9M | 0.85% | 65,379 | Added |
| 25 | MS | MORGAN STANLEY | $3.7M | 0.81% | 22,432 | Added |
Source: SEC Form 13F filings · as of 2026-03-31