Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$73.9M16.24%291,125Added
2BRK/BBERKSHIRE HATHAWAY INC DEL$56.4M12.39%117,680Added
3AMZNAMAZON COM INC$42.4M9.31%203,350Added
4GOOGALPHABET INC$26.7M5.87%93,069Added
5TSLATESLA INC$19.6M4.30%52,625Added
6GEGE AEROSPACE$16.6M3.65%58,547Added
7METAMETA PLATFORMS INC$13.2M2.91%23,127Added
8ASMLASML HLDG NV$12.7M2.78%9,592Added
9MSFTMICROSOFT CORP$11.4M2.51%30,974Added
10USBUS BANCORP$11.3M2.49%217,900Added
11NVDANVIDIA CORPORATION$11.1M2.44%63,686Added
12SOSOUTHERN CO$9.4M2.08%97,871Added
13RJFRAYMOND JAMES FINL INC$9.3M2.04%64,063Hold
14GEVGE VERNOVA INC$8.6M1.89%9,834Trimmed
15APOAPOLLO GLOBAL MGMT INC$7.8M1.71%69,670Added
16JPMJPMORGAN CHASE &CO$7.6M1.68%26,002Added
17SRADSPORTRADAR GROUP AG$6.4M1.40%379,845Added
18GSGOLDMAN SACHS GROUP INC$5.5M1.20%6,460Added
19EPDENTERPRISE PRODS PARTNERS L$4.7M1.03%123,582Added
20JNJJOHNSON &JOHNSON$4.6M1.02%18,962Added
21WMTWALMART INC$4.3M0.94%34,429Added
22CATCATERPILLAR INC$4.1M0.89%5,741Hold
23TFCTRUIST FINL CORP$4.0M0.87%86,364Trimmed
24FBTCFIDELITY WISE ORIGIN BITCOIN$3.9M0.85%65,379Added
25MSMORGAN STANLEY$3.7M0.81%22,432Added

Source: SEC Form 13F filings · as of 2026-03-31