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 $520.7M across 114 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($85.4M, 16.40%), BRK/B ($59.1M, 11.36%), AMZN ($48.3M, 9.27%), GOOG ($32.7M, 6.29%), TSLA ($22.5M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $85.4M | 16.40% | 295,154 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.1M | 11.36% | 118,180 | Added |
| 3 | AMZN | AMAZON COM INC | $48.3M | 9.27% | 202,492 | Trimmed |
| 4 | GOOG | ALPHABET INC | $32.7M | 6.29% | 92,676 | Trimmed |
| 5 | TSLA | TESLA INC | $22.5M | 4.32% | 53,435 | Added |
| 6 | GE | GE AEROSPACE | $21.9M | 4.20% | 58,570 | Added |
| 7 | ASML | ASML HLDG NV | $18.9M | 3.63% | 9,510 | Trimmed |
| 8 | USB | US BANCORP | $13.2M | 2.53% | 217,900 | Hold |
| 9 | META | META PLATFORMS INC | $13.0M | 2.51% | 23,162 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $12.8M | 2.45% | 63,841 | Added |
| 11 | GEV | GE VERNOVA INC | $11.6M | 2.22% | 9,834 | Hold |
| 12 | MSFT | MICROSOFT CORP | $11.3M | 2.18% | 30,398 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $10.3M | 1.98% | 8,942 | Added |
| 14 | RJF | RAYMOND JAMES FINL INC | $9.7M | 1.87% | 64,063 | Hold |
| 15 | SO | SOUTHERN CO | $9.4M | 1.80% | 97,708 | Trimmed |
| 16 | APO | APOLLO GLOBAL MGMT INC | $8.3M | 1.59% | 69,972 | Added |
| 17 | JPM | JPMORGAN CHASE &CO | $8.3M | 1.59% | 25,257 | Trimmed |
| 18 | GS | GOLDMAN SACHS GROUP INC | $6.6M | 1.26% | 6,479 | Added |
| 19 | CAT | CATERPILLAR INC | $6.1M | 1.17% | 5,719 | Trimmed |
| 20 | SRAD | SPORTRADAR GROUP AG | $5.6M | 1.08% | 374,920 | Trimmed |
| 21 | JNJ | JOHNSON &JOHNSON | $4.8M | 0.92% | 18,858 | Trimmed |
| 22 | MS | MORGAN STANLEY | $4.7M | 0.90% | 22,533 | Added |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | $4.6M | 0.88% | 125,180 | Added |
| 24 | TFC | TRUIST FINL CORP | $4.3M | 0.83% | 86,379 | Added |
| 25 | COIN | COINBASE GLOBAL INC | $4.1M | 0.79% | 28,055 | New |
Source: SEC Form 13F filings · as of 2026-06-30