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.
Asset Management Advisors, LLC (CIK 1596355) reported $165.3M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($53.6M, 32.43%), BN ($13.8M, 8.36%), WMB ($12.6M, 7.64%), NEE ($10.7M, 6.49%), GOOGL ($9.5M, 5.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway B | $53.6M | 32.43% | 111,878 | Added |
| 2 | BN | Brookfield Corp | $13.8M | 8.36% | 341,575 | Added |
| 3 | WMB | Williams Companies | $12.6M | 7.64% | 173,616 | Trimmed |
| 4 | NEE | Nextera Energy Inc. | $10.7M | 6.49% | 115,491 | Added |
| 5 | GOOGL | Alphabet Inc - Cl A | $9.5M | 5.77% | 33,191 | Added |
| 6 | AAPL | Apple Inc. | $8.5M | 5.16% | 33,583 | Added |
| 7 | OXY | Occidental Petrol Co | $7.9M | 4.81% | 122,265 | Trimmed |
| 8 | BEPC | Brookfield Renewable | $7.6M | 4.60% | 190,890 | Added |
| 9 | MU | Micron Technology Inc. | $6.9M | 4.17% | 20,387 | Trimmed |
| 10 | ALLY | Ally Financial | $6.5M | 3.94% | 166,030 | Trimmed |
| 11 | LEN | Lennar Corp A | $6.2M | 3.77% | 71,692 | Added |
| 12 | VZ | Verizon Comm. | $6.0M | 3.65% | 120,372 | Added |
| 13 | ACN | Accenture Plc | $5.2M | 3.16% | 26,380 | Added |
| 14 | VRSN | Verisign Inc. | $5.1M | 3.06% | 20,380 | Added |
| 15 | KMX | CarMax Inc. | $3.4M | 2.07% | 82,179 | Added |
| 16 | MRP | Millrose Properties Inc. | $783,300 | 0.47% | 27,975 | Added |
| 17 | SO | The Southern Company | $289,560 | 0.18% | 3,000 | Hold |
| 18 | VOOV | Vanguard S&P 500 Value ETF | $260,444 | 0.16% | 1,278 | Trimmed |
| 19 | XOM | Exxon Mobil | $204,492 | 0.12% | 1,205 | New |
Source: SEC Form 13F filings · as of 2026-03-31