AM INVESTMENT STRATEGIES LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI AM INVESTMENT STRATEGIES LLC | Institutional Filer | ▼ 5.41% | $455K | 111 |
Current Portfolio Holdings
Showing all 111 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 291K | $74K | 16.24% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 118K | $56K | 12.39% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 203K | $42K | 9.31% |
| 4 | GOOG | Alphabet Inc. | Technology | 93K | $27K | 5.87% |
| 5 | TSLA | Tesla, Inc. | Consumer Cyclical | 53K | $20K | 4.30% |
| 6 | GE | GE Aerospace | Industrials | 59K | $17K | 3.65% |
| 7 | META | Meta Platforms, Inc. | Technology | 23K | $13K | 2.91% |
| 8 | ASML | ASML Holding N.V. | Technology | 10K | $13K | 2.78% |
| 9 | MSFT | Microsoft Corporation | Technology | 31K | $11K | 2.51% |
| 10 | USB | U.S. Bancorp | Financial Services | 218K | $11K | 2.49% |
| 11 | NVDA | NVIDIA Corporation | Technology | 64K | $11K | 2.44% |
| 12 | SO | The Southern Company | Utilities | 98K | $9K | 2.08% |
| 13 | RJF | Raymond James Financial, Inc. | Financial Services | 64K | $9K | 2.04% |
| 14 | GEV | GE Vernova Inc. | Utilities | 10K | $9K | 1.89% |
| 15 | APO | Apollo Global Management, Inc. | Financial Services | 70K | $8K | 1.71% |
Showing 1 to 15 of 111 holdings