AM INVESTMENT STRATEGIES LLC

CIK: 0001818897Latest portfolio: $481.1M · Q4 2025

Holdings

116

Total Value

$481.1M

New Positions

116

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
289,200$78.6M16.34%NEW
2
BRK/BBERKSHIRE HATHAWAY INC DEL
115,471$58.0M12.07%NEW
3
AMZNAMAZON COM INC
200,155$46.2M9.60%NEW
4
GOOGALPHABET INC
91,638$28.8M5.98%NEW
5
TSLATESLA INC
50,825$22.9M4.75%NEW
6
GEGE AEROSPACE
58,531$18.0M3.75%NEW
7
METAMETA PLATFORMS INC
22,755$15.0M3.12%NEW
8
MSFTMICROSOFT CORP
29,455$14.2M2.96%NEW
9
USBUS BANCORP DEL
217,890$11.6M2.42%NEW
10
NVDANVIDIA CORPORATION
61,359$11.4M2.38%NEW
11
RJFRAYMOND JAMES FINL INC
64,063$10.3M2.14%NEW
12
ASMLASML HOLDING N V
9,547$10.2M2.12%NEW
13
APOAPOLLO GLOBAL MGMT INC
67,764$9.8M2.04%NEW
14
SRADSPORTRADAR GROUP AG
375,045$8.9M1.85%NEW
15
SOSOUTHERN CO
97,844$8.5M1.77%NEW
16
JPMJPMORGAN CHASE &CO.
25,987$8.4M1.74%NEW
17
GEVGE VERNOVA INC
9,919$6.5M1.35%NEW
18
GSGOLDMAN SACHS GROUP INC
6,425$5.6M1.17%NEW
19
FBTCFIDELITY WISE ORIGIN BITCOIN
59,177$4.5M0.94%NEW
20
TFCTRUIST FINL CORP
86,376$4.3M0.88%NEW
21
DWDMORGAN STANLEY
22,137$4.0M0.82%NEW
22
EPDENTERPRISE PRODS PARTNERS L
122,749$3.9M0.82%NEW
23
JNJJOHNSON &JOHNSON
18,937$3.9M0.81%NEW
24
WMTWALMART INC
34,054$3.8M0.79%NEW
25
CATCATERPILLAR INC
5,741$3.3M0.68%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.1627102889810837e+99T)
Technology0.0% ($7.86221424511444e+52T)
Unknown0.0% ($5.804139622993239e+43T)
Healthcare0.0% ($3.9192694267215815e+31T)
Industrials0.0% ($1.8029328918887306e+30T)
Consumer Cyclical0.0% ($462002285718831552.0T)
Consumer Defensive0.0% ($379428962187.6T)
Communication Services0.0% ($28756150202.1T)
Utilities0.0% ($85326.5T)
Energy0.0% ($3935.8T)
Real Estate0.0% ($15.1B)
Basic Materials0.0% ($1.8M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$481.1M116
Q3 2025Oct 30, 2025$460.6M0
Q2 2025Jul 15, 2025$425.0M107
Q1 2025May 7, 2025$412.1M106

Fund Information

CIK0001818897
Most Recent FilingFeb 5, 2026
Number of Filings4

AM INVESTMENT STRATEGIES LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $481.1M across 116 holdings. The largest position is APPLE INC (AAPL), representing 16.3% of the portfolio. Compared to the previous quarter, the fund opened 116 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.