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CIK: 0000769954
Total reported value
$99.0M
$99.0M
24 檔
53.9%
As reported in its official Q4 2024 Form 13F filing, Account Management LLC's tracked investment portfolio stood at $99.0M with 24 total positions.
During Q4 2024, Account Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 24.95% | -1.42% | -2.29% | |
| 2 | BX | Blackstone Inc | Stock-Financials | 15.34% | -0.19% | — | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 9.39% | -1.11% | -0.45% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 7.10% | +4.11% | +51.59% | |
| 5 | NEE | Nextera Energy Inc | Stock-Utilities | 5.71% | -0.25% | +6.62% | |
| 6 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 5.71% | -0.65% | — | |
| 7 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.64% | -1.52% | EXIT | |
| 8 | AMT | American Tower CORP | Stock-Real Estate | 4.09% | -0.21% | +0.66% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.95% | +0.11% | -28.49% | |
| 10 | FTNT | Fortinet Inc | Stock-Tech | 3.82% | +1.57% | — | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.98% | -0.50% | — | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.55% | -0.40% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.13% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.59% | -0.60% | +7.68% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.46% | — | — | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 0.85% | +0.18% | -1.44% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 0.78% | — | — | |
| 18 | ROP | Roper Technologies Inc | Stock-Tech | 0.57% | — | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.14% | — | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 0.44% | — | +16.67% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.08% | — | |
| 22 | PJT | Pjt Partners Inc - A | Stock-Financials | 0.36% | — | — | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.34% | — | — | |
| 24 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.28% | -0.20% | — |
According to official SEC Form 13F filings, Account Management LLC reported a total U.S. public equity portfolio value of $99.0M across 24 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, BX, EPD) accounted for 53.9% of total reported equity market value during Q4 2024.
During Q4 2024, Account Management LLC's top holdings by market value included BRK-B (24.9%)、BX (15.3%)、EPD (9.4%). The largest single position, BRK-B, represented 24.9% of total portfolio value.
In Q4 2024, Account Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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