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CIK: 0001818897
Total reported value
$520.7M
$520.7M
106 檔
41.1%
As reported in its official Q1 2025 Form 13F filing, Am Investment Strategies LLC's tracked investment portfolio stood at $520.7M with 106 total positions.
In Q1 2025, Am Investment Strategies LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.39% | +0.16% | -1.02% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 15.44% | -1.03% | -89.74% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.22% | -0.04% | +0.43% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.72% | -0.40% | +0.01% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | +0.42% | +2.89% | |
| 6 | GE | General Electric | Stock-Industrials | 2.92% | +0.55% | -0.50% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.33% | +97.81% | |
| 8 | USB | US Bancorp | Stock-Financials | 2.42% | +0.04% | +4.29% | |
| 9 | SO | Southern Co/the | Stock-Utilities | 2.23% | -0.28% | +9.32% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.21% | +0.02% | +33.07% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 2.21% | -0.17% | — | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 2.14% | -0.12% | +11.19% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.11% | +0.06% | +1.80% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.09% | +0.15% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.01% | +44.98% | |
| 16 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.30% | -0.02% | +1.10% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | -0.03% | — | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 0.98% | -0.15% | +2.21% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 0.87% | -0.04% | +0.05% | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.81% | -0.22% | +4.87% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.14% | +0.15% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.10% | +4.05% | |
| 23 | C | Citigroup Inc | Stock-Financials | 0.74% | +0.05% | NEW | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 0.74% | +0.33% | +1.03% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 0.73% | +0.85% | — | |
| 26 | ONB | Old National Bancorp | Stock-Financials | 0.71% | +0.02% | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.06% | +0.29% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.63% | +0.09% | +5.35% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | -0.16% | +7.07% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.19% | +9.60% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.10% | -1.66% | |
| 32 | HSTM | Healthstream Inc | Stock-Other | 0.46% | +0.02% | — | |
| 33 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.46% | -0.10% | +0.01% | |
| 34 | FHN | First Horizon CORP | Stock-Financials | 0.46% | -0.01% | +2.85% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.12% | -7.21% | |
| 36 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.39% | -0.02% | +0.13% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.03% | -1.58% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.02% | -0.44% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.28% | +1.03% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | — | |
| 41 | USLM | United States Lime & Mineral | Stock-Other | 0.33% | -0.13% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | — | -8.66% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +14.04% | |
| 44 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.30% | — | +0.11% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | +7.65% | |
| 46 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.28% | -0.28% | EXIT | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.12% | +1.68% | |
| 48 | ARI | Apollo Commercial Real Estat | Stock-Other | 0.27% | — | +2.84% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.01% | +287.62% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.02% | +24.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | GE | General Electric | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | SRAD | Sportradar Group AG | — | NEW | New buy |
| 9 | USB | US Bancorp | — | NEW | New buy |
| 10 | SO | Southern Co/the | — | NEW | New buy |
| 11 | TSLA | Tesla Inc | — | NEW | New buy |
| 12 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 13 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 14 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | NVDA | Nvidia CORP | — | NEW | New buy |
| 17 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 19 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 20 | TFC | Truist Financial CORP | — | NEW | New buy |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | C | Citigroup Inc | — | NEW | New buy |
| 25 | GEV | GE Vernova Inc | — | NEW | New buy |
| 26 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 27 | ONB | Old National Bancorp | — | NEW | New buy |
| 28 | AMGN | Amgen Inc | — | NEW | New buy |
| 29 | MS | Morgan Stanley | — | NEW | New buy |
| 30 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 31 | WMT | Walmart Inc | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | NEW | New buy |
| 33 | HSTM | Healthstream Inc | — | NEW | New buy |
| 34 | GEHC | GE Healthcare Technology | — | NEW | New buy |
| 35 | FHN | First Horizon CORP | — | NEW | New buy |
| 36 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 37 | SBCF | Seacoast Banking Corp/fl | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 40 | CAT | Caterpillar Inc | — | NEW | New buy |
| 41 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 42 | USLM | United States Lime & Mineral | — | NEW | New buy |
| 43 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 45 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | STWD | Starwood Property Trust Inc | — | NEW | New buy |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 49 | ARI | Apollo Commercial Real Estat | — | NEW | New buy |
| 50 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
According to official SEC Form 13F filings, Am Investment Strategies LLC reported a total U.S. public equity portfolio value of $520.7M across 106 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 AAPL, BRK-B, AMZN) accounted for 41.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $74.1M
During Q1 2025, Am Investment Strategies LLC's top holdings by market value included AAPL (18.4%)、BRK-B (15.4%)、AMZN (12.2%). The largest single position, AAPL, represented 18.4% of total portfolio value.
In Q1 2025, Am Investment Strategies LLC made 50 total portfolio adjustments, initiating 50 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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