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CIK: 0001818897
Total reported value
$520.7M
$520.7M
107 檔
38.2%
In Q2 2025, Am Investment Strategies LLC's U.S. equity holdings reached a combined market value of $520.7M, distributed across 107 disclosed stock positions.
In Q2 2025, Am Investment Strategies LLC displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.43% | +0.16% | -10.43% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 14.26% | -1.03% | +6.77% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.57% | -0.04% | -20.88% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.78% | -0.40% | -16.36% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.78% | +0.42% | +4.48% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.59% | +0.02% | +39.58% | |
| 7 | GE | General Electric | Stock-Industrials | 3.57% | +0.55% | +0.40% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.33% | +1.23% | |
| 9 | SRAD | Sportradar Group AG | Stock-Other | 3.04% | -0.32% | +886.70% | |
| 10 | USB | US Bancorp | Stock-Financials | 2.45% | +0.04% | -0.24% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 2.31% | -0.17% | +0.01% | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 2.20% | -0.12% | +4.75% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.01% | +19.52% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 2.14% | -0.28% | +1.08% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.78% | +0.85% | +113.24% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.09% | -1.05% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.23% | +0.33% | +0.55% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.22% | -0.22% | +21.52% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.08% | +0.06% | -58.44% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 0.88% | -0.04% | +1.77% | |
| 21 | EPD | Enterprise Products Partners | Stock-Energy | 0.87% | -0.15% | +3.02% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.14% | -1.07% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.19% | +35.76% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.73% | +0.09% | +0.62% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.10% | +0.45% | |
| 26 | ONB | Old National Bancorp | Stock-Financials | 0.67% | +0.02% | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.06% | +1.06% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | -0.03% | -40.00% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | -0.16% | -3.45% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.10% | +5.10% | |
| 31 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.51% | -0.10% | +26.53% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.28% | +21.13% | |
| 33 | FHN | First Horizon CORP | Stock-Financials | 0.47% | -0.01% | +0.13% | |
| 34 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.46% | -0.02% | +16.68% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | +37.15% | |
| 36 | HSTM | Healthstream Inc | Stock-Other | 0.38% | +0.02% | — | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.12% | +0.54% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.12% | +0.03% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.03% | +0.75% | |
| 40 | USLM | United States Lime & Mineral | Stock-Other | 0.35% | -0.13% | — | |
| 41 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.34% | -0.28% | EXIT | |
| 42 | ARI | Apollo Commercial Real Estat | Stock-Other | 0.34% | — | +29.29% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | -1.78% | |
| 44 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.33% | -0.07% | — | |
| 45 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.30% | — | +0.11% | |
| 46 | SYU1 | Synovus Financial CORP | Stock-Other | 0.29% | — | +27.22% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | +15.41% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +1.35% | +55.87% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.04% | +8.37% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | -0.02% | -7.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRAD | Sportradar Group AG | +2.8% | +886.70% | Add |
| 2 | TSLA | Tesla Inc | +1.4% | +39.58% | Add |
| 3 | ASML | ASML Holding N.V. | +1.1% | +113.24% | Add |
| 4 | NVDA | Nvidia CORP | +0.9% | +19.52% | Add |
| 5 | MSFT | Microsoft CORP | +0.7% | +1.23% | Add |
| 6 | GE | General Electric | +0.7% | +0.40% | Add |
| 7 | GEV | GE Vernova Inc | +0.5% | +0.55% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +4.48% | Add |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +21.52% | Add |
| 10 | FLO | Flowers Foods Inc | +0.3% | NEW | New buy |
| 11 | WMT | Walmart Inc | +0.2% | +35.76% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.05% | Trim |
| 13 | MU | Micron Technology Inc | +0.2% | +55.87% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.15% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +21.13% | Add |
| 16 | RJF | Raymond James Financial Inc | +0.1% | +0.01% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +0.62% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.03% | Add |
| 19 | CIFR | Cipher Digital Inc | +0.1% | — | Unchanged |
| 20 | BF-B | Brown-forman Corp-class B | +0.1% | +113.47% | Add |
| 21 | SBCF | Seacoast Banking Corp/fl | +0.1% | +16.68% | Add |
| 22 | SYU1 | Synovus Financial CORP | +0.1% | +27.22% | Add |
| 23 | ARI | Apollo Commercial Real Estat | +0.1% | +29.29% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.41% | Add |
| 25 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | +25.14% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -16.36% | Trim |
| 29 | APO | Apollo Global Management Inc | +0.1% | +4.75% | Add |
| 30 | STWD | Starwood Property Trust Inc | +0.1% | +25.60% | Add |
| 31 | HUT | Hut 8 CORP | +0.1% | — | Unchanged |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 34 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 35 | GEHC | GE Healthcare Technology | +0.1% | +26.53% | Add |
| 36 | USB | US Bancorp | 0% | -0.24% | Trim |
| 37 | HSTM | Healthstream Inc | -0.1% | — | Unchanged |
| 38 | SMR | Nuscale Power CORP | -0.1% | EXIT | Sold out |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -7.69% | Trim |
| 40 | AMGN | Amgen Inc | -0.1% | +1.06% | Add |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -3.45% | Trim |
| 42 | EPD | Enterprise Products Partners | -0.1% | +3.02% | Add |
| 43 | TDG | Transdigm Group Inc | -0.2% | EXIT | Sold out |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -40.00% | Trim |
| 45 | C | Citigroup Inc | -0.7% | EXIT | Sold out |
| 46 | GS | Goldman Sachs Group Inc | -1% | -58.44% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | -1.1% | -80.36% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +6.77% | Add |
| 49 | AMZN | Amazon.com Inc | -1.7% | -20.88% | Trim |
| 50 | AAPL | Apple Inc | -4% | -10.43% | Trim |
According to official SEC Form 13F filings, Am Investment Strategies LLC reported a total U.S. public equity portfolio value of $520.7M across 107 disclosed positions in Q2 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 38.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
FLO
市值: $1.4M
Top Position Liquidated / Trimmed
C
前期市值: $3.0M
During Q2 2025, Am Investment Strategies LLC's top holdings by market value included AAPL (14.4%)、BRK-B (14.3%)、AMZN (10.6%). The largest single position, AAPL, represented 14.4% of total portfolio value.
In Q2 2025, Am Investment Strategies LLC made 47 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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