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CIK: 0001818897
Total reported value
$520.7M
$520.7M
110 檔
42.0%
According to the latest 13F quarterly dataset, Am Investment Strategies LLC managed an equity portfolio of $520.7M at the end of Q3 2025, spanning 110 distinct U.S. exchange-listed positions.
In Q3 2025, Am Investment Strategies LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.14% | +0.16% | -2.32% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.11% | -1.03% | -11.07% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.53% | -0.04% | -2.41% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.85% | +0.02% | +4.69% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.80% | +0.42% | +0.23% | |
| 6 | GE | General Electric | Stock-Industrials | 3.85% | +0.55% | +0.01% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.45% | -0.40% | -0.56% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.33% | -6.78% | |
| 9 | RJF | Raymond James Financial Inc | Stock-Financials | 2.40% | -0.17% | -0.01% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.01% | -0.00% | |
| 11 | USB | US Bancorp | Stock-Financials | 2.30% | +0.04% | -4.89% | |
| 12 | SRAD | Sportradar Group AG | Stock-Other | 2.19% | -0.32% | -18.59% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 2.05% | -0.28% | +0.59% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.99% | +0.85% | +0.71% | |
| 15 | APO | Apollo Global Management Inc | Stock-Financials | 1.92% | -0.12% | +0.37% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.09% | +0.07% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.32% | +0.33% | -0.03% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.26% | -0.22% | +6.20% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.10% | +0.06% | -1.71% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 0.86% | -0.04% | -0.09% | |
| 21 | EPD | Enterprise Products Partners | Stock-Energy | 0.82% | -0.15% | +1.53% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.10% | -0.48% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.77% | +0.09% | +0.59% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.19% | +0.09% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.14% | -0.60% | |
| 26 | ONB | Old National Bancorp | Stock-Financials | 0.64% | +0.02% | — | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | -0.16% | +56.74% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.28% | +6.13% | |
| 29 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.54% | -0.10% | +14.12% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | +0.10% | -0.07% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.06% | -3.11% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | -0.03% | — | |
| 33 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.47% | -0.02% | +0.18% | |
| 34 | FHN | First Horizon CORP | Stock-Financials | 0.45% | -0.01% | -2.50% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | — | |
| 36 | USLM | United States Lime & Mineral | Stock-Other | 0.43% | -0.13% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.04% | +59.44% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.40% | +0.12% | -1.50% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.36% | +1.35% | +0.09% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.12% | — | |
| 41 | HSTM | Healthstream Inc | Stock-Other | 0.35% | +0.02% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | -1.10% | |
| 43 | ARI | Apollo Commercial Real Estat | Stock-Other | 0.33% | — | +2.51% | |
| 44 | HUT | Hut 8 CORP | Stock-Financials | 0.33% | -0.40% | EXIT | |
| 45 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.31% | -0.28% | EXIT | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.03% | -0.65% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | — | -0.67% | |
| 48 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.29% | -0.07% | +18.03% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | +0.04% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | -0.02% | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.7% | +4.69% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.5% | +0.23% | Add |
| 3 | ASML | ASML Holding N.V. | +1.3% | +0.71% | Add |
| 4 | NVDA | Nvidia CORP | +1.1% | -0.00% | Add |
| 5 | GE | General Electric | +1% | +0.01% | Add |
| 6 | GEV | GE Vernova Inc | +0.6% | -0.03% | Add |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | +0.5% | +6.20% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | -6.78% | Trim |
| 9 | RJF | Raymond James Financial Inc | +0.2% | -0.01% | Unchanged |
| 10 | CAT | Caterpillar Inc | +0.2% | +6.13% | Add |
| 11 | MU | Micron Technology Inc | +0.2% | +0.09% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +0.07% | Trim |
| 13 | WMT | Walmart Inc | +0.2% | +0.09% | Add |
| 14 | HUT | Hut 8 CORP | +0.2% | — | Unchanged |
| 15 | MS | Morgan Stanley | +0.2% | +0.59% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.50% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.1% | +59.44% | Add |
| 19 | USLM | United States Lime & Mineral | +0.1% | — | Unchanged |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.22% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.10% | Trim |
| 22 | MSTR | Strategy Inc | +0.1% | +98.19% | Add |
| 23 | GEHC | GE Healthcare Technology | +0.1% | +14.12% | Add |
| 24 | SBCF | Seacoast Banking Corp/fl | +0.1% | +0.18% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.04% | Add |
| 26 | ARI | Apollo Commercial Real Estat | +0.1% | +2.51% | Add |
| 27 | SYU1 | Synovus Financial CORP | 0% | +0.75% | Add |
| 28 | HD | Home Depot Inc | 0% | -0.07% | Add |
| 29 | TFC | Truist Financial CORP | 0% | -0.09% | Add |
| 30 | UPS | United Parcel Service-cl B | 0% | +56.74% | Add |
| 31 | JNJ | Johnson & Johnson | — | -0.48% | Trim |
| 32 | USB | US Bancorp | -0.1% | -4.89% | Trim |
| 33 | SO | Southern Co/the | -0.1% | +0.59% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.2% | -0.56% | Trim |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | — | Trim |
| 36 | C | Citigroup Inc | -0.7% | — | Trim |
| 37 | GS | Goldman Sachs Group Inc | -1% | -1.71% | Trim |
| 38 | BMY | Bristol-myers Squibb Co | -1.2% | -70.49% | Trim |
| 39 | AMZN | Amazon.com Inc | -2.4% | -2.41% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -3% | -11.07% | Trim |
| 41 | FLO | Flowers Foods Inc | — | NEW | New buy |
| 42 | CLSK | Cleanspark Inc | — | NEW | New buy |
| 43 | TDG | Transdigm Group Inc | — | EXIT | Sold out |
| 44 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 45 | MARA | Mara Holdings Inc | — | NEW | New buy |
| 46 | BA | Boeing Co/the | — | NEW | New buy |
| 47 | JEF | Jefferies Financial Group In | — | EXIT | Sold out |
| 48 | BMNR | Bitmine Immersion Technologi | — | NEW | New buy |
| 49 | SMR | Nuscale Power CORP | — | EXIT | Sold out |
| 50 | CIFR | Cipher Digital Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Am Investment Strategies LLC reported a total U.S. public equity portfolio value of $520.7M across 110 disclosed positions in Q3 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 42.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FLO
市值: $1.4M
Top Position Liquidated / Trimmed
TDG
前期市值: $730.0K
During Q3 2025, Am Investment Strategies LLC's top holdings by market value included AAPL (16.1%)、BRK-B (12.1%)、AMZN (9.5%). The largest single position, AAPL, represented 16.1% of total portfolio value.
In Q3 2025, Am Investment Strategies LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 5 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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