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CIK: 0001818897
Total reported value
$520.7M
$520.7M
116 檔
45.0%
During the Q4 2025 filing period, Am Investment Strategies LLC (CIK: 0001818897) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $520.7M across 116 reported positions.
In Q4 2025, Am Investment Strategies LLC displayed an active expansion posture, initiating 6 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.34% | +0.16% | -0.95% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.07% | -1.03% | +4.06% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.60% | -0.04% | +0.12% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.98% | +0.42% | +0.89% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.75% | +0.02% | +1.20% | |
| 6 | GE | General Electric | Stock-Industrials | 3.75% | +0.55% | -0.73% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.12% | -0.40% | +5.03% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.33% | +9.51% | |
| 9 | USB | US Bancorp | Stock-Financials | 2.42% | +0.04% | -0.59% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.01% | +4.45% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 2.14% | -0.17% | — | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 2.12% | +0.85% | +0.62% | |
| 13 | APO | Apollo Global Management Inc | Stock-Financials | 2.04% | -0.12% | +2.35% | |
| 14 | SRAD | Sportradar Group AG | Stock-Other | 1.85% | -0.32% | — | |
| 15 | SO | Southern Co/the | Stock-Utilities | 1.77% | -0.28% | -1.58% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.09% | +0.71% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.35% | +0.33% | +0.51% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.17% | +0.06% | +0.96% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.94% | -0.22% | +1.41% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 0.88% | -0.04% | -0.72% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.82% | +0.09% | -0.28% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 0.82% | -0.15% | +1.52% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.10% | -0.99% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.19% | +2.46% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | +0.28% | +0.83% | |
| 26 | ONB | Old National Bancorp | Stock-Financials | 0.62% | +0.02% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.14% | +1.08% | |
| 28 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.56% | -0.10% | -1.04% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.06% | -1.07% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +1.35% | -6.29% | |
| 31 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.50% | -0.02% | +7.22% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.03% | +48.37% | |
| 33 | FHN | First Horizon CORP | Stock-Financials | 0.45% | -0.01% | -2.37% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | +6.23% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | — | -1.54% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | +0.12% | — | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.39% | -0.16% | -43.71% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.10% | -7.18% | |
| 39 | USLM | United States Lime & Mineral | Stock-Other | 0.37% | -0.13% | — | |
| 40 | HUT | Hut 8 CORP | Stock-Financials | 0.37% | -0.40% | EXIT | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.02% | -1.19% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.12% | -7.23% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.04% | -42.25% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.31% | -0.03% | -33.33% | |
| 45 | ARI | Apollo Commercial Real Estat | Stock-Other | 0.31% | — | +2.48% | |
| 46 | CBL | Cbl & Associates Properties | Stock-Other | 0.30% | +0.06% | -0.04% | |
| 47 | MSTR | Strategy Inc | Stock-Tech | 0.29% | -0.04% | +223.43% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.03% | — | |
| 49 | HSTM | Healthstream Inc | Stock-Other | 0.28% | +0.02% | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.01% | +7.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | +0.89% | Add |
| 2 | AAPL | Apple Inc | +0.2% | -0.95% | Trim |
| 3 | MU | Micron Technology Inc | +0.2% | -6.29% | Trim |
| 4 | KO | Coca-cola Co/the | +0.2% | +48.37% | Add |
| 5 | ASML | ASML Holding N.V. | +0.1% | +0.62% | Add |
| 6 | USB | US Bancorp | +0.1% | -0.59% | Trim |
| 7 | APO | Apollo Global Management Inc | +0.1% | +2.35% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.23% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +0.83% | Add |
| 10 | MSTR | Strategy Inc | +0.1% | +223.43% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.12% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +0.96% | Add |
| 13 | MS | Morgan Stanley | +0.1% | -0.28% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | +2.46% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | -1.07% | Trim |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -1.19% | Trim |
| 17 | BMNR | Bitmine Immersion Technologi | +0.1% | +215.02% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | -0.99% | Trim |
| 19 | HUT | Hut 8 CORP | 0% | -11.36% | Trim |
| 20 | CBL | Cbl & Associates Properties | 0% | -0.04% | Trim |
| 21 | GEV | GE Vernova Inc | 0% | +0.51% | Add |
| 22 | TFC | Truist Financial CORP | 0% | -0.72% | Trim |
| 23 | NVDA | Nvidia CORP | — | +4.45% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +0.71% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.06% | Add |
| 26 | MSFT | Microsoft CORP | -0.1% | +9.51% | Add |
| 27 | VZ | Verizon Communications Inc | -0.1% | -18.32% | Trim |
| 28 | CLSK | Cleanspark Inc | -0.1% | — | Unchanged |
| 29 | HSTM | Healthstream Inc | -0.1% | — | Unchanged |
| 30 | MARA | Mara Holdings Inc | -0.1% | — | Unchanged |
| 31 | LLY | Eli Lilly & Co | -0.1% | -42.25% | Trim |
| 32 | TSLA | Tesla Inc | -0.1% | +1.20% | Add |
| 33 | V | Visa Inc-class A Shares | -0.1% | -32.68% | Trim |
| 34 | GE | General Electric | -0.1% | -0.73% | Trim |
| 35 | HD | Home Depot Inc | -0.1% | -7.18% | Trim |
| 36 | FLO | Flowers Foods Inc | -0.2% | -49.96% | Trim |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -33.33% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.2% | -43.71% | Trim |
| 39 | RJF | Raymond James Financial Inc | -0.3% | — | Unchanged |
| 40 | SO | Southern Co/the | -0.3% | -1.58% | Trim |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | -0.3% | +1.41% | Add |
| 42 | META | Meta Platforms Inc-class A | -0.3% | +5.03% | Add |
| 43 | SRAD | Sportradar Group AG | -0.3% | — | Unchanged |
| 44 | BF-B | Brown-forman Corp-class B | — | EXIT | Sold out |
| 45 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 46 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 47 | CB | Chubb Limited | — | NEW | New buy |
| 48 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | IEMG | Ishares Core Msci Emerging | — | 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 116 disclosed positions in Q4 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 45.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IEFA
市值: $659.0K
Top Position Liquidated / Trimmed
BF-B
前期市值: $773.0K
During Q4 2025, Am Investment Strategies LLC's top holdings by market value included AAPL (16.3%)、BRK-B (12.1%)、AMZN (9.6%). The largest single position, AAPL, represented 16.3% of total portfolio value.
In Q4 2025, Am Investment Strategies LLC made 45 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 1 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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