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CIK: 0001596355
Total reported value
$180.8M
$180.8M
16 檔
43.5%
At the close of Q1 2024, Asset Management Advisors, LLC disclosed equity holdings valued at approximately $180.8M, spread across 16 reported holdings.
During Q1 2024, Asset Management Advisors, 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 | 36.52% | -1.37% | -1.94% | |
| 2 | LEN | Lennar Corp-a | Stock-Consumer Disc | 7.05% | -0.17% | -21.91% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.03% | +0.34% | -1.50% | |
| 4 | OXY | Occidental Petroleum CORP | Stock-Energy | 5.89% | -1.68% | +27.54% | |
| 5 | NEE | Nextera Energy Inc | Stock-Utilities | 5.61% | -0.89% | +107.79% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 5.44% | +7.14% | -1.47% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 5.43% | -0.22% | +20.08% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 5.35% | -0.53% | -2.35% | |
| 9 | ALLY | Ally Financial Inc | Stock-Financials | 5.16% | +0.12% | -1.70% | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.88% | -0.92% | -21.99% | |
| 11 | SNOW | Snowflake Inc | Stock-Tech | 3.66% | — | -2.54% | |
| 12 | KMX | Carmax Inc | Stock-Consumer Disc | 3.48% | +0.25% | -1.50% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 3.32% | — | -1.60% | |
| 14 | HPQ | Hp Inc | Stock-Tech | 2.80% | — | -25.64% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | -3.50% | |
| 16 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.02% | — |
According to official SEC Form 13F filings, Asset Management Advisors, LLC reported a total U.S. public equity portfolio value of $180.8M across 16 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, LEN, AAPL) accounted for 43.5% of total reported equity market value during Q1 2024.
During Q1 2024, Asset Management Advisors, LLC's top holdings by market value included BRK-B (36.5%)、LEN (7.0%)、AAPL (6.0%). The largest single position, BRK-B, represented 36.5% of total portfolio value.
In Q1 2024, Asset Management Advisors, 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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