AMERICAN ASSET MANAGEMENT INC.
Clone Performance
Sep 2023–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.9% | $16,924,642 |
| Technology | 9.1% | $1,829,393 |
| Financial Services | 2.5% | $495,386 |
| Communication Services | 1.8% | $362,015 |
| Consumer Cyclical | 1.7% | $348,929 |
| Consumer Defensive | 1.0% | $207,674 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −1,469 | 21,259 | $15,875,583 | |
| IAU | Ishares Gold Trust | −511 | 2,724 | $205,689 | |
| QQQ | Invesco Qqq Trust, Series 1 | −500 | 610 | $449,204 | |
| GLD | Spdr Gold Trust | −64 | 1,070 | $394,166 | |
| BRK-B | Berkshire Hathaway Inc | −9 | 990 | $495,386 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AIOO | AllianzIM U.S. Equity Buffer100 Protection ETF | 2,352,568 | $82,444,398 | |
| APRP | PGIM S&P 500 Buffer 12 ETF - April | 429,008 | $12,798,001 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 6,462 | $560,190 | |
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | 6,960 | $300,045 | |
| EDV | Vanguard World Funds Extended Duration ETF | 1,473 | $279,896 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 21,259 | $15,875,583 | 78.72% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,778 | $1,093,202 | 5.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 990 | $495,386 | 2.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,365 | $473,212 | 2.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 610 | $449,204 | 2.23% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,070 | $394,166 | 1.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,013 | $362,015 | 1.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,464 | $348,929 | 1.73% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 705 | $262,979 | 1.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 222 | $207,674 | 1.03% | |
| IAU |
Ishares Gold Trust
|
Reduced | 2,724 | $205,689 | 1.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.