American Money Management, LLC

CIK

1600085

Location

Rancho Santa Fe, CA

Portfolio Value

Small $345,152,213

Diversification

Diversified

Filing Date

Global Rank

#3,202 / 8,623 ▲ 20 · as of Mar 2026

Top Industry

Consumer Electronics 9.0%

3Y Alpha vs SPY

-4.0%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+56.1%

SPY

+65.3%

Annualised alpha

-2.2%

Max drawdown

−15.9%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

93 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−0.5 pts

Top 5

27.0%

−1.9 pts

Top 10

43.2%

−0.5 pts

HHI

315

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.3%	$111,582,093	27
Financial Services	19.3%	$66,769,464	13
Consumer Cyclical	10.8%	$37,445,907	14
Industrials	9.8%	$33,691,102	10
Consumer Defensive	7.7%	$26,534,120	6
Healthcare	7.4%	$25,605,918	6
Energy	6.2%	$21,565,802	8
Communication Services	4.9%	$16,839,881	4
Unclassified	1.4%	$4,877,128	4
Utilities	0.1%	$240,798	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PAYX	Paychex Inc	+22,674	70,663	$6,509,475
HON	Honeywell International Inc	+11,354	13,384	$3,025,185
ICE	Intercontinental Exchange, Inc.	+8,390	41,282	$6,492,832
BR	Broadridge Financial Solutions, Inc.	+5,428	47,032	$7,641,759
SPGI	S&P Global Inc.	+3,423	16,582	$7,052,987
UBER	Uber Technologies, Inc	+2,758	14,577	$1,048,523
INTU	Intuit Inc.	+1,992	18,036	$7,798,405
CDNS	Cadence Design Systems Inc	+1,573	4,042	$1,123,150
ET	Energy Transfer LP	+1,350	18,089	$349,117
BNY	Bank of New York Mellon Corp	+774	2,549	$302,387
MSFT	Microsoft Corp	+707	61,757	$22,860,588
DPZ	Dominos Pizza Inc	+411	13,672	$4,905,376
PLTR	Palantir Technologies Inc.	+405	2,030	$296,948
SGOL	abrdn Gold ETF Trust	+390	18,513	$826,050
V	Visa Inc.	+355	38,553	$11,652,258
AMD	Advanced Micro Devices Inc	+249	1,706	$347,051
UNP	Union Pacific Corp	+227	28,832	$6,995,219
SBUX	Starbucks Corp	+201	9,957	$892,047
MA	Mastercard Inc	+200	23,260	$11,622,091
TGT	Target Corp	+193	5,034	$610,120
MRK	Merck & Co., Inc.	+93	1,996	$240,098
META	Meta Platforms, Inc.	+70	13,929	$7,969,198
JPM	Jpmorgan Chase & Co	+65	40,357	$11,871,415
FICO	Fair Isaac Corp	+62	524	$559,390
AVGO	Broadcom Inc.	+53	4,759	$1,472,958
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	−4,326	15,722	$594,920
NVDA	Nvidia Corp	−4,181	24,851	$4,334,014
AAPL	Apple Inc.	−1,962	120,408	$30,558,346
AMAT	Applied Materials Inc /De	−1,116	8,617	$2,945,204
BAC	Bank Of America Corp /De/	−1,087	20,836	$1,015,755
PEP	Pepsico Inc	−1,061	28,448	$4,417,689
PM	Philip Morris International Inc.	−1,049	54,471	$9,006,235
GOOGL	Alphabet Inc.	−821	28,881	$8,305,020
PFE	Pfizer Inc	−665	11,605	$325,868
TPL	Texas Pacific Land Corp	−622	33,534	$15,913,895
ORCL	Oracle Corp	−551	2,218	$326,289
CSCO	Cisco Systems, Inc.	−476	11,518	$893,681
SHEL	Shell plc	−473	4,599	$427,707
GE	General Electric Co	−416	36,452	$10,343,984
XOM	ExxonMobil Holdings Corp	−330	5,298	$898,858
BRK-B	Berkshire Hathaway Inc	−325	7,128	$3,415,737
WMT	Walmart Inc.	−300	2,102	$261,236
NXPI	NXP Semiconductors N.V.	−283	8,481	$1,669,569
ABBV	AbbVie Inc.	−241	43,748	$9,514,752
ASML	Asml Holding NV	−233	9,123	$12,049,932
QCOM	Qualcomm Inc/De	−204	31,016	$3,994,240
LNG	Cheniere Energy, Inc.	−195	8,697	$2,467,860
JNJ	Johnson & Johnson	−190	41,589	$10,166,015
TEL	TE Connectivity plc	−186	1,073	$224,278
COF	Capital One Financial Corp	−177	6,496	$1,185,065
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VZ	Verizon Communications Inc	4,320	$216,864
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HEI	Heico Corp	637	$206,126
AUR	Aurora Innovation, Inc.	10,100	$38,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $345,152,213 total · filing declares 168 positions · $631,907,928 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	120,408	-1,962	$30,558,346	−8.1%	8.85%
MSFT	Microsoft Corp Technology	Added	61,757	+707	$22,860,588	−22.6%	6.62%
TPL	Texas Pacific Land Corp Energy	Reduced	33,534	-622	$15,913,895	+62.2%	4.61%
ASML	Asml Holding NV Technology	Reduced	9,123	-233	$12,049,932	+20.4%	3.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	11,959	-61	$11,916,306	+15.0%	3.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	40,357	+65	$11,871,415	−8.6%	3.44%
V	Visa Inc. Financial Services	Added	38,553	+355	$11,652,258	−13.0%	3.38%
MA	Mastercard Inc Financial Services	Added	23,260	+200	$11,622,091	−11.7%	3.37%
GE	General Electric Co Industrials	Reduced	36,452	-416	$10,343,984	−8.9%	3.00%
JNJ	Johnson & Johnson Healthcare	Reduced	41,589	-190	$10,166,015	+17.6%	2.95%
ABBV	AbbVie Inc. Healthcare	Reduced	43,748	-241	$9,514,752	−5.3%	2.76%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	13,810	-136	$9,421,734	+18.5%	2.73%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	54,471	-1,049	$9,006,235	+1.1%	2.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,881	-821	$8,305,020	−10.7%	2.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	24,893	-165	$8,187,058	−5.0%	2.37%
META	Meta Platforms, Inc. Communication Services	Added	13,929	+70	$7,969,198	−12.9%	2.31%
INTU	Intuit Inc. Technology	Added	18,036	+1,992	$7,798,405	−26.6%	2.26%
BLK	BlackRock, Inc. Financial Services	Reduced	8,074	-4	$7,764,846	−10.2%	2.25%
BR	Broadridge Financial Solutions, Inc. Technology	Added	47,032	+5,428	$7,641,759	−17.7%	2.21%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	22,924	-135	$7,497,752	+4.8%	2.17%
SPGI	S&P Global Inc. Financial Services	Added	16,582	+3,423	$7,052,987	+2.6%	2.04%
MCD	Mcdonalds Corp Consumer Cyclical	Added	22,665	+20	$7,044,055	+1.8%	2.04%
UNP	Union Pacific Corp Industrials	Added	28,832	+227	$6,995,219	+5.7%	2.03%
PAYX	Paychex Inc Technology	Added	70,663	+22,674	$6,509,475	+20.9%	1.89%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	41,282	+8,390	$6,492,832	+21.9%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	23,744	-40	$4,945,162	−9.9%	1.43%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	13,672	+411	$4,905,376	−11.3%	1.42%
LLY	ELI LILLY & Co Healthcare	Added	5,095	+23	$4,686,228	−14.0%	1.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	28,448	-1,061	$4,417,689	+4.3%	1.28%
NVDA	Nvidia Corp Technology	Reduced	24,851	-4,181	$4,334,014	−20.0%	1.26%
QCOM	Qualcomm Inc/De Technology	Reduced	31,016	-204	$3,994,240	−25.2%	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,128	-325	$3,415,737	−8.8%	0.99%
HON	Honeywell International Inc Industrials	Added	13,384	+11,354	$3,025,185	+663.9%	0.88%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	37,106	-75	$2,954,008	−14.8%	0.86%
AMAT	Applied Materials Inc /De Technology	Reduced	8,617	-1,116	$2,945,204	+17.7%	0.85%
LNG	Cheniere Energy, Inc. Energy	Reduced	8,697	-195	$2,467,860	+42.8%	0.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,830	-87	$2,210,599	−8.1%	0.64%
NXPI	NXP Semiconductors N.V. Technology	Reduced	8,481	-283	$1,669,569	−12.2%	0.48%
AVGO	Broadcom Inc. Technology	Added	4,759	+53	$1,472,958	−9.6%	0.43%
NSC	Norfolk Southern Corp Industrials	Held	4,559	0	$1,308,433	−0.6%	0.38%
TXN	Texas Instruments Inc Technology	Reduced	6,396	-15	$1,241,719	+11.6%	0.36%
SCHW	Schwab Charles Corp Financial Services	Reduced	12,894	-10	$1,211,778	−6.0%	0.35%
COF	Capital One Financial Corp Financial Services	Reduced	6,496	-177	$1,185,065	−26.7%	0.34%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	2,227	-129	$1,164,075	−18.3%	0.34%
LMT	Lockheed Martin Corp Industrials	Reduced	1,859	-72	$1,123,561	+20.3%	0.33%
CDNS	Cadence Design Systems Inc Technology	Added	4,042	+1,573	$1,123,150	+45.5%	0.33%
UBER	Uber Technologies, Inc Technology	Added	14,577	+2,758	$1,048,523	+8.6%	0.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	20,836	-1,087	$1,015,755	−15.8%	0.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,453	-139	$944,944	−13.0%	0.27%
PANW	Palo Alto Networks Inc Technology	Reduced	5,821	-169	$933,222	−15.4%	0.27%

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.