AM INVESTMENT STRATEGIES LLC
Top Portfolio Positions
99 positions ·
$426,619,206 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
291,125 | $73,884,613 | 17.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
117,680 | $56,392,256 | 13.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
203,350 | $42,351,704 | 9.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
52,625 | $19,563,343 | 4.59% | |
| GE |
General Electric Co
Industrials
|
58,547 | $16,613,882 | 3.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
23,127 | $13,231,650 | 3.10% | |
| ASML |
Asml Holding NV
Technology
|
9,592 | $12,669,401 | 2.97% | |
| MSFT |
Microsoft Corp
Technology
|
30,974 | $11,465,645 | 2.69% | |
| USB |
US Bancorp De
Financial Services
|
217,900 | $11,332,979 | 2.66% | |
| NVDA |
Nvidia Corp
Technology
|
63,686 | $11,106,838 | 2.60% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CBL
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,487,663 | 38,711 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,432,270 | 38,710 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,184,179 | 38,724 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $983,202 | 38,724 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,029,283 | 38,724 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,138,814 | 38,722 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $976,348 | 38,744 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $906,956 | 38,792 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $888,678 | 38,790 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $947,251 | 38,790 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $813,793 | 38,789 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $860,419 | 39,039 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,000,806 | 39,033 | Shares | Sole | 2023-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||