AM INVESTMENT STRATEGIES LLC
Top Portfolio Positions
98 positions ·
$370,226,950 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
291,125 | $73,884,613 | 19.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
203,350 | $42,351,704 | 11.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
52,625 | $19,563,343 | 5.28% | |
| GE |
General Electric Co
Industrials
|
58,547 | $16,613,882 | 4.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
23,127 | $13,231,650 | 3.57% | |
| ASML |
Asml Holding NV
Technology
|
9,592 | $12,669,401 | 3.42% | |
| MSFT |
Microsoft Corp
Technology
|
30,974 | $11,465,645 | 3.10% | |
| USB |
US Bancorp \De\
Financial Services
|
217,900 | $11,332,979 | 3.06% | |
| NVDA |
Nvidia Corp
Technology
|
63,686 | $11,106,838 | 3.00% | |
| SO |
Southern Co
Utilities
|
97,871 | $9,446,508 | 2.55% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SBCF
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,313,731 | 76,386 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,394,581 | 76,212 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,162,964 | 71,080 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,959,639 | 70,950 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,564,538 | 60,806 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,671,759 | 60,725 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,616,295 | 60,649 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,431,874 | 60,570 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,681,966 | 184,402 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,248,080 | 184,402 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,047,930 | 184,332 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,071,681 | 184,239 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,364,283 | 184,147 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,680,683 | 150,070 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,534,832 | 150,011 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,954,381 | 149,951 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,249,392 | 149,897 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,303,474 | 149,858 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,973,040 | 235,819 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $8,056,087 | 235,903 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $8,547,638 | 235,862 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,946,135 | 235,862 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,277,833 | 237,262 | Shares | Sole | 2020-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||