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AM INVESTMENT STRATEGIES LLC 13F portfolio summary

AM INVESTMENT STRATEGIES LLC of AM INVESTMENT STRATEGIES LLC has 114 current stock holdings with a reported portfolio value of $520.7M. The portfolio 1 year return is +23.06%. Top holdings include AAPL (16.40%), BRK-B (11.36%), AMZN (9.27%), GOOG (6.29%), TSLA (4.32%).

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AM INVESTMENT STRATEGIES LLC

AM INVESTMENT STRATEGIES LLC
Latest filing: 2026-06-30

AM INVESTMENT STRATEGIES LLC runs AM INVESTMENT STRATEGIES LLC and currently holds 114 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $520.68M. Their top holdings are AAPL, BRK-B, AMZN, GOOG, TSLA. The top five represent 47.6% of reported portfolio weight. AM INVESTMENT STRATEGIES LLC ranks #256 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AM INVESTMENT STRATEGIES LLC initiated 4 new positions. They added to 45 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.65%.

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Top 5 Holdings
AAPL16.4%
BRK-B11.4%
AMZN9.3%
GOOG6.3%
TSLA4.3%
Top 5: 47.6%
Portfolio Returns
1 Year
+23.06%
#541/1000
3 Year
+116.42%
#183/1000
5 Year
+101.11%
#271/1000

Portfolio Value

$520.68M

Alpha Score

81.4

#256 of 1000

Holdings

114

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114 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
16.40%$123.17$309.35+151.16%
Added
+1.38%
BRK-B
BERKSHIRE HATHAWAY INC DEL
11.36%$436.87$495.77+13.48%
Added
+0.42%
AMZN
AMAZON COM INC
9.27%$159.32$258.63+62.33%
Trimmed
-0.42%
GOOG
ALPHABET INC
6.29%$100.32$341.75+240.66%
Trimmed
-0.42%
TSLA
TESLA INC
4.32%$287.50$362.86+26.21%
Added
+1.54%
GE
GE AEROSPACE
4.20%$65.16$348.41+434.70%
Added
+0.04%
ASML
ASML HLDG NV
3.63%$742.73$1,763.76+137.47%
Trimmed
-0.85%
USB
US BANCORP
2.53%$39.98$62.06+55.22%
Held
META
META PLATFORMS INC
2.51%$291.20$549.90+88.84%
Added
+0.15%
NVDA
NVIDIA CORPORATION
2.45%$103.71$214.76+107.08%
Added
+0.24%

Showing 1-10 of 114