Am Investment Strategies
Latest statistics and disclosures from Am Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.B, AMZN, GOOG, TSLA, and represent 48.11% of Am Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: PNFP, BRK.B, TSLA, AMZN, BA, MSFT, AAPL, GOOG, NVDA, FBTC.
- Started 7 new stock positions in LMT, PNFP, GRML, PRK, MPC, STM, FRSH.
- Reduced shares in these 10 stocks: IVV, , SNV, , VZ, KO, , AGG, , .
- Sold out of its positions in ARI, AVGO, C, DAL, AGG, Pinnacle Financial Partners, RF, CRM, SNV, WULF. VZ, ESLT.
- Am Investment Strategies was a net seller of stock by $-3.2M.
- Am Investment Strategies has $455M in assets under management (AUM), dropping by -5.41%.
- Central Index Key (CIK): 0001818897
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Portfolio Holdings for Am Investment Strategies
Am Investment Strategies holds 111 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 16.2 | $74M | 291k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.4 | $56M | 118k | 479.20 |
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| Amazon (AMZN) | 9.3 | $42M | 203k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $27M | 93k | 286.86 |
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| Tesla Motors (TSLA) | 4.3 | $20M | +3% | 53k | 371.74 |
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| Ge Aerospace Com New (GE) | 3.7 | $17M | 59k | 283.77 |
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| Meta Platforms Cl A (META) | 2.9 | $13M | 23k | 572.15 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.8 | $13M | 9.6k | 1320.89 |
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| Microsoft Corporation (MSFT) | 2.5 | $11M | +5% | 31k | 368.02 |
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| Us Bancorp Com New (USB) | 2.5 | $11M | 218k | 51.96 |
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| NVIDIA Corporation (NVDA) | 2.4 | $11M | +3% | 64k | 174.40 |
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| Southern Company (SO) | 2.1 | $9.4M | 98k | 96.53 |
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| Raymond James Financial (RJF) | 2.0 | $9.3M | 64k | 144.79 |
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| Ge Vernova (GEV) | 1.9 | $8.6M | 9.8k | 872.89 |
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| Apollo Global Mgmt (APO) | 1.7 | $7.8M | +2% | 70k | 111.43 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $7.6M | 26k | 294.17 |
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| Sportradar Group Class A Ord Shs (SRAD) | 1.4 | $6.4M | 380k | 16.74 |
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| Goldman Sachs (GS) | 1.2 | $5.5M | 6.5k | 845.98 |
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| Enterprise Products Partners (EPD) | 1.0 | $4.7M | 124k | 37.84 |
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| Johnson & Johnson (JNJ) | 1.0 | $4.6M | 19k | 244.44 |
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| Wal-Mart Stores (WMT) | 0.9 | $4.3M | 34k | 124.28 |
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| Caterpillar (CAT) | 0.9 | $4.1M | 5.7k | 708.41 |
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| Truist Financial Corp equities (TFC) | 0.9 | $4.0M | 86k | 45.97 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.8 | $3.9M | +10% | 65k | 59.03 |
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| Morgan Stanley Com New (MS) | 0.8 | $3.7M | 22k | 164.59 |
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| Costco Wholesale Corporation (COST) | 0.7 | $3.3M | 3.4k | 996.43 |
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| Old National Ban (ONB) | 0.7 | $3.0M | 134k | 22.10 |
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| Amgen (AMGN) | 0.6 | $2.9M | +2% | 8.3k | 351.86 |
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| Micron Technology (MU) | 0.6 | $2.9M | -8% | 8.5k | 337.86 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $2.3M | +4% | 6.9k | 338.02 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.5 | $2.3M | 76k | 30.29 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $2.1M | -8% | 30k | 71.18 |
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| Pinnacle Finl Partners (PNFP) | 0.5 | $2.1M | NEW | 84k | 24.91 |
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| First Horizon National Corporation (FHN) | 0.5 | $2.1M | 90k | 22.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.0M | 6.8k | 287.47 |
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| U.S. Lime & Minerals (USLM) | 0.4 | $2.0M | 15k | 130.60 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.0M | 3.0k | 650.45 |
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| United Parcel Svcs CL B (UPS) | 0.4 | $1.9M | 19k | 98.40 |
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| Merck & Co (MRK) | 0.4 | $1.8M | 15k | 120.30 |
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| Hut 8 Corp (HUT) | 0.4 | $1.8M | 39k | 46.90 |
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| Home Depot (HD) | 0.4 | $1.8M | 5.5k | 328.83 |
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| Coca-Cola Company (KO) | 0.4 | $1.6M | -31% | 21k | 76.07 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.5M | +16% | 8.0k | 191.90 |
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| Cbl &assoc Pptys Common Stock (CBL) | 0.3 | $1.5M | 39k | 38.44 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | 2.00 | 718000.00 |
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| McDonald's Corporation (MCD) | 0.3 | $1.3M | -13% | 4.3k | 310.80 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | 1.4k | 919.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | 2.2k | 577.08 |
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| Boeing Company (BA) | 0.3 | $1.3M | +91% | 6.4k | 199.07 |
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| Strategy Cl A New (MSTR) | 0.3 | $1.3M | +10% | 10k | 124.80 |
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| Starwood Property Trust (STWD) | 0.3 | $1.3M | +2% | 74k | 17.21 |
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| Chevron Corporation (CVX) | 0.3 | $1.2M | +12% | 5.8k | 206.87 |
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| HealthStream (HSTM) | 0.3 | $1.2M | 58k | 20.71 |
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| Danaher Corporation (DHR) | 0.2 | $972k | 5.1k | 189.62 |
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| Abbvie (ABBV) | 0.2 | $902k | 4.1k | 217.40 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $875k | 1.9k | 462.96 |
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| Visa Com Cl A (V) | 0.2 | $816k | 2.7k | 302.11 |
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| State Street Corporation (STT) | 0.2 | $814k | 6.4k | 126.55 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $793k | -6% | 3.7k | 215.14 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $667k | 7.4k | 90.59 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $645k | +27% | 33k | 19.78 |
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| International Business Machines (IBM) | 0.1 | $597k | 2.5k | 242.29 |
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| Marvell Technology (MRVL) | 0.1 | $591k | +122% | 6.0k | 99.00 |
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| Waste Management (WM) | 0.1 | $577k | +5% | 2.5k | 229.97 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $572k | 3.9k | 146.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $554k | -89% | 848.00 | 653.30 |
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| Cisco Systems (CSCO) | 0.1 | $553k | 7.1k | 77.55 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $530k | +10% | 4.0k | 130.93 |
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| Sun Life Financial (SLF) | 0.1 | $511k | 8.2k | 62.60 |
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| Global Payments (GPN) | 0.1 | $510k | -12% | 7.6k | 67.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $506k | 1.8k | 287.34 |
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| Chubb (CB) | 0.1 | $470k | 1.4k | 326.16 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $470k | 24k | 19.32 |
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| Nextera Energy (NEE) | 0.1 | $467k | +66% | 5.0k | 92.92 |
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| Cleanspark Com New (CLSK) | 0.1 | $454k | 53k | 8.50 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $451k | 2.7k | 169.74 |
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| Bristol Myers Squibb (BMY) | 0.1 | $441k | 7.3k | 60.63 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $431k | 2.2k | 192.84 |
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| McKesson Corporation (MCK) | 0.1 | $430k | 497.00 | 865.19 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $423k | 14k | 30.31 |
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| Flowers Foods (FLO) | 0.1 | $390k | -8% | 48k | 8.15 |
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| Walt Disney Company (DIS) | 0.1 | $380k | 3.9k | 96.25 |
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| Advanced Micro Devices (AMD) | 0.1 | $371k | 1.8k | 203.18 |
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| Chewy Cl A (CHWY) | 0.1 | $335k | 12k | 26.99 |
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| Uber Technologies (UBER) | 0.1 | $323k | -21% | 4.5k | 71.99 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $292k | 2.3k | 125.48 |
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| Astec Industries (ASTE) | 0.1 | $287k | 5.3k | 53.85 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.1 | $286k | 8.0k | 35.75 |
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| Emerson Electric (EMR) | 0.1 | $280k | 2.1k | 130.96 |
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| Marathon Digital Holdings In (MARA) | 0.1 | $280k | 34k | 8.15 |
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| Palo Alto Networks (PANW) | 0.1 | $276k | +18% | 1.7k | 160.28 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $269k | 3.9k | 69.76 |
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| Park National Corporation (PRK) | 0.1 | $268k | NEW | 1.6k | 163.32 |
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| Union Pacific Corporation (UNP) | 0.1 | $268k | 1.1k | 242.31 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $256k | 3.7k | 70.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $256k | 2.2k | 115.11 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $253k | NEW | 418.00 | 605.26 |
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| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.1 | $252k | -32% | 3.6k | 69.35 |
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| Realreal (REAL) | 0.1 | $250k | 28k | 9.07 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $248k | NEW | 1.0k | 243.61 |
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| Procter & Gamble Company (PG) | 0.1 | $239k | -6% | 1.7k | 144.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $219k | 510.00 | 429.41 |
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| AFLAC Incorporated (AFL) | 0.0 | $219k | 2.0k | 109.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $218k | 1.8k | 124.22 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $217k | NEW | 6.3k | 34.50 |
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| American Express Company (AXP) | 0.0 | $216k | 715.00 | 302.10 |
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| Netflix (NFLX) | 0.0 | $210k | -3% | 2.2k | 96.33 |
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| Freshworks Class A Com (FRSH) | 0.0 | $80k | NEW | 10k | 8.00 |
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| Klotho Neurosciences (GRML) | 0.0 | $66k | NEW | 200k | 0.33 |
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| Actinium Pharmaceuticals (ATNM) | 0.0 | $29k | 29k | 0.99 |
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| Gt Biopharma (GTBP) | 0.0 | $6.0k | 15k | 0.40 |
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Past Filings by Am Investment Strategies
SEC 13F filings are viewable for Am Investment Strategies going back to 2020
- Am Investment Strategies 2026 Q1 filed April 29, 2026
- Am Investment Strategies 2025 Q4 filed Feb. 5, 2026
- Am Investment Strategies 2025 Q3 filed Oct. 30, 2025
- Am Investment Strategies 2025 Q2 filed July 15, 2025
- Am Investment Strategies 2025 Q1 filed May 7, 2025
- Am Investment Strategies 2024 Q4 filed Jan. 21, 2025
- Am Investment Strategies 2024 Q3 filed Oct. 29, 2024
- Am Investment Strategies 2024 Q2 filed July 29, 2024
- Am Investment Strategies 2024 Q1 filed May 2, 2024
- Am Investment Strategies 2023 Q4 filed Feb. 2, 2024
- Am Investment Strategies 2023 Q3 filed Oct. 25, 2023
- Am Investment Strategies 2023 Q2 filed July 26, 2023
- Am Investment Strategies 2023 Q1 filed April 21, 2023
- Am Investment Strategies 2022 Q4 filed Feb. 3, 2023
- Am Investment Strategies 2022 Q3 filed Nov. 7, 2022
- Am Investment Strategies 2022 Q2 filed July 21, 2022