Asset Management Advisors
Latest statistics and disclosures from Asset Management Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, BN, WMB, Brookfield Renewable Corp, NEE, and represent 62.55% of Asset Management Advisors's stock portfolio.
- Added to shares of these 3 stocks: ACN, BRK.B, OXY.
- Started 1 new stock position in ACN.
- Reduced shares in these 10 stocks: ALLY, WMB, MU, Brookfield Renewable Corp, NEE, LEN, VZ, BN, VRSN, GOOGL.
- Asset Management Advisors was a net buyer of stock by $3.9M.
- Asset Management Advisors has $164M in assets under management (AUM), dropping by 10.04%.
- Central Index Key (CIK): 0001596355
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Portfolio Holdings for Asset Management Advisors
Asset Management Advisors holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Berkshire Hathaway (BRK.B) | 34.6 | $57M | 113k | 502.74 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 9.5 | $16M | 228k | 68.58 |
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| Williams Companies (WMB) | 6.8 | $11M | 175k | 63.35 |
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| Brookfield Renewable Corp | 6.4 | $10M | 303k | 34.42 |
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| Nextera Energy (NEE) | 5.3 | $8.7M | 116k | 75.49 |
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| Apple (AAPL) | 5.2 | $8.5M | 34k | 254.63 |
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| Alphabet Inc Class A cs (GOOGL) | 4.9 | $8.1M | 33k | 243.10 |
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| Lennar Corporation (LEN) | 4.2 | $6.9M | 55k | 126.04 |
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| Micron Technology (MU) | 4.2 | $6.9M | 41k | 167.32 |
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| Ally Financial (ALLY) | 4.0 | $6.5M | 166k | 39.20 |
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| Occidental Petroleum Corporation (OXY) | 3.6 | $5.8M | 124k | 47.25 |
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| Verisign (VRSN) | 3.5 | $5.7M | 20k | 279.57 |
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| Verizon Communications (VZ) | 3.2 | $5.2M | 118k | 43.95 |
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| Accenture (ACN) | 2.5 | $4.2M | NEW | 17k | 246.60 |
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| CarMax (KMX) | 1.2 | $2.0M | 46k | 44.87 |
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| Millrose Pptys Inc Com Cl A (MRP) | 0.6 | $918k | 27k | 33.61 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.2 | $309k | 1.5k | 199.47 |
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| Southern Company (SO) | 0.2 | $284k | 3.0k | 94.77 |
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Past Filings by Asset Management Advisors
SEC 13F filings are viewable for Asset Management Advisors going back to 2013
- Asset Management Advisors 2025 Q3 filed Oct. 21, 2025
- Asset Management Advisors 2025 Q2 filed July 30, 2025
- Asset Management Advisors 2025 Q1 filed April 8, 2025
- Asset Management Advisors 2024 Q4 filed Jan. 24, 2025
- Asset Management Advisors 2024 Q3 filed Nov. 4, 2024
- Asset Management Advisors 2024 Q2 filed July 15, 2024
- Asset Management Advisors 2024 Q1 filed April 30, 2024
- Asset Management Advisors 2023 Q4 filed Jan. 26, 2024
- Asset Management Advisors 2023 Q3 filed Nov. 2, 2023
- Asset Management Advisors 2023 Q2 filed Aug. 3, 2023
- Asset Management Advisors 2023 Q1 filed April 19, 2023
- Asset Management Advisors 2022 Q4 filed Jan. 17, 2023
- Asset Management Advisors 2022 Q3 filed Nov. 7, 2022
- Asset Management Advisors 2022 Q2 filed Aug. 1, 2022
- Asset Management Advisors 2022 Q1 filed April 29, 2022
- Asset Management Advisors 2021 Q4 filed Jan. 18, 2022