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, GOOGL, NEE, and represent 61.66% of Asset Management Advisors's stock portfolio.
- Added to shares of these 8 stocks: BN (+$5.2M), LEN, KMX, ACN, VZ, MRP, OXY, ALLY.
- Reduced shares in these 9 stocks: Brookfield Renewable Corp, MU, BRK.B, WMB, VOOV, NEE, GOOGL, AAPL, VRSN.
- Asset Management Advisors was a net seller of stock by $-83k.
- Asset Management Advisors has $165M in assets under management (AUM), dropping by 0.91%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 34.0 | $56M | 112k | 502.65 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 9.5 | $16M | +49% | 341k | 45.89 |
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| Williams Companies (WMB) | 6.3 | $10M | 174k | 60.11 |
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| Alphabet Inc Class A cs (GOOGL) | 6.3 | $10M | 33k | 313.00 |
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| Nextera Energy (NEE) | 5.6 | $9.3M | 115k | 80.28 |
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| Apple (AAPL) | 5.5 | $9.1M | 34k | 271.86 |
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| Micron Technology (MU) | 4.8 | $7.9M | -32% | 28k | 285.41 |
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| Ally Financial (ALLY) | 4.6 | $7.5M | 166k | 45.29 |
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| Lennar Corporation (LEN) | 4.4 | $7.4M | +30% | 72k | 102.80 |
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| Brookfield Renewable Corp | 4.4 | $7.3M | -37% | 191k | 38.34 |
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| Occidental Petroleum Corporation (OXY) | 3.1 | $5.1M | 124k | 41.12 |
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| Verisign (VRSN) | 3.0 | $4.9M | 20k | 242.95 |
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| Verizon Communications (VZ) | 3.0 | $4.9M | +2% | 120k | 40.73 |
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| Accenture (ACN) | 2.8 | $4.7M | +3% | 18k | 268.30 |
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| CarMax (KMX) | 1.9 | $3.2M | +79% | 82k | 38.64 |
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| Millrose Pptys Inc Com Cl A (MRP) | 0.5 | $833k | +2% | 28k | 29.87 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.2 | $277k | -12% | 1.4k | 204.85 |
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| Southern Company (SO) | 0.2 | $262k | 3.0k | 87.20 |
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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 Q4 filed Jan. 6, 2026
- 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