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, NEE, GOOGL, and represent 60.69% of Asset Management Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACN, XOM, BRK.B, KMX, AAPL, GOOGL, LEN, VRSN, Brookfield Renewable Corp, BN.
- Started 1 new stock position in XOM.
- Reduced shares in these 5 stocks: MU, OXY, VOOV, ALLY, WMB.
- Asset Management Advisors was a net seller of stock by $-538k.
- Asset Management Advisors has $165M in assets under management (AUM), dropping by -0.00%.
- Central Index Key (CIK): 0001596355
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Portfolio Holdings for Asset Management Advisors
Asset Management Advisors holds 19 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 | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 32.4 | $54M | 112k | 479.20 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 8.4 | $14M | 342k | 40.47 |
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| Williams Companies (WMB) | 7.6 | $13M | 174k | 72.78 |
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| Nextera Energy (NEE) | 6.5 | $11M | 116k | 92.88 |
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| Alphabet Inc Class A cs (GOOGL) | 5.8 | $9.5M | 33k | 287.56 |
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| Apple (AAPL) | 5.2 | $8.5M | 34k | 253.79 |
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| Occidental Petroleum Corporation (OXY) | 4.8 | $7.9M | 122k | 65.00 |
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| Brookfield Renewable Corp | 4.6 | $7.6M | 191k | 39.83 |
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| Micron Technology (MU) | 4.2 | $6.9M | -26% | 20k | 337.84 |
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| Ally Financial (ALLY) | 3.9 | $6.5M | 166k | 39.23 |
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| Lennar Corporation (LEN) | 3.8 | $6.2M | 72k | 86.84 |
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| Verizon Communications (VZ) | 3.7 | $6.0M | 120k | 50.20 |
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| Accenture (ACN) | 3.2 | $5.2M | +51% | 26k | 198.29 |
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| Verisign (VRSN) | 3.1 | $5.1M | 20k | 248.36 |
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| CarMax (KMX) | 2.1 | $3.4M | 82k | 41.58 |
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| Millrose Pptys Inc Com Cl A (MRP) | 0.5 | $783k | 28k | 28.00 |
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| Southern Company (SO) | 0.2 | $290k | 3.0k | 96.52 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.2 | $260k | -5% | 1.3k | 203.79 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $205k | NEW | 1.2k | 169.70 |
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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 2026 Q1 filed April 8, 2026
- 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