Asset Management Corp
Latest statistics and disclosures from Asset Management Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, CME, RSP, ABBV, and represent 24.60% of Asset Management Corp's stock portfolio.
- Added to shares of these 10 stocks: TSLA, AMT, PDEC, VXF, SCHD, XLY, RSP, STWD, DFIC, GSLC.
- Started 13 new stock positions in SYLD, VXF, PDEC, DFIC, IMCG, AMT, XLY, COWZ, TSCO, V. STWD, GSLC, GD.
- Reduced shares in these 10 stocks: SPY (-$27M), GOOG, QQQ, AMZN, META, MSFT, HON, CROX, JNJ, KO.
- Sold out of its positions in CFCV, ACRE, BGFV, CLX, COHR, CPNG, CRON, MJ, General Electric Company, GSAT.
- Asset Management Corp was a net seller of stock by $-53M.
- Asset Management Corp has $119M in assets under management (AUM), dropping by -28.43%.
- Central Index Key (CIK): 0001107075
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Portfolio Holdings for Asset Management Corp
Asset Management Corp holds 132 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 9.8 | $12M | -6% | 140k | 83.73 | |
Microsoft Corporation (MSFT) | 4.2 | $5.0M | -24% | 21k | 239.82 | |
Cme (CME) | 4.1 | $4.8M | -4% | 29k | 168.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.5 | $4.2M | +9% | 30k | 141.25 | |
Abbvie (ABBV) | 3.0 | $3.6M | -6% | 22k | 161.61 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.4 | $2.9M | +6% | 45k | 64.91 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $2.9M | 9.3k | 308.90 | ||
Amazon (AMZN) | 2.4 | $2.8M | -55% | 34k | 84.00 | |
Alphabet Cap Stk Cl C (GOOG) | 2.1 | $2.6M | -65% | 29k | 88.73 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $2.6M | -91% | 6.7k | 382.45 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $2.5M | +27% | 33k | 75.54 | |
Pfizer (PFE) | 2.0 | $2.4M | 47k | 51.24 | ||
Las Vegas Sands (LVS) | 2.0 | $2.3M | -4% | 49k | 48.07 | |
Ishares Tr Exponential Tech (XT) | 1.7 | $2.0M | -2% | 42k | 47.34 | |
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CBOE Holdings (CBOE) | 1.5 | $1.7M | -3% | 14k | 125.47 | |
Tesla Motors (TSLA) | 1.4 | $1.7M | +588% | 14k | 123.18 | |
Inspire Med Sys (INSP) | 1.4 | $1.7M | 6.8k | 251.86 | ||
Johnson & Johnson (JNJ) | 1.4 | $1.6M | -38% | 9.3k | 176.66 | |
Coca-Cola Company (KO) | 1.3 | $1.5M | -39% | 24k | 63.61 | |
Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $1.4M | 7.5k | 183.55 | ||
Meta Platforms Cl A (META) | 1.1 | $1.3M | -56% | 11k | 120.34 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.3M | -15% | 14k | 88.23 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.2M | -77% | 4.5k | 266.29 | |
NVIDIA Corporation (NVDA) | 1.0 | $1.2M | -7% | 8.2k | 146.14 | |
Blackstone Group Inc Com Cl A (BX) | 1.0 | $1.2M | 16k | 74.19 | ||
Ford Motor Company (F) | 0.9 | $1.1M | -29% | 97k | 11.63 | |
Abbott Laboratories (ABT) | 0.9 | $1.1M | -5% | 9.6k | 109.79 | |
Starbucks Corporation (SBUX) | 0.8 | $1.0M | 10k | 99.20 | ||
Ishares Tr U.s. Finls Etf (IYF) | 0.8 | $998k | -17% | 13k | 75.47 | |
Pimco Dynamic Income SHS (PDI) | 0.8 | $949k | -5% | 51k | 18.48 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $944k | -13% | 7.0k | 134.10 | |
Honeywell International (HON) | 0.8 | $914k | -55% | 4.3k | 214.31 | |
Qualcomm (QCOM) | 0.7 | $868k | -3% | 7.9k | 109.95 | |
Thermo Fisher Scientific (TMO) | 0.7 | $852k | 1.5k | 550.66 | ||
Boeing Company (BA) | 0.7 | $833k | -2% | 4.4k | 190.49 | |
American Tower Reit (AMT) | 0.7 | $832k | NEW | 3.9k | 211.85 | |
UnitedHealth (UNH) | 0.7 | $814k | +3% | 1.5k | 530.31 | |
Philip Morris International (PM) | 0.6 | $769k | -12% | 7.6k | 101.21 | |
salesforce (CRM) | 0.6 | $763k | -34% | 5.8k | 132.59 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $734k | 3.4k | 214.22 | ||
Danaher Corporation (DHR) | 0.6 | $727k | 2.7k | 265.42 | ||
BlackRock LT Municipal Advantage Trust (BTA) | 0.6 | $726k | 77k | 9.40 | ||
Nucor Corporation (NUE) | 0.6 | $726k | -5% | 5.5k | 131.82 | |
General Motors Company (GM) | 0.6 | $718k | -23% | 21k | 33.64 | |
Goldman Sachs (GS) | 0.6 | $695k | 2.0k | 343.45 | ||
Morgan Stanley Com New (MS) | 0.6 | $684k | -5% | 8.0k | 85.02 | |
Polaris Industries (PII) | 0.6 | $676k | -48% | 6.7k | 101.00 | |
Procter & Gamble Company (PG) | 0.6 | $669k | -26% | 4.4k | 151.55 | |
Kinder Morgan (KMI) | 0.6 | $667k | -5% | 37k | 18.08 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.5 | $629k | NEW | 21k | 29.89 | |
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) | 0.5 | $607k | 14k | 42.55 | ||
Southern Company (SO) | 0.5 | $607k | 8.5k | 71.41 | ||
Barrick Gold Corp (GOLD) | 0.5 | $598k | 35k | 17.18 | ||
Wal-Mart Stores (WMT) | 0.5 | $592k | -16% | 4.2k | 141.80 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $591k | -9% | 3.4k | 174.37 | |
McDonald's Corporation (MCD) | 0.5 | $585k | 2.2k | 263.51 | ||
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $584k | NEW | 4.4k | 132.88 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $555k | +10% | 7.9k | 70.50 | |
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 0.4 | $525k | 16k | 33.33 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $520k | 3.8k | 135.84 | ||
Bristol Myers Squibb (BMY) | 0.4 | $513k | -14% | 7.1k | 71.95 | |
Generac Holdings (GNRC) | 0.4 | $513k | +55% | 5.1k | 100.66 | |
Merck & Co (MRK) | 0.4 | $512k | -30% | 4.6k | 110.95 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $506k | NEW | 3.9k | 129.17 | |
Ishares Tr Expanded Tech (IGV) | 0.4 | $499k | +95% | 2.0k | 255.85 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.4 | $480k | -13% | 32k | 14.93 | |
Walt Disney Company (DIS) | 0.4 | $480k | -22% | 5.5k | 86.89 | |
Amgen (AMGN) | 0.4 | $470k | -5% | 1.8k | 262.67 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $469k | 1.00 | 468711.00 | ||
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.4 | $467k | 13k | 35.52 | ||
Lockheed Martin Corporation (LMT) | 0.4 | $466k | 959.00 | 486.26 | ||
Altria (MO) | 0.4 | $462k | 10k | 45.71 | ||
Abcellera Biologics (ABCL) | 0.4 | $441k | +64% | 44k | 10.13 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $435k | 4.8k | 89.99 | ||
Quanta Services (PWR) | 0.4 | $430k | 3.0k | 142.51 | ||
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.4 | $429k | 40k | 10.86 | ||
Humana (HUM) | 0.4 | $427k | -32% | 834.00 | 512.13 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $425k | -30% | 11k | 40.65 | |
Western Asset Managed Municipals Fnd (MMU) | 0.4 | $423k | 42k | 10.07 | ||
American Express Company (AXP) | 0.3 | $415k | 2.8k | 147.76 | ||
Crocs (CROX) | 0.3 | $415k | -72% | 3.8k | 108.43 | |
At&t (T) | 0.3 | $406k | -28% | 22k | 18.41 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $403k | 1.5k | 265.35 | ||
Cisco Systems (CSCO) | 0.3 | $400k | -5% | 8.4k | 47.64 | |
Netflix (NFLX) | 0.3 | $388k | -13% | 1.3k | 294.88 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $384k | -18% | 11k | 34.97 | |
Bank of America Corporation (BAC) | 0.3 | $374k | -5% | 11k | 33.12 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $372k | 8.9k | 41.61 | ||
Applied Materials (AMAT) | 0.3 | $370k | -7% | 3.8k | 97.37 | |
American Electric Power Company (AEP) | 0.3 | $368k | +35% | 3.9k | 94.96 | |
Advanced Micro Devices (AMD) | 0.3 | $357k | -6% | 5.5k | 64.77 | |
Starwood Property Trust (STWD) | 0.3 | $353k | NEW | 19k | 18.33 | |
Palantir Technologies Cl A (PLTR) | 0.3 | $351k | -24% | 55k | 6.42 | |
Nasdaq Omx (NDAQ) | 0.3 | $349k | -14% | 5.7k | 61.36 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $345k | 2.9k | 120.60 | ||
Raytheon Technologies Corp (RTX) | 0.3 | $342k | 3.4k | 100.92 | ||
Caterpillar (CAT) | 0.3 | $342k | 1.4k | 239.49 | ||
Sofi Technologies (SOFI) | 0.3 | $339k | -9% | 74k | 4.61 | |
Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $338k | NEW | 15k | 22.35 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $325k | NEW | 4.3k | 76.13 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $321k | 2.6k | 124.46 | ||
Ring Energy (REI) | 0.3 | $320k | -6% | 130k | 2.46 | |
Paramount Global Class B Com (PARA) | 0.3 | $320k | +66% | 19k | 16.88 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $316k | -35% | 24k | 13.42 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $315k | 8.5k | 36.93 | ||
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $308k | 9.2k | 33.48 | ||
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $294k | 1.4k | 214.52 | ||
Select Sector Spdr Tr Financial (XLF) | 0.2 | $293k | -2% | 8.6k | 34.20 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $292k | -28% | 3.3k | 88.09 | |
Innovate Corp (VATE) | 0.2 | $290k | 155k | 1.87 | ||
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.2 | $287k | -6% | 25k | 11.33 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $285k | 1.9k | 151.66 | ||
Exelon Corporation (EXC) | 0.2 | $282k | 6.5k | 43.23 | ||
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $281k | NEW | 6.1k | 46.25 | |
Innovative Industria A (IIPR) | 0.2 | $278k | -23% | 2.7k | 101.35 | |
Verizon Communications (VZ) | 0.2 | $276k | -39% | 7.0k | 39.40 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $272k | +5% | 10k | 27.00 | |
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.2 | $264k | 2.4k | 108.51 | ||
Sony Group Corporation Sponsored Adr (SONY) | 0.2 | $264k | -38% | 3.5k | 76.28 | |
Lumentum Hldgs (LITE) | 0.2 | $261k | 5.0k | 52.17 | ||
Aon Shs Cl A (AON) | 0.2 | $236k | 787.00 | 300.28 | ||
Us Bancorp Del Com New (USB) | 0.2 | $234k | 5.4k | 43.61 | ||
Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.2 | $232k | NEW | 3.9k | 59.32 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $223k | 922.00 | 241.96 | ||
Commerce Bancshares (CBSH) | 0.2 | $222k | -2% | 3.3k | 68.07 | |
Owl Rock Capital Corporation (ORCC) | 0.2 | $221k | -27% | 19k | 11.55 | |
Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $217k | NEW | 4.0k | 53.88 | |
Virtus Global Divid Income F (ZTR) | 0.2 | $212k | +3% | 32k | 6.55 | |
Home Depot (HD) | 0.2 | $212k | -35% | 670.00 | 316.05 | |
Visa Com Cl A (V) | 0.2 | $212k | NEW | 1.0k | 207.70 | |
Tractor Supply Company (TSCO) | 0.2 | $203k | NEW | 900.00 | 224.97 | |
General Dynamics Corporation (GD) | 0.2 | $202k | NEW | 815.00 | 248.11 |
Past Filings by Asset Management Corp
SEC 13F filings are viewable for Asset Management Corp going back to 2019
- Asset Management Corp 2022 Q4 filed Jan. 24, 2023
- Asset Management Corp 2022 Q3 filed Oct. 21, 2022
- Asset Management Corp 2022 Q2 filed Aug. 1, 2022
- Asset Management Corp 2022 Q1 filed May 3, 2022
- Asset Management Corp 2021 Q4 filed Jan. 25, 2022
- Asset Management Corp 2021 Q3 filed Oct. 13, 2021
- Asset Management Corp 2021 Q2 filed Aug. 6, 2021
- Asset Management Corp 2021 Q1 filed May 4, 2021
- Asset Management Corp 2020 Q4 filed Jan. 29, 2021
- Asset Management Corp 2020 Q3 filed Oct. 26, 2020
- Asset Management Corp 2020 Q2 filed July 21, 2020
- Asset Management Corp 2020 Q1 filed April 14, 2020
- Asset Management Corp 2019 Q4 filed Feb. 4, 2020