Account Management
Latest statistics and disclosures from Account Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, BX, ASML, EPD, NEE, and represent 62.08% of Account Management's stock portfolio.
- Added to shares of these 4 stocks: AMZN, SNPS, GLD, BA.
- Reduced shares in these 7 stocks: AMT, BX, ROP, BRK.B, ASML, NEE, INTU.
- Sold out of its position in ROP.
- Account Management was a net buyer of stock by $246k.
- Account Management has $93M in assets under management (AUM), dropping by -0.66%.
- Central Index Key (CIK): 0000769954
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Portfolio Holdings for Account Management
Account Management holds 22 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 Inc Del Cl B New (BRK.B) | 24.7 | $23M | 46k | 502.65 |
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| Blackstone Group Inc Com Cl A (BX) | 11.2 | $10M | -7% | 68k | 154.14 |
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| Asml Holding N V N Y Registry Shs (ASML) | 10.0 | $9.3M | -2% | 8.7k | 1069.86 |
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| Enterprise Products Partners (EPD) | 8.8 | $8.2M | 257k | 32.06 |
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| Nextera Energy (NEE) | 7.4 | $6.9M | 86k | 80.28 |
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| O'reilly Automotive (ORLY) | 5.7 | $5.3M | 58k | 91.21 |
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| JPMorgan Chase & Co. (JPM) | 4.7 | $4.4M | 14k | 322.22 |
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| Synopsys (SNPS) | 4.4 | $4.1M | +83% | 8.8k | 469.72 |
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| Metropcs Communications (TMUS) | 3.5 | $3.3M | 16k | 203.04 |
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| Intuitive Surgical Com New (ISRG) | 3.0 | $2.8M | 4.9k | 566.36 |
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| Fortinet (FTNT) | 2.9 | $2.7M | 35k | 79.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $2.4M | +7% | 6.0k | 396.31 |
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| Amazon (AMZN) | 2.4 | $2.2M | +634% | 9.7k | 230.82 |
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| Microsoft Corporation (MSFT) | 2.4 | $2.2M | 4.6k | 483.62 |
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| American Tower Reit (AMT) | 1.7 | $1.6M | -54% | 8.8k | 175.57 |
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| Intuit (INTU) | 1.2 | $1.2M | -5% | 1.7k | 662.42 |
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| Analog Devices (ADI) | 1.0 | $930k | 3.4k | 271.20 |
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| Boeing Company (BA) | 0.6 | $597k | +17% | 2.8k | 217.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $534k | 1.7k | 313.80 |
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| Agnico (AEM) | 0.6 | $515k | 3.0k | 169.53 |
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| Pjt Partners Com Cl A (PJT) | 0.3 | $324k | 1.9k | 167.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $313k | 1.0k | 313.00 |
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Past Filings by Account Management
SEC 13F filings are viewable for Account Management going back to 2010
- Account Management 2025 Q4 filed Feb. 2, 2026
- Account Management 2025 Q3 filed Nov. 7, 2025
- Account Management 2025 Q2 filed July 23, 2025
- Account Management 2025 Q1 filed April 30, 2025
- Account Management 2024 Q4 filed Feb. 12, 2025
- Account Management 2024 Q3 filed Nov. 4, 2024
- Account Management 2024 Q2 filed Aug. 5, 2024
- Account Management 2024 Q1 filed April 30, 2024
- Account Management 2023 Q4 filed Feb. 2, 2024
- Account Management 2023 Q3 filed Nov. 7, 2023
- Account Management 2023 Q2 filed July 31, 2023
- Account Management 2023 Q1 filed May 4, 2023
- Account Management 2022 Q4 filed Jan. 30, 2023
- Account Management 2022 Q3 filed Nov. 2, 2022
- Account Management 2022 Q2 filed Aug. 3, 2022
- Account Management 2022 Q1 filed May 2, 2022