Asset Management Advisors as of March 31, 2026
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 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 8.4 | $14M | 342k | 40.47 | |
| Williams Companies (WMB) | 7.6 | $13M | 174k | 72.78 | |
| Nextera Energy (NEE) | 6.5 | $11M | 116k | 92.88 | |
| Alphabet Inc Class A cs (GOOGL) | 5.8 | $9.5M | 33k | 287.56 | |
| Apple (AAPL) | 5.2 | $8.5M | 34k | 253.79 | |
| Occidental Petroleum Corporation (OXY) | 4.8 | $7.9M | 122k | 65.00 | |
| Brookfield Renewable Corp | 4.6 | $7.6M | 191k | 39.83 | |
| Micron Technology (MU) | 4.2 | $6.9M | 20k | 337.84 | |
| Ally Financial (ALLY) | 3.9 | $6.5M | 166k | 39.23 | |
| Lennar Corporation (LEN) | 3.8 | $6.2M | 72k | 86.84 | |
| Verizon Communications (VZ) | 3.7 | $6.0M | 120k | 50.20 | |
| Accenture (ACN) | 3.2 | $5.2M | 26k | 198.29 | |
| Verisign (VRSN) | 3.1 | $5.1M | 20k | 248.36 | |
| CarMax (KMX) | 2.1 | $3.4M | 82k | 41.58 | |
| Millrose Pptys Inc Com Cl A (MRP) | 0.5 | $783k | 28k | 28.00 | |
| Southern Company (SO) | 0.2 | $290k | 3.0k | 96.52 | |
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.2 | $260k | 1.3k | 203.79 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $205k | 1.2k | 169.70 |
