Account Management LLC Top Holdings and 13F Report (2025) About Account Management LLCInvestment ActivityAccount Management LLC has $99.20 million in total holdings as of June 30, 2025.Account Management LLC owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Account Management LLC has purchased 22 new stocks and bought additional shares in 0 stocks.Account Management LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $21,558,247ASML $13,674,485Enterprise Products Partners $9,159,248Blackstone $7,815,027NextEra Energy $7,258,543 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $1,440,285 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,342,654 Holding833445109 - Snowflake $250,256 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 7,700 shares (about $1.44M)SPACE EXPLORATION TECHN CORP 8,900 shares (about $1.34M)Snowflake 737 shares (about $250.26K) Largest Sales this Quarter ASML 472 shares (about $855.11K)Berkshire Hathaway 970 shares (about $483.01K)American Tower 800 shares (about $130.95K)Intuit 390 shares (about $107.53K)JPMorgan Chase & Co. 200 shares (about $66.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAccount Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$21,558,247$483,011 ▼-2.2%43,29421.7%FinanceASMLASML$13,674,485$855,108 ▼-5.9%7,54813.8%TechnologyEPDEnterprise Products Partners$9,159,2480.0%257,2109.2%EnergyBXBlackstone$7,815,0270.0%69,7217.9%FinanceNEENextEra Energy$7,258,5430.0%95,8357.3%UtilitiesFTNTFortinet$5,231,9480.0%29,2685.3%TechnologyORLYO'Reilly Automotive$4,755,2020.0%55,6754.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$4,404,340$66,166 ▼-1.5%13,3134.4%FinanceSNPSSynopsys$3,944,9060.0%9,0704.0%TechnologyNTNXNutanix$3,684,2030.0%52,3253.7%TechnologyAMZNAmazon.com$2,754,3530.0%11,0552.8%Consumer DiscretionaryMSFTMicrosoft$2,356,7760.0%4,5952.4%TechnologyGLDSPDR Gold Shares$2,294,5610.0%6,0252.3%ETFISRGIntuitive Surgical$1,982,3210.0%4,8752.0%HealthcarePALANTIR TECHNOLOGIES INC$1,440,285$1,440,285 ▲New Holding7,7001.5%CL AADIAnalog Devices$1,360,3190.0%3,4291.4%TechnologySPACE EXPLORATION TECHN CORP$1,342,654$1,342,654 ▲New Holding8,9001.4%CLASS A COM STKAMTAmerican Tower$1,316,886$130,952 ▼-9.0%8,0451.3%Real EstateGOOGAlphabet$579,2580.0%1,7000.6%Communication ServicesAEMAgnico Eagle Mines$556,2240.0%3,0350.6%MaterialsBABoeing$511,6380.0%2,7500.5%IndustrialsINTUIntuit$346,016$107,527 ▼-23.7%1,2550.3%TechnologyGOOGLAlphabet$344,0800.0%1,0000.3%Communication ServicesPJTPJT Partners$276,4290.0%1,9370.3%FinanceSNOWSnowflake$250,256$250,256 ▲New Holding7370.3%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
