Account Management LLC Top Holdings and 13F Report (2025) About Account Management LLCInvestment ActivityAccount Management LLC has $91.26 million in total holdings as of June 30, 2025.Account Management LLC owns shares of 23 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.30% of the portfolio was purchased this quarter.About 3.18% of the portfolio was sold this quarter.This quarter, Account Management LLC has purchased 22 new stocks and bought additional shares in 2 stocks.Account Management LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $21,714,469ASML $10,962,889Enterprise Products Partners $9,732,826NextEra Energy $7,981,643Blackstone $7,736,642 Largest New Holdings this Quarter 67059N108 - Nutanix $1,709,500 Holding Largest Purchases this Quarter Nutanix 44,975 shares (about $1.71M)Amazon.com 1,390 shares (about $289.50K)Synopsys 250 shares (about $99.12K) Largest Sales this Quarter T-Mobile US 9,462 shares (about $1.99M)ASML 380 shares (about $501.92K)Berkshire Hathaway 400 shares (about $191.68K)Fortinet 1,350 shares (about $110.32K)Blackstone 500 shares (about $57.49K) 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$21,714,469$191,680 ▼-0.9%45,31423.8%FinanceASMLASML$10,962,889$501,915 ▼-4.4%8,30012.0%Computer and TechnologyEPDEnterprise Products Partners$9,732,8260.0%257,21010.7%EnergyNEENextEra Energy$7,981,6430.0%85,9358.7%UtilitiesBXBlackstone$7,736,642$57,495 ▼-0.7%67,2818.5%FinanceORLYO'Reilly Automotive$5,323,979$50,770 ▼-0.9%57,6755.8%Retail/WholesaleJPMJPMorgan Chase & Co.$3,974,9840.0%13,5134.4%FinanceSNPSSynopsys$3,596,074$99,120 ▲2.8%9,0703.9%Computer and TechnologyFTNTFortinet$2,714,575$110,322 ▼-3.9%33,2183.0%Computer and TechnologyGLDSPDR Gold Shares$2,592,4970.0%6,0252.8%FinanceAMZNAmazon.com$2,302,425$289,495 ▲14.4%11,0552.5%Retail/WholesaleISRGIntuitive Surgical$2,247,3260.0%4,8752.5%MedicalNTNXNutanix$1,709,500$1,709,500 ▲New Holding44,9751.9%Computer and TechnologyMSFTMicrosoft$1,700,9310.0%4,5951.9%Computer and TechnologyAMTAmerican Tower$1,526,4700.0%8,8451.7%FinanceTMUST-Mobile US$1,388,298$1,987,303 ▼-58.9%6,6101.5%Computer and TechnologyADIAnalog Devices$1,090,9020.0%3,4291.2%Computer and TechnologyINTUIntuit$754,5030.0%1,7450.8%Computer and TechnologyAEMAgnico Eagle Mines$616,0440.0%3,0350.7%Basic MaterialsBABoeing$547,3330.0%2,7500.6%AerospaceGOOGAlphabet$487,6620.0%1,7000.5%Computer and TechnologyGOOGLAlphabet$287,5600.0%1,0000.3%Computer and TechnologyPJTPJT Partners$270,6380.0%1,9370.3%FinanceShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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.
