Am Investment Strategies LLC Top Holdings and 13F Report (2026)

About Am Investment Strategies LLC

Investment Activity

Am Investment Strategies LLC has $455.02 thousand in total holdings as of March 31, 2026.
Am Investment Strategies LLC owns shares of 111 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 2.36% of the portfolio was purchased this quarter.
About 3.06% of the portfolio was sold this quarter.
This quarter, Am Investment Strategies LLC has purchased 116 new stocks and bought additional shares in 54 stocks.
Am Investment Strategies LLC sold shares of 18 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $73,885
Berkshire Hathaway: $56,392
Amazon.com: $42,352
Alphabet: $26,698
Tesla: $19,563

Largest New Holdings this Quarter

72348N109 - PINNACLE FINL PARTNERS INC: $2,103 Holding
700658107 - Park National: $268 Holding
539830109 - Lockheed Martin: $253 Holding
56585A102 - Marathon Petroleum: $248 Holding
861012102 - STMicroelectronics: $217 Holding

Largest Purchases this Quarter

PINNACLE FINL PARTNERS INC: 84,412 shares (about $2.10K)
Berkshire Hathaway: 2,209 shares (about $1.06K)
Tesla: 1,800 shares (about $669.14)
Amazon.com: 3,195 shares (about $665.43)
Boeing: 3,074 shares (about $611.93)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 7,630 shares (about $4.98K)
CocaCola: 9,980 shares (about $759.19)
Micron Technology: 747 shares (about $252.38)
McDonald's: 682 shares (about $211.96)
GE HealthCare Technologies: 2,783 shares (about $198.10)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$73,885	$489 â–²	0.7%	291,125	16.2%	Computer and Technology
BRK.B Berkshire Hathaway	$56,392	$1,059 â–²	1.9%	117,680	12.4%	Finance
AMZN Amazon.com	$42,352	$665 â–²	1.6%	203,350	9.3%	Retail/Wholesale
GOOG Alphabet	$26,698	$411 â–²	1.6%	93,069	5.9%	Computer and Technology
TSLA Tesla	$19,563	$669 â–²	3.5%	52,625	4.3%	Auto/Tires/Trucks
GE GE Aerospace	$16,614	$5 â–²	0.0%	58,547	3.7%	Aerospace
META Meta Platforms	$13,232	$213 â–²	1.6%	23,127	2.9%	Computer and Technology
ASML ASML	$12,670	$59 â–²	0.5%	9,592	2.8%	Computer and Technology
MSFT Microsoft	$11,399	$559 â–²	5.2%	30,974	2.5%	Computer and Technology
USB U.S. Bancorp	$11,323	$1 â–²	0.0%	217,900	2.5%	Finance
NVDA NVIDIA	$11,107	$406 â–²	3.8%	63,686	2.4%	Computer and Technology
SO Southern	$9,447	$3 â–²	0.0%	97,871	2.1%	Utilities
RJF Raymond James Financial	$9,276		0.0%	64,063	2.0%	Finance
GE VERNOVA INC	$8,584	$74 â–¼	-0.9%	9,834	1.9%	COM
APO Apollo Global Management	$7,763	$212 â–²	2.8%	69,670	1.7%	Finance
JPM JPMorgan Chase & Co.	$7,649	$4 â–²	0.1%	26,002	1.7%	Finance
SRAD Sportradar Group	$6,359	$80 â–²	1.3%	379,845	1.4%	Consumer Discretionary
GS The Goldman Sachs Group	$5,465	$30 â–²	0.5%	6,460	1.2%	Finance
EPD Enterprise Products Partners	$4,676	$32 â–²	0.7%	123,582	1.0%	Energy
JNJ Johnson & Johnson	$4,635	$6 â–²	0.1%	18,962	1.0%	Medical
WALMART INC	$4,279	$47 â–²	1.1%	34,429	0.9%	COM
CAT Caterpillar	$4,067		0.0%	5,741	0.9%	Industrials
TFC Truist Financial	$3,970	$1 â–¼	0.0%	86,364	0.9%	Finance
FIDELITY WISE ORIGIN BITCOIN	$3,859	$366 â–²	10.5%	65,379	0.8%	SHS
MS Morgan Stanley	$3,692	$49 â–²	1.3%	22,432	0.8%	Finance
COST Costco Wholesale	$3,347	$1 â–²	0.0%	3,359	0.7%	Retail/Wholesale
ONB Old National Bancorp	$2,965		0.0%	134,163	0.7%	Finance
AMGN Amgen	$2,931	$59 â–²	2.1%	8,330	0.6%	Medical
MU Micron Technology	$2,886	$252 â–¼	-8.0%	8,542	0.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$2,333	$111 â–²	5.0%	6,902	0.5%	Computer and Technology
SBCF Seacoast Banking Corporation of Florida	$2,314	$5 â–²	0.2%	76,386	0.5%	Finance
GEHC GE HealthCare Technologies	$2,140	$198 â–¼	-8.5%	30,063	0.5%	Medical
PINNACLE FINL PARTNERS INC	$2,103	$2,103 â–²	New Holding	84,412	0.5%	COM
FHN First Horizon	$2,053	$3 â–²	0.1%	90,200	0.5%	Finance
GOOGL Alphabet	$1,964	$8 â–²	0.4%	6,832	0.4%	Computer and Technology
USLM United States Lime & Minerals	$1,959		0.0%	15,000	0.4%	Construction
SPY SPDR S&P 500 ETF Trust	$1,952	$4 â–²	0.2%	3,001	0.4%	Finance
UPS United Parcel Service	$1,856	$17 â–¼	-0.9%	18,861	0.4%	Transportation
MRK Merck & Co., Inc.	$1,833	$26 â–²	1.5%	15,237	0.4%	Medical
HUT 8 CORP	$1,829		0.0%	39,000	0.4%	COM
HD Home Depot	$1,800	$1 â–²	0.0%	5,474	0.4%	Retail/Wholesale
KO CocaCola	$1,621	$759 â–¼	-31.9%	21,309	0.4%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$1,540	$216 â–²	16.3%	8,025	0.3%	ETF
CBL CBL & Associates Properties	$1,488	$0 â–²	0.0%	38,711	0.3%	Finance
BRK.A Berkshire Hathaway	$1,436		0.0%	2	0.3%	Finance
MCD McDonald's	$1,347	$212 â–¼	-13.6%	4,334	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$1,305		0.0%	1,419	0.3%	Medical
QQQ Invesco QQQ	$1,284		0.0%	2,225	0.3%	Finance
BA Boeing	$1,281	$612 â–²	91.5%	6,435	0.3%	Aerospace
MSTR Strategy	$1,272	$125 â–²	10.9%	10,192	0.3%	Computer and Technology
STWD Starwood Property Trust	$1,269	$31 â–²	2.5%	73,722	0.3%	Finance
CVX Chevron	$1,198	$130 â–²	12.1%	5,791	0.3%	Energy
HSTM HealthStream	$1,196	$0 â–¼	0.0%	57,738	0.3%	Computer and Technology
DHR Danaher	$972		0.0%	5,126	0.2%	Medical
ABBV AbbVie	$902		0.0%	4,149	0.2%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$875	$0 â–²	0.1%	1,890	0.2%	Finance
V Visa	$816		0.0%	2,701	0.2%	Business Services
STT State Street	$814	$1 â–²	0.1%	6,432	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$793	$55 â–¼	-6.5%	3,686	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$667		0.0%	7,363	0.1%	ETF
BITMINE IMMERSION TECNOLOGIE	$645	$138 â–²	27.3%	32,611	0.1%	COM NEW
IBM International Business Machines	$597		0.0%	2,464	0.1%	Computer and Technology
MRVL Marvell Technology	$591	$326 â–²	122.8%	5,970	0.1%	Computer and Technology
WM Waste Management	$577	$32 â–²	5.9%	2,509	0.1%	Business Services
PALANTIR TECHNOLOGIES INC	$572		0.0%	3,907	0.1%	CL A
IVV iShares Core S&P 500 ETF	$554	$4,985 â–¼	-90.0%	848	0.1%	ETF
CSCO Cisco Systems	$553	$10 â–¼	-1.8%	7,131	0.1%	Computer and Technology
DUK Duke Energy	$530	$51 â–²	10.7%	4,048	0.1%	Utilities
SLF Sun Life Financial	$511	$1 â–²	0.2%	8,163	0.1%	Finance
GPN Global Payments	$510	$73 â–¼	-12.6%	7,583	0.1%	Business Services
VO Vanguard Mid-Cap ETF	$506		0.0%	1,761	0.1%	ETF
ET Energy Transfer	$470	$0 â–²	0.0%	24,331	0.1%	Energy
CB Chubb	$470		0.0%	1,441	0.1%	Finance
NEE NextEra Energy	$467	$186 â–²	66.1%	5,026	0.1%	Utilities
CLSK Cleanspark	$454		0.0%	53,400	0.1%	Finance
XOM ExxonMobil	$451	$1 â–²	0.3%	2,657	0.1%	Energy
BMY Bristol Myers Squibb	$441	$1 â–²	0.2%	7,274	0.1%	Medical
RTX RTX	$431	$1 â–²	0.2%	2,235	0.1%	Aerospace
MCK McKesson	$430		0.0%	497	0.1%	Medical
PFF iShares Preferred and Income Securities ETF	$423	$1 â–²	0.3%	13,954	0.1%	ETF
FLO Flowers Foods	$390	$34 â–¼	-8.1%	47,846	0.1%	Consumer Staples
DIS Walt Disney	$380	$6 â–¼	-1.5%	3,948	0.1%	Consumer Discretionary
AMD Advanced Micro Devices	$371	$2 â–²	0.6%	1,826	0.1%	Computer and Technology
CHWY Chewy	$335		0.0%	12,411	0.1%	Retail/Wholesale
UBER Uber Technologies	$323	$86 â–¼	-21.1%	4,487	0.1%	Computer and Technology
BABA Alibaba Group	$292		0.0%	2,327	0.1%	Retail/Wholesale
ASTE Astec Industries	$287	$0 â–²	0.1%	5,330	0.1%	Industrials
BARCLAYS BANK PLC	$286		0.0%	8,000	0.1%	IPATH S&P 500 SH
EMR Emerson Electric	$280		0.0%	2,138	0.1%	Industrials
MARA Marathon Digital	$280		0.0%	34,354	0.1%	Finance
PANW Palo Alto Networks	$276	$44 â–²	18.9%	1,722	0.1%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$269		0.0%	3,856	0.1%	ETF
PRK Park National	$268	$268 â–²	New Holding	1,641	0.1%	Finance
UNP Union Pacific	$268		0.0%	1,106	0.1%	Transportation
FNCL Fidelity MSCI Financials Index ETF	$256	$4 â–²	1.7%	3,651	0.1%	ETF
BX Blackstone	$256	$0 â–²	0.0%	2,224	0.1%	Finance
LMT Lockheed Martin	$253	$253 â–²	New Holding	418	0.1%	Aerospace
BUD Anheuser-Busch InBev SA/NV	$252	$123 â–¼	-32.9%	3,634	0.1%	Consumer Staples
REAL RealReal	$250		0.0%	27,572	0.1%	Consumer Discretionary
MPC Marathon Petroleum	$248	$248 â–²	New Holding	1,018	0.1%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Am Investment Strategies LLC Top Holdings and 13F Report (2026)

About Am Investment Strategies LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Am Investment Strategies LLC Top Holdings and 13F Report (2026)

About Am Investment Strategies LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAm Investment Strategies LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools