Am-Investment-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RJF",
  "RF",
  "ARI",
  "MU",
  "ABBV",
  "BABA",
  "SBCF",
  "JEF",
  "GOOGL",
  "ASML",
  "T",
  "CAT",
  "BUD",
  "AVGO",
  "DUK",
  "SRAD",
  "HD",
  "MCD",
  "EMR",
  "META",
  "NRDY",
  "REAL",
  null,
  "SLF",
  "MSFT",
  "CIFR",
  "MS",
  "FHN",
  "GE",
  "SMR",
  "BX",
  null,
  "PGR",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MSTR",
  "RTX",
  "IBM",
  "SBUX",
  "TDG",
  "TFC",
  "UBER",
  "UPS",
  "PNFP",
  "ATNM",
  "SNV",
  "HUT",
  "USLM",
  "VIG",
  "TSM",
  "GPN",
  "ONB",
  "STWD",
  "AFL",
  "WM",
  "HSTM",
  "AMZN",
  "USB",
  "V",
  "VIPS",
  "WMT",
  "ET",
  "ESLT",
  "SO",
  "DIA",
  "GEV",
  "CHWY",
  "ZBH",
  "MCK",
  "LULU",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BF-B",
  "CBL",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "COST",
  "DHR",
  "RSP",
  null,
  "WULF",
  "NEE",
  "STT",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "APO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 106
Total Value: 412109
Accession Number: 0001818897-25-000003
Form Type: 13F-HR
CIK: am-investment-strategies
Manager Name: Am-Investment-Strategies

Data Enrichment

97% identified

103 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $412.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:333.7K

Value:$74.1M

% of Portfolio:17987.2% ($74.1M/$412.1K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:116.9K

Value:$62.2M

% of Portfolio:15102.8% ($62.2M/$412.1K)

AMAZON COM INC

AMZN|023135106

Shares:258.9K

Value:$49.3M

% of Portfolio:11953.6% ($49.3M/$412.1K)

Meta Platforms, Inc.

META|30303M102

Shares:26.1K

Value:$15.0M

% of Portfolio:3643.7% ($15.0M/$412.1K)

Alphabet Inc.

GOOG|02079K107

Shares:86.7K

Value:$13.6M

% of Portfolio:3288.0% ($13.6M/$412.1K)

GENERAL ELECTRIC CO

GE|369604301

Shares:58.7K

Value:$11.8M

% of Portfolio:2851.9% ($11.8M/$412.1K)

MICROSOFT CORP

MSFT|594918104

Shares:28.5K

Value:$10.7M

% of Portfolio:2596.6% ($10.7M/$412.1K)

Sportradar Group AG

SRAD|H8088L103

Shares:46.7K

Value:$10.0M

% of Portfolio:2416.8% ($10.0M/$412.1K)

US BANCORP \DE\

USB|902973304

Shares:231.0K

Value:$9.8M

% of Portfolio:2366.4% ($9.8M/$412.1K)

SOUTHERN CO

SO|842587107

Shares:97.8K

Value:$9.0M

% of Portfolio:2181.7% ($9.0M/$412.1K)

Tesla, Inc.

TSLA|88160R101

Shares:34.4K

Value:$8.9M

% of Portfolio:2161.3% ($8.9M/$412.1K)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:64.1K

Value:$8.9M

% of Portfolio:2159.4% ($8.9M/$412.1K)

Apollo Global Management, Inc.

APO|03769M106

Shares:63.0K

Value:$8.6M

% of Portfolio:2092.7% ($8.6M/$412.1K)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:15.6K

Value:$8.5M

% of Portfolio:2065.2% ($8.5M/$412.1K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:26.1K

Value:$6.4M

% of Portfolio:1551.3% ($6.4M/$412.1K)

NVIDIA CORP

NVDA|67066G104

Shares:49.2K

Value:$5.3M

% of Portfolio:1292.6% ($5.3M/$412.1K)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:86.1K

Value:$5.2M

% of Portfolio:1273.7% ($5.2M/$412.1K)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$4.0M

% of Portfolio:968.7% ($4.0M/$412.1K)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:115.6K

Value:$3.9M

% of Portfolio:957.8% ($3.9M/$412.1K)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:85.6K

Value:$3.5M

% of Portfolio:854.4% ($3.5M/$412.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	333.7K	QoQ -1.01% (-3.4K) YoY -9.10% (-33.4K)	All Managers (Combined)	$74.1M	17987.2% ($74.1M/$412.1K)	QoQ -12.19% (-$10) YoY +17.74% (-$11)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	116.9K	QoQ -89.74% (-1.0M) YoY -2.94% (-3.5K)	All Managers (Combined)	$62.2M	15102.8% ($62.2M/$412.1K)	QoQ +20.53% (-$11) YoY +22.92% (-$12)
AMAZON COM INC(AMZNcusip023135106)	258.9K	QoQ +0.42% (-1.1K) YoY -6.44% (-17.8K)	All Managers (Combined)	$49.3M	11953.6% ($49.3M/$412.1K)	QoQ -12.90% (-$7) YoY -1.31% (-$1)
Meta Platforms, Inc.(METAcusip30303M102)	26.1K	QoQ 0.00% (-2) YoY +1.82% (+468)	All Managers (Combined)	$15.0M	3643.7% ($15.0M/$412.1K)	QoQ -1.55% (-$0) YoY +20.87% (+$3)
Alphabet Inc.(GOOGcusip02079K107)	86.7K	QoQ +2.88% (-2.4K) YoY +2.64% (+2.2K)	All Managers (Combined)	$13.6M	3288.0% ($13.6M/$412.1K)	QoQ -15.59% (-$3) YoY +5.32% (+$1)
GENERAL ELECTRIC CO(GEcusip369604301)	58.7K	QoQ -0.50% (-296) YoY -2.05% (-1.2K)	All Managers (Combined)	$11.8M	2851.9% ($11.8M/$412.1K)	QoQ +19.40% (-$2) YoY +11.67% (-$1)
MICROSOFT CORP(MSFTcusip594918104)	28.5K	QoQ +97.81% (+14.1K) YoY +86.19% (+13.2K)	All Managers (Combined)	$10.7M	2596.6% ($10.7M/$412.1K)	QoQ +76.17% (+$5) YoY +66.13% (+$4)
Sportradar Group AG(SRADcusipH8088L103)	46.7K	QoQ -89.86% (-413.9K) YoY -86.84% (-308.3K)	All Managers (Combined)	$10.0M	2416.8% ($10.0M/$412.1K)	QoQ +24.71% (-$2) YoY +141.04% (-$6)
US BANCORP \DE\(USBcusip902973304)	231.0K	QoQ +4.29% (-9.5K) YoY +3.61% (-8.1K)	All Managers (Combined)	$9.8M	2366.4% ($9.8M/$412.1K)	QoQ -7.94% (-$1) YoY -2.13% (-$0)
SOUTHERN CO(SOcusip842587107)	97.8K	QoQ +9.32% (+8.3K) YoY +19.74% (+16.1K)	All Managers (Combined)	$9.0M	2181.7% ($9.0M/$412.1K)	QoQ +22.11% (+$2) YoY +53.48% (+$3)
Tesla, Inc.(TSLAcusip88160R101)	34.4K	QoQ +33.07% (-8.5K) YoY +220.37% (+23.6K)	All Managers (Combined)	$8.9M	2161.3% ($8.9M/$412.1K)	QoQ -14.60% (-$2) YoY +372.26% (+$7)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	64.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$8.9M	2159.4% ($8.9M/$412.1K)	QoQ -10.57% (-$1) YoY +8.16% (+$1)
Apollo Global Management, Inc.(APOcusip03769M106)	63.0K	QoQ +11.19% (-6.3K) YoY +17.08% (+9.2K)	All Managers (Combined)	$8.6M	2092.7% ($8.6M/$412.1K)	QoQ -7.80% (-$1) YoY +42.59% (+$3)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	15.6K	QoQ +1.80% (-276) YoY -0.70% (-111)	All Managers (Combined)	$8.5M	2065.2% ($8.5M/$412.1K)	QoQ -2.87% (-$0) YoY +29.85% (-$2)
JPMORGAN CHASE & CO(JPMcusip46625H100)	26.1K	QoQ +0.14% (+39) YoY +0.79% (+205)	All Managers (Combined)	$6.4M	1551.3% ($6.4M/$412.1K)	QoQ +2.50% (+$0) YoY +23.46% (+$1)
NVIDIA CORP(NVDAcusip67066G104)	49.2K	QoQ +44.97% (+15.2K) YoY +1881.97% (+46.7K)	All Managers (Combined)	$5.3M	1292.6% ($5.3M/$412.1K)	QoQ +16.99% (+$1) YoY +137.81% (+$3)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	86.1K	QoQ +1.09% (+933) YoY +29.70% (+19.7K)	All Managers (Combined)	$5.2M	1273.7% ($5.2M/$412.1K)	QoQ +9.01% (+$0) YoY +45.88% (+$2)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.0M	968.7% ($4.0M/$412.1K)	QoQ +17.23% (+$1) YoY +25.85% (+$1)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	115.6K	QoQ +2.21% (+2.5K) YoY +7.41% (+8.0K)	All Managers (Combined)	$3.9M	957.8% ($3.9M/$412.1K)	QoQ +11.27% (+$0) YoY +25.66% (+$1)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	85.6K	QoQ +0.05% (-46) YoY -2.48% (-2.2K)	All Managers (Combined)	$3.5M	854.4% ($3.5M/$412.1K)	QoQ -5.09% (-$0) YoY +2.95% (-$0)