AM INVESTMENT STRATEGIES LLC

CIK 0001818897 · CHATTANOOGA, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

AM INVESTMENT STRATEGIES LLC reported 114 positions worth $520.7K as of June 30, 2026 (13F filed July 16, 2026). Largest holding: AAPL (16.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$520.7K
2026 Q2
Positions
114
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.0%
Est. Net Flow (Q)
2026 Q2
10 / 114 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$85.4K16.40%295,154
2BRK-BBERKSHIRE HATHAWAY INC DELSH$59.1K11.36%118,180
3AMZNAMAZON COM INCSH$48.3K9.27%202,492
4GOOGALPHABET INCSH$32.7K6.29%92,676
5TSLATESLA INCSH$22.5K4.32%53,435
6GEGE AEROSPACESH$21.9K4.20%58,570
7ASMLASML HLDG NVSH$18.9K3.63%9,510
8USBUS BANCORPSH$13.2K2.53%217,900
9METAMETA PLATFORMS INCSH$13.0K2.51%23,162
10NVDANVIDIA CORPORATIONSH$12.8K2.45%63,841

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AM INVESTMENT STRATEGIES LLC hold as of Q2 2026?

AM INVESTMENT STRATEGIES LLC reported 114 positions worth $520.7K in its Q2 2026 13F filing. Largest positions: AAPL (16.4%), BRK-B (11.4%), AMZN (9.3%), GOOG (6.3%) and TSLA (4.3%).

What did AM INVESTMENT STRATEGIES LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AM INVESTMENT STRATEGIES LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.