Institutional Manager · CIK 0001818897
AM INVESTMENT STRATEGIES LLC
CHATTANOOGA, TN · File #028-20313
Latest AUM
$481.1M
Positions
116
Top-10 Concentration
67.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025116 pos · $481.1M
- 13F HOLDINGS REPORTQ/E Sep 2025110 pos · $460.6M
- 13F HOLDINGS REPORTQ/E Jun 2025107 pos · $425.0M
- 13F HOLDINGS REPORTQ/E Mar 2025106 pos · $412.1M
- 13F HOLDINGS REPORTQ/E Dec 2024100 pos · $107.5M
- 13F HOLDINGS REPORTQ/E Sep 2024105 pos · $411.3M
- 13F HOLDINGS REPORTQ/E Jun 2024106 pos · $405.6M
- 13F HOLDINGS REPORTQ/E Mar 2024108 pos · $394.0M
- 13F HOLDINGS REPORTQ/E Dec 202389 pos · $307.9M
- 13F HOLDINGS REPORTQ/E Sep 2023100 pos · $319,129
- 13F HOLDINGS REPORTQ/E Jun 202392 pos · $292.6M
- 13F HOLDINGS REPORTQ/E Mar 202394 pos · $280.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 289,200 | $78,622 | 17.49% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 115,471 | $58,041 | 12.91% |
| 3 | AMAZON COM INC | AMZN | 200,155 | $46,200 | 10.28% |
| 4 | ALPHABET INC | GOOG | 91,638 | $28,756 | 6.40% |
| 5 | TESLA INC | TSLA | 50,825 | $22,857 | 5.09% |
| 6 | GE AEROSPACE | 369604301 | 58,531 | $18,029 | 4.01% |
| 7 | META PLATFORMS INC | META | 22,755 | $15,020 | 3.34% |
| 8 | MICROSOFT CORP | MSFT | 29,455 | $14,245 | 3.17% |
| 9 | US BANCORP DEL | USB-PS | 217,890 | $11,627 | 2.59% |
| 10 | NVIDIA CORPORATION | NVDA | 61,359 | $11,444 | 2.55% |
| 11 | RAYMOND JAMES FINL INC | 754730109 | 64,063 | $10,288 | 2.29% |
| 12 | ASML HOLDING N V | ASMLF | 9,547 | $10,214 | 2.27% |
| 13 | APOLLO GLOBAL MGMT INC | 03769M106 | 67,764 | $9,810 | 2.18% |
| 14 | SPORTRADAR GROUP AG | SRAD | 375,045 | $8,915 | 1.98% |
| 15 | SOUTHERN CO | SOMN | 97,844 | $8,532 | 1.90% |
| 16 | JPMORGAN CHASE &CO. | VYLD | 25,987 | $8,374 | 1.86% |
| 17 | GE VERNOVA INC | GEV | 9,919 | $6,483 | 1.44% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 6,425 | $5,648 | 1.26% |
| 19 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 59,177 | $4,511 | 1.00% |
| 20 | TRUIST FINL CORP | 89832Q109 | 86,376 | $4,251 | 0.95% |