AM INVESTMENT STRATEGIES LLC

Holdings as of 2026-06-30, filed 2026-07-16

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 16 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
114
Value reported by manager
$520.7M
Sum of our stored positions
$520.7K
should match the line above
Disclosure lag
16 d
quarter end to filing
Top 5 concentration
47.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

114 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$85.4K295,154037833100
BERKSHIRE HATHAWAY INC DELCL B NEW$59.1K118,180084670702
AMAZON COM INCCOM$48.3K202,492023135106
ALPHABET INCCAP STK CL C$32.7K92,67602079K107
TESLA INCCOM$22.5K53,43588160R101
GE AEROSPACECOM NEW$21.9K58,570369604301
ASML HLDG NVN Y REGISTRY SHS$18.9K9,510N07059210
US BANCORPCOM NEW$13.2K217,900902973304
META PLATFORMS INCCL A$13K23,16230303M102
NVIDIA CORPORATIONCOM$12.8K63,84167066G104
GE VERNOVA INCCOM$11.6K9,83436828A101
MICROSOFT CORPCOM$11.3K30,398594918104
MICRON TECHNOLOGY INCCOM$10.3K8,942595112103
RAYMOND JAMES FINL INCCOM$9.7K64,063754730109
SOUTHERN COCOM$9.4K97,708842587107
APOLLO GLOBAL MGMT INCCOM$8.3K69,97203769M106
JPMORGAN CHASE &COCOM$8.3K25,25746625H100
GOLDMAN SACHS GROUP INCCOM$6.6K6,47938141G104
CATERPILLAR INCCOM$6.1K5,719149123101
SPORTRADAR GROUP AGCLASS A ORD SHS$5.6K374,920H8088L103
JOHNSON &JOHNSONCOM$4.8K18,858478160104
MORGAN STANLEYCOM NEW$4.7K22,533617446448
ENTERPRISE PRODS PARTNERS LCOM$4.6K125,180293792107
TRUIST FINL CORPCOM$4.3K86,37989832Q109
COINBASE GLOBAL INCCOM CL A$4.1K28,05519260Q107
WALMART INCCOM$3.9K34,558931142103
OLD NATL BANCORP INDCOM$3.5K134,163680033107
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$3.3K6,905874039100
FIDELITY WISE ORIGIN BITCOINSHS$3.3K64,380315948109
COSTCO WHOLESALE CORPORATIONCOM$3.1K3,36022160K105
AMGEN INCCOM$3K8,350031162100
HOME DEPOT INCCOM$2.6K7,384437076102
SEACOAST BKG CORP FLACOM NEW$2.5K76,543811707801
PINNACLE FINL PARTNERS INCCOM$2.5K24,50872348N109
ALPHABET INCCAP STK CL A$2.4K6,72902079K305
FIRST HORIZON CORPORATIONCOM$2.3K89,030320517105
STATE STR SPDR S&P 500 ETF TTR UNIT$2.2K3,01078462F103
CBL &ASSOC PPTYS INCCOMMON STOCK$2.1K38,711124830878
MERCK &CO INCCOM$2K15,25458933Y105
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK$1.9K30,07336266G107
COCA COLA COCOM$1.7K21,307191216100
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$1.7K8,10046137V357
ELI LILLY &COCOM$1.7K1,434532457108
INVESCO QQQ TRUNIT SER 1$1.6K2,22546090E103
UNITED STS LIME &MINERALS ICOM$1.6K15,000911922102
BERKSHIRE HATHAWAY INC DELCL A$1.5K2084670108
HEALTHSTREAM INCCOM$1.4K52,73842222N103
UNITED PARCEL SVCS INCCL B$1.3K11,985911312106
STRATEGY INCCL A NEW$1.2K14,239594972408
ABBVIE INCCOM$1K4,14900287Y109
STATE STR SPDR DOW JONES INDUT SER 1$9871,89078467X109
DANAHER CORP DELCOM$9765,122235851102
VISA INCCOM CL A$9272,70192826C839
MCDONALDS CORPCOM$9153,377580135101
VANGUARD SPECIALIZED FUNDSDIV APP ETF$8723,686921908844
CISCO SYS INCCOM$8387,13817275R102
ELBIT SYS LTDORD$8111,069M3760D101
CLEANSPARK INCCOM NEW$77753,40018452B209
ADVANCED MICRO DEVICES INCCOM$7521,295007903107
CHEVRON CORPORATIONCOM$7394,459166764100
ISHARES TRCORE MSCI EAFE$7117,36346432F842
INTERNATIONAL BUSINESS MACHSCOM$6932,465459200101
BOEING COCOM$6472,990097023105
SUN LIFE FINANCIAL INC.COM$6428,182866796105
ISHARES TRCORE S&P500 ETF$635848464287200
MARKEL GROUP INCCOM$603309570535104
PALO ALTO NETWORKS INCCOM$6011,761697435105
WASTE MGMT INC DELCOM$5952,66994106L109
VANGUARD INDEX FDSMID CAP ETF$5687,044922908629
BITMINE IMMERSION TECHS INCCOM NEW$55041,31109175A206
GLOBAL PMTS INCCOM$5217,18337940X102
DUKE ENERGY CORP NEWCOM NEW$5134,05526441C204
MARA HOLDINGS INCCOM$47734,354565788106
CHUBB LIMITEDCOM$4741,391H1467J104
STMICROELECTRONICS N VNY REGISTRY$4726,302861012102
ENERGY TRANSFER L PCOM UT LTD PTN$46524,34029273V100
PALANTIR TECHNOLOGIES INCCL A$4413,78269608A108
NEXTERA ENERGY INCCOM$4415,02665339F101
ISHARES TRPFD AND INCM SEC$42814,053464288687
RTX CORPORATIONCOM$4252,24075513E101
BRISTOL-MYERS SQUIBB COCOM$4207,289110122108
DISNEY WALT COCOM$3813,958254687106
MCKESSON CORPCOM$37549758155Q103
SPACE EXPLORATION TECHN CORPCLASS A COM STK$3722,18084615Q103
EXXON MOBIL CORPCOM$3632,65230231G102
ASTEC INDS INCCOM$3265,334046224101
UBER TECHNOLOGIES INCCOM$3244,48790353T100
ISHARES INCCORE MSCI EMKT$3193,85646434G103
EMERSON ELEC COCOM$3062,138291011104
UNION PAC CORPCOM$3011,106907818108
ANHEUSER BUSCH INBEV SA NVSPONSORED ADR$2933,55903524A108
BROADCOM INCCOM$28475311135F101
FIDELITY COVINGTON TRUSTMSCI FINLS IDX$2803,659316092501
AMERICAN EXPRESS COCOM$276815025816109
MARATHON PETE CORPCOM$2601,01856585A102
ISHARES TRCORE S&P SCP ETF$2601,755464287804
CITIGROUP INCCOM NEW$2551,821172967424
PROCTER &GAMBLE COCOM$2441,662742718109
PARK NATL CORPCOM$2401,313700658107
VANGUARD WORLD FDINF TECH ETF$2371,98392204A702
AFLAC INCCOM$2352,000001055102
BROWN &BROWN INCCOM$2273,542115236101
BANK OF AMER CORPCOM$2253,941060505104
ALIBABA GROUP HLDG LTDSPONSORED ADS$2232,32701609W102
LOCKHEED MARTIN CORPCOM$214420539830109
ISHARES TRGLOBAL TECH ETF$2121,470464287291
LINDE PLCSHS$205395G54950103
BLACKSTONE INCCOM$2031,72909260D107
FRESHWORKS INCCLASS A COM$10110,000358054104
ISHARES BITCOIN TRUST ETFSHS BEN INT$1003,01246438F101
FLOWERS FOODS INCCOM$8310,560343498101
GREENLAND MINES LTDCOM$52200,00049876K103
ACTINIUM PHARMACEUTICALS INCCOM$2929,35600507W206
GT BIOPHARMA INCCOM$715,00036254L308
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-16

AM INVESTMENT STRATEGIES LLC — 114 positions reported for 2026Q2 — Tapewire