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Asset Management Advisors, LLC

Q2 2026 · 13F-HR

Asset Management Advisors, LLCholdings as filed

Filed 2026-07-02 · accession 0001596355-26-000003

$180.8M
Reported value
17
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBerkshire Hathaway B$56.2M31.1%112,220CommonSOLE
595112103MUMicron Technology Inc.$20.5M11.3%17,717CommonSOLE
11271J107BNBrookfield Corp$14.7M8.14%345,500CommonSOLE
969457100WMBWilliams Companies$12.9M7.11%172,871CommonSOLE
02079K305GOOGLAlphabet Inc - Cl A$11.9M6.57%33,219CommonSOLE
65339F101NEENextera Energy Inc.$10.1M5.60%115,311CommonSOLE
037833100AAPLApple Inc.$9.9M5.50%34,343CommonSOLE
02005N100ALLYAlly Financial$7.3M4.06%159,750CommonSOLE
11284v105Brookfield Renewable$7.1M3.92%190,935CommonSOLE
526057104LENLennar Corp A$6.5M3.60%72,007CommonSOLE
674599105OXYOccidental Petrol Co$5.7M3.13%116,545CommonSOLE
92343e102Verisign Inc.$5.1M2.84%20,405CommonSOLE
92343V104VZVerizon Comm.$4.9M2.73%116,572CommonSOLE
143130102KMXCarMax Inc.$4.2M2.32%79,419CommonSOLE
G1151C101ACNAccenture Plc$3.3M1.81%26,295CommonSOLE
842587107SOThe Southern Company$287,1300.16%3,000CommonSOLE
921932703VOOVVanguard S&P 500 Value ETF$274,6700.15%1,253CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.