Now live: Pro — the full 13F research suite for serious investorsSee pricing →
AM INVESTMENT STRATEGIES LLC

Q3 2025 · 13F-HR

AM INVESTMENT STRATEGIES LLCholdings as filed

Filed 2025-10-30 · accession 0001818897-25-000007

$460,600
Reported value
110
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$74,34416.1%291,968CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$55,78812.1%110,968CommonNONE
023135106AMZNAMAZON COM INC$43,8969.53%199,916CommonNONE
88160R101TSLATESLA INC$22,3344.85%50,221CommonNONE
02079K107GOOGALPHABET INC$22,1214.80%90,828CommonNONE
369604301GEGE AEROSPACE$17,7373.85%58,964CommonNONE
30303M102METAMETA PLATFORMS INC$15,9113.45%21,666CommonNONE
594918104MSFTMICROSOFT CORP$13,9323.02%26,898CommonNONE
754730109RJFRAYMOND JAMES FINL INC$11,0572.40%64,063CommonNONE
67066G104NVDANVIDIA CORPORATION$10,9612.38%58,747CommonNONE
902973304USBUS BANCORP DEL$10,5932.30%219,176CommonNONE
H8088L103SRADSPORTRADAR GROUP AG$10,0892.19%375,045CommonNONE
842587107SOSOUTHERN CO$9,4222.05%99,417CommonNONE
N07059210ASMLASML HOLDING N V$9,1851.99%9,488CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$8,8241.92%66,210CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$8,1391.77%25,804CommonNONE
36828A101GEVGE VERNOVA INC$6,0681.32%9,869CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$5,8241.26%58,354CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5,0681.10%6,364CommonNONE
89832Q109TFCTRUIST FINL CORP$3,9780.86%86,999CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3,7810.82%120,912CommonNONE
478160104JNJJOHNSON &JOHNSON$3,5460.77%19,126CommonNONE
617446448MSMORGAN STANLEY$3,5290.77%22,200CommonNONE
931142103WMTWALMART INC$3,4250.74%33,237CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3,0750.67%3,322CommonNONE
680033107ONBOLD NATL BANCORP IND$2,9450.64%134,163CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2,8240.61%33,814CommonNONE
149123101CATCATERPILLAR INC$2,7170.59%5,694CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2,4930.54%33,191CommonNONE
437076102HDHOME DEPOT INC$2,3880.52%5,895CommonNONE
031162100AMGNAMGEN INC$2,3280.51%8,250CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2,2630.49%3CommonNONE
811707801SBCFSEACOAST BKG CORP FLA$2,1630.47%71,080CommonNONE
320517105FHNFIRST HORIZON CORPORATION$2,0860.45%92,272CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2,0270.44%3,042CommonNONE
911922102USLMUNITED STS LIME &MINERALS I$1,9730.43%15,000CommonNONE
532457108LLYELI LILLY &CO$1,8750.41%2,457CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1,8360.40%6,574CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,6590.36%9,913CommonNONE
580135101MCDMCDONALDS CORP$1,6430.36%5,407CommonNONE
42222N103HSTMHEALTHSTREAM INC$1,6310.35%57,739CommonNONE
02079K305GOOGLALPHABET INC$1,5570.34%6,406CommonNONE
03762U105ARIAPOLLO COML REAL EST FIN INC$1,5390.33%151,963CommonNONE
44812J104HUTHUT 8 CORP$1,5320.33%44,000CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$1,4380.31%74,218CommonNONE
191216100KOCOCA COLA CO$1,3990.30%21,088CommonNONE
92826C839VVISA INC$1,3690.30%4,012CommonNONE
343498101FLOFLOWERS FOODS INC$1,3570.29%104,017CommonNONE
46090E103QQQINVESCO QQQ TR$1,3360.29%2,225CommonNONE
58933Y105MRKMERCK &CO INC$1,2760.28%15,200CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1,2210.27%6,435CommonNONE
87161C501SYU1SYNOVUS FINL CORP$1,1920.26%24,293CommonNONE
124830878CBLCBL &ASSOC PPTYS INC$1,1840.26%38,724CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1,1260.24%25,612CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$1,0670.23%11,382CommonNONE
235851102DHRDANAHER CORPORATION$1,0160.22%5,126CommonNONE
00287Y109ABBVABBVIE INC$9720.21%4,197CommonNONE
594972408MSTRSTRATEGY INC$9160.20%2,842CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$8760.19%1,888CommonNONE
166764100CVXCHEVRON CORP NEW$8710.19%5,610CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8510.18%3,943CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8430.18%4,622CommonNONE
37940X102GPNGLOBAL PMTS INC$7750.17%9,323CommonNONE
18452B209CLSKCLEANSPARK INC$7740.17%53,400CommonNONE
115637209BF/BBROWN FORMAN CORP$7730.17%28,553CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6950.15%2,462CommonNONE
857477103STTSTATE STR CORP$6500.14%5,599CommonNONE
565788106MARAMARA HOLDINGS INC$6270.14%34,354CommonNONE
097023105BABOEING CO$5810.13%2,693CommonNONE
464287200IVVISHARES TR$5670.12%847CommonNONE
M3760D101ESLTELBIT SYS LTD$5450.12%1,069CommonNONE
94106L109WMWASTE MGMT INC DEL$5230.11%2,369CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5110.11%5,217CommonNONE
16679L109CHWYCHEWY INC$5020.11%12,411CommonNONE
17275R102CSCOCISCO SYS INC$4900.11%7,155CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$4880.11%8,126CommonNONE
254687106DISDISNEY WALT CO$4600.10%4,016CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4520.10%3,650CommonNONE
464288687PFFISHARES TR$4350.09%13,773CommonNONE
29273V100ETENERGY TRANSFER L P$4310.09%25,088CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$4220.09%8,134CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$4160.09%2,327CommonNONE
58155Q103MCKMCKESSON CORP$3840.08%497CommonNONE
75513E101RTXRTX CORPORATION$3810.08%2,275CommonNONE
09260D107BXBLACKSTONE INC$3800.08%2,222CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$3280.07%5,497CommonNONE
30231G102XOMEXXON MOBIL CORP$2990.06%2,650CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2940.06%1,816CommonNONE
88339P101REALTHE REALREAL INC$2930.06%27,572CommonNONE
742718109PGPROCTER AND GAMBLE CO$2830.06%1,845CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2760.06%10,455CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$2730.06%3,582CommonNONE
06748M196VXXBARCLAYS BANK PLC$2650.06%8,000CommonNONE
907818108UNPUNION PAC CORP$2610.06%1,106CommonNONE
291011104EMREMERSON ELEC CO$2600.06%1,980CommonNONE
64110L106NFLXNETFLIX INC$2580.06%215CommonNONE
046224101ASTEASTEC INDS INC$2560.06%5,323CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2550.06%1,254CommonNONE
11135F101AVGOBROADCOM INC$2460.05%745CommonNONE
65339F101NEENEXTERA ENERGY INC$2300.05%3,042CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2250.05%2,680CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2250.05%4,989CommonNONE
440452100HRLHORMEL FOODS CORP$2230.05%9,030CommonNONE
001055102AFLAFLAC INC$2230.05%2,000CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2170.05%2,198CommonNONE
025816109AXPAMERICAN EXPRESS CO$2150.05%646CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1870.04%375CommonNONE
172967424CCITIGROUP INC$1760.04%1,738CommonNONE
88080T104WULFTERAWULF INC$1150.02%10,100CommonNONE
64081V109NRDYNERDY INC$390.01%31,140CommonNONE

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.