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

Q4 2025 · 13F-HR

AM INVESTMENT STRATEGIES LLCholdings as filed

Filed 2026-02-05 · accession 0001818897-26-000001

$481,055
Reported value
116
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$78,62216.3%289,200CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$58,04112.1%115,471CommonNONE
023135106AMZNAMAZON COM INC$46,2009.60%200,155CommonNONE
02079K107GOOGALPHABET INC$28,7565.98%91,638CommonNONE
88160R101TSLATESLA INC$22,8574.75%50,825CommonNONE
369604301GEGE AEROSPACE$18,0293.75%58,531CommonNONE
30303M102METAMETA PLATFORMS INC$15,0203.12%22,755CommonNONE
594918104MSFTMICROSOFT CORP$14,2452.96%29,455CommonNONE
902973304USBUS BANCORP DEL$11,6272.42%217,890CommonNONE
67066G104NVDANVIDIA CORPORATION$11,4442.38%61,359CommonNONE
754730109RJFRAYMOND JAMES FINL INC$10,2882.14%64,063CommonNONE
N07059210ASMLASML HOLDING N V$10,2142.12%9,547CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$9,8102.04%67,764CommonNONE
H8088L103SRADSPORTRADAR GROUP AG$8,9151.85%375,045CommonNONE
842587107SOSOUTHERN CO$8,5321.77%97,844CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$8,3741.74%25,987CommonNONE
36828A101GEVGE VERNOVA INC$6,4831.35%9,919CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5,6481.17%6,425CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$4,5110.94%59,177CommonNONE
89832Q109TFCTRUIST FINL CORP$4,2510.88%86,376CommonNONE
617446448MSMORGAN STANLEY$3,9620.82%22,137CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3,9350.82%122,749CommonNONE
478160104JNJJOHNSON &JOHNSON$3,9190.81%18,937CommonNONE
931142103WMTWALMART INC$3,7940.79%34,054CommonNONE
149123101CATCATERPILLAR INC$3,2890.68%5,741CommonNONE
680033107ONBOLD NATL BANCORP IND$2,9930.62%134,163CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2,8960.60%3,358CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2,6940.56%32,846CommonNONE
031162100AMGNAMGEN INC$2,6720.56%8,162CommonNONE
595112103MUMICRON TECHNOLOGY INC$2,6510.55%9,289CommonNONE
811707801SBCFSEACOAST BKG CORP FLA$2,3950.50%76,212CommonNONE
191216100KOCOCA COLA CO$2,1870.45%31,289CommonNONE
320517105FHNFIRST HORIZON CORPORATION$2,1530.45%90,085CommonNONE
02079K305GOOGLALPHABET INC$2,1300.44%6,805CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2,0420.42%2,995CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1,9980.42%6,574CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1,8880.39%19,035CommonNONE
437076102HDHOME DEPOT INC$1,8830.39%5,472CommonNONE
911922102USLMUNITED STS LIME &MINERALS I$1,7960.37%15,000CommonNONE
44812J104HUTHUT 8 CORP$1,7920.37%39,000CommonNONE
58933Y105MRKMERCK &CO INC$1,5810.33%15,019CommonNONE
580135101MCDMCDONALDS CORP$1,5330.32%5,016CommonNONE
532457108LLYELI LILLY &CO$1,5250.32%1,419CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1,5100.31%2CommonNONE
03762U105ARIAPOLLO COML REAL EST FIN INC$1,5070.31%155,731CommonNONE
124830878CBLCBL &ASSOC PPTYS INC$1,4320.30%38,710CommonNONE
594972408MSTRSTRATEGY INC$1,3970.29%9,192CommonNONE
46090E103QQQINVESCO QQQ TR$1,3670.28%2,225CommonNONE
42222N103HSTMHEALTHSTREAM INC$1,3320.28%57,739CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1,3220.27%6,899CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$1,2950.27%71,906CommonNONE
87161C501SYU1SYNOVUS FINL CORP$1,2350.26%24,668CommonNONE
235851102DHRDANAHER CORPORATION$1,1740.24%5,126CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$1,0870.23%11,396CommonNONE
00287Y109ABBVABBVIE INC$9480.20%4,149CommonNONE
92826C839VVISA INC$9470.20%2,701CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$9080.19%1,889CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8670.18%3,943CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$8520.18%20,919CommonNONE
857477103STTSTATE STR CORP$8290.17%6,428CommonNONE
166764100CVXCHEVRON CORP NEW$7870.16%5,165CommonNONE
097023105BABOEING CO$7300.15%3,361CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$7300.15%2,464CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$6960.14%25,624CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6940.14%3,907CommonNONE
37940X102GPNGLOBAL PMTS INC$6710.14%8,674CommonNONE
46432F842IEFAISHARES TR$6590.14%7,363CommonNONE
M3760D101ESLTELBIT SYS LTD$6180.13%1,069CommonNONE
464287200IVVISHARES TR$5810.12%8,478CommonNONE
343498101FLOFLOWERS FOODS INC$5660.12%52,045CommonNONE
17275R102CSCOCISCO SYS INC$5590.12%7,263CommonNONE
18452B209CLSKCLEANSPARK INC$5400.11%53,400CommonNONE
94106L109WMWASTE MGMT INC DEL$5200.11%2,369CommonNONE
922908629VOVANGUARD INDEX FDS$5110.11%1,761CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$5080.11%8,144CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$4650.10%5,687CommonNONE
254687106DISDISNEY WALT CO$4560.09%4,009CommonNONE
H1467J104CBCHUBB LIMITED$4500.09%1,441CommonNONE
88339P101REALTHE REALREAL INC$4350.09%27,572CommonNONE
464288687PFFISHARES TR$4310.09%13,906CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4290.09%3,657CommonNONE
16679L109CHWYCHEWY INC$4100.09%12,411CommonNONE
75513E101RTXRTX CORPORATION$4090.09%2,231CommonNONE
58155Q103MCKMCKESSON CORP$4080.08%497CommonNONE
29273V100ETENERGY TRANSFER L P$4010.08%24,322CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3910.08%7,258CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3890.08%1,816CommonNONE
464287226AGGISHARES TR$3620.08%3,623CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$3470.07%5,414CommonNONE
09260D107BXBLACKSTONE INC$3430.07%2,223CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$3410.07%2,327CommonNONE
30231G102XOMEXXON MOBIL CORP$3190.07%2,650CommonNONE
565788106MARAMARA HOLDINGS INC$3090.06%34,354CommonNONE
79466L302CRMSALESFORCE INC$2870.06%1,085CommonNONE
291011104EMREMERSON ELEC CO$2840.06%2,138CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2830.06%10,455CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$2790.06%3,589CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2670.06%1,448CommonNONE
025816109AXPAMERICAN EXPRESS CO$2650.06%715CommonNONE
46434G103IEMGISHARES INC$2590.05%3,856CommonNONE
907818108UNPUNION PAC CORP$2560.05%1,106CommonNONE
742718109PGPROCTER AND GAMBLE CO$2540.05%1,773CommonNONE
65339F101NEENEXTERA ENERGY INC$2430.05%3,026CommonNONE
11135F101AVGOBROADCOM INC$2410.05%695CommonNONE
046224101ASTEASTEC INDS INC$2310.05%5,327CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2280.05%2,680CommonNONE
001055102AFLAFLAC INC$2210.05%2,000CommonNONE
06748M196VXXBARCLAYS BANK PLC$2120.04%8,000CommonNONE
464287804IJRISHARES TR$2110.04%1,755CommonNONE
64110L106NFLXNETFLIX INC$2110.04%2,250CommonNONE
172967424CCITIGROUP INC$2030.04%1,743CommonNONE
78463V107GLDSPDR GOLD TR$2020.04%510CommonNONE
247361702DALDELTA AIR LINES INC DEL$2010.04%2,890CommonNONE
88080T104WULFTERAWULF INC$1160.02%10,100CommonNONE
00507W206ATNMACTINIUM PHARMACEUTICALS INC$400.01%29,356CommonNONE
36254L308GTBPGT BIOPHARMA INC$120.00%15,000CommonNONE

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.