Am Investment Strategies LLC holds a focused book of 114 stocks worth $520.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Coinbase Global Inc -Class A and trimmed Amazon.com Inc. Their largest long position is Apple Inc at 16% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1818897/holdings"
Use Arkolith to show AM INVESTMENT STRATEGIES LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Am Investment Strategies LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $829.7B |
| MORGAN STANLEY | 80 / 80 | $607.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $554.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $392.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $279.1B |
| Bank of New York Mellon Corp | 80 / 80 | $216.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $176.3B |
Ranked by how many of Am Investment Strategies LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $85.4M | 295.2K | 16.4% | ▲+1.4% Added · +4K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $59.1M | 118.2K | 11.4% | ▲+0.4% Added · +500 sh | |
| 3 | Amazon Com Inc COM | $48.3M | 202.5K | 9.3% | ▼−0.4% Reduced · −858 sh | |
| 4 | Alphabet Inc CAP STK CL C | $32.7M | 92.7K | 6.3% | ▼−0.4% Reduced · −393 sh | |
| 5 | Tesla Inc COM | $22.5M | 53.4K | 4.3% | ▲+1.5% Added · +810 sh | |
| 6 | Ge Aerospace COM NEW | $21.9M | 58.6K | 4.2% | ▲~0% Added · +23 sh | |
| 7 | ASML Hldg NV N Y REGISTRY SHS | $18.9M | 9.5K | 3.6% | ▼−0.8% Reduced · −82 sh | |
| 8 | US Bancorp COM NEW | $13.2M | 217.9K | 2.5% | —Held | |
| 9 | Meta Platforms Inc CL A | $13.0M | 23.2K | 2.5% | ▲+0.1% Added · +35 sh | |
| 10 | Nvidia Corporation COM | $12.8M | 63.8K | 2.5% | ▲+0.2% Added · +155 sh | |
| 11 | Ge Vernova Inc COM | $11.6M | 9.8K | 2.2% | —Held | |
| 12 | Microsoft Corp COM | $11.3M | 30.4K | 2.2% | ▼−1.9% Reduced · −576 sh | |
| 13 | Micron Technology Inc COM | $10.3M | 8.9K | 2.0% | ▲+4.7% Added · +400 sh | |
| 14 | Raymond James Finl Inc COM | $9.7M | 64.1K | 1.9% | —Held | |
| 15 | Southern Co COM | $9.4M | 97.7K | 1.8% | ▼−0.2% Reduced · −163 sh | |
| 16 | Apollo Global Mgmt Inc COM | $8.3M | 70.0K | 1.6% | ▲+0.4% Added · +302 sh | |
| 17 | JPMorgan Chase &CO COM | $8.3M | 25.3K | 1.6% | ▼−2.9% Reduced · −745 sh | |
| 18 | Goldman Sachs Group Inc COM | $6.6M | 6.5K | 1.3% | ▲+0.3% Added · +19 sh | |
| 19 | Caterpillar Inc COM | $6.1M | 5.7K | 1.2% | ▼−0.4% Reduced · −22 sh | |
| 20 | Sportradar Group AG CLASS A ORD SHS | $5.6M | 374.9K | 1.1% | ▼−1.3% Reduced · −5K sh | |
| 21 | Johnson &Johnson COM | $4.8M | 18.9K | 0.9% | ▼−0.5% Reduced · −104 sh | |
| 22 | Morgan Stanley COM NEW | $4.7M | 22.5K | 0.9% | ▲+0.5% Added · +101 sh | |
| 23 | Enterprise Prods Partners L COM | $4.6M | 125.2K | 0.9% | ▲+1.3% Added · +2K sh | |
| 24 | Truist Finl Corp COM | $4.3M | 86.4K | 0.8% | ▲~0% Added · +15 sh | |
| 25 | Coinbase Global Inc COM CL A | $4.1M | 28.1K | 0.8% | ▲New New position | |
| 26 | Walmart Inc COM | $3.9M | 34.6K | 0.8% | ▲+0.4% Added · +129 sh | |
| 27 | Old Natl Bancorp Ind COM | $3.5M | 134.2K | 0.7% | —Held | |
| 28 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.3M | 6.9K | 0.6% | ▲~0% Added · +3 sh | |
| 29 | Fidelity Wise Origin Bitcoin SHS | $3.3M | 64.4K | 0.6% | ▼−1.5% Reduced · −999 sh | |
| 30 | Costco Wholesale Corporation COM | $3.1M | 3.4K | 0.6% | ▲~0% Added · +1 sh | |
| 31 | Amgen Inc COM | $3.0M | 8.3K | 0.6% | ▲+0.2% Added · +20 sh | |
| 32 | Home Depot Inc COM | $2.6M | 7.4K | 0.5% | ▲+35% Added · +2K sh | |
| 33 | Seacoast BKG Corp Fla COM NEW | $2.5M | 76.5K | 0.5% | ▲+0.2% Added · +157 sh | |
| 34 | Pinnacle Finl Partners Inc COM | $2.5M | 24.5K | 0.5% | ▼−71% Reduced · −60K sh | |
| 35 | Alphabet Inc CAP STK CL A | $2.4M | 6.7K | 0.5% | ▼−1.5% Reduced · −103 sh | |
| 36 | First Horizon Corporation COM | $2.3M | 89.0K | 0.4% | ▼−1.3% Reduced · −1K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $2.2M | 3.0K | 0.4% | ▲+0.3% Added · +9 sh | |
| 38 | CBL &Assoc Pptys Inc COMMON STOCK | $2.1M | 38.7K | 0.4% | —Held | |
| 39 | Merck &CO Inc COM | $2.0M | 15.3K | 0.4% | ▲+0.1% Added · +17 sh | |
| 40 | Ge Healthcare Technologies I COMMON STOCK | $1.9M | 30.1K | 0.4% | ▲~0% Added · +10 sh | |
| 41 | Coca Cola Co COM | $1.7M | 21.3K | 0.3% | ▼~0% Reduced · −2 sh | |
| 42 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.7M | 8.1K | 0.3% | ▲+0.9% Added · +75 sh | |
| 43 | Eli Lilly &CO COM | $1.7M | 1.4K | 0.3% | ▲+1.1% Added · +15 sh | |
| 44 | Invesco QQQ TR UNIT SER 1 | $1.6M | 2.2K | 0.3% | —Held | |
| 45 | United STS Lime &Minerals I COM | $1.6M | 15.0K | 0.3% | —Held | |
| 46 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.3% | —Held | |
| 47 | Healthstream Inc COM | $1.4M | 52.7K | 0.3% | ▼−8.7% Reduced · −5K sh | |
| 48 | United Parcel Svcs Inc CL B | $1.3M | 12.0K | 0.2% | ▼−36% Reduced · −7K sh | |
| 49 | Strategy Inc CL A NEW | $1.2M | 14.2K | 0.2% | ▲+40% Added · +4K sh | |
| 50 | Abbvie Inc COM | $1.0M | 4.1K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 114 | $520.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 111 | $455.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 116 | $481.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 110 | $460.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 107 | $425.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 106 | $412.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 100 | $410.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 105 | $411.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.