Arkolith/Funds/Asset Management Advisors, LLC

Asset Management Advisors, LLC

CIK 1596355
Holdings as of Jun 30, 2026·disclosed Jul 2, 2026·~2-day 13F lag·13F-HR
Active Filer

Asset Management Advisors, LLC holds a concentrated book of 17 reported positions worth $180.8M as of Q2 2026 (disclosed Jul 2, 2026, a ~2-day 13F lag). This quarter they trimmed Micron Technology Inc. Their largest long position is Berkshire Hathaway Inc-CL B at 31% of the reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+36.1%
+18.1%/yr · since Nov '24
Their reported book
+30.9%
held from quarter-end
S&P 500
+36.5%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Asset Management Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.3 points over this window.

Growth of $10,000 cloning Asset Management Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~2 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
87%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

96% mapped to company sectors

Financials
35%
Information Technology
26%
Utilities
13%
Real Estate
8%
Industrials
5%
No sector on file yet
4%
Energy
3%
Communication Services
3%

+2 sectors below the cut, 2% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Asset Management Advisors, LLC

Manager / fundShared namesTheir $ in those
H&H International Investment, LLC3 / 17$13.0B
Daniel Investment Group, Inc.4 / 17$109.9M
Outlook Capital Management, LLC2 / 17$196.5M
Prospect Hill Management, LLC2 / 17$156.4M
Hoffman, Alan N Investment Management2 / 17$102.7M
Independent Investors Inc3 / 17$305.3M
Josh Arnold Investment Consultant, LLC2 / 17$89.3M
United American Securities Inc. (d/b/a UAS Asset Management)3 / 17$229.2M

Ranked by the share of each fund's own book sitting in the names it shares with Asset Management Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

17 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway B
COM
$56.2M112.2K
31.1%
+0.3%
Added · +342 sh
2Micron Technology Inc.
COM
$20.5M17.7K
11.3%
−13%
Reduced · −3K sh
3Brookfield Corp
COM
$14.7M345.5K
8.1%
+1.1%
Added · +4K sh
4Williams Companies
COM
$12.9M172.9K
7.1%
−0.4%
Reduced · −745 sh
5Alphabet Inc - Cl A
COM
$11.9M33.2K
6.6%
+0.1%
Added · +28 sh
6Nextera Energy Inc.
COM
$10.1M115.3K
5.6%
−0.1%
Reduced · −180 sh
7Apple Inc.
COM
$9.9M34.3K
5.5%
+2.3%
Added · +760 sh
8Ally Financial
COM
$7.3M159.8K
4.1%
−3.8%
Reduced · −6K sh
9Brookfield Renewable
COM
$7.1M190.9K
3.9%
~0%
Added · +45 sh
10Lennar Corp A
COM
$6.5M72.0K
3.6%
+0.4%
Added · +315 sh
11Occidental Petrol Co
COM
$5.7M116.5K
3.1%
−4.7%
Reduced · −6K sh
12Verisign Inc.
COM
$5.1M20.4K
2.8%
+0.1%
Added · +25 sh
13Verizon Comm.
COM
$4.9M116.6K
2.7%
−3.1%
Reduced · −4K sh
14CarMax Inc.
COM
$4.2M79.4K
2.3%
−3.4%
Reduced · −3K sh
15Accenture Plc
COM
$3.3M26.3K
1.8%
−0.3%
Reduced · −85 sh
16The Southern Company
COM
$287K3.0K
0.2%
Held
17Vanguard S&P 500 Value ETF
ETF
$275K1.3K
0.2%
−1.9%
Reduced · −25 sh
Showing all 17 positions
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Filing history

As-of date vs the date the SEC received each filing

$180.8M · Q2 2026Q3 2024 · $143.2MQ2 2026 · $180.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 2, 20262d17$180.8M13F-HR
Q1 2026Mar 31, 2026Apr 8, 20268d19$165.3M13F-HR
Q4 2025Dec 31, 2025Jan 6, 20266d18$165.3M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d18$163.9M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d17$148.9M13F-HR
Q1 2025Mar 31, 2025Apr 8, 20258d16$146.8M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202524d15$137.3M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202435d16$143.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.