Institutional Fund
Am Investment Strategies LLC
Chattanooga, TNCIK 18188975 filings on record
Portfolio Value
$455.0K
Q1 2026
Holdings
111
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-5.4%
from $481.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc16.2%
- Berkshire Hathaway Inc Del12.4%
- Amazon Com Inc9.3%
- Alphabet Inc5.9%
- Tesla Inc4.3%
- Ge Aerospace3.7%
- Other48.2%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 291.1K | $73.9K | 16.2% | +1.9K | Added |
| 2 | Berkshire Hathaway Inc Del | 117.7K | $56.4K | 12.4% | +2.2K | Added |
| 3 | Amazon Com Inc | 203.3K | $42.4K | 9.3% | +3.2K | Added |
| 4 | Alphabet Inc | 93.1K | $26.7K | 5.9% | +1.4K | Added |
| 5 | Tesla Inc | 52.6K | $19.6K | 4.3% | +1.8K | Added |
| 6 | Ge Aerospace | 58.5K | $16.6K | 3.7% | +16 | Added |
| 7 | Meta Platforms Inc | 23.1K | $13.2K | 2.9% | +372 | Added |
| 8 | Asml Holding N V | 9.6K | $12.7K | 2.8% | +45 | Added |
| 9 | Microsoft Corp | 31.0K | $11.4K | 2.5% | +1.5K | Added |
| 10 | Us Bancorp Del | 217.9K | $11.3K | 2.5% | +10 | Added |
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