Advanced Asset Management Advisors Inc
•CIK: 1075444•Filing: Q4 2025
**Advanced Asset Management Advisors Inc.** manages $366M across a diversified portfolio of 81 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $54.9M and IVV at $39.0M. Further concentration is visible in key sectors, with substantial positions in energy (FCX at $12.7M) and technology leaders such as GOOGL ($12.1M) and MSFT ($10.7M). This structure suggests a core strategy balancing market beta exposure with targeted, large-cap sector bets.
Total AUM
$366.2M
QoQ Performance
-2.1%
Positions
54
Top 10 Concentration
50.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IVV
VOO15.0%
IVV10.7%
FCX3.5%
GOOGL3.3%
V3.1%
XOM3.0%
WMT3.0%
MSFT2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF26.1%
Other19.2%
Technology15.6%
Financial7.6%
Consumer7.5%
Communication4.7%
Healthcare4.2%
Industrial4.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑12 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023