AM INVESTMENT STRATEGIES LLC
•CIK: 1818897•Filing: Q4 2025
**AM INVESTMENT STRATEGIES LLC** manages $481M across a diversified portfolio of 116 positions. The strategy exhibits significant conviction in mega-cap technology and industrials, evidenced by top holdings including AAPL at $78.6M and BRK/B at $58.0M. Further concentration is visible in AMZN ($46.2M) and GOOG ($28.8M), suggesting a focus on established growth leaders. The portfolio structure balances core tech exposure with notable allocations to cyclical names like GE ($18.0M).
Total AUM
$481.1M
QoQ Performance
+4.4%
Positions
110
Top 10 Concentration
63.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
BRK/B
AMZN
GOOG
AAPL16.3%
BRK/B12.1%
AMZN9.6%
GOOG6.0%
TSLA4.8%
GE3.7%
META3.1%
MSFT3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.7%
Other25.2%
Consumer16.6%
Financial15.8%
Industrial5.1%
Healthcare2.5%
Utilities1.9%
ETF0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑45 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023