Asset Management Advisors, LLC
โขCIK: 1596355โขFiling: Q4 2025
**Asset Management Advisors, LLC** is a sophisticated multi-strategy manager overseeing $165M in assets. The fund maintains a concentrated portfolio of 18 positions, with significant allocations to established value names. Top holdings include a substantial $56.2M position in BRK/B, followed by $15.7M in BN and $10.4M each in WMB and GOOGL. This structure suggests a focus on high-conviction, blue-chip equity exposure.
Total AUM
$165.3M
QoQ Performance
+0.9%
Positions
18
Top 10 Concentration
85.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
BN
WMB
GOOGL
NEE
AAPL
BRK/B34.0%
BN9.5%
WMB6.3%
GOOGL6.3%
NEE5.6%
AAPL5.5%
MU4.8%
ALLY4.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Financial51.0%
Other21.1%
Technology14.6%
Utilities5.8%
Consumer4.4%
Energy3.1%
Changes from Q3 2025
โ8 increased
โ9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023