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Showing Q4 2023 data
Asset Management Resources, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Asset Management Resources, LLC
•CIK: 1927120•Filing: Q4 2023
Asset Management Resources, LLC manages $176M across a diversified portfolio of 59 positions. The fund exhibits significant concentration in technology and market sector plays, notably with a $42.5M allocation to JPST and $31.9M in SPTM. Further top holdings include VWOB at $12.6M and USMV at $11.3M, indicating a strategic focus on specific market segments. This positioning suggests an active, concentrated approach targeting high-conviction growth areas.
Total AUM
$175.7M
QoQ Performance
N/A
Positions
48
Top 10 Concentration
80.4%
Latest Filing
Q4 2023
Top Holdings Allocation
JPST
SPTM
VWOB
USMV
SPAB
JPST24.2%
SPTM18.2%
VWOB7.2%
USMV6.4%
SPAB5.5%
NDQ4.8%
VTI4.1%
PNOV3.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other92.7%
ETF2.8%
Technology1.6%
Financial1.0%
Consumer0.5%
Communication0.5%
Industrial0.4%
Real Estate0.2%