Sponsored

The Analysis of ACCOUNT MANAGEMENT LLC's Holdings & P&L

Currently, ACCOUNT MANAGEMENT LLC holds 23 types of securities in its portfolio with a total value $91.3M. In the most recent quarter, they have increased their positions in NTNX (+45.0K shares, valued at $1.7M), AMZN (+1.4K shares, valued at $289.5K), SNPS (+250 shares, valued at $99.1K); decreased their positions in TMUS (-9.5K shares, valued at $2.0M), ASML (-380 shares, valued at $501.9K), N/A (-400 shares, valued at $191.7K); initiated new positions in NTNX (+45.0K shares, valued at $1.7M).

1M P&L

+3.8M+6.21%

3M P&L

+4.7M+7.70%

HY P&L

+9.2M+16.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductor Equipment & Materials11.0M

18.0%

2Oil & Gas Midstream9.7M

15.9%

3Software - Infrastructure9.7M

15.9%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

21.1%

2Gold1 stocks

5.3%

3Internet Retail1 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL45.3K shares-0.88%2026-03-312026-05-01

ASML ASML HLDG NV8.3K shares-4.38%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L257.2K shares0.00%2026-03-312026-05-01

NEE NEXTERA ENERGY INC85.9K shares0.00%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC67.3K shares-0.74%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC57.7K shares-0.94%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO13.5K shares0.00%2026-03-312026-05-01

SNPS SYNOPSYS INC9.1K shares2.83%2026-03-312026-05-01

Sponsored

FTNT FORTINET INC33.2K shares-3.91%2026-03-312026-05-01

GLD SPDR GOLD TR6.0K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC11.1K shares14.38%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC4.9K shares0.00%2026-03-312026-05-01

NTNX NUTANIX INC45.0K sharesnew addition2026-03-312026-05-01

MSFT MICROSOFT CORP4.6K shares0.00%2026-03-312026-05-01

AMT AMERICAN TOWER CORP8.8K shares0.00%2026-03-312026-05-01

TMUS T-MOBILE US INC6.6K shares-58.87%2026-03-312026-05-01

Sponsored

ADI ANALOG DEVICES INC3.4K shares0.00%2026-03-312026-05-01

INTU INTUIT1.7K shares0.00%2026-03-312026-05-01

AEM AGNICO EAGLE MINES LTD3.0K shares0.00%2026-03-312026-05-01

BA BOEING CO2.8K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.7K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.0K shares0.00%2026-03-312026-05-01

PJT PJT PARTNERS INC1.9K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL

-0.88%

Shares45.3K

Event2026-03-31

Filed2026-05-01

ASML

ASML HLDG NV

-4.38%

Shares8.3K

Event2026-03-31

Filed2026-05-01

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares257.2K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

0.00%

Shares85.9K

Event2026-03-31

Filed2026-05-01

BLACKSTONE INC

-0.74%

Shares67.3K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

-0.94%

Shares57.7K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-01

SNPS

SYNOPSYS INC

2.83%

Shares9.1K

Event2026-03-31

Filed2026-05-01

FTNT

FORTINET INC

-3.91%

Shares33.2K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

14.38%

Shares11.1K

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-01

NTNX

NUTANIX INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-01

AMT

AMERICAN TOWER CORP

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-01

TMUS

T-MOBILE US INC

-58.87%

Shares6.6K

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-01

INTU

INTUIT

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-01

BOEING CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

PJT

PJT PARTNERS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available