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

Currently, ACCOUNT MANAGEMENT LLC holds 22 types of securities in its portfolio with a total value $99.0M. In the most recent quarter, they have increased their positions in N/A (+9.9K shares, valued at $868.9K), N/A (+7.3K shares, valued at $374.6K), BX (+2.4K shares, valued at $287.1K); decreased their positions in FTNT (-4.0K shares, valued at $606.8K), ASML (-280 shares, valued at $557.0K), BRK.B (-1.1K shares, valued at $525.4K).

1M P&L

+2.8M+3.59%

3M P&L

+1.9M+2.35%

HY P&L

+6.8M+9.16%

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

1Insurance - Diversified22.1M

26.5%

2Semiconductor Equipment & Materials16.0M

19.1%

3Software - Infrastructure10.3M

12.3%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

15.8%

2Internet Content & Information2 stocks

10.5%

3Gold1 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL44.3K shares-2.32%2026-06-302026-08-04

ASML ASML HLDG NV8.0K shares-3.37%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L257.2K shares0.00%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC95.8K shares11.52%2026-06-302026-08-04

BX BLACKSTONE INC69.7K shares3.63%2026-06-302026-08-04

ORLY OREILLY AUTOMOTIVE INC55.7K shares-3.47%2026-06-302026-08-04

FTNT FORTINET INC29.3K shares-11.89%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.5K shares0.00%2026-06-302026-08-04

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SNPS SYNOPSYS INC9.1K shares0.00%2026-06-302026-08-04

NUTANIX INC NUTANIX INC52.3K shares16.34%2026-06-302026-08-04

AMZN AMAZON COM INC11.1K shares0.00%2026-06-302026-08-04

GLD SPDR GOLD TR6.0K shares0.00%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC4.9K shares0.00%2026-06-302026-08-04

MSFT MICROSOFT CORP4.6K shares0.00%2026-06-302026-08-04

AMT AMERICAN TOWER CORP8.8K shares0.00%2026-06-302026-08-04

ADI ANALOG DEVICES INC3.4K shares0.00%2026-06-302026-08-04

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GOOG ALPHABET INC1.7K shares0.00%2026-06-302026-08-04

BA BOEING CO2.8K shares0.00%2026-06-302026-08-04

AEM AGNICO EAGLE MINES LTD3.0K shares0.00%2026-06-302026-08-04

INTU INTUIT1.6K shares-5.73%2026-06-302026-08-04

GOOGL ALPHABET INC1.0K shares0.00%2026-06-302026-08-04

PJT PJT PARTNERS INC1.9K shares0.00%2026-06-302026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.32%

Shares44.3K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

-3.37%

Shares8.0K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares257.2K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

11.52%

Shares95.8K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

3.63%

Shares69.7K

Event2026-06-30

Filed2026-08-04

ORLY

OREILLY AUTOMOTIVE INC

-3.47%

Shares55.7K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

-11.89%

Shares29.3K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

0.00%

Shares13.5K

Event2026-06-30

Filed2026-08-04

SNPS

SYNOPSYS INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-04

NUTANIX INC

16.34%

Shares52.3K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

BOEING CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

INTU

INTUIT

-5.73%

Shares1.6K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

PJT

PJT PARTNERS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

ACCOUNT MANAGEMENT LLC Institutional Holdings, Portfolio & P&L — TradeFomo