Sponsored
The Analysis of AM INVESTMENT STRATEGIES LLC's Holdings & P&L
Currently, AM INVESTMENT STRATEGIES LLC holds 114 types of securities in its portfolio with a total value $520.7K. In the most recent quarter, they have increased their positions in COIN (+28.1K shares, valued at $4.1K), AAPL (+4.0K shares, valued at $1.2K), ESLT (+1.1K shares, valued at $811); decreased their positions in PNFP (-59.9K shares, valued at $6.0K), BA (-3.4K shares, valued at $745.4565217391304), UPS (-6.9K shares, valued at $738.9476846057572); initiated new positions in COIN (+28.1K shares, valued at $4.1K), ESLT (+1.1K shares, valued at $811), MKL (+309 shares, valued at $603).
1M P&L
+9.8M+2.14%
3M P&L
+6.5M+1.41%
HY P&L
+43.9M+10.31%
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
1Consumer Electronics85.4K
18.3%
2Insurance - Diversified59.8K
12.8%
3Internet Retail48.3K
10.3%
Top Industries by Stock Count
1N/A15 stocks
16.3%
2Banks - Regional7 stocks
7.6%
3Semiconductors5 stocks
5.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.2K sharesnew addition2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
1.38%APPLE INC
Shares295.2K
Event2026-06-30
Filed2026-07-16
BRK.B
0.42%BERKSHIRE HATHAWAY INC DEL
Shares118.2K
Event2026-06-30
Filed2026-07-16
AMZN
-0.42%AMAZON COM INC
Shares202.5K
Event2026-06-30
Filed2026-07-16
GOOG
-0.42%ALPHABET INC
Shares92.7K
Event2026-06-30
Filed2026-07-16
TSLA
1.54%TESLA INC
Shares53.4K
Event2026-06-30
Filed2026-07-16
GE
0.04%GE AEROSPACE
Shares58.6K
Event2026-06-30
Filed2026-07-16
ASML
-0.85%ASML HLDG NV
Shares9.5K
Event2026-06-30
Filed2026-07-16
USB
0.00%US BANCORP
Shares217.9K
Event2026-06-30
Filed2026-07-16
META PLATFORMS INC
0.15%META PLATFORMS INC
Shares23.2K
Event2026-06-30
Filed2026-07-16
NVDA
0.24%NVIDIA CORPORATION
Shares63.8K
Event2026-06-30
Filed2026-07-16
GEV
0.00%GE VERNOVA INC
Shares9.8K
Event2026-06-30
Filed2026-07-16
MSFT
-1.86%MICROSOFT CORP
Shares30.4K
Event2026-06-30
Filed2026-07-16
MU
4.68%MICRON TECHNOLOGY INC
Shares8.9K
Event2026-06-30
Filed2026-07-16
RJF
0.00%RAYMOND JAMES FINL INC
Shares64.1K
Event2026-06-30
Filed2026-07-16
SOUTHERN CO
-0.17%SOUTHERN CO
Shares97.7K
Event2026-06-30
Filed2026-07-16
APOLLO GLOBAL MGMT INC
0.43%APOLLO GLOBAL MGMT INC
Shares70.0K
Event2026-06-30
Filed2026-07-16
JPMORGAN CHASE &CO
-2.87%JPMORGAN CHASE &CO
Shares25.3K
Event2026-06-30
Filed2026-07-16
GS
0.29%GOLDMAN SACHS GROUP INC
Shares6.5K
Event2026-06-30
Filed2026-07-16
CAT
-0.38%CATERPILLAR INC
Shares5.7K
Event2026-06-30
Filed2026-07-16
SRAD
-1.30%SPORTRADAR GROUP AG
Shares374.9K
Event2026-06-30
Filed2026-07-16
JNJ
-0.55%JOHNSON &JOHNSON
Shares18.9K
Event2026-06-30
Filed2026-07-16
MS
0.45%MORGAN STANLEY
Shares22.5K
Event2026-06-30
Filed2026-07-16
EPD
1.29%ENTERPRISE PRODS PARTNERS L
Shares125.2K
Event2026-06-30
Filed2026-07-16
TFC
0.02%TRUIST FINL CORP
Shares86.4K
Event2026-06-30
Filed2026-07-16
COIN
NewCOINBASE GLOBAL INC
Shares28.1K
Event2026-06-30
Filed2026-07-16
WMT
0.37%WALMART INC
Shares34.6K
Event2026-06-30
Filed2026-07-16
ONB
0.00%OLD NATL BANCORP IND
Shares134.2K
Event2026-06-30
Filed2026-07-16
TSM
0.04%TAIWAN SEMICONDUCTOR MANUFAC
Shares6.9K
Event2026-06-30
Filed2026-07-16
FBTC
-1.53%FIDELITY WISE ORIGIN BITCOIN
Shares64.4K
Event2026-06-30
Filed2026-07-16
COSTCO WHOLESALE CORPORATION
0.03%COSTCO WHOLESALE CORPORATION
Shares3.4K
Event2026-06-30
Filed2026-07-16
AMGN
0.24%AMGEN INC
Shares8.3K
Event2026-06-30
Filed2026-07-16
HD
34.89%HOME DEPOT INC
Shares7.4K
Event2026-06-30
Filed2026-07-16
SBCF
0.21%SEACOAST BKG CORP FLA
Shares76.5K
Event2026-06-30
Filed2026-07-16
PNFP
-70.97%PINNACLE FINL PARTNERS INC
Shares24.5K
Event2026-06-30
Filed2026-07-16
GOOGL
-1.51%ALPHABET INC
Shares6.7K
Event2026-06-30
Filed2026-07-16
FHN
-1.30%FIRST HORIZON CORPORATION
Shares89.0K
Event2026-06-30
Filed2026-07-16
STATE STR SPDR S&P 500 ETF T
0.30%STATE STR SPDR S&P 500 ETF T
Shares3.0K
Event2026-06-30
Filed2026-07-16
CBL
0.00%CBL &ASSOC PPTYS INC
Shares38.7K
Event2026-06-30
Filed2026-07-16
MRK
0.11%MERCK &CO INC
Shares15.3K
Event2026-06-30
Filed2026-07-16
GEHC
0.03%GE HEALTHCARE TECHNOLOGIES I
Shares30.1K
Event2026-06-30
Filed2026-07-16
KO
-0.01%COCA COLA CO
Shares21.3K
Event2026-06-30
Filed2026-07-16
RSP
0.93%INVESCO EXCHANGE TRADED FD T
Shares8.1K
Event2026-06-30
Filed2026-07-16
LLY
1.06%ELI LILLY &CO
Shares1.4K
Event2026-06-30
Filed2026-07-16
QQQ
0.00%INVESCO QQQ TR
Shares2.2K
Event2026-06-30
Filed2026-07-16
USLM
0.00%UNITED STS LIME &MINERALS I
Shares15.0K
Event2026-06-30
Filed2026-07-16
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2
Event2026-06-30
Filed2026-07-16
HSTM
-8.66%HEALTHSTREAM INC
Shares52.7K
Event2026-06-30
Filed2026-07-16
UPS
-36.46%UNITED PARCEL SVCS INC
Shares12.0K
Event2026-06-30
Filed2026-07-16
STRATEGY INC
39.71%STRATEGY INC
Shares14.2K
Event2026-06-30
Filed2026-07-16
ABBVIE INC
0.00%ABBVIE INC
Shares4.1K
Event2026-06-30
Filed2026-07-16
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares1.9K
Event2026-06-30
Filed2026-07-16
DHR
-0.08%DANAHER CORP DEL
Shares5.1K
Event2026-06-30
Filed2026-07-16
VISA INC
0.00%VISA INC
Shares2.7K
Event2026-06-30
Filed2026-07-16
MCD
-22.08%MCDONALDS CORP
Shares3.4K
Event2026-06-30
Filed2026-07-16
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares3.7K
Event2026-06-30
Filed2026-07-16
CISCO SYS INC
0.10%CISCO SYS INC
Shares7.1K
Event2026-06-30
Filed2026-07-16
ESLT
NewELBIT SYS LTD
Shares1.1K
Event2026-06-30
Filed2026-07-16
CLSK
0.00%CLEANSPARK INC
Shares53.4K
Event2026-06-30
Filed2026-07-16
AMD
-29.08%ADVANCED MICRO DEVICES INC
Shares1.3K
Event2026-06-30
Filed2026-07-16
CVX
-23.00%CHEVRON CORPORATION
Shares4.5K
Event2026-06-30
Filed2026-07-16
ISHARES TR
0.00%ISHARES TR
Shares7.4K
Event2026-06-30
Filed2026-07-16
IBM
0.04%INTERNATIONAL BUSINESS MACHS
Shares2.5K
Event2026-06-30
Filed2026-07-16
BA
-53.54%BOEING CO
Shares3.0K
Event2026-06-30
Filed2026-07-16
SLF
0.23%SUN LIFE FINANCIAL INC.
Shares8.2K
Event2026-06-30
Filed2026-07-16
ISHARES TR
0.00%ISHARES TR
Shares848
Event2026-06-30
Filed2026-07-16
MKL
NewMARKEL GROUP INC
Shares309
Event2026-06-30
Filed2026-07-16
PANW
2.26%PALO ALTO NETWORKS INC
Shares1.8K
Event2026-06-30
Filed2026-07-16
WASTE MGMT INC DEL
6.38%WASTE MGMT INC DEL
Shares2.7K
Event2026-06-30
Filed2026-07-16
VO
300.00%VANGUARD INDEX FDS
Shares7.0K
Event2026-06-30
Filed2026-07-16
BMNR
26.68%BITMINE IMMERSION TECHS INC
Shares41.3K
Event2026-06-30
Filed2026-07-16
GPN
-5.27%GLOBAL PMTS INC
Shares7.2K
Event2026-06-30
Filed2026-07-16
DUK
0.17%DUKE ENERGY CORP NEW
Shares4.1K
Event2026-06-30
Filed2026-07-16
MARA HOLDINGS INC
0.00%MARA HOLDINGS INC
Shares34.4K
Event2026-06-30
Filed2026-07-16
CHUBB LIMITED
-3.47%CHUBB LIMITED
Shares1.4K
Event2026-06-30
Filed2026-07-16
STM
0.21%STMICROELECTRONICS N V
Shares6.3K
Event2026-06-30
Filed2026-07-16
ET
0.04%ENERGY TRANSFER L P
Shares24.3K
Event2026-06-30
Filed2026-07-16
NEXTERA ENERGY INC
0.00%NEXTERA ENERGY INC
Shares5.0K
Event2026-06-30
Filed2026-07-16
PALANTIR TECHNOLOGIES INC
-3.20%PALANTIR TECHNOLOGIES INC
Shares3.8K
Event2026-06-30
Filed2026-07-16
PFF
0.71%ISHARES TR
Shares14.1K
Event2026-06-30
Filed2026-07-16
RTX CORPORATION
0.22%RTX CORPORATION
Shares2.2K
Event2026-06-30
Filed2026-07-16
BMY
0.21%BRISTOL-MYERS SQUIBB CO
Shares7.3K
Event2026-06-30
Filed2026-07-16
DIS
0.25%DISNEY WALT CO
Shares4.0K
Event2026-06-30
Filed2026-07-16
MCK
0.00%MCKESSON CORP
Shares497
Event2026-06-30
Filed2026-07-16
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares2.2K
Event2026-06-30
Filed2026-07-16
EXXON MOBIL CORP
-0.19%EXXON MOBIL CORP
Shares2.7K
Event2026-06-30
Filed2026-07-16
ASTE
0.08%ASTEC INDS INC
Shares5.3K
Event2026-06-30
Filed2026-07-16
UBER
0.00%UBER TECHNOLOGIES INC
Shares4.5K
Event2026-06-30
Filed2026-07-16
IEMG
0.00%ISHARES INC
Shares3.9K
Event2026-06-30
Filed2026-07-16
EMR
0.00%EMERSON ELEC CO
Shares2.1K
Event2026-06-30
Filed2026-07-16
UNP
0.00%UNION PAC CORP
Shares1.1K
Event2026-06-30
Filed2026-07-16
BUD
-2.06%ANHEUSER BUSCH INBEV SA NV
Shares3.6K
Event2026-06-30
Filed2026-07-16
BROADCOM INC
NewBROADCOM INC
Shares753
Event2026-06-30
Filed2026-07-16
FNCL
0.22%FIDELITY COVINGTON TRUST
Shares3.7K
Event2026-06-30
Filed2026-07-16
AXP
13.99%AMERICAN EXPRESS CO
Shares815
Event2026-06-30
Filed2026-07-16
IJR
0.00%ISHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-16
MPC
0.00%MARATHON PETE CORP
Shares1.0K
Event2026-06-30
Filed2026-07-16
C
NewCITIGROUP INC
Shares1.8K
Event2026-06-30
Filed2026-07-16
PG
0.48%PROCTER &GAMBLE CO
Shares1.7K
Event2026-06-30
Filed2026-07-16
PRK
-19.99%PARK NATL CORP
Shares1.3K
Event2026-06-30
Filed2026-07-16
VGT
NewVANGUARD WORLD FD
Shares2.0K
Event2026-06-30
Filed2026-07-16
AFL
0.00%AFLAC INC
Shares2.0K
Event2026-06-30
Filed2026-07-16
BRO
NewBROWN &BROWN INC
Shares3.5K
Event2026-06-30
Filed2026-07-16
BAC
NewBANK OF AMER CORP
Shares3.9K
Event2026-06-30
Filed2026-07-16
ALIBABA GROUP HLDG LTD
0.00%ALIBABA GROUP HLDG LTD
Shares2.3K
Event2026-06-30
Filed2026-07-16
LMT
0.48%LOCKHEED MARTIN CORP
Shares420
Event2026-06-30
Filed2026-07-16
IXN
NewISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-16
LIN
NewLINDE PLC
Shares395
Event2026-06-30
Filed2026-07-16
BX
-22.26%BLACKSTONE INC
Shares1.7K
Event2026-06-30
Filed2026-07-16
FRSH
0.00%FRESHWORKS INC
Shares10.0K
Event2026-06-30
Filed2026-07-16
IBIT
NewISHARES BITCOIN TRUST ETF
Shares3.0K
Event2026-06-30
Filed2026-07-16
FLO
-77.93%FLOWERS FOODS INC
Shares10.6K
Event2026-06-30
Filed2026-07-16
GRML
0.00%GREENLAND MINES LTD
Shares200.0K
Event2026-06-30
Filed2026-07-16
ATNM
0.00%ACTINIUM PHARMACEUTICALS INC
Shares29.4K
Event2026-06-30
Filed2026-07-16
GTBP
0.00%GT BIOPHARMA INC
Shares15.0K
Event2026-06-30
Filed2026-07-16
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available