§ 13F · FUND PROFILE
Asset Management Advisors, LLC.
AUM · $181M (13F)Positions · 17Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway B | 112K | $56M | 31.1% | ±0% |
| 2 | MU | Micron Technology Inc. | 18K | $20M | 11.3% | −13% |
| 3 | BN | Brookfield Corp | 346K | $15M | 8.1% | +1% |
| 4 | WMB | Williams Companies | 173K | $13M | 7.1% | ±0% |
| 5 | GOOGL | Alphabet Inc - Cl A | 33K | $12M | 6.6% | ±0% |
| 6 | NEE | Nextera Energy Inc. | 115K | $10M | 5.6% | ±0% |
| 7 | AAPL | Apple Inc. | 34K | $10M | 5.5% | +2% |
| 8 | ALLY | Ally Financial | 160K | $7M | 4.1% | −4% |
| 9 | BEPC | Brookfield Renewable | 191K | $7M | 3.9% | ±0% |
| 10 | LEN | Lennar Corp A | 72K | $7M | 3.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASSET SIGNAL
AC read
Asset Management Advisors, LLC is a Other fund managing $181 million in assets. The fund runs a focused portfolio of just 17 positions.
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