American Money Management, LLC
SEC Form 13F institutional filer · CIK 0001600085
13F-HR · 93 reported holdings · 2026-03-31
Reported long-US-equity value
$0.43B
Top-10 concentration
43.5%
American Money Management, LLC — $431M AUM allocation strategy
American Money Management, LLC files SEC Form 13F and reports $431M of long US equity value across 93 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.3%, followed by Information Technology 12.4% and Communication Services 6.8%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
American Money Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$431M
total across 93 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +23.3K sh · +$171K+$PAYX +22.7K sh · +$1.13M+$HON +11.4K sh · +$2.63M
Biggest trims (shares)
−$IYY −4.26K sh · +$106K−$NVDA −4.18K sh · −$1.08M−$AAPL −1.96K sh · −$2.71M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.1%—
- Interactive Media & Services6.8%—
- Transaction & Payment Processing Services5.4%—
- Systems Software5.3%—
- Investment Banking & Brokerage5.2%—
- Aerospace & Defense4.6%—
- Oil & Gas Exploration & Production3.7%—
- Consumer Staples Merchandise Retail2.7%—
- Other holdings59.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 120K | $30.6M | -1.96K | 7.1% |
| $MSFT | Microsoft Corporation | 61.8K | $22.9M | +707 | 5.3% |
| $SCHW | Charles Schwab Corporation | 783K | $22.5M | +23.3K | 5.2% |
| $TPL | Texas Pacific Land Corporation | 33.5K | $15.9M | -622 | 3.7% |
| $GOOGL | Alphabet Inc | 45K | $12.9M | -298 | 3.0% |
| $COST | Costco Wholesale Corporation | 12K | $11.9M | -61 | 2.8% |
| $JPM | JP Morgan Chase & Co | 40.4K | $11.9M | +65 | 2.8% |
| $V | Visa Inc | 38.6K | $11.7M | +355 | 2.7% |
| $MA | Mastercard Incorporated | 23.3K | $11.6M | +200 | 2.7% |
…and 84 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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