AM INVESTMENT STRATEGIES LLC
SEC Form 13F institutional filer · CIK 0001818897
13F-HR · 69 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
70.9%
AM INVESTMENT STRATEGIES LLC — $399K AUM allocation strategy
AM INVESTMENT STRATEGIES LLC files SEC Form 13F and reports $399K of long US equity value across 69 reported holdings for 2026-03-31.
Its largest sector bet is Financials 25.6%, followed by Information Technology 24.2% and Consumer Discretionary 15.5%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. 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.
AM INVESTMENT STRATEGIES LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$399K
total across 69 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MRVL +3.29K sh · +$363+$AMZN +3.19K sh · −$3.85K+$BA +3.07K sh · +$551
Biggest trims (shares)
−$IVV −11.3K sh · −$364−$KO −9.98K sh · −$566−$GEHC −2.78K sh · −$554
Exited to nil (held last quarter, gone now)
$VZ ($852 last qtr)$CRM ($287 last qtr)$RF ($283 last qtr)$AVGO ($241 last qtr)$C ($203 last qtr)
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 & Peripherals18.5%—
- Multi-Sector Holdings14.1%—
- Broadline Retail10.6%—
- Interactive Media & Services10.0%—
- Diversified Banks5.8%—
- Automobile Manufacturers4.9%—
- Aerospace & Defense4.2%—
- Investment Banking & Brokerage3.7%—
- Other holdings28.2%—
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
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 291K | $73.9K | +1.93K | 18.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 118K | $56.4K | +2.21K | 14.1% |
| $AMZN | Amazon.com Inc | 203K | $42.4K | +3.19K | 10.6% |
| $GOOGL | Alphabet Inc | 93.1K | $26.7K | +1.43K | 6.7% |
| $TSLA | Tesla Inc | 52.6K | $19.6K | +1.8K | 4.9% |
| $GE | GE Aerospace | 58.5K | $16.6K | +16 | 4.2% |
| $META | Meta Platforms Inc | 23.1K | $13.2K | +372 | 3.3% |
| $MSFT | Microsoft Corporation | 31K | $11.4K | +1.52K | 2.9% |
| $USB | U.S. Bancorp | 218K | $11.3K | +10 | 2.8% |
| $NVDA | NVIDIA Corporation | 63.7K | $11.1K | +2.33K | 2.8% |
…and 59 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.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.