Account Management Llc Portfolio Concentration Analysis: June 30, 2026
A detailed look at Account Management Llc's portfolio concentration as of June 30, 2026, highlighting key holdings and sector allocations.
As of June 30, 2026, the investment strategy focused on Account Management Llc appears characterized by significant concentration in certain stocks and sectors. The total portfolio value stands at $98,995,517.
The largest position within this portfolio is held by BRK-B, representing Berkshire Hathaway Inc (BRK-B). This holding accounts for 22.37% of the portfolio's assets and has seen a slight decrease in its shareholding over the period (-2.32%).
Technology sector exposure remains substantial, with holdings like ASML contributing significantly at $15,955,309 (16.12%) despite a small reduction in shares (-3.37%), and other notable positions such as FTNT ($4,496,150), SNPS ($4,045,855), and INTU ($429,345) adding to this allocation.
Financial Services is another dominant sector in Account Management Llc's portfolio. Besides BRK-B (which falls under this sector), BX (Blackstone Inc) holds a significant position at $8,204,070 (8.29%) with an increase in shares (+3.63%), and JPM (JPMorgan Chase & Co) adds another $4,423,210 (4.47%).
Other key holdings include EPD ($9,455,040 or 9.55%) in Energy, ORLY ($5,127,111 or 5.18%) in Consumer Cyclical despite a share reduction (-3.47%), and NEE ($8,411,438 or 8.5%) in Utilities which saw substantial buying activity (+11.52%).
The portfolio's sector breakdown shows Financial Services as the largest allocation at $35,068,914 (35.42%), followed by Technology ($14,713,755 or 14.86%) and Energy ($9,455,040). This indicates a strong focus on these sectors.
For further details on Account Management Llc's holdings, visit their profile. Detailed information about specific stocks like BRK-B (Berkshire Hathaway Inc (BRK-B)), ASML (ASML HLDG NV (ASML)), and NEE (NEXTERA ENERGY INC (NEE)) can be found on the respective company profiles.