Am Investment Strategies Llc Portfolio Changes in Q2 2026

As of June 30th, 2026, Am Investment Strategies Llc held a portfolio valued at $511,623.

Major Holdings Overview

The investor's largest position remains Apple Inc. (AAPL), accounting for 16.4% of the portfolio with approximately 295,154 shares purchased this quarter.

Technology Sector Focus

The Technology sector continues to be a cornerstone of Am Investment Strategies Llc's holdings, representing $128,882 in value (25.19% allocation). Key positions include:

• Apple Inc. - Largest position at 16.4%
• ASML Holding NV (ASML) - Positioned at $18,919 (3.63%)
• NVIDIA Corporation (NVDA) - Holds $12,774 (2.45%)

Financial Services Dominance

Financial Services is another heavily weighted sector for the investor, comprising 26.12% of their portfolio value ($133,611). This allocation includes:

• BERKSHIRE HATHAWAY INC (BRK-B) - Holds $59,136 (11.36%)
• US Bancorp (USB) - Positioned at $13,161 (2.53%)

Prominent Consumer Cyclical Positions

The investor also maintains significant exposure to the Consumer Cyclical sector through:

• Amazon Inc. (AMZN) - Holds $48,262 (9.27%)
• Tesla Inc. (TSLA) - Positioned at $22,475 (4.32%)

Other Notable Holdings and Recent Changes

In addition to its core positions, Am Investment Strategies Llc holds smaller stakes in companies like McKESSON & CO (MKLS) worth $4,602 (0.88%) and has recently added exposure to:

• COINBASE GLOBAL INC (COIN)
• STRATEGY INC (MSTR)

The investor has also recently added positions in:

• COINBASE GLOBAL INC (COIN)
• STRATEGY INC (MSTR)
• VANGUARD WORLD FD (ETF)
• BROWN & BROWN INC (BRO)

The investor has recently sold positions in:

• McKESSON & CO (MKLS)
• FLOWERS FOODS INC (FLO)