Evid Invest
Holders — by stockHoldings — by fund

AM INVESTMENT STRATEGIES LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1818897

$520.7M

disclosed book value

114

positions

0%

largest position share

Positions, as of 2026-06-30

top 100 of 114 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC295,154$85,4060%
2BRK/BBERKSHIRE HATHAWAY INC DEL118,180$59,1360%
3AMZNAMAZON COM INC202,492$48,2620%
4GOOGALPHABET INC92,676$32,7450%
5TSLATESLA INC53,435$22,4750%
6GEGE AEROSPACE58,570$21,8890%
7ASML HLDG NV9,510$18,9190%
8USBUS BANCORP217,900$13,1610%
9METAMETA PLATFORMS INC23,162$13,0470%
10NVDANVIDIA CORPORATION63,841$12,7740%
11GEVGE VERNOVA INC9,834$11,5540%
12MSFTMICROSOFT CORP30,398$11,3390%
13MUMICRON TECHNOLOGY INC8,942$10,3210%
14RJFRAYMOND JAMES FINL INC64,063$9,7400%
15SOSOUTHERN CO97,708$9,3520%
16APOAPOLLO GLOBAL MGMT INC69,972$8,2780%
17JPMJPMORGAN CHASE &CO25,257$8,2670%
18GSGOLDMAN SACHS GROUP INC6,479$6,5530%
19CATCATERPILLAR INC5,719$6,0910%
20SPORTRADAR GROUP AG374,920$5,6130%
21JNJJOHNSON &JOHNSON18,858$4,7890%
22MSMORGAN STANLEY22,533$4,7100%
23EPDENTERPRISE PRODS PARTNERS L125,180$4,6020%
24TFCTRUIST FINL CORP86,379$4,3030%
25COINCOINBASE GLOBAL INC28,055$4,1010%
26WMTWALMART INC34,558$3,9140%
27ONBOLD NATL BANCORP IND134,163$3,4750%
28TSMTAIWAN SEMICONDUCTOR MANUFAC6,905$3,2980%
29FBTCFIDELITY WISE ORIGIN BITCOIN64,380$3,2870%
30COSTCOSTCO WHOLESALE CORPORATION3,360$3,1430%
31AMGNAMGEN INC8,350$3,0240%
32HDHOME DEPOT INC7,384$2,6040%
33SBCFSEACOAST BKG CORP FLA76,543$2,5450%
34PNFPPINNACLE FINL PARTNERS INC24,508$2,4720%
35GOOGLALPHABET INC6,729$2,4050%
36FHNFIRST HORIZON CORPORATION89,030$2,2830%
37SPYSTATE STR SPDR S&P 500 ETF T3,010$2,2470%
38CBLCBL &ASSOC PPTYS INC38,711$2,0550%
39MRKMERCK &CO INC15,254$1,9600%
40GEHCGE HEALTHCARE TECHNOLOGIES I30,073$1,9250%
41KOCOCA COLA CO21,307$1,7320%
42RSPINVESCO EXCHANGE TRADED FD T8,100$1,7240%
43LLYELI LILLY &CO1,434$1,7200%
44QQQINVESCO QQQ TR2,225$1,6380%
45USLMUNITED STS LIME &MINERALS I15,000$1,5700%
46BRK/ABERKSHIRE HATHAWAY INC DEL2$1,4980%
47HSTMHEALTHSTREAM INC52,738$1,4370%
48UPSUNITED PARCEL SVCS INC11,985$1,2880%
49MSTRSTRATEGY INC14,239$1,2380%
50ABBVABBVIE INC4,149$1,0450%
51DIASTATE STR SPDR DOW JONES IND1,890$9870%
52DHRDANAHER CORP DEL5,122$9760%
53VVISA INC2,701$9270%
54MCDMCDONALDS CORP3,377$9150%
55VIGVANGUARD SPECIALIZED FUNDS3,686$8720%
56CSCOCISCO SYS INC7,138$8380%
57ELBIT SYS LTD1,069$8110%
58CLSKCLEANSPARK INC53,400$7770%
59AMDADVANCED MICRO DEVICES INC1,295$7520%
60CVXCHEVRON CORPORATION4,459$7390%
61IEFAISHARES TR7,363$7110%
62IBMINTERNATIONAL BUSINESS MACHS2,465$6930%
63BABOEING CO2,990$6470%
64SLFSUN LIFE FINANCIAL INC.8,182$6420%
65IVVISHARES TR848$6350%
66MKLMARKEL GROUP INC309$6030%
67PANWPALO ALTO NETWORKS INC1,761$6010%
68WMWASTE MGMT INC DEL2,669$5950%
69VOVANGUARD INDEX FDS7,044$5680%
70BMNRBITMINE IMMERSION TECHS INC41,311$5500%
71GPNGLOBAL PMTS INC7,183$5210%
72DUKDUKE ENERGY CORP NEW4,055$5130%
73MARAMARA HOLDINGS INC34,354$4770%
74CHUBB LIMITED1,391$4740%
75STMSTMICROELECTRONICS N V6,302$4720%
76ETENERGY TRANSFER L P24,340$4650%
77PLTRPALANTIR TECHNOLOGIES INC3,782$4410%
78NEENEXTERA ENERGY INC5,026$4410%
79PFFISHARES TR14,053$4280%
80RTXRTX CORPORATION2,240$4250%
81BMYBRISTOL-MYERS SQUIBB CO7,289$4200%
82DISDISNEY WALT CO3,958$3810%
83MCKMCKESSON CORP497$3750%
84SPCXSPACE EXPLORATION TECHN CORP2,180$3720%
85EXMOCEXXON MOBIL CORP2,652$3630%
86ASTEASTEC INDS INC5,334$3260%
87UBERUBER TECHNOLOGIES INC4,487$3240%
88IEMGISHARES INC3,856$3190%
89EMREMERSON ELEC CO2,138$3060%
90UNPUNION PAC CORP1,106$3010%
91BUDANHEUSER BUSCH INBEV SA NV3,559$2930%
92AVGOBROADCOM INC753$2840%
93FNCLFIDELITY COVINGTON TRUST3,659$2800%
94AXPAMERICAN EXPRESS CO815$2760%
95IJRISHARES TR1,755$2600%
96MPCMARATHON PETE CORP1,018$2600%
97CCITIGROUP INC1,821$2550%
98PGPROCTER &GAMBLE CO1,662$2440%
99PRKPARK NATL CORP1,313$2400%
100VGTVANGUARD WORLD FD1,983$2370%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.