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Portfolio (Quarterly) Guide ↗

ACCOUNT MANAGEMENT LLC

· CIK 0000769954
13F Portfolio $93M AUM 22 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 Added 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNPS SYNOPSYS INC Technology 8,820.0 $4.1M 4.45% +4K +83.9% $469.72 +7.0%
2 GLD SPDR GOLD TR Financial Services 6,025.0 $2.4M 2.56% +415.0 +7.4% $396.31 +5.3%
3 AMZN AMAZON COM INC Consumer Cyclical 9,665.0 $2.2M 2.39% +8K +635.0% $230.82 +14.7%
4 BA BOEING CO Industrials 2,750.0 $597K 0.64% +400.0 +17.0% $217.12 +1.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 26.0%
Energy 12.2%
Consumer Cyclical 11.2%
Utilities 10.2%
Communication Services 6.1%
Healthcare 4.1%
Real Estate 2.3%
Industrials 0.9%
Basic Materials 0.8%