Portfolio (Quarterly) Guide ↗

Asset Management Advisors, LLC

· CIK 0001596355

13F Portfolio $181M AUM 17 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Millrose Properties Inc.	—	27,975	$783K	0.47%	SOLD
2	XOM	Exxon Mobil	Energy	1,205	$204K	0.12%	SOLD

Sector Allocation

Technology 30.0%

Financial Services 19.7%

Energy 16.5%

Communication Services 15.0%

Consumer Cyclical 9.6%

Utilities 9.3%