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Portfolio (Quarterly) Guide ↗

Asset Management Advisors, LLC

· CIK 0001596355
13F Portfolio $165M AUM 19 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 2 Added 3 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OXY Occidental Petrol Co Energy 122,265.0 $7.9M 4.81% -2K -1.6% $65.00 -11.6%
2 MU Micron Technology Inc. Technology 20,387.0 $6.9M 4.17% -7K -26.6% $337.84 +165.2%
3 VOOV Vanguard S&P 500 Value ETF 1,278.0 $260K 0.16% -75.0 -5.5% $203.79 +8.0%

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 24.9%
Energy 20.2%
Financial Services 19.7%
Communication Services 15.1%
Utilities 10.7%
Consumer Cyclical 9.4%