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Portfolio (Quarterly) Guide ↗

American Money Management, LLC

· CIK 0001600085
13F Portfolio $636M AUM 166 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 77 Added 42 Reduced 9 Exited
Page 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML A S M L Holding Nv Technology 9,356.0 $10.0M 1.57% +284.0 +3.1% $1069.86 +52.6%
22 TPL Texas Pacific Land Trust Energy 34,156.0 $9.8M 1.54% +24K +223.5% $287.22 +40.0%
23 GOOGL Google Inc Class A Communication Services 29,702.0 $9.3M 1.46% -384.0 -1.3% $313.00 +22.4%
24 BR Broadridge Financial Solutions, Inc. Technology 41,604.0 $9.3M 1.46% +5K +15.1% $223.17 -32.6%
25 META Meta Platforms Inc Class A Communication Services 13,859.0 $9.1M 1.44% +268.0 +2.0% $660.08 -7.5%
26 PM Philip Morris International Consumer Defensive 55,520.0 $8.9M 1.40% +4K +6.8% $160.40 +17.8%
27 BLK BlackRock Inc Financial Services 8,078.0 $8.6M 1.36% +524.0 +6.9% $1070.39 +0.2%
28 JNJ Johnson & Johnson Healthcare 41,779.0 $8.6M 1.36% +3K +8.4% $206.95 +13.2%
29 HD Home Depot Inc Consumer Cyclical 25,058.0 $8.6M 1.35% +764.0 +3.1% $344.10 -9.0%
30 SCHM Schwab US Mid-Cap ETF 269,013.0 $8.1M 1.27% +13K +5.2% $30.07 +15.5%
31 IJR iShares S&P SmallCap 600 Idx 66,339.0 $8.0M 1.25% +1K +2.2% $120.18 +14.3%
32 NOC Northrop Grumman Corp Industrials 13,946.0 $8.0M 1.25% +711.0 +5.4% $570.22 -2.6%
33 MAR Marriott Intl Inc Cl A Consumer Cyclical 23,059.0 $7.2M 1.12% $310.23 +19.0%
34 MCD Mc Donalds Corp Consumer Cyclical 22,645.0 $6.9M 1.09% +1K +5.6% $305.63 -7.6%
35 SPGI S&P Global Inc Com Financial Services 13,159.0 $6.9M 1.08% +783.0 +6.3% $522.60 -20.1%
36 UNP Union Pacific Corp Industrials 28,605.0 $6.6M 1.04% +2K +9.0% $231.32 +14.9%
37 SDY SPDR S&P Dividend 44,851.0 $6.2M 0.98% +1K +2.9% $139.16 +7.8%
38 XLK Technology Select SPDR Fd 41,695.0 $6.0M 0.94% +21K +102.3% $143.97 +25.3%
39 QUAL iShares Edge MSCI USA Quality Factor ETF 28,839.0 $5.7M 0.90% +1K +5.3% $198.62 +7.9%
40 DPZ Domino s Pizza Inc Consumer Cyclical 13,261.0 $5.5M 0.87% -207.0 -1.5% $416.82 -24.1%
Page 2 of 9  ·  166 positions

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 32.6%
Financial Services 20.2%
Consumer Cyclical 10.7%
Industrials 9.8%
Communication Services 9.1%
Healthcare 7.0%
Consumer Defensive 6.7%
Energy 3.9%
Utilities 0.1%