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Portfolio (Quarterly) Guide ↗

AM INVESTMENT STRATEGIES LLC

· CIK 0001818897
13F Portfolio $521M AUM 114 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 14 Added 22 Reduced 9 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX BLACKSTONE INC Financial Services 1,729.0 $203K 0.04% -495.0 -22.3% $117.41 +22.3%
22 FLO FLOWERS FOODS INC Consumer Defensive 10,560.0 $83K 0.02% -37K -77.9% $7.86 -7.4%
Page 2 of 2  ·  22 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 38.0%
Consumer Cyclical 18.4%
Financial Services 17.9%
Industrials 8.2%
Utilities 5.4%
Healthcare 4.4%
Communication Services 3.9%
Consumer Defensive 2.3%
Real Estate 0.5%
Energy 0.5%