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Portfolio (Quarterly) Guide ↗

AM INVESTMENT STRATEGIES LLC

· CIK 0001818897
13F Portfolio $481M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 1,106.0 $256K 0.05% NEW $231.46 +11.7%
102 PG PROCTER AND GAMBLE CO Consumer Defensive 1,773.0 $254K 0.05% NEW $143.26 +5.3%
103 NEE NEXTERA ENERGY INC Utilities 3,026.0 $243K 0.05% NEW $80.30 +7.6%
104 AVGO BROADCOM INC Technology 695.0 $241K 0.05% NEW $346.76 +9.6%
105 ASTE ASTEC INDS INC Industrials 5,327.0 $231K 0.05% NEW $43.36 +30.7%
106 MRVL MARVELL TECHNOLOGY INC Technology 2,680.0 $228K 0.05% NEW $85.07 +228.0%
107 AFL AFLAC INC Financial Services 2,000.0 $221K 0.05% NEW $110.50 +7.5%
108 VXX BARCLAYS BANK PLC Financial Services 8,000.0 $212K 0.04% NEW $26.50 -9.9%
109 IJR ISHARES TR 1,755.0 $211K 0.04% NEW $120.23 +18.7%
110 NFLX NETFLIX INC Communication Services 2,250.0 $211K 0.04% NEW $93.78 -22.3%
111 C CITIGROUP INC Financial Services 1,743.0 $203K 0.04% NEW $116.47 +24.5%
112 GLD SPDR GOLD TR Financial Services 510.0 $202K 0.04% NEW $396.08 -4.7%
113 DAL DELTA AIR LINES INC DEL Industrials 2,890.0 $201K 0.04% NEW $69.55 +24.7%
114 WULF TERAWULF INC Financial Services 10,100.0 $116K 0.02% NEW $11.49 +146.5%
115 ACTINIUM PHARMACEUTICALS INC 29,356.0 $40K 0.01% NEW $1.36
116 GT BIOPHARMA INC 15,000.0 $12K 0.00% NEW $0.80
Page 6 of 6  ·  116 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 32.4%
Financial Services 18.6%
Consumer Cyclical 17.8%
Communication Services 11.5%
Industrials 6.6%
Healthcare 4.0%
Utilities 3.8%
Consumer Defensive 2.4%
Energy 1.3%
Real Estate 1.0%