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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AFL AFLAC INC Financial Services 2,000.0 $235K 0.04% $117.50 +0.6%
102 BRO BROWN &BROWN INC Financial Services 3,542.0 $227K 0.04% NEW $64.09 +16.4%
103 BAC BANK OF AMER CORP Financial Services 3,941.0 $225K 0.04% NEW $57.09 +9.2%
104 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,327.0 $223K 0.04% $95.83 +23.6%
105 LMT LOCKHEED MARTIN CORP Industrials 420.0 $214K 0.04% $509.52 +10.7%
106 IXN ISHARES TR 1,470.0 $212K 0.04% NEW $144.22 -5.2%
107 LIN LINDE PLC Basic Materials 395.0 $205K 0.04% NEW $518.99 -5.6%
108 BX BLACKSTONE INC Financial Services 1,729.0 $203K 0.04% -495.0 -22.3% $117.41 +22.3%
109 FRSH FRESHWORKS INC Technology 10,000.0 $101K 0.02% $10.10 +30.6%
110 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,012.0 $100K 0.02% NEW $33.20 +34.5%
111 FLO FLOWERS FOODS INC Consumer Defensive 10,560.0 $83K 0.02% -37K -77.9% $7.86 -7.4%
112 GREENLAND MINES LTD 200,000.0 $52K 0.01% $0.26
113 ACTINIUM PHARMACEUTICALS INC 29,356.0 $29K 0.01% $0.99
114 GT BIOPHARMA INC 15,000.0 $7K 0.00% $0.47
Page 6 of 6  ·  114 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%