Asset Management Advisors, LLC
CIK: 0001596355SEC EDGAR →
Portfolio Value
$165.3M
Holdings
18
As of
Q4 2025
New Positions
18
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway B | 111,796 | $56.2M | 33.99% |
| 2 | Brookfield Corp | 341,414 | $15.7M | 9.48% |
| 3 | Williams Companies | 173,674 | $10.4M | 6.31% |
| 4 | Alphabet Inc - Cl A | 33,145 | $10.4M | 6.27% |
| 5 | Nextera Energy Inc. | 115,441 | $9.3M | 5.60% |
| 6 | Apple Inc. | 33,513 | $9.1M | 5.51% |
| 7 | Micron Technology Inc. | 27,759 | $7.9M | 4.79% |
| 8 | Ally Financial | 166,305 | $7.5M | 4.55% |
| 9 | Lennar Corp A | 71,542 | $7.4M | 4.45% |
| 10 | Brookfield Renewable | 190,710 | $7.3M | 4.42% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (18)
$56.2M · 112K shares
$15.7M · 341K shares
$10.4M · 174K shares
$10.4M · 33K shares
$9.3M · 115K shares
$9.1M · 34K shares
$7.9M · 28K shares
$7.5M · 166K shares
$7.4M · 72K shares
$7.3M · 191K shares
$5.1M · 124K shares
$4.9M · 20K shares
$4.9M · 120K shares
$4.7M · 17K shares
$3.2M · 82K shares
$832K · 28K shares
$277K · 1K shares
$261K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 1 | $56.2M | 34.0% |
| Financial Services | 4 | $28.4M | 17.2% |
| Technology | 4 | $26.7M | 16.1% |
| Utilities | 3 | $16.8M | 10.2% |
| Energy | 2 | $15.5M | 9.4% |
| Consumer Cyclical | 2 | $10.5M | 6.4% |
| Communication Services | 1 | $10.4M | 6.3% |
| Real Estate | 1 | $832K | 0.5% |