Asset Management Advisors, LLC
CIK: 1596355SEC EDGAR →
Portfolio Value
$73.8B
Holdings
17
As of
Q2 2026
New Positions
0
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Brookfield Corp | 345,500 | $14.7B | 19.93% |
| 2 | Williams Companies | 172,871 | $12.9B | 17.41% |
| 3 | Nextera Energy Inc. | 115,311 | $10.1B | 13.71% |
| 4 | Ally Financial | 159,750 | $7.3B | 9.94% |
| 5 | Brookfield Renewable | 190,935 | $7.1B | 9.60% |
| 6 | Lennar Corp A | 72,007 | $6.5B | 8.83% |
| 7 | Occidental Petrol Co | 116,545 | $5.7B | 7.67% |
| 8 | Verizon Comm. | 116,572 | $4.9B | 6.69% |
| 9 | CarMax Inc. | 79,419 | $4.2B | 5.69% |
| 10 | The Southern Company | 3,000 | $287.1M | 0.39% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 4 | $27.0B | 36.6% |
| Energy | 2 | $18.5B | 25.1% |
| Utilities | 3 | $17.5B | 23.7% |
| Consumer Cyclical | 2 | $10.7B | 14.5% |
| Unknown | 1 | $56.2M | 0.1% |
| Technology | 4 | $38.8M | 0.1% |
| Communication Services | 1 | $11.9M | 0.0% |