AM INVESTMENT STRATEGIES LLC

CIK 0001818897 • 6 13F filings • May 7, 2025 – Jul 16, 2026

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Filer information

Filed by: AM INVESTMENT STRATEGIES LLC, Office Manager
Address: 832 GEORGIA AVENUE, STE 100, CHATTANOOGA, TN, 37402
Phone: 4234861888
AUM: $481.1M

AUM over time

$520.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $520.7M114 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1K	0.0%Prev: 0.0%	4,149 SH	Increased-48 SH
ACTINIUM PHARMACEUTICALS INC	COM	$29	0.0%Prev: 0.0%	29,356 SH	Decreased-1,516 SH
ADVANCED MICRO DEVICES INC	COM	$752	0.0%Prev: 0.0%	1,295 SH	Increased-570 SH
AFLAC INC	COM	$235	0.0%Prev: 0.0%	2,000 SH	Increased
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$223	0.0%Prev: 0.0%	2,327 SH	Decreased+7 SH
ALPHABET INC	CAP STK CL A	$2K	0.0%Prev: 0.0%	6,729 SH	Increased+252 SH
ALPHABET INC	CAP STK CL C	$33K	0.0%Prev: 0.0%	92,676 SH	Increased+2,056 SH
AMAZON COM INC	COM	$48K	0.0%Prev: 0.0%	202,492 SH	Increased-2,361 SH
AMERICAN EXPRESS CO	COM	$276	0.0%Prev: 0.0%	815 SH	Increased+157 SH
AMGEN INC	COM	$3K	0.0%Prev: 0.0%	8,350 SH	Increased-165 SH
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$293	0.0%	3,559 SH	New
APOLLO GLOBAL MGMT INC	COM	$8K	0.0%Prev: 0.0%	69,972 SH	Decreased+4,003 SH
APPLE INC	COM	$85K	0.0%Prev: 0.0%	295,154 SH	Increased-3,744 SH
ASML HLDG NV	N Y REGISTRY SHS	$19K	0.0%	9,510 SH	New
ASTEC INDS INC	COM	$326	0.0%Prev: 0.0%	5,334 SH	Increased+15 SH
BANK OF AMER CORP	COM	$225	0.0%	3,941 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1K	0.0%Prev: 0.0%	2 SH	Decreased-1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$59K	0.0%Prev: 0.0%	118,180 SH	Decreased-6,595 SH
BITMINE IMMERSION TECHS INC	COM NEW	$550	0.0%	41,311 SH	New
BLACKSTONE INC	COM	$203	0.0%Prev: 0.0%	1,729 SH	Decreased-492 SH
BOEING CO	COM	$647	0.0%Prev: 0.0%	2,990 SH	Increased+1,473 SH
BRISTOL-MYERS SQUIBB CO	COM	$420	0.0%Prev: 0.0%	7,289 SH	Decreased-9,615 SH
BROADCOM INC	COM	$284	0.0%	753 SH	New
BROWN &BROWN INC	COM	$227	0.0%	3,542 SH	New
CATERPILLAR INC	COM	$6K	0.0%Prev: 0.0%	5,719 SH	Increased+354 SH
CBL &ASSOC PPTYS INC	COMMON STOCK	$2K	0.0%Prev: 0.0%	38,711 SH	Increased-13 SH
CHEVRON CORPORATION	COM	$739	0.0%	4,459 SH	New
CHUBB LIMITED	COM	$474	0.0%	1,391 SH	New
CISCO SYS INC	COM	$838	0.0%Prev: 0.0%	7,138 SH	Increased-47 SH
CITIGROUP INC	COM NEW	$255	0.0%	1,821 SH	New
CLEANSPARK INC	COM NEW	$777	0.0%	53,400 SH	New
COCA COLA CO	COM	$2K	0.0%Prev: 0.0%	21,307 SH	Increased+80 SH
COINBASE GLOBAL INC	COM CL A	$4K	0.0%	28,055 SH	New
COSTCO WHOLESALE CORPORATION	COM	$3K	0.0%	3,360 SH	New
DANAHER CORP DEL	COM	$976	0.0%	5,122 SH	New
DISNEY WALT CO	COM	$381	0.0%Prev: 0.0%	3,958 SH	Decreased-125 SH
DUKE ENERGY CORP NEW	COM NEW	$513	0.0%Prev: 0.0%	4,055 SH	Increased+439 SH
ELBIT SYS LTD	ORD	$811	0.0%Prev: 0.0%	1,069 SH	Increased
ELI LILLY &CO	COM	$2K	0.0%Prev: 0.0%	1,434 SH	Increased-107 SH
EMERSON ELEC CO	COM	$306	0.0%Prev: 0.0%	2,138 SH	Increased+158 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$465	0.0%Prev: 0.0%	24,340 SH	Increased+637 SH
ENTERPRISE PRODS PARTNERS L	COM	$5K	0.0%Prev: 0.0%	125,180 SH	Increased+6,090 SH
EXXON MOBIL CORP	COM	$363	0.0%Prev: 0.0%	2,652 SH	Increased-124 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$280	0.0%Prev: 0.0%	3,659 SH	Increased+84 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$3K	0.0%Prev: 0.0%	64,380 SH	Decreased+9,433 SH
FIRST HORIZON CORPORATION	COM	$2K	0.0%Prev: 0.0%	89,030 SH	Increased-5,605 SH
FLOWERS FOODS INC	COM	$83	0.0%Prev: 0.0%	10,560 SH	Decreased-77,565 SH
FRESHWORKS INC	CLASS A COM	$101	0.0%	10,000 SH	New
GE AEROSPACE	COM NEW	$22K	0.0%Prev: 0.0%	58,570 SH	Increased-386 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$2K	0.0%Prev: 0.0%	30,073 SH	Decreased+988 SH
GE VERNOVA INC	COM	$12K	0.0%Prev: 0.0%	9,834 SH	Increased-38 SH
GLOBAL PMTS INC	COM	$521	0.0%Prev: 0.0%	7,183 SH	Decreased-2,177 SH
GOLDMAN SACHS GROUP INC	COM	$7K	0.0%Prev: 0.0%	6,479 SH	Increased+4 SH
GREENLAND MINES LTD	COM	$52	0.0%	200,000 SH	New
GT BIOPHARMA INC	COM	$7	0.0%	15,000 SH	New
HEALTHSTREAM INC	COM	$1K	0.0%Prev: 0.0%	52,738 SH	Decreased-5,001 SH
HOME DEPOT INC	COM	$3K	0.0%Prev: 0.0%	7,384 SH	Increased+1,485 SH
INTERNATIONAL BUSINESS MACHS	COM	$693	0.0%Prev: 0.0%	2,465 SH	Decreased-6 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2K	0.0%Prev: 0.0%	8,100 SH	Increased+1,775 SH
INVESCO QQQ TR	UNIT SER 1	$2K	0.0%Prev: 0.0%	2,225 SH	Increased+1 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$100	0.0%	3,012 SH	New
ISHARES INC	CORE MSCI EMKT	$319	0.0%	3,856 SH	New
ISHARES TR	CORE MSCI EAFE	$711	0.0%	7,363 SH	New
ISHARES TR	CORE S&P SCP ETF	$260	0.0%	1,755 SH	New
ISHARES TR	CORE S&P500 ETF	$635	0.0%Prev: 0.0%	848 SH	Increased+1 SH
ISHARES TR	GLOBAL TECH ETF	$212	0.0%	1,470 SH	New
ISHARES TR	PFD AND INCM SEC	$428	0.0%Prev: 0.0%	14,053 SH	Increased+392 SH
JOHNSON &JOHNSON	COM	$5K	0.0%Prev: 0.0%	18,858 SH	Increased-360 SH
JPMORGAN CHASE &CO	COM	$8K	0.0%	25,257 SH	New
LINDE PLC	SHS	$205	0.0%	395 SH	New
LOCKHEED MARTIN CORP	COM	$214	0.0%	420 SH	New
MARA HOLDINGS INC	COM	$477	0.0%	34,354 SH	New
MARATHON PETE CORP	COM	$260	0.0%	1,018 SH	New
MARKEL GROUP INC	COM	$603	0.0%	309 SH	New
MCDONALDS CORP	COM	$915	0.0%Prev: 0.0%	3,377 SH	Decreased-2,030 SH
MCKESSON CORP	COM	$375	0.0%Prev: 0.0%	497 SH	Increased
MERCK &CO INC	COM	$2K	0.0%Prev: 0.0%	15,254 SH	Increased+76 SH
META PLATFORMS INC	CL A	$13K	0.0%Prev: 0.0%	23,162 SH	Decreased+1,373 SH
MICRON TECHNOLOGY INC	COM	$10K	0.0%Prev: 0.0%	8,942 SH	Increased-962 SH
MICROSOFT CORP	COM	$11K	0.0%Prev: 0.0%	30,398 SH	Decreased+1,543 SH
MORGAN STANLEY	COM NEW	$5K	0.0%Prev: 0.0%	22,533 SH	Increased+464 SH
NEXTERA ENERGY INC	COM	$441	0.0%Prev: 0.0%	5,026 SH	Increased+1,974 SH
NVIDIA CORPORATION	COM	$13K	0.0%Prev: 0.0%	63,841 SH	Increased+5,093 SH
OLD NATL BANCORP IND	COM	$3K	0.0%Prev: 0.0%	134,163 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$441	0.0%Prev: 0.0%	3,782 SH	Decreased-653 SH
PALO ALTO NETWORKS INC	COM	$601	0.0%Prev: 0.0%	1,761 SH	Increased+464 SH
PARK NATL CORP	COM	$240	0.0%	1,313 SH	New
PINNACLE FINL PARTNERS INC	COM	$2K	0.0%Prev: 0.0%	24,508 SH	Increased+13,140 SH
PROCTER &GAMBLE CO	COM	$244	0.0%	1,662 SH	New
RAYMOND JAMES FINL INC	COM	$10K	0.0%Prev: 0.0%	64,063 SH	Decreased-8 SH
RTX CORPORATION	COM	$425	0.0%Prev: 0.0%	2,240 SH	Increased+156 SH
SEACOAST BKG CORP FLA	COM NEW	$3K	0.0%Prev: 0.0%	76,543 SH	Increased+5,593 SH
SOUTHERN CO	COM	$9K	0.0%Prev: 0.0%	97,708 SH	Increased-1,130 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$372	0.0%	2,180 SH	New
SPORTRADAR GROUP AG	CLASS A ORD SHS	$6K	0.0%Prev: 0.0%	374,920 SH	Decreased-85,770 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$987	0.0%	1,890 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2K	0.0%	3,010 SH	New
STMICROELECTRONICS N V	NY REGISTRY	$472	0.0%	6,302 SH	New
STRATEGY INC	CL A NEW	$1K	0.0%	14,239 SH	New
SUN LIFE FINANCIAL INC.	COM	$642	0.0%Prev: 0.0%	8,182 SH	Increased+73 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3K	0.0%	6,905 SH	New
TESLA INC	COM	$22K	0.0%Prev: 0.0%	53,435 SH	Increased+5,464 SH
TRUIST FINL CORP	COM	$4K	0.0%Prev: 0.0%	86,379 SH	Increased-699 SH
UBER TECHNOLOGIES INC	COM	$324	0.0%Prev: 0.0%	4,487 SH	Decreased-768 SH
UNION PAC CORP	COM	$301	0.0%Prev: 0.0%	1,106 SH	Increased
UNITED PARCEL SVCS INC	CL B	$1K	0.0%	11,985 SH	New
UNITED STS LIME &MINERALS I	COM	$2K	0.0%Prev: 0.0%	15,000 SH	Increased
US BANCORP	COM NEW	$13K	0.0%	217,900 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$568	0.0%	7,044 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$872	0.0%Prev: 0.0%	3,686 SH	Increased-257 SH
VANGUARD WORLD FD	INF TECH ETF	$237	0.0%	1,983 SH	New
VISA INC	COM CL A	$927	0.0%Prev: 0.0%	2,701 SH	Decreased-1,338 SH
WALMART INC	COM	$4K	0.0%Prev: 0.0%	34,558 SH	Increased+1,352 SH
WASTE MGMT INC DEL	COM	$595	0.0%Prev: 0.0%	2,669 SH	Increased+300 SH

Sold (vs prior filing)

ANHEUSER BUSCH INBEV SA/NV — $225
APOLLO COML REAL EST FIN INC — $1K
ASML HOLDING N V — $8K
BROWN FORMAN CORP — $846
CHEVRON CORP NEW — $776
CHEWY INC — $528
CIPHER MINING INC — $740
COSTCO WHSL CORP NEW — $3K
DANAHER CORPORATION — $1K
HUT 8 CORP — $818
JEFFERIES FINL GROUP INC — $546
JPMORGAN CHASE &CO. — $7K
LULULEMON ATHLETICA INC — $532
MICROSTRATEGY INC — $579
NERDY INC — $50
NETFLIX INC — $294
PROCTER AND GAMBLE CO — $293
REGIONS FINANCIAL CORP NEW — $245
SPDR DOW JONES INDL AVERAGE — $831
SPDR S&P 500 ETF TR — $2K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001818897-26-000001	$481.1M	View
Oct 30, 2025	Q3 2025	13F-HR	0001818897-25-000007	$460.6M	View
Jul 16, 2026	Q2 2026