Loading…
CIK 0001596355 • 6 13F filings • Apr 8, 2025 – Jul 2, 2026
Import this data to Google Sheets with:
=jivedata("asset-management-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Accenture Plc | COM | $4.2M | 2.5%Prev: 1.8% | 16,860 SH | Increased-9,435 SH |
| Ally Financial | COM | $6.5M | 4.0%Prev: 4.1% | 166,060 SH | Decreased+6,310 SH |
| Alphabet Inc - Cl A | COM | $8.1M | 4.9%Prev: 6.6% | 33,195 SH | Decreased-24 SH |
| Apple Inc. | COM | $8.5M | 5.2%Prev: 5.5% | 33,533 SH | Decreased-810 SH |
| Berkshire Hathaway B | COM | $56.6M | 34.6%Prev: 31.1% | 112,623 SH | Increased+403 SH |
| Brookfield Corp | COM | $15.6M | 9.5%Prev: 8.1% | 228,053 SH | Increased-117,447 SH |
| Brookfield Renewable | COM | $10.4M | 6.4%Prev: 3.9% | 302,840 SH | Increased+111,905 SH |
| CarMax Inc. | COM | $2.0M | 1.2%Prev: 2.3% | 45,554 SH | Decreased-33,865 SH |
| Lennar Corp A | COM | $6.9M | 4.2%Prev: 3.6% | 54,982 SH | Increased-17,025 SH |
| Micron Technology Inc. | COM | $6.9M | 4.2%Prev: 11.3% | 41,171 SH | Decreased+23,454 SH |
| Millrose Properties Inc. | COM | $918K | 0.6% | 27,302 SH | New |
| Nextera Energy Inc. | COM | $8.7M | 5.3%Prev: 5.6% | 115,721 SH | Decreased+410 SH |
| Occidental Petrol Co | COM | $5.8M | 3.6%Prev: 3.1% | 123,795 SH | Increased+7,250 SH |
| The Southern Company | COM | $284K | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| Vanguard S&P 500 Value ETF | ETF | $309K | 0.2%Prev: 0.2% | 1,548 SH | Increased+295 SH |
| Verisign Inc. | COM | $5.7M | 3.5%Prev: 2.8% | 20,350 SH | Increased-55 SH |
| Verizon Comm. | COM | $5.2M | 3.2%Prev: 2.7% | 117,876 SH | Increased+1,304 SH |
| Williams Companies | COM | $11.1M | 6.8%Prev: 7.1% | 174,709 SH | Decreased+1,838 SH |
| 13F-HR |
| 0001596355-26-000003 |
| $180.8M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001596355-25-000003 | $148.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001596355-26-000002 | $165.3M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001596355-25-000002 | $146.8M | View |