Kimberly Bitto

Account Management Llc

Assets Managed

$91.26M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

-2.07%(2Q avg: -1.36%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Account Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Account Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 91.26M in assets, with a quarterly growth rate of -2.07% and a 2-quarter average growth rate of -1.36%. The portfolio is managed by Kimberly Bitto, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Decreased -0.87%	23.8%	$21.714M 45,314 shares@ $479.21 avg price	Decreased -0.87%
ASML Asml Holding Nv-ny Reg Shs Recent Activity Decreased -4.37%	12.02%	$10.963M 8,300 shares@ $1320.83 avg price	Decreased -4.37%
EPD Enterprise Products Partners Recent Activity	10.67%	$9.733M 257,210 shares@ $37.84 avg price
NEE Nextera Energy Inc Recent Activity	8.75%	$7.982M 85,935 shares@ $92.89 avg price
BX Blackstone Inc Recent Activity Decreased -0.73%	8.48%	$7.737M 67,281 shares@ $114.99 avg price	Decreased -0.73%
ORLY O'reilly Automotive Inc Recent Activity Decreased -0.94%	5.84%	$5.324M 57,675 shares@ $92.31 avg price	Decreased -0.94%
JPM Jpmorgan Chase & Co Recent Activity	4.36%	$3.975M 13,513 shares@ $294.16 avg price
SNPS Synopsys Inc Recent Activity Increased 2.84%	3.95%	$3.596M 9,070 shares@ $396.49 avg price	Increased 2.84%
FTNT Fortinet Inc Recent Activity Decreased -3.9%	2.98%	$2.715M 33,218 shares@ $81.73 avg price	Decreased -3.9%
GLD Spdr Gold Shares Recent Activity	2.85%	$2.592M 6,025 shares@ $430.29 avg price

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