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Amber Erwin

Am Investment Strategies Llc

Assets Managed
$455.019M
Holdings
111
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-5.41%(2Q avg: -0.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Am Investment Strategies Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Am Investment Strategies 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 455.019M in assets, with a quarterly growth rate of -5.41% and a 2-quarter average growth rate of -0.48%. The portfolio is managed by Amber Erwin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.67%
16.24%
$73.885M
291,125 shares@ $253.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.92%
12.4%
$56.392M
117,680 shares@ $479.2 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.6%
9.31%
$42.352M
203,350 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.57%
5.87%
$26.698M
93,069 shares@ $286.87 avg price
TSLA
Tesla Inc
Recent Activity
Increased 3.55%
4.3%
$19.563M
52,625 shares@ $371.75 avg price
GE
General Electric
Recent Activity
Increased 0.03%
3.66%
$16.614M
58,547 shares@ $283.78 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 1.64%
2.91%
$13.232M
23,127 shares@ $572.15 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Increased 0.48%
2.79%
$12.67M
9,592 shares@ $1320.9 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.16%
2.51%
$11.399M
30,974 shares@ $368.02 avg price
USB
Us Bancorp
Recent Activity
Increased 0.01%
2.49%
$11.323M
217,900 shares@ $51.97 avg price

1-10 of 111