American Money Management, LLC
Sector Allocation
- Other42.6%$298.1M
- Technology26.1%$183.0M
- Financials12.2%$85.2M
- Consumer Discretionary5.4%$37.9M
- Industrials5.1%$35.8M
- Healthcare4.5%$31.4M
- Consumer Staples3.2%$22.6M
- Energy0.7%$5.1M
- Communication Services0.1%$340,782
- Materials0.0%$308,420
AUM History
13fpro.ai/research/fund/american-money-management-llc-1600085
Conviction and streaks
Stable · top 10 = 36.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Vanguard$41.7M
- Vanguard$38.4M
AAPL
$35.0M- Vanguard$25.3M
- Vanguard$22.1M
MSFT
$22.0M- JPMorgan$21.8M
GOOG
$19.5MASML
$17.4M- Ishares$14.7M
TPL
$14.3M- Schwab$13.9M
- SPDR$13.5M
V
$13.1MAMAT
$13.0MGE
$12.9MJPM
$12.9M- JPMorgan$12.4M
- Vanguard$12.3M
MA
$11.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/american-money-management-llc-1600085
American Money Management, LLC 13F holdings — Q2 2026
$700.2M portfolio (+10.8% QoQ) · 174 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
- 1
Vanguard Short-Term Treasury ETF - ETF
$41.7M
6.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Vanguard Short-Term Corporate Bond ETF - ETF
$38.4M
5.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $35.0M
5.0% of stocks
+0.4%This quarter+13.7%Since filed10+ qtrsHeld- 4
Vanguard FTSE Developed Markets - ETF
$25.3M
3.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Vanguard Intermediate Term Bond - ETF
$22.1M
3.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $22.0M
3.1% of stocks
-4%This quarter+6.9%Since filed10+ qtrsHeld- 7
JPMorgan Core Plus Bond ETF - ETF
$21.8M
3.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $19.5M
2.8% of stocks
+23%This quarter-7.9%Since filed10+ qtrsHeld$17.4M
2.5% of stocks
-4%This quarter-11.5%Since filed10+ qtrsHeld- 10
Ishares 0-5 Year Tips - ETF
$14.7M
2.1% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Short-Term Treasury ETF - ETF | $41.7M | 6.0% | +3% | — | — | — | — | |
| 2 | Vanguard Short-Term Corporate Bond ETF - ETF | $38.4M | 5.5% | +8% | — | — | — | — | |
| 3 | $35.0M | 5.0% | +0.4% | +13.7% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | Vanguard FTSE Developed Markets - ETF | $25.3M | 3.6% | +3% | — | — | — | — | |
| 5 | Vanguard Intermediate Term Bond - ETF | $22.1M | 3.2% | +3% | — | — | — | — | |
| 6 | $22.0M | 3.1% | -4% | +6.9% | 10+ qtrs | 79.8#31 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | JPMorgan Core Plus Bond ETF - ETF | $21.8M | 3.1% | +3% | — | — | — | — | |
| 8 | $19.5M | 2.8% | +23% | -7.9% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $17.4M | 2.5% | -4% | -11.5% | 10+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | Ishares 0-5 Year Tips - ETF | $14.7M | 2.1% | +0.5% | — | — | — | — |
All holdings — American Money Management, LLC (Q2 2026)
174 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Texas Pacific Land Corp | Financials | $14.3M | 2.0% | 33K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | 72.6 | 13F | |
| 12 | — | Schwab US LargeCap ETF - ETFetf/fund | — | $13.9M | 2.0% | 473K | +2% | — | — | 13F |
| 13 | — | SPDR MSCI USA StrategicFactors ETF - ETFetf/fund | — | $13.5M | 1.9% | 72K | +3% | — | — | 13F |
| 14 | VISA INC. | Financials | $13.1M | 1.9% | 38K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | APPLIED MATERIALS INC /DE | Technology | $13.0M | 1.9% | 18K | +109% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GENERAL ELECTRIC CO | Industrials | $12.9M | 1.9% | 35K | -5% | 9 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $12.9M | 1.8% | 39K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | JPMorgan Emerging Markets ETF - ETFetf/fund | — | $12.4M | 1.8% | 197K | +3% | — | — | 13F |
| 19 | — | Vanguard Total Stock Mkt Fd - ETFetf/fund | — | $12.3M | 1.8% | 33K | -0.6% | — | — | 13F |
| 20 | Mastercard Inc | Financials | $11.8M | 1.7% | 23K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $11.0M | 1.6% | 12K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AbbVie Inc. | Healthcare | $10.9M | 1.6% | 43K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JOHNSON & JOHNSON | Healthcare | $10.4M | 1.5% | 41K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $10.2M | 1.5% | 29K | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | Schwab US MidCap ETF - ETFetf/fund | — | $10.0M | 1.4% | 272K | -2% | — | — | 13F |
| 26 | — | iShares S&P SmallCap 600 Idx - ETF | — | $9.6M | 1.4% | 65K | -3% | |||
| 27 | $PM | Philip Morris International Inc. | Consumer Staples | $9.6M | 1.4% | 53K | -3% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $8.8M | 1.3% | 25K | -0.1% | |||
| 29 | — | Technology Select SPDR Fd - ETF | — | $8.2M | 1.2% | 43K | +0.5% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $8.2M | 1.2% | 15K | +4% | |||
| 31 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $8.2M | 1.2% | 22K | -4% | |||
| 32 | $UNP | UNION PACIFIC CORP | Industrials | $7.7M | 1.1% | 28K | -1% | |||
| 33 | $BLK | BlackRock, Inc. | Financials | $7.7M | 1.1% | 8,018 | -0.7% | |||
| 34 | — | SPDR S&P Dividend - ETF | — | $7.3M | 1.0% | 48K | +5% | |||
| 35 | $SPGI | S&P Global Inc. | Financials | $7.1M | 1.0% | 17K | +5% | |||
| 36 | $NVDA | NVIDIA CORP | Technology | $6.9M | 1.0% | 34K | +38% | |||
| 37 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $6.8M | 1.0% | 13K | -3% | |||
| 38 | $PAYX | PAYCHEX INC | Technology | $6.8M | 1.0% | 69K | -2% | |||
| 39 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $6.8M | 1.0% | 49K | +5% | |||
| 40 | — | iShares Edge MSCI USA Quality Factor ETF - ETF | — | $6.7M | 1.0% | 31K | +3% | |||
| 41 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $6.6M | 0.9% | 14K | +517% | |||
| 42 | $LLY | ELI LILLY & Co | Healthcare | $6.1M | 0.9% | 5,102 | +0.1% | |||
| 43 | $ICE | Intercontinental Exchange, Inc. | Financials | $6.1M | 0.9% | 50K | +20% | |||
| 44 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.1M | 0.9% | 22K | -1.0% | |||
| 45 | $QCOM | QUALCOMM INC/DE | Technology | $5.7M | 0.8% | 31K | -0.4% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.5M | 0.8% | 23K | -3% | |||
| 47 | $INTU | INTUIT INC. | Technology | $4.6M | 0.7% | 18K | -2% | |||
| 48 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $3.9M | 0.6% | 13K | -3% | |||
| 49 | — | iShares DJ International Select Div Index - ETF | — | $3.4M | 0.5% | 82K | -7% | |||
| 50 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.4M | 0.5% | 6,711 | -6% | |||
| 51 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.1M | 0.4% | 37K | -0.5% | |||
| 52 | — | Vanguard CRSP US Mid Cap Index - ETF | — | $3.0M | 0.4% | 38K | +283% | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $3.0M | 0.4% | 2,559 | +3% | |||
| 54 | — | GMO International Value ETF - ETF | — | $2.9M | 0.4% | 79K | New | |||
| 55 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.8M | 0.4% | 3,822 | -0.2% | |||
| 56 | $DHR | DANAHER CORP /DE/ | Healthcare | $2.5M | 0.3% | 13K | New | |||
| 57 | $NXPI | NXP Semiconductors N.V. | Technology | $2.4M | 0.3% | 8,513 | +0.4% | |||
| 58 | $LNG | Cheniere Energy, Inc. | Energy | $2.0M | 0.3% | 8,505 | -2% | |||
| 59 | $PANW | Palo Alto Networks Inc | Technology | $2.0M | 0.3% | 5,767 | -0.9% | |||
| 60 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.9M | 0.3% | 6,421 | +0.4% | |||
| 61 | $AVGO | Broadcom Inc. | Technology | $1.7M | 0.3% | 4,602 | -3% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.2% | 14K | +20% | |||
| 63 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.5M | 0.2% | 3,977 | -2% | |||
| 64 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.5M | 0.2% | 6,636 | -50% | |||
| 65 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.4M | 0.2% | 6,546 | New | |||
| 66 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.4M | 0.2% | 4,559 | — | |||
| 67 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.3M | 0.2% | 6,463 | -0.5% | |||
| 68 | — | Vanguard Large-Cap ETF - ETF | — | $1.3M | 0.2% | 3,748 | +0.1% | |||
| 69 | — | iShares 0-5 Year Invmt Grade Corp Bd ETF - ETF | — | $1.3M | 0.2% | 25K | -4% | |||
| 70 | $CAT | CATERPILLAR INC | Industrials | $1.3M | 0.2% | 1,188 | +0.1% | |||
| 71 | — | Spdr S&P 500 Value Etf - ETF | — | $1.2M | 0.2% | 21K | -73% | |||
| 72 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.2M | 0.2% | 13K | -0.0% | |||
| 73 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $1.2M | 0.2% | 2,559 | +15% | |||
| 74 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.2% | 2,728 | +79% | |||
| 75 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.2% | 2,637 | +6% | |||
| 76 | — | Vanguard Russell 1000 Growth ETF - ETF | — | $1.1M | 0.1% | 8,347 | -7% | |||
| 77 | — | SPDR Barclays Capital High Yield Bond - ETF | — | $1.1M | 0.1% | 11K | — | |||
| 78 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.1% | 1,407 | -3% | |||
| 79 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.0M | 0.1% | 18K | -13% | |||
| 80 | — | Vanguard Value ETF - ETF | — | $1.0M | 0.1% | 4,683 | +0.3% | |||
| 81 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.0M | 0.1% | 1,440 | -0.8% | |||
| 82 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.0M | 0.1% | 9,816 | -1% | |||
| 83 | $UBER | Uber Technologies, Inc | Technology | $990K | 0.1% | 14K | -6% | |||
| 84 | — | Vanguard SmCap Value ETF - ETF | — | $952K | 0.1% | 3,916 | -0.9% | |||
| 85 | $LMT | LOCKHEED MARTIN CORP | Industrials | $943K | 0.1% | 1,850 | -0.5% | |||
| 86 | — | Vanguard Small Cap - ETF | — | $921K | 0.1% | 3,037 | -11% | |||
| 87 | $PEP | PEPSICO INC | Consumer Staples | $892K | 0.1% | 6,586 | -77% | |||
| 88 | — | State Street SPDR Portfolio S&P 500 ETF - ETF | — | $801K | 0.1% | 9,111 | -7% | |||
| 89 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $794K | 0.1% | 1,366 | -20% | |||
| 90 | $DOV | DOVER Corp | Industrials | $774K | 0.1% | 4,930 | -4% | |||
| 91 | — | First National of Nebraska Inc - COM | — | $769K | 0.1% | 41 | — | |||
| 92 | $FICO | FAIR ISAAC CORP | Technology | $766K | 0.1% | 641 | +22% | |||
| 93 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 94 | — | iShares S&P MidCap 400 Idx - ETF | — | $722K | 0.1% | 9,362 | -2% | |||
| 95 | $SGOL | abrdn Gold ETF Trust | Financials | $719K | 0.1% | 19K | +2% | |||
| 96 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $718K | 0.1% | 5,253 | -0.8% | |||
| 97 | — | iShares Russell 1000 Growth Idx - ETF | — | $700K | 0.1% | 5,634 | +302% | |||
| 98 | — | Vanguard Dividend Apprciation Index - ETF | — | $690K | 0.1% | 2,915 | -3% | |||
| 99 | $YUM | YUM BRANDS INC | Consumer Discretionary | $662K | 0.1% | 4,143 | — | |||
| 100 | $TGT | TARGET CORP | Consumer Staples | $650K | 0.1% | 4,977 | -1% | |||
| 101 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $557K | 0.1% | 15K | -4% | |||
| 102 | — | Vanguard US MidCap Value Index - ETF | — | $553K | 0.1% | 2,797 | -7% | |||
| 103 | — | JPMorgan Equity Premium Income ETF - ETF | — | $546K | 0.1% | 9,661 | -5% | |||
| 104 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $541K | 0.1% | 3,572 | -2% | |||
| 105 | — | Schw US Brd Mkt Etf - ETF | — | $487K | 0.1% | 17K | — | |||
| 106 | — | iShares ESG Aware MSCI USA ETF - ETF | — | $467K | 0.1% | 2,852 | -0.9% | |||
| 107 | — | iShares Morningstar Mid-Cap Growth ETF - ETF | — | $455K | 0.1% | 4,630 | — | |||
| 108 | — | iShares ESG USD Corporate Bond ETF - ETF | — | $443K | 0.1% | 19K | +2% | |||
| 109 | — | iShares S&P 500 Idx - ETF | — | $441K | 0.1% | 589 | -6% | |||
| 110 | $CLS | CELESTICA INC | Technology | $438K | 0.1% | 1,200 | — | |||
| 111 | — | iShares iBonds Dec 2031 Term Corp ETF - ETF | — | $438K | 0.1% | 21K | — | |||
| 112 | — | Vanguard Health Care - ETF | — | $437K | 0.1% | 1,463 | — | |||
| 113 | — | iShares ESG Advanced Hi Yld Corp Bd ETF - ETF | — | $434K | 0.1% | 9,298 | +3% | |||
| 114 | — | iShares iBonds Dec 2027 Term Corp ETF - ETF | — | $429K | 0.1% | 18K | -0.4% | |||
| 115 | $CVX | CHEVRON CORP | Energy | $425K | 0.1% | 2,566 | -3% | |||
| 116 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $417K | 0.1% | 1,788 | +0.3% | |||
| 117 | — | iShares MSCI USA Value Factor ETF - ETF | — | $416K | 0.1% | 2,084 | — | |||
| 118 | $INTC | INTEL CORP | Technology | $416K | 0.1% | 2,981 | New | |||
| 119 | — | iShares 0-5 Year High Yield Corp Bd ETF - ETF | — | $413K | 0.1% | 9,736 | — | |||
| 120 | — | SPDR Portfolio Mid Cap ETF - ETF | — | $411K | 0.1% | 6,090 | -6% | |||
| 121 | — | Vanguard Consumer Staples ETF - ETF | — | $407K | 0.1% | 1,805 | +0.1% | |||
| 122 | $MRVL | Marvell Technology, Inc. | Technology | $387K | 0.1% | 1,300 | New | |||
| 123 | $RTX | RTX Corp | Industrials | $382K | 0.1% | 2,011 | +0.3% | |||
| 124 | — | Schwab US LargeCap Growth ETFA(TM) - ETF | — | $381K | 0.1% | 11K | +0.1% | |||
| 125 | — | iShares iBonds Dec 2028 Term Corp ETF - ETF | — | $380K | 0.1% | 15K | -0.4% | |||
| 126 | $WT | WisdomTree, Inc. | Financials | $379K | 0.1% | 8,199 | -5% | |||
| 127 | — | iShares PHLX SOX Semiconductor - ETF | — | $374K | 0.1% | 583 | New | |||
| 128 | $CRUS | CIRRUS LOGIC, INC. | Technology | $371K | 0.1% | 2,500 | — | |||
| 129 | — | Vanguard High Dividend Yield - ETF | — | $371K | 0.1% | 2,349 | -2% | |||
| 130 | $BNY | Bank of New York Mellon Corp | Financials | $369K | 0.1% | 2,553 | +0.2% | |||
| 131 | $ENB | ENBRIDGE INC | Energy | $364K | 0.1% | 6,718 | — | |||
| 132 | $MYRG | MYR GROUP INC. | Energy | $360K | 0.1% | 719 | New | |||
| 133 | $ET | Energy Transfer LP | Energy | $346K | 0.1% | 18K | — | |||
| 134 | — | iShares MSCI USA Momentum Factor ETF - ETF | — | $342K | 0.1% | 998 | — | |||
| 135 | $DIS | Walt Disney Co | Communication Services | $341K | 0.1% | 3,541 | -2% | |||
| 136 | $DELL | Dell Technologies Inc. | Technology | $333K | 0.1% | 771 | New | |||
| 137 | — | iShares iBonds Dec 2026 Term Corp ETF - ETF | — | $333K | 0.1% | 14K | -4% | |||
| 138 | $SHEL | Shell plc | Energy | $329K | 0.1% | 4,249 | -8% | |||
| 139 | $ORCL | ORACLE CORP | Technology | $325K | 0.1% | 2,220 | +0.1% | |||
| 140 | — | iShares ESG 1-5 Year USD Corp Bd ETF - ETF | — | $318K | 0.1% | 13K | +10% | |||
| 141 | — | iShares Russell Midcap Idx - ETF | — | $309K | 0.0% | 2,800 | — | |||
| 142 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $308K | 0.0% | 500 | New | |||
| 143 | — | Vanguard MSCI US SmCap Growth - ETF | — | $297K | 0.0% | 811 | -27% | |||
| 144 | $PLTR | Palantir Technologies Inc. | Technology | $295K | 0.0% | 2,530 | +25% | |||
| 145 | $ADI | ANALOG DEVICES INC | Technology | $292K | 0.0% | 735 | -4% | |||
| 146 | — | ProShares S&P MidCap 400 Dividend Arst - ETF | — | $290K | 0.0% | 3,163 | -2% | |||
| 147 | $PFE | PFIZER INC | Healthcare | $279K | 0.0% | 12K | — | |||
| 148 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $278K | 0.0% | 1,894 | -15% | |||
| 149 | — | iShares ESG Aware MSCI EAFE ETF - ETF | — | $269K | 0.0% | 2,617 | New | |||
| 150 | — | SPDR S&P 600 Small Cap Growth ETF - ETF | — | $265K | 0.0% | 2,222 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 47 added to, 84 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
- GMO International Value ETF - ETF$2.9M
first bought this quarter
$DHRDANAHER CORP /DE/$2.5M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.4M
first bought this quarter
$INTCINTEL CORP$416K
first bought this quarter
$MRVLMarvell Technology, Inc.$387K
first bought this quarter
- iShares PHLX SOX Semiconductor - ETF$374K
first bought this quarter
+10 more in the Excel export
Added to (47)
$AMATAPPLIED MATERIALS INC /DE+109%
now $13.0M · held 10+ qtrs
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+517%
now $6.6M · held 10+ qtrs
$GOOGAlphabet Inc.+23%
now $19.5M · held 10+ qtrs
- Vanguard Short-Term Corporate Bond ETF - ETF+8%
now $38.4M
- Vanguard CRSP US Mid Cap Index - ETF+283%
now $3.0M
$NVDANVIDIA CORP+38%
now $6.9M · held 10+ qtrs
+41 more in the Excel export
Trimmed (84)
- Spdr S&P 500 Value Etf - ETF-73%
now $1.2M
$PEPPEPSICO INC-77%
now $892K · held 10+ qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-50%
now $1.5M · held 10+ qtrs
$MSFTMICROSOFT CORP-4%
now $22.0M · held 10+ qtrs
$ASMLASML HOLDING NV-4%
now $17.4M · held 10+ qtrs, 2 trims in a row
$GEGENERAL ELECTRIC CO-5%
now $12.9M · held 9 qtrs, 2 trims in a row
+78 more in the Excel export
Holdings by quarter
Every 13F American Money Management, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow American Money Management?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of American Money Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 6% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
American Money Management, LLC disclosed 174 positions worth $700.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 10 and a full exit from $IVZ. The portfolio is most concentrated in Other (42.6% of disclosed assets). All figures are sourced directly from American Money Management, LLC’s Form 13F-HR filing with the SEC under CIK 1600085.
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AI-Powered Hedge Fund Analysis: American Money Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For American Money Management, LLC (SEC CIK: 1600085), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in American Money Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.