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Account Management LLC13F | |
| Account Management LLC | |
| Last update 2025-07-23 | 25 Stocks (1 new) |
| Value $91.00 Mil | Turnover 0 % |
Account Management LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 46,784 | 22,726.3 | -0.50% | 24.950 | -0.14% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
BX | Blackstone Inc | 73,031 | 10,924.0 | -3.95% | 11.990 | -0.46% | 0.010 | +36.36% | +1.29% | 131,507.7 | Asset Management | |
EPD | Enterprise Products Partners LP | 257,210 | 7,976.1 | 0% | 8.760 | 0% | 0.010 | +4.42% | +3.85% | 68,320.4 | Oil & Gas | |
ASML | ASML Holding NV | 8,900 | 7,132.4 | +1.71% | 7.830 | +0.13% | 0.000 | +9.30% | +3.98% | 281,896.9 | Semiconductors | |
ORLY | O'Reilly Automotive Inc | 59,475 | 5,360.5 | -3.65% | 5.890 | -0.24% | 0.010 | +3.68% | +20.70% | 81,569.0 | Vehicles & Parts | |
NEE | NextEra Energy Inc | 68,005 | 4,720.9 | 0% | 5.180 | 0% | 0.000 | +9.13% | +3.24% | 149,957.7 | Utilities - Regulated | |
AMT | American Tower Corp | 19,050 | 4,210.4 | 0% | 4.620 | 0% | 0.000 | +9.12% | +27.53% | 107,756.1 | REITs | |
JPM | JPMorgan Chase & Co | 13,513 | 3,917.6 | -3.91% | 4.300 | -0.15% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
TMUS | T-Mobile US Inc | 16,072 | 3,829.3 | -10.37% | 4.200 | -0.55% | 0.000 | -9.47% | +6.73% | 263,744.5 | Telecommunication Services | |
FTNT | Fortinet Inc | 34,568 | 3,654.5 | 0% | 4.010 | 0% | 0.000 | +8.31% | +11.20% | 80,414.7 | Software |
Account Management LLC's Historical Top Holdings Breakdowns
Account Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TMUS | T-Mobile US Inc | 2025-06-30 | Reduce Reduce | -0.55% | 220.99 ($244.5) 268.54 | $233.93 | -4.32% | Reduce -10.37% | 16,072 | -1,860 | |
BX | Blackstone Inc | 2025-06-30 | Reduce Reduce | -0.46% | 120.07 ($137.44) 151.11 | $171.96 | 25.12% | Reduce -3.95% | 73,031 | -3,000 | |
ORLY | O'Reilly Automotive Inc | 2025-06-30 | Reduce Reduce | -0.24% | 87.68 ($91.25) 96.13 | $95.42 | 4.57% | Reduce -3.65% | 59,475 | -2,250 | |
CRM | Salesforce Inc | 2025-06-30 | New Buy New Buy | +0.22% | 236.26 ($267.36) 291.15 | $267.22 | -0.05% | New holding | 740 | 740 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.15% | 210.28 ($255.03) 289.91 | $296.76 | 16.36% | Reduce -3.91% | 13,513 | -550 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.14% | 483.48 ($508.26) 539.8 | $482.63 | -5.04% | Reduce -0.5% | 46,784 | -236 | |
ASML | ASML Holding NV | 2025-06-30 | Add Add | +0.13% | 595.37 ($716.78) 815.24 | $716.93 | 0.02% | Add 1.71% | 8,900 | 150 | |
BA | Boeing Co | 2025-06-30 | Add Add | +0.06% | 136.59 ($188.59) 217.51 | $233.88 | 24.02% | Add 11.9% | 2,350 | 250 | |
SNPS | Synopsys Inc | 2025-03-31 | New Buy New Buy | +2.26% | 428.58 ($485.8) 551.54 | $614.42 | 26.48% | New holding | 4,795 | 4,795 | |
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -0.34% | 268.36 ($311.03) 359.95 | $267.22 | -14.09% | Sold Out | 0 | -865 |
Account Management LLC Total Holding History ($B)
Account Management LLC's Asset Allocation
Account Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Account Management LLC's Hypothetical Growth since 2025-06-30
Account Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Account Management LLC's Holdings Heat Map
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Account Management LLC's Holdings Bubble Chart
Account Management LLC News
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