Asset Management Advisors, LLC
Net seller this quarter
$181M
16
-$4.44M
86.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $56.2M | 31.06% | Not reported | +0.3% | Q4 2013 |
 MU | $20.5M | 11.31% | 0.00% | -13.1% | Q2 2019 |
 BN | $14.7M | 8.14% | Not reported | +1.2% | Q4 2023 |
 WMB | $12.9M | 7.11% | 0.01% | -0.4% | Q4 2013 |
 GOOGL | $11.9M | 6.57% | 0.00% | +0.1% | Q2 2025 |
 NEE | $10.1M | 5.60% | 0.01% | -0.2% | Q4 2023 |
 AAPL | $9.94M | 5.50% | 0.00% | +2.3% | Q1 2015 |
 ALLY | $7.34M | 4.06% | 0.05% | -3.8% | Q3 2022 |
| BEPC | $7.09M | 3.92% | 0.11% | 0.0% | Q2 2024 |
 LEN | $6.52M | 3.60% | Not reported | +0.4% | Q2 2016 |
 OXY | $5.66M | 3.13% | 0.01% | -4.7% | Q1 2023 |
 VRSN | $5.13M | 2.84% | 0.02% | +0.1% | Q2 2024 |
 VZ | $4.94M | 2.73% | 0.00% | -3.2% | Q1 2021 |
 KMX | $4.2M | 2.32% | 0.06% | -3.4% | Q4 2013 |
 ACN | $3.27M | 1.81% | 0.00% | -0.3% | Q3 2025 |
 SO | $287K | 0.16% | 0.00% | Not reported | Q2 2016 |
| Q1 2026 | |||||
| BRK.B | $53.6M | 32.43% | Not reported | +0.1% | Q4 2013 |
| BN | $13.8M | 8.36% | Not reported | +0.1% | Q4 2023 |
| WMB | $12.6M | 7.64% | 0.01% | 0.0% | Q4 2013 |
| NEE | $10.7M | 6.49% | 0.01% | 0.0% | Q4 2023 |
| GOOGL | $9.54M | 5.77% | 0.00% | +0.1% | Q2 2025 |
| AAPL | $8.52M | 5.16% | 0.00% | +0.2% | Q1 2015 |
| OXY | $7.95M | 4.81% | 0.01% | -1.6% | Q1 2023 |
| BEPC | $7.6M | 4.60% | 0.11% | +0.1% | Q2 2024 |
| MU | $6.89M | 4.17% | 0.00% | -26.6% | Q2 2019 |
| ALLY | $6.51M | 3.94% | 0.05% | -0.2% | Q3 2022 |
| LEN | $6.23M | 3.77% | Not reported | +0.2% | Q2 2016 |
| VZ | $6.04M | 3.65% | 0.00% | +0.1% | Q1 2021 |
| ACN | $5.23M | 3.16% | 0.00% | +51.1% | Q3 2025 |
| VRSN | $5.06M | 3.06% | 0.02% | +0.2% | Q2 2024 |
| KMX | $3.42M | 2.07% | 0.06% | +0.5% | Q4 2013 |
 MRP | $783K | 0.47% | Not reported | +0.4% | Q1 2025 |
| SO | $290K | 0.18% | 0.00% | Not reported | Q2 2016 |
 XOM | $204K | 0.12% | 0.00% | Not reported | Q4 2013 |
| Q4 2025 | |||||
| BRK.B | $56.2M | 33.99% | Not reported | -0.7% | Q4 2013 |
| BN | $15.7M | 9.48% | Not reported | -0.2% | Q4 2023 |
| WMB | $10.4M | 6.31% | 0.01% | -0.6% | Q4 2013 |
| GOOGL | $10.4M | 6.27% | 0.00% | -0.2% | Q2 2025 |
| NEE | $9.27M | 5.61% | 0.01% | -0.2% | Q4 2023 |
| AAPL | $9.11M | 5.51% | 0.00% | -0.1% | Q1 2015 |
| MU | $7.92M | 4.79% | 0.00% | -32.6% | Q2 2019 |
| ALLY | $7.53M | 4.56% | 0.05% | +0.2% | Q3 2022 |
| LEN | $7.35M | 4.45% | Not reported | +30.1% | Q2 2016 |
| BEPC | $7.31M | 4.42% | 0.11% | -37.0% | Q2 2024 |
| OXY | $5.11M | 3.09% | 0.01% | +0.3% | Q1 2023 |
| VRSN | $4.94M | 2.99% | 0.02% | -0.1% | Q2 2024 |
| VZ | $4.9M | 2.96% | 0.00% | +2.1% | Q1 2021 |
| ACN | $4.68M | 2.83% | 0.00% | +3.6% | Q3 2025 |
| KMX | $3.16M | 1.91% | 0.06% | +79.5% | Q4 2013 |
| MRP | $833K | 0.50% | Not reported | +2.1% | Q1 2025 |
| SO | $262K | 0.16% | 0.00% | Not reported | Q2 2016 |
| Q3 2025 | |||||
| BRK.B | $56.6M | 34.55% | Not reported | +0.4% | Q4 2013 |
| BN | $15.6M | 9.54% | Not reported | -0.2% | Q4 2023 |
| WMB | $11.1M | 6.75% | 0.01% | -0.8% | Q4 2013 |
| BEPC | $10.4M | 6.36% | 0.18% | -0.5% | Q2 2024 |
| NEE | $8.74M | 5.33% | 0.01% | -0.6% | Q4 2023 |
| AAPL | $8.54M | 5.21% | 0.00% | -0.1% | Q1 2015 |
| GOOGL | $8.07M | 4.92% | 0.00% | -0.1% | Q2 2025 |
| LEN | $6.93M | 4.23% | Not reported | -0.4% | Q2 2016 |
| MU | $6.89M | 4.20% | 0.00% | -0.8% | Q2 2019 |
| ALLY | $6.51M | 3.97% | 0.05% | -1.5% | Q3 2022 |
| OXY | $5.85M | 3.57% | 0.01% | +0.4% | Q1 2023 |
| VRSN | $5.69M | 3.47% | 0.02% | -0.3% | Q2 2024 |
| VZ | $5.18M | 3.16% | 0.00% | -0.5% | Q1 2021 |
| ACN | $4.16M | 2.54% | 0.00% | New | Q3 2025 |
| KMX | $2.04M | 1.25% | 0.03% | -0.1% | Q4 2013 |
| MRP | $918K | 0.56% | Not reported | Not reported | Q1 2025 |
| SO | $284K | 0.17% | 0.00% | Not reported | Q2 2016 |