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American Financial & Tax Strategies Inc

13F filer · CIK 0000911927
Reported Aug 7, 2026
Net seller this quarter
13F portfolio value$221MU.S. long equity reported on 13F
Positions263 new · 0 closed
Net flow last quarter-$939KBuys minus sells
Top 10 positions weight10.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 202626 positions
COMBCommunity Bancshares Inc$5.29M2.39%Not reported-0.4%Q4 2023
FNDFSchwab Strategic Trust$3.86M1.74%Not reported-1.1%Q4 2023
VOTVan Kampen Municipal Opportunity Trust II$3.46M1.56%Not reported+0.5%Q4 2023
SCZNXG NextGen Infrastructure Income Fund$2.22M1.00%Not reportedNot reportedQ4 2023
BSVNBank7 Corp.$2.15M0.97%0.29%Not reportedQ4 2023
CSCOCisco Systems, Inc.$1.81M0.82%0.00%-19.6%Q4 2023
XOMExxonMobil Holdings Corp$1.44M0.65%0.00%-8.7%Q4 2023
BARGraniteShares Gold Trust$1.23M0.56%0.09%-0.2%Q4 2023
AAPLApple Inc.$1.2M0.54%0.00%Not reportedQ4 2023
AMZNAmazon Com Inc$1.08M0.49%0.00%Not reportedQ4 2023
PMPhilip Morris International Inc.$993K0.45%0.00%-28.2%Q4 2023
VMCVulcan Materials CO$793K0.36%0.00%Not reportedQ4 2023
MOAltria Group, Inc.$768K0.35%0.00%-35.1%Q4 2023
TSLATesla, Inc.$660K0.30%0.00%-3.1%Q4 2023
KOCoca Cola Co$477K0.22%0.00%Not reportedQ4 2023
GOOGLAlphabet Inc.$459K0.21%0.00%Not reportedQ2 2024
MSFTMicrosoft Corp$361K0.16%0.00%Not reportedQ4 2023
MDLZMondelez International, Inc.$354K0.16%0.00%-28.6%Q4 2023
GRNBGreen Bankshares, Inc.$318K0.14%Not reportedNot reportedQ4 2023
BRK.BBerkshire Hathaway Inc$267K0.12%Not reported-2.0%Q4 2023
GOOGAlphabet Inc.$267K0.12%Not reportedNot reportedQ4 2025
NVDANvidia Corp$259K0.12%0.00%Not reportedQ2 2024
SPMDSupermedia Inc.$235K0.11%Not reported0.0%Q4 2025
BNYBank of New York Mellon Corp$234K0.11%0.00%NewQ2 2026
GEGeneral Electric Co$215K0.10%0.00%NewQ2 2026
SHEShengkai Innovations, Inc.$213K0.10%Not reportedNewQ2 2026
Q1 2026Reported May 6, 202623 positions
COMBCommunity Bancshares Inc$5.79M2.81%Not reported-1.0%Q4 2023
FNDFSchwab Strategic Trust$3.62M1.76%Not reported-3.2%Q4 2023
VOTVan Kampen Municipal Opportunity Trust II$2.89M1.41%Not reported-2.2%Q4 2023
BSVNBank7 Corp.$2.16M1.05%0.29%-3.8%Q4 2023
SCZNXG NextGen Infrastructure Income Fund$2.11M1.03%Not reported-0.9%Q4 2023
XOMExxonMobil Holdings Corp$1.96M0.95%0.00%Not reportedQ4 2023
CSCOCisco Systems, Inc.$1.49M0.72%0.00%-4.2%Q4 2023
BARGraniteShares Gold Trust$1.44M0.70%0.09%-4.4%Q4 2023
PMPhilip Morris International Inc.$1.26M0.61%0.00%Not reportedQ4 2023
MOAltria Group, Inc.$1.09M0.53%0.00%Not reportedQ4 2023
AAPLApple Inc.$1.05M0.51%0.00%Not reportedQ4 2023
AMZNAmazon Com Inc$941K0.46%0.00%Not reportedQ4 2023
VMCVulcan Materials CO$732K0.36%0.00%Not reportedQ4 2023
TSLATesla, Inc.$602K0.29%0.00%Not reportedQ4 2023
MDLZMondelez International, Inc.$494K0.24%0.00%Not reportedQ4 2023
KOCoca Cola Co$446K0.22%0.00%Not reportedQ4 2023
GOOGLAlphabet Inc.$370K0.18%0.00%Not reportedQ2 2024
MSFTMicrosoft Corp$358K0.17%0.00%-0.4%Q4 2023
GRNBGreen Bankshares, Inc.$315K0.15%Not reportedNot reportedQ4 2023
BRK.BBerkshire Hathaway Inc$261K0.13%Not reportedNot reportedQ4 2023
NVDANvidia Corp$225K0.11%0.00%Not reportedQ2 2024
GOOGAlphabet Inc.$217K0.11%Not reportedNot reportedQ4 2025
SPMDSupermedia Inc.$206K0.10%Not reported-0.5%Q4 2025
Q4 2025Reported Jan 30, 202624 positions
COMBCommunity Bancshares Inc$4.7M2.34%Not reported-0.3%Q4 2023
FNDFSchwab Strategic Trust$3.45M1.72%Not reported-2.6%Q4 2023
VOTVan Kampen Municipal Opportunity Trust II$3.21M1.60%Not reported-5.4%Q4 2023
BSVNBank7 Corp.$2.26M1.13%0.30%-1.7%Q4 2023
SCZNXG NextGen Infrastructure Income Fund$2.11M1.05%Not reported-12.8%Q4 2023
CSCOCisco Systems, Inc.$1.54M0.77%0.00%-4.8%Q4 2023
XOMExxonMobil Holdings Corp$1.39M0.69%0.00%Not reportedQ4 2023
BARGraniteShares Gold Trust$1.39M0.69%0.09%-8.3%Q4 2023
PMPhilip Morris International Inc.$1.23M0.61%0.00%Not reportedQ4 2023
AAPLApple Inc.$1.13M0.56%0.00%Not reportedQ4 2023
AMZNAmazon Com Inc$1.04M0.52%0.00%Not reportedQ4 2023
MOAltria Group, Inc.$948K0.47%0.00%Not reportedQ4 2023
VMCVulcan Materials CO$767K0.38%0.00%Not reportedQ4 2023
TSLATesla, Inc.$729K0.36%0.00%Not reportedQ4 2023
MSFTMicrosoft Corp$470K0.23%0.00%-1.0%Q4 2023
MDLZMondelez International, Inc.$462K0.23%0.00%Not reportedQ4 2023
KOCoca Cola Co$410K0.20%0.00%Not reportedQ4 2023
GOOGLAlphabet Inc.$402K0.20%0.00%-2.9%Q2 2024
GRNBGreen Bankshares, Inc.$320K0.16%Not reported+3.7%Q4 2023
BRK.BBerkshire Hathaway Inc$274K0.14%Not reportedNot reportedQ4 2023
GSGoldman Sachs Group Inc$243K0.12%0.00%Not reportedQ3 2025
NVDANvidia Corp$241K0.12%0.00%Not reportedQ2 2024
GOOGAlphabet Inc.$237K0.12%Not reportedNewQ4 2025
SPMDSupermedia Inc.$203K0.10%Not reportedNewQ4 2025
Q3 2025Reported Oct 20, 202522 positions
COMBCommunity Bancshares Inc$4.87M2.43%Not reported+1.1%Q4 2023
VOTVan Kampen Municipal Opportunity Trust II$3.57M1.78%Not reported-3.6%Q4 2023
FNDFSchwab Strategic Trust$3.37M1.68%Not reported-5.6%Q4 2023
SCZNXG NextGen Infrastructure Income Fund$2.39M1.20%Not reported-1.3%Q4 2023
BSVNBank7 Corp.$2.3M1.15%0.31%-0.7%Q4 2023
CSCOCisco Systems, Inc.$1.44M0.72%0.00%+149.9%Q4 2023
BARGraniteShares Gold Trust$1.36M0.68%0.10%-0.8%Q4 2023
XOMExxonMobil Holdings Corp$1.3M0.65%0.00%-0.1%Q4 2023
PMPhilip Morris International Inc.$1.24M0.62%0.00%Not reportedQ4 2023
MOAltria Group, Inc.$1.09M0.54%0.00%Not reportedQ4 2023
AAPLApple Inc.$1.06M0.53%0.00%-42.0%Q4 2023
AMZNAmazon Com Inc$992K0.50%0.00%Not reportedQ4 2023
VMCVulcan Materials CO$827K0.41%0.00%Not reportedQ4 2023
TSLATesla, Inc.$720K0.36%0.00%-1.3%Q4 2023
MDLZMondelez International, Inc.$536K0.27%0.00%Not reportedQ4 2023
MSFTMicrosoft Corp$509K0.25%0.00%-19.6%Q4 2023
KOCoca Cola Co$389K0.19%0.00%Not reportedQ4 2023
GOOGLAlphabet Inc.$322K0.16%0.00%Not reportedQ2 2024
GRNBGreen Bankshares, Inc.$310K0.15%Not reported+6.5%Q4 2023
BRK.BBerkshire Hathaway Inc$274K0.14%Not reported-18.4%Q4 2023
NVDANvidia Corp$241K0.12%0.00%-75.6%Q2 2024
GSGoldman Sachs Group Inc$221K0.11%0.00%NewQ3 2025
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