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AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
+1.91%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$636M
AUM Growth
+$37M
Cap. Flow
+$29.3M
Cap. Flow %
4.61%
Top 10 Hldgs %
38.16%
Holding
175
New
20
Increased
84
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.62M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.54M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$589K
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$482K
3
BX icon
Blackstone
BX
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 11.46%
3 Consumer Discretionary 6.12%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
26
Philip Morris
PM
$290B
$8.91M 1.4%
55,520
+3,555
+7% +$551K
BLK icon
27
Blackrock
BLK
$175B
$8.65M 1.36%
8,078
+524
+7% +$573K
JNJ icon
28
Johnson & Johnson
JNJ
$631B
$8.65M 1.36%
41,779
+3,251
+8% +$643K
HD icon
29
Home Depot
HD
$350B
$8.62M 1.36%
25,058
+764
+3% +$280K
SCHM icon
30
Schwab US Mid-Cap ETF
SCHM
$15B
$8.09M 1.27%
269,013
+13,418
+5% +$400K
IJR icon
31
iShares Core S&P Small-Cap ETF
IJR
$112B
$7.97M 1.25%
66,339
+1,456
+2% +$174K
NOC icon
32
Northrop Grumman
NOC
$82.1B
$7.95M 1.25%
13,946
+711
+5% +$413K
MAR icon
33
Marriott International
MAR
$90.9B
$7.15M 1.12%
23,059
+81
+0.4% +$23.1K
MCD icon
34
McDonald's
MCD
$194B
$6.92M 1.09%
22,645
+1,202
+6% +$368K
SPGI icon
35
S&P Global
SPGI
$121B
$6.88M 1.08%
13,159
+783
+6% +$387K
UNP icon
36
Union Pacific
UNP
$174B
$6.62M 1.04%
28,605
+2,356
+9% +$538K
SDY icon
37
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$6.24M 0.98%
44,851
+1,255
+3% +$175K
XLK icon
38
State Street Technology Select Sector SPDR ETF
XLK
$122B
$6M 0.94%
41,695
+485
+1% +$70K
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$5.73M 0.9%
28,839
+1,464
+5% +$288K
DPZ icon
40
Domino's
DPZ
$11.5B
$5.53M 0.87%
13,261
-207
-2% -$86.3K
AMZN icon
41
Amazon
AMZN
$3T
$5.49M 0.86%
23,784
+740
+3% +$169K
LLY icon
42
Eli Lilly
LLY
$1.1T
$5.45M 0.86%
5,072
+95
+2% +$90.8K
NVDA icon
43
NVIDIA
NVDA
$5.27T
$5.41M 0.85%
29,032
+1,410
+5% +$262K
PAYX icon
44
Paychex
PAYX
$43.1B
$5.38M 0.85%
47,989
+5,356
+13% +$627K
QCOM icon
45
Qualcomm
QCOM
$170B
$5.34M 0.84%
31,220
-526
-2% -$90.2K
ICE icon
46
Intercontinental Exchange
ICE
$84.5B
$5.33M 0.84%
32,892
+512
+2% +$80.2K
PEP icon
47
PepsiCo
PEP
$188B
$4.24M 0.67%
29,509
+1,297
+5% +$191K
SPYV icon
48
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$4.22M 0.66%
74,332
+1,376
+2% +$77.3K
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.14T
$3.75M 0.59%
7,453
-273
-4% -$136K
IDV icon
50
iShares International Select Dividend ETF
IDV
$8.53B
$3.65M 0.57%
92,473
-2,618
-3% -$99.2K
1
2
3 4 5

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
VIM
Vancity Investment Management Vancouver, British Columbia, Canada $629M AUM 2.49% 1-Year Est. Return

American Money Management's Q4 2025 Portfolio in Review

As of Q4 2025, American Money Management held 175 positions worth $636M, up 6.2% from $599M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management deployed $29.3M of net new capital in Q4 2025, opening 20 new positions and adding to 84 existing holdings. Its largest new stake was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 20% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $589K trimmed.

  • American Money Management's largest Q4 2025 buy was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.
  • American Money Management added most to Apple in Q4 2025, an estimated $2.62M increase.
  • American Money Management's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $589K.
  • American Money Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $482K.
  • American Money Management's ten largest holdings make up 38% of its $636M portfolio in Q4 2025.
  • American Money Management opened 20 new positions and closed 9 in Q4 2025.
  • American Money Management's portfolio value rose 6.2% quarter-over-quarter to $636M.

Based on American Money Management's 13F filing for Q4 2025, filed 10 Feb 2026.