Asset Management Advisors, LLC

OKLAHOMA CITY, OK · CIK 1596355 · 13F filing filed 2026-07-02

SEC-registered investment adviser since 1999 · limited liability company

$180.8m reported value +9.4% vs Q1 2026

17positions

86.9%in top 10

0 new 7 added 9 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	112,220	$56.2m31.06%	31.06%	Added +342	+342 0.3%
2	MICRON TECHNOLOGY INC COM MU	MU	17,717	$20.5m11.31%	11.31%	Reduced -2.7k	-2,670 -13.1%
3	BROOKFIELD CORP CL A LTD VT SH BN	BN	345,500	$14.7m8.14%	8.14%	Added +3.9k	+3,925 1.1%
4	WILLIAMS COS INC COM WMB	WMB	172,871	$12.9m7.11%	7.11%	Reduced -745	-745 -0.4%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	33,219	$11.9m6.57%	6.57%	Added +28	+28 0.1%
6	NEXTERA ENERGY INC COM NEE	NEE	115,311	$10.1m5.60%	5.60%	Reduced -180	-180 -0.2%
7	APPLE INC COM AAPL	AAPL	34,343	$9.9m5.50%	5.50%	Added +760	+760 2.3%
8	ALLY FINL INC COM ALLY	ALLY	159,750	$7.3m4.06%	4.06%	Reduced -6.3k	-6,280 -3.8%
9	BROOKFIELD RENEWABLE CORP CL A SUB VTG CL A SUB VTG		190,935	$7.1m3.92%	3.92%	Added +45	+45 0.0%
10	LENNAR CORP CL A LEN	LEN	72,007	$6.5m3.60%	3.60%	Added +315	+315 0.4%
11	OCCIDENTAL PETE CORP COM OXY	OXY	116,545	$5.7m3.13%	3.13%	Reduced -5.7k	-5,720 -4.7%
12	VERISIGN INC COM VRSN	VRSN	20,405	$5.1m2.84%	2.84%	Added +25	+25 0.1%
13	VERIZON COMMUNICATIONS INC COM VZ	VZ	116,572	$4.9m2.73%	2.73%	Reduced -3.8k	-3,800 -3.2%
14	CARMAX INC COM KMX	KMX	79,419	$4.2m2.32%	2.32%	Reduced -2.8k	-2,760 -3.4%
15	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	26,295	$3.3m1.81%	1.81%	Reduced -85	-85 -0.3%
16	SOUTHERN CO COM SO	SO	3,000	$287.1k0.16%	0.16%	Unchanged
17	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	1,253	$274.7k0.15%	0.15%	Reduced -25	-25 -2.0%

Security	Ticker	Shares held before	Value then
MILLROSE PPTYS INC MRP	MRP	27,975	$783.3k28.0k shares
EXXON MOBIL CORP XOM	XOM	1,205	$204.5k1.2k shares