AM INVESTMENT STRATEGIES LLC

CHATTANOOGA, TN · CIK 1818897 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChattanooga, TN

$520.7m reported value +14.4% vs Q1 2026

114positions

63.0%in top 10

12 new 42 added 29 reduced 9 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	APPLE INC COM AAPL	AAPL	295,154	$85.4m16.40%	16.40%	Added +4.0k	+4,029 1.4%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	118,180	$59.1m11.36%	11.36%	Added +500	+500 0.4%
3	AMAZON COM INC COM AMZN	AMZN	202,492	$48.3m9.27%	9.27%	Reduced -858	-858 -0.4%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	92,676	$32.7m6.29%	6.29%	Reduced -393	-393 -0.4%
5	TESLA INC COM TSLA	TSLA	53,435	$22.5m4.32%	4.32%	Added +810	+810 1.5%
6	GE AEROSPACE COM NEW GE	GE	58,570	$21.9m4.20%	4.20%	Added +23	+23 0.0%
7	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	9,510	$18.9m3.63%	3.63%	Reduced -82	-82 -0.8%
8	US BANCORP DEL COM NEW USB	USB	217,900	$13.2m2.53%	2.53%	Unchanged
9	META PLATFORMS INC CL A META	META	23,162	$13.0m2.51%	2.51%	Added +35	+35 0.1%
10	NVIDIA CORPORATION COM NVDA	NVDA	63,841	$12.8m2.45%	2.45%	Added +155	+155 0.2%
11	GE VERNOVA INC COM GEV	GEV	9,834	$11.6m2.22%	2.22%	Unchanged
12	MICROSOFT CORP COM MSFT	MSFT	30,398	$11.3m2.18%	2.18%	Reduced -576	-576 -1.9%
13	MICRON TECHNOLOGY INC COM MU	MU	8,942	$10.3m1.98%	1.98%	Added +400	+400 4.7%
14	RAYMOND JAMES FINL INC COM RJF	RJF	64,063	$9.7m1.87%	1.87%	Unchanged
15	SOUTHERN CO COM SO	SO	97,708	$9.4m1.80%	1.80%	Reduced -163	-163 -0.2%
16	APOLLO GLOBAL MGMT INC COM APO	APO	69,972	$8.3m1.59%	1.59%	Added +302	+302 0.4%
17	JPMORGAN CHASE & CO COM JPM	JPM	25,257	$8.3m1.59%	1.59%	Reduced -745	-745 -2.9%
18	GOLDMAN SACHS GROUP INC COM GS	GS	6,479	$6.6m1.26%	1.26%	Added +19	+19 0.3%
19	CATERPILLAR INC COM CAT	CAT	5,719	$6.1m1.17%	1.17%	Reduced -22	-22 -0.4%
20	SPORTRADAR GROUP AG CLASS A ORD SHS SRAD	SRAD	374,920	$5.6m1.08%	1.08%	Reduced -4.9k	-4,925 -1.3%
21	JOHNSON & JOHNSON COM JNJ	JNJ	18,858	$4.8m0.92%	0.92%	Reduced -104	-104 -0.6%
22	MORGAN STANLEY COM NEW MS	MS	22,533	$4.7m0.90%	0.90%	Added +101	+101 0.5%
23	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	125,180	$4.6m0.88%	0.88%	Added +1.6k	+1,598 1.3%
24	TRUIST FINL CORP COM TFC	TFC	86,379	$4.3m0.83%	0.83%	Added +15	+15 0.0%
25	COINBASE GLOBAL INC COM CL A COIN	COIN	28,055	$4.1m0.79%	0.79%	New
26	WALMART INC COM WMT	WMT	34,558	$3.9m0.75%	0.75%	Added +129	+129 0.4%
27	OLD NATL BANCORP IND COM ONB	ONB	134,163	$3.5m0.67%	0.67%	Unchanged
28	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,905	$3.3m0.63%	0.63%	Added +3	+3 0.0%
29	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	64,380	$3.3m0.63%	0.63%	Reduced -999	-999 -1.5%
30	COSTCO WHSL CORP NEW COM COST	COST	3,360	$3.1m0.60%	0.60%	Added +1	+1 0.0%
31	AMGEN INC COM AMGN	AMGN	8,350	$3.0m0.58%	0.58%	Added +20	+20 0.2%
32	HOME DEPOT INC COM HD	HD	7,384	$2.6m0.50%	0.50%	Added +1.9k	+1,910 34.9%
33	SEACOAST BKG CORP FLA COM NEW SBCF	SBCF	76,543	$2.5m0.49%	0.49%	Added +157	+157 0.2%
34	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	24,508	$2.5m0.47%	0.47%	Reduced -59.9k	-59,904 -71.0%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,729	$2.4m0.46%	0.46%	Reduced -103	-103 -1.5%
36	FIRST HORIZON CORPORATION COM FHN	FHN	89,030	$2.3m0.44%	0.44%	Reduced -1.2k	-1,170 -1.3%
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,010	$2.2m0.43%	0.43%	Added +9	+9 0.3%
38	CBL & ASSOC PPTYS INC COMMON STOCK CBL	CBL	38,711	$2.1m0.39%	0.39%	Unchanged
39	MERCK & CO INC COM MRK	MRK	15,254	$2.0m0.38%	0.38%	Added +17	+17 0.1%
40	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	30,073	$1.9m0.37%	0.37%	Added +10	+10 0.0%
41	COCA COLA CO COM KO	KO	21,307	$1.7m0.33%	0.33%	Reduced -2	-2 -0.0%
42	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	8,100	$1.7m0.33%	0.33%	Added +75	+75 0.9%
43	ELI LILLY & CO COM LLY	LLY	1,434	$1.7m0.33%	0.33%	Added +15	+15 1.1%
44	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,225	$1.6m0.31%	0.31%	Unchanged
45	UNITED STS LIME & MINERALS I COM USLM	USLM	15,000	$1.6m0.30%	0.30%	Unchanged
46	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.29%	0.29%	Unchanged
47	HEALTHSTREAM INC COM HSTM	HSTM	52,738	$1.4m0.28%	0.28%	Reduced -5.0k	-5,000 -8.7%
48	UNITED PARCEL SERVICE INC CL B UPS	UPS	11,985	$1.3m0.25%	0.25%	Reduced -6.9k	-6,876 -36.5%
49	MICROSTRATEGY INC CL A NEW MSTR	MSTR	14,239	$1.2m0.24%	0.24%	Added +4.0k	+4,047 39.7%
50	ABBVIE INC COM ABBV	ABBV	4,149	$1.0m0.20%	0.20%	Unchanged
51	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,890	$987.0k0.19%	0.19%	Unchanged
52	DANAHER CORPORATION COM DHR	DHR	5,122	$976.0k0.19%	0.19%	Reduced -4	-4 -0.1%
53	VISA INC COM CL A V	V	2,701	$927.0k0.18%	0.18%	Unchanged
54	MCDONALDS CORP COM MCD	MCD	3,377	$915.0k0.18%	0.18%	Reduced -957	-957 -22.1%
55	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,686	$872.0k0.17%	0.17%	Unchanged
56	CISCO SYS INC COM CSCO	CSCO	7,138	$838.0k0.16%	0.16%	Added +7	+7 0.1%
57	ELBIT SYS LTD ORD ESLT	ESLT	1,069	$811.0k0.16%	0.16%	New
58	CLEANSPARK INC COM NEW CLSK	CLSK	53,400	$777.0k0.15%	0.15%	Unchanged
59	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,295	$752.0k0.14%	0.14%	Reduced -531	-531 -29.1%
60	CHEVRON CORP NEW COM CVX	CVX	4,459	$739.0k0.14%	0.14%	Reduced -1.3k	-1,332 -23.0%
61	ISHARES TR CORE MSCI EAFE IEFA	IEFA	7,363	$711.0k0.14%	0.14%	Unchanged
62	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,465	$693.0k0.13%	0.13%	Added +1	+1 0.0%
63	BOEING CO COM BA	BA	2,990	$647.0k0.12%	0.12%	Reduced -3.4k	-3,445 -53.5%
64	SUN LIFE FINANCIAL INC. COM SLF	SLF	8,182	$642.0k0.12%	0.12%	Added +19	+19 0.2%
65	ISHARES TR CORE S&P500 ETF IVV	IVV	848	$635.0k0.12%	0.12%	Unchanged
66	MARKEL GROUP INC COM MKL	MKL	309	$603.0k0.12%	0.12%	New
67	PALO ALTO NETWORKS INC COM PANW	PANW	1,761	$601.0k0.12%	0.12%	Added +39	+39 2.3%
68	WASTE MGMT INC DEL COM WM	WM	2,669	$595.0k0.11%	0.11%	Added +160	+160 6.4%
69	VANGUARD INDEX FDS MID CAP ETF VO	VO	7,044	$568.0k0.11%	0.11%	Unchanged
70	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	41,311	$550.0k0.11%	0.11%	Added +8.7k	+8,700 26.7%
71	GLOBAL PMTS INC COM GPN	GPN	7,183	$521.0k0.10%	0.10%	Reduced -400	-400 -5.3%
72	DUKE ENERGY CORP NEW COM NEW DUK	DUK	4,055	$513.0k0.10%	0.10%	Added +7	+7 0.2%
73	MARA HOLDINGS INC COM MARA	MARA	34,354	$477.0k0.09%	0.09%	Unchanged
74	CHUBB LIMITED COM CB	CB	1,391	$474.0k0.09%	0.09%	Reduced -50	-50 -3.5%
75	STMICROELECTRONICS N V NY REGISTRY STM	STM	6,302	$472.0k0.09%	0.09%	Added +13	+13 0.2%
76	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	24,340	$465.0k0.09%	0.09%	Added +9	+9 0.0%
77	NEXTERA ENERGY INC COM NEE	NEE	5,026	$441.0k0.08%	0.08%	Unchanged
78	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,782	$441.0k0.08%	0.08%	Reduced -125	-125 -3.2%
79	ISHARES TR PFD AND INCM SEC PFF	PFF	14,053	$428.0k0.08%	0.08%	Added +99	+99 0.7%
80	RTX CORPORATION COM RTX	RTX	2,240	$425.0k0.08%	0.08%	Added +5	+5 0.2%
81	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,289	$420.0k0.08%	0.08%	Added +15	+15 0.2%
82	DISNEY WALT CO COM DIS	DIS	3,958	$381.0k0.07%	0.07%	Added +10	+10 0.2%
83	MCKESSON CORP COM MCK	MCK	497	$375.0k0.07%	0.07%	Unchanged
84	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,180	$372.0k0.07%	0.07%	New
85	EXXON MOBIL CORP COM XOM	XOM	2,652	$363.0k0.07%	0.07%	Reduced -5	-5 -0.2%
86	ASTEC INDS INC COM ASTE	ASTE	5,334	$326.0k0.06%	0.06%	Added +4	+4 0.1%
87	UBER TECHNOLOGIES INC COM UBER	UBER	4,487	$324.0k0.06%	0.06%	Unchanged
88	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,856	$319.0k0.06%	0.06%	Unchanged
89	EMERSON ELEC CO COM EMR	EMR	2,138	$306.0k0.06%	0.06%	Unchanged
90	UNION PAC CORP COM UNP	UNP	1,106	$301.0k0.06%	0.06%	Unchanged
91	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	3,559	$293.0k0.06%	0.06%	Reduced -75	-75 -2.1%
92	BROADCOM INC COM AVGO	AVGO	753	$284.0k0.05%	0.05%	New
93	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	3,659	$280.0k0.05%	0.05%	Added +8	+8 0.2%
94	AMERICAN EXPRESS CO COM AXP	AXP	815	$276.0k0.05%	0.05%	Added +100	+100 14.0%
95	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,755	$260.0k0.05%	0.05%	Unchanged
96	MARATHON PETE CORP COM MPC	MPC	1,018	$260.0k0.05%	0.05%	Unchanged
97	CITIGROUP INC COM NEW C	C	1,821	$255.0k0.05%	0.05%	New
98	PROCTER AND GAMBLE CO COM PG	PG	1,662	$244.0k0.05%	0.05%	Added +8	+8 0.5%
99	PARK NATL CORP COM PRK	PRK	1,313	$240.0k0.05%	0.05%	Reduced -328	-328 -20.0%
100	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,983	$237.0k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HUT 8 CORP HUT	HUT	39,000	$1.8m39.0k shares
STARWOOD PPTY TR INC STWD	STWD	73,722	$1.3m73.7k shares
STATE STR CORP STT	STT	6,432	$814.0k6.4k shares
MARVELL TECHNOLOGY INC MRVL	MRVL	5,970	$591.0k6.0k shares
CHEWY INC CHWY	CHWY	12,411	$335.0k12.4k shares
BARCLAYS BANK PLC VXX	VXX	8,000	$286.0k8.0k shares
THE REALREAL INC REAL	REAL	27,572	$250.0k27.6k shares
SPDR GOLD TR GLD	GLD	510	$219.0k510 shares
NETFLIX INC NFLX	NFLX	2,180	$210.0k2.2k shares