AM INVESTMENT STRATEGIES LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 481,055
- Description
- Chattanooga Tennessee based fiduciary portfolio advisory practice with a manager led operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and long duration private asset evaluation for planning centered advisory portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through scenario based allocation review and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 116 | 481,055 | 13F-HR | AM INVESTMENT STRATEGIES LLC |
| Q3 2025 | 10/30/2025 | 110 | 460,600 | 13F-HR | AM INVESTMENT STRATEGIES LLC |
| Q2 2025 | 7/15/2025 | 107 | 424,990 | 13F-HR | AM INVESTMENT STRATEGIES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 478.9 K | 99.5% | 19.7 K | 0 | 19.7 K |
| ETFs | 2.17 K | 0.5% | 752 | 0 | 752 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
481,055
Holdings
116
QoQ value change ($000)
20,455
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.