Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Advanced Asset Management Advisors Inc 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Advanced Asset Management Advisors Inc (CIK 1075444) reported $380.1M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($51.6M, 13.57%), IVV ($42.7M, 11.23%), FCX ($15.7M, 4.14%), CSCO ($15.5M, 4.07%), GWW ($13.9M, 3.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$51.6M13.57%75,088Trimmed
2IVVISHARES TR$42.7M11.23%57,000Hold
3FCXFREEPORT MCMORAN INC$15.7M4.14%250,000Hold
4CSCOCISCO SYS INC$15.5M4.07%131,631Trimmed
5GWWWW GRAINGER INC$13.9M3.67%10,250Hold
6GOOGLALPHABET INC$13.9M3.65%38,775Added
7XOMEXXON MOBIL CORP$12.7M3.33%92,614Hold
8JNJJohnson & Johnson$12.3M3.23%48,399Hold
9EMREMERSON ELEC CO$11.2M2.95%78,400Hold
10WMTWALMART INC$11.2M2.93%98,490Added
11VVISA INC$11.0M2.89%32,000Hold
12AMZNAMAZON COM INC$10.5M2.77%44,140Added
13JPMJPMorgan Chase & Co$10.1M2.66%30,913Trimmed
14AMATAPPLIED MATLS INC$9.8M2.58%13,555Trimmed
15TXNTEXAS INSTRS INC$9.4M2.49%31,700Hold
16QCOMQUALCOMM INC$9.4M2.48%50,910Trimmed
17RTXRTX Corporation$8.9M2.34%46,776Hold
18AAPLAPPLE INC$8.6M2.26%29,702Added
19MSFTMICROSOFT CORP$8.2M2.16%22,049Trimmed
20CVXCHEVRON CORPORATION$7.7M2.04%46,715Hold
21TMUST-MOBILE US INC$7.2M1.89%42,815Hold
22TAT&T INC$7.0M1.84%337,217Hold
23HDHOME DEPOT INC$6.0M1.58%17,000Hold
24MAMASTERCARD INCORPORATED$5.9M1.55%11,450Hold
25KRKROGER CO$5.7M1.50%102,500Hold

Source: SEC Form 13F filings · as of 2026-06-30