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Portfolio (Quarterly) Guide ↗

Asset Management Advisors, LLC

· CIK 0001596355
13F Portfolio $165M AUM 19 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 2 Added 3 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACN Accenture Plc Technology 26,380.0 $5.2M 3.16% +9K +51.1% $198.29 -9.6%
2 KMX CarMax Inc. Consumer Cyclical 82,179.0 $3.4M 2.07% +430.0 +0.5% $41.58 -3.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.9%
Energy 20.2%
Financial Services 19.7%
Communication Services 15.1%
Utilities 10.7%
Consumer Cyclical 9.4%