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Portfolio (Quarterly) Guide ↗

American Money Management, LLC

· CIK 0001600085
13F Portfolio $636M AUM 166 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 77 Added 42 Reduced 9 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAYX Paychex Inc Industrials 47,989.0 $5.4M 0.85% +5K +12.6% $112.18 -16.0%
42 ICE IntrcontinentalExchange Financial Services 32,892.0 $5.3M 0.84% +512.0 +1.6% $161.96 -6.5%
43 PEP Pepsico Incorporated Consumer Defensive 29,509.0 $4.2M 0.67% +1K +4.6% $143.52 +3.7%
44 SPYV Spdr S&P 500 Value Etf 74,332.0 $4.2M 0.66% +1K +1.9% $56.81 +6.7%
45 WFC Wells Fargo & Co. Financial Services 37,181.0 $3.5M 0.55% +321.0 +0.9% $93.20 -18.7%
46 AVGO Broadcom Ltd Technology 4,706.0 $1.6M 0.26% +356.0 +8.2% $346.07 +19.8%
47 COF Capital One Financial Cp Financial Services 6,673.0 $1.6M 0.25% +2K +41.4% $242.36 -23.0%
48 NSC Norfolk Southern Corp Industrials 4,559.0 $1.3M 0.21% +837.0 +22.5% $288.74 +7.9%
49 SCHW The Charles Schwab Corp Financial Services 12,904.0 $1.3M 0.20% +3K +28.4% $99.91 -9.8%
50 BAC Bank Of America Corp Financial Services 21,923.0 $1.2M 0.19% +417.0 +1.9% $55.00 -6.4%
51 TXN Texas Instruments Inc Technology 6,411.0 $1.1M 0.17% +176.0 +2.8% $173.49 +75.7%
52 SPY SPDR S&P Dep Rcpt Financial Services 1,592.0 $1.1M 0.17% +400.0 +33.6% $681.95 +8.9%
53 UBER Uber Technologies Inc Technology 11,819.0 $966K 0.15% +3K +35.2% $81.71 -8.7%
54 LMT Lockheed Martin Corp Industrials 1,931.0 $934K 0.15% +547.0 +39.5% $483.65 +8.1%
55 VTV Vanguard Value ETF 4,656.0 $889K 0.14% +219.0 +4.9% $191.01 +9.4%
56 UNH UnitedHealth Group Healthcare 2,630.0 $868K 0.14% +73.0 +2.9% $330.07 +16.1%
57 VBR Vanguard SmCap Value ETF 3,959.0 $839K 0.13% +183.0 +4.8% $211.81 +8.9%
58 SBUX Starbucks Corp Consumer Cyclical 9,756.0 $822K 0.13% +2K +22.1% $84.21 +26.5%
59 FICO Fair Isaac Corp Technology 462.0 $781K 0.12% +121.0 +35.5% $1689.83 -27.3%
60 CDNS Cadence Design Systems Inc Technology 2,469.0 $772K 0.12% +417.0 +20.3% $312.53 +14.7%
Page 3 of 4  ·  77 positions

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 32.6%
Financial Services 20.2%
Consumer Cyclical 10.7%
Industrials 9.8%
Communication Services 9.1%
Healthcare 7.0%
Consumer Defensive 6.7%
Energy 3.9%
Utilities 0.1%