Account Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Account Management LLC reported 22 stock positions worth $93.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 24.7% of the portfolio, followed by Blackstone (BX, 11.2%) and ASML Holding NV-NY Reg SHS (ASML, 10.0%). Compared with Q3 2025, it sold out of 1, added to 4 and reduced 6. The biggest buy was Amazon.com (AMZN, shares +635%) and the biggest sale American Tower (AMT, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- BOXFORD, MA
- CIK
- 0000769954
- Portfolio Value
- $93.2M (Q4 2025)
- SEC Filing
- 0000769954-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 22 stocks · $93.2M
| BRK.B Berkshire Hathaway Inc. Class B | 24.66% | 45,714 | $23.0M | Reduce -1.4% |
| BX Blackstone Inc. | 11.21% | 67,781 | $10.4M | Reduce -7.2% |
| ASML ASML Holding NV-NY Reg SHS | 9.96% | 8,680 | $9.3M | Reduce -2.5% |
| EPD Enterprise Products Partners | 8.85% | 257,210 | $8.2M | No change |
| NEE Nextera Energy Inc. | 7.40% | 85,935 | $6.9M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 5.70% | 58,225 | $5.3M | No change |
| JPM JPMorgan Chase & Co. | 4.67% | 13,513 | $4.4M | No change |
| SNPS Synopsys Inc. | 4.45% | 8,820 | $4.1M | Add +83.9% |
| TMUS T-Mobile US Inc. | 3.50% | 16,072 | $3.3M | No change |
| ISRG Intuitive Surgical Inc. | 2.96% | 4,875 | $2.8M | No change |
| FTNT Fortinet Inc. | 2.95% | 34,568 | $2.7M | No change |
| GLD SPDR Gold Shares | 2.56% | 6,025 | $2.4M | Add +7.4% |
| AMZN Amazon.com Inc. | 2.39% | 9,665 | $2.2M | Add +635.0% |
| MSFT Microsoft Corp. | 2.38% | 4,595 | $2.2M | No change |
| AMT American Tower Corp. | 1.67% | 8,845 | $1.6M | Reduce -54.3% |
| INTU Intuit Inc. | 1.24% | 1,745 | $1.2M | Reduce -5.9% |
| ADI Analog Devices Inc. | 1.00% | 3,429 | $930K | No change |
| BA The Boeing Co. | 0.64% | 2,750 | $597K | Add +17.0% |
| GOOG Alphabet Inc. Class C | 0.57% | 1,700 | $533K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.55% | 3,035 | $515K | No change |
| PJT PJT Partners Inc. Class A | 0.35% | 1,937 | $324K | No change |
| GOOGL Alphabet Inc. Class A | 0.34% | 1,000 | $313K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AMT American Tower Corp. | Reduce -54.3% | 1.67% | −2.30 |
| BX Blackstone Inc. | Reduce -7.2% | 11.21% | −2.09 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 24.66% | −0.19 |
| INTU Intuit Inc. | Reduce -5.9% | 1.24% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -1.4% | 7.40% | +0.39 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.5% | 9.96% | +0.78 |
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 22 | $99.0M | BRK.B, ASML, EPD, NEE, BX |
| Q1 2026 | 23 | $91.3M | BRK.B, ASML, EPD, NEE, BX |
| Q4 2025 | 22 | $93.2M | BRK.B, BX, ASML, EPD, NEE |
| Q3 2025 | 23 | $93.8M | BRK.B, BX, ASML, EPD, NEE |
| Q2 2025 | 25 | $91.1M | BRK.B, BX, EPD, ASML, ORLY |
| Q1 2025 | 24 | $90.8M | BRK.B, BX, EPD, ORLY, ASML |
| Q4 2024 | 24 | $85.4M | BRK.B, BX, EPD, ASML, NEE |
| Q3 2024 | 24 | $84.1M | BRK.B, BX, EPD, NEE, ASML |
| Q2 2024 | 24 | $88.2M | BRK.B, BX, EPD, ASML, INTU |
| Q1 2024 | 24 | $92.6M | BRK.B, BX, EPD, ASML, ORLY |