Asset Management Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Asset Management Advisors, LLC reported 17 stock positions worth $148.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 36.6% of the portfolio, followed by Brookfield (BN, 9.5%) and Williams Cos (WMB, 7.4%). Compared with Q1 2025, it opened 1 new position, added to 5 and reduced 9. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001596355
- Portfolio Value
- $148.9M (Q2 2025)
- SEC Filing
- 0001596355-25-000003 ↗ filed Jul 30, 2025
Holdings Value
Holdings 17 stocks · $148.9M
| BRK.B Berkshire Hathaway Inc. Class B | 36.61% | 112,216 | $54.5M | Reduce -0.4% |
| BN Brookfield Corp. | 9.49% | 228,403 | $14.1M | Reduce -0.2% |
| WMB Williams Cos Inc. | 7.43% | 176,189 | $11.1M | Reduce -0.2% |
| BEPC Brookfield Renewable Cor-A | 6.70% | 304,440 | $10.0M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 5.42% | 116,366 | $8.1M | No change |
| AAPL Apple Inc. | 4.62% | 33,557 | $6.9M | Reduce -1.2% |
| ALLY Ally Financial Inc. | 4.41% | 168,635 | $6.6M | Reduce -0.1% |
| LEN Lennar Corp. Class A | 4.10% | 55,212 | $6.1M | Add +0.2% |
| VRSN Verisign Inc. | 3.96% | 20,400 | $5.9M | Reduce -30.2% |
| GOOGL Alphabet Inc. Class A | 3.93% | 33,240 | $5.9M | New |
| OXY Occidental Petroleum Corp. | 3.48% | 123,295 | $5.2M | Add +0.2% |
| VZ Verizon Communications Inc. | 3.44% | 118,476 | $5.1M | Reduce -2.7% |
| MU Micron Technology Inc. | 3.44% | 41,521 | $5.1M | Add +0.2% |
| KMX Carmax Inc. | 2.06% | 45,604 | $3.1M | Add +0.1% |
| MRP Millrose Properties | 0.52% | 27,302 | $778K | Add +0.4% |
| VOOV Vanguard S&P 500 Value ETF | 0.20% | 1,548 | $292K | Reduce -3.1% |
| SO The Southern Co. | 0.18% | 3,000 | $275K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 36.61% | −4.26 |
| VRSN Verisign Inc. | Reduce -30.2% | 3.96% | −1.10 |
| AAPL Apple Inc. | Reduce -1.2% | 4.62% | −0.52 |
| VZ Verizon Communications Inc. | Reduce -2.7% | 3.44% | −0.32 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -3.1% | 0.20% | −0.00 |
| ALLY Ally Financial Inc. | Reduce -0.1% | 4.41% | +0.22 |
| WMB Williams Cos Inc. | Reduce -0.2% | 7.43% | +0.24 |
| BEPC Brookfield Renewable Cor-A | Reduce -0.2% | 6.70% | +0.90 |
| BN Brookfield Corp. | Reduce -0.2% | 9.49% | +1.31 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $180.8M | BRK.B, MU, BN, WMB, GOOGL |
| Q1 2026 | 19 | $165.3M | BRK.B, BN, WMB, NEE, GOOGL |
| Q4 2025 | 18 | $165.3M | BRK.B, BN, WMB, GOOGL, NEE |
| Q3 2025 | 18 | $163.9M | BRK.B, BN, WMB, BEPC, NEE |
| Q2 2025 | 17 | $148.9M | BRK.B, BN, WMB, BEPC, NEE |
| Q1 2025 | 16 | $146.8M | BRK.B, BN, WMB, BEPC, NEE |
| Q4 2024 | 15 | $137.3M | BRK.B, BN, WMB, AAPL, BEPC |
| Q3 2024 | 16 | $143.2M | BRK.B, BN, LEN, NEE, AAPL |
| Q2 2024 | 17 | $131.0M | BRK.B, AAPL, NEE, LEN, WMB |
| Q1 2024 | 16 | $128.8M | BRK.B, LEN, AAPL, OXY, NEE |