American Money Management, LLC
Long book
$631.9M
Q1 2026
Positions
168
Top-10 weight
38%
concentration
Last quarter
+8.8%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsAmerican Money Management, LLC is an institutional manager, running a $631.9M US long book across 168 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD SHORT-TERM TREASURY, VANGUARD S/T CORP BOND ETF, APPLE INC, MICROSOFT CORP, VANGUARD FTSE DEVELOPED ETF.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+5.9%
Q3 2024
+0.3%
Q4 2024
+0.7%
Q1 2025
+5.7%
Q2 2025
+5.1%
Q3 2025
+1.9%
Q4 2025
-2.4%
Q1 2026
+8.8%
Sector allocation
Technology 34%
Services media 15%
Financials 15%
Consumer discretionary 12%
Industrials 10%
Healthcare 7%
Consumer staples 4%
Utilities 1%
Long book by quarter
What does American Money own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 120.4K | $30.6M | 4.8% | -1.6% |
| MSFT MICROSOFT CORP | Technology | 61.8K | $22.9M | 3.6% | +1.2% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 33.5K | $15.9M | 2.5% | -1.8% |
| GOOG ALPHABET INC-CL C | Technology | 45.0K | $12.9M | 2.0% | -0.7% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 9.1K | $12.0M | 1.9% | -2.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 12.0K | $11.9M | 1.9% | -0.5% |
| JPM JPMORGAN CHASE & CO | Financials | 40.4K | $11.9M | 1.9% | +0.2% |
| V VISA INC-CLASS A SHARES | Services media | 38.6K | $11.7M | 1.8% | +0.9% |
| MA MASTERCARD INC - A | Services media | 23.3K | $11.6M | 1.8% | +0.9% |
| GE GENERAL ELECTRIC | Industrials | 36.5K | $10.3M | 1.6% | -1.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 41.6K | $10.2M | 1.6% | -0.5% |
| ABBV ABBVIE INC | Healthcare | 43.7K | $9.5M | 1.5% | -0.5% |
| NOC NORTHROP GRUMMAN CORP | Technology | 13.8K | $9.4M | 1.5% | -1.0% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 54.5K | $9.0M | 1.4% | -1.9% |
| GOOGL ALPHABET INC-CL A | Technology | 28.9K | $8.3M | 1.3% | -2.8% |
| HD HOME DEPOT INC | Consumer discretionary | 24.9K | $8.2M | 1.3% | -0.7% |
| META META PLATFORMS INC-CLASS A | Technology | 13.9K | $8.0M | 1.3% | +0.5% |
| INTU INTUIT INC | Technology | 18.0K | $7.8M | 1.2% | +12.4% |
| BLK BLACKROCK INC | Financials | 8.1K | $7.8M | 1.2% | 0.0% |
| BR BROADRIDGE FINANCIAL SOLUTIO | Services media | 47.0K | $7.6M | 1.2% | +13.0% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 22.9K | $7.5M | 1.2% | -0.6% |
| SPGI S&P GLOBAL INC | Services media | 16.6K | $7.1M | 1.1% | +26.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 22.7K | $7.0M | 1.1% | +0.1% |
| UNP UNION PACIFIC CORP | Industrials | 28.8K | $7.0M | 1.1% | +0.8% |
| PAYX PAYCHEX INC | Services media | 70.7K | $6.5M | 1.0% | +47.2% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 41.3K | $6.5M | 1.0% | +25.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 23.7K | $4.9M | 0.8% | -0.2% |
| DPZ DOMINO'S PIZZA INC | Consumer discretionary | 13.7K | $4.9M | 0.8% | +3.1% |
| LLY ELI LILLY & CO | Healthcare | 5.1K | $4.7M | 0.7% | +0.5% |
| PEP PEPSICO INC | Consumer staples | 28.4K | $4.4M | 0.7% | -3.6% |
| NVDA NVIDIA CORP | Technology | 24.9K | $4.3M | 0.7% | -14.4% |
| QCOM QUALCOMM INC | Technology | 31.0K | $4.0M | 0.6% | -0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 7.1K | $3.4M | 0.5% | -4.4% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 13.4K | $3.0M | 0.5% | +559.3% |
| WFC WELLS FARGO & CO | Financials | 37.1K | $3.0M | 0.5% | -0.2% |
| AMAT APPLIED MATERIALS INC | Technology | 8.6K | $2.9M | 0.5% | -11.5% |
| LNG CHENIERE ENERGY INC | Utilities | 8.7K | $2.5M | 0.4% | -2.2% |
| NXPI NXP SEMICONDUCTORS NV | Technology | 8.5K | $1.7M | 0.3% | -3.2% |
| AVGO BROADCOM INC | Technology | 4.8K | $1.5M | 0.2% | +1.1% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 4.6K | $1.3M | 0.2% | Held |
| TXN TEXAS INSTRUMENTS INC | Technology | 6.4K | $1.2M | 0.2% | -0.2% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 12.9K | $1.2M | 0.2% | -0.1% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 6.5K | $1.2M | 0.2% | -2.7% |
| ULTA ULTA BEAUTY INC | Consumer discretionary | 2.2K | $1.2M | 0.2% | -5.5% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.9K | $1.1M | 0.2% | -3.7% |
| CDNS CADENCE DESIGN SYS INC | Technology | 4.0K | $1.1M | 0.2% | +63.7% |
| UBER UBER TECHNOLOGIES INC | Services media | 14.6K | $1.0M | 0.2% | +23.3% |
| BAC BANK OF AMERICA CORP | Financials | 20.8K | $1.0M | 0.2% | -5.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 5.8K | $933K | 0.1% | -2.8% |
| XOM EXXON MOBIL CORP | Energy | 5.3K | $899K | 0.1% | -5.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 168 | $631.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 166 | $636.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 155 | $599.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 148 | $565.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 135 | $527.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 139 | $512.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 137 | $500.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 133 | $468.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 138 | $479.5M | canonical | SEC ↗ |
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