Investor
ACCOUNT MANAGEMENT LLC
CIK 0000769954 · filed 2026-05-01 · SEC filing
13F book
$91.3M
Positions
23
1 new · 0 sold
Largest name
23.8%
Berkshire Hathaway Inc Del
Est. mark
−$1.27M
Price effect on 22 names still held. Flow −$665.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 45.3K | $21.7M | 23.8% | −$1.06M | Cut−$1.26M |
| Asml Holding N V | — | 8.3K | $11M | 12.0% | $2.08M | Cut$1.68M |
| Enterprise Prods Partners L | — | 257.2K | $9.73M | 10.7% | $1.49M | Held |
| Nextera Energy Inc | — | 85.9K | $7.98M | 8.7% | $1.08M | Held |
| Blackstone Inc. | BX | 67.3K | $7.74M | 8.5% | −$2.63M | Cut−$2.71M |
| Oreilly Automotive Inc | — | 57.7K | $5.32M | 5.8% | $63.4K | Cut$13.3K |
| Jpmorgan Chase & Co. | — | 13.5K | $3.97M | 4.4% | −$379.2K | Held |
| Synopsys Inc | SNPS | 9.07K | $3.6M | 3.9% | −$646K | Added−$546.9K |
| Fortinet, Inc. | FTNT | 33.2K | $2.71M | 3.0% | $76.7K | Cut−$30.5K |
| Spdr Gold Tr | — | 6.03K | $2.59M | 2.8% | $204.7K | Held |
| Amazon Com Inc | AMZN | 11.1K | $2.3M | 2.5% | −$217.9K | Added$71.5K |
| Intuitive Surgical Inc | ISRG | 4.88K | $2.25M | 2.5% | −$513.7K | Held |
| Nutanix, Inc. | NTNX | 45K | $1.71M | 1.9% | — | New |
| Microsoft Corp | MSFT | 4.59K | $1.7M | 1.9% | −$521.3K | Held |
| American Tower Corp New | — | 8.85K | $1.53M | 1.7% | −$26.4K | Held |
| T-Mobile Us Inc | — | 6.61K | $1.39M | 1.5% | $46.2K | Cut−$1.87M |
| Analog Devices Inc | ADI | 3.43K | $1.09M | 1.2% | $161K | Held |
| Intuit Inc. | INTU | 1.75K | $754.5K | 0.8% | −$401.4K | Held |
| Agnico Eagle Mines Ltd | AEM | 3.04K | $616K | 0.7% | $101.5K | Held |
| Boeing Co | — | 2.75K | $547.3K | 0.6% | −$49.7K | Held |
| Alphabet Inc | — | 1.7K | $487.7K | 0.5% | −$45.8K | Held |
| Alphabet Inc | — | 1K | $287.6K | 0.3% | −$25.4K | Held |
| PJT Partners Inc. | PJT | 1.94K | $270.6K | 0.3% | −$53.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.