Fund HoldingsAsset Management Advisors, LLC

Total Portfolio Value
$130.97M
Total Bought
$14.78M
Total Sold
$5.29M
Net Transaction
+$9.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Verisign Inc.028,520+28,52005,0713.87%+5,071
Brookfield Renewable(BEPC)083,750+83,75002,3771.81%+2,377
Apple Inc.(AAPL)45,27745,736+4597,7649,6337.36%+1,869
Nextera Energy Inc.(NEE)112,955113,994+1,0397,2198,0726.16%+853
Williams Companies(WMB)176,817178,491+1,6746,8917,5865.79%+695
BankAmerica Corp.112,590113,680+1,0904,2694,5213.45%+252
Brookfield Corp(BN)166,860168,760+1,9006,9867,0105.35%+24
The Southern Company(SO)3,0003,00002152330.18%+17
Verizon Comm.(VZ)119,107121,029+1,9224,9984,9913.81%-6
Vanguard S&P 500 Value ETF1,5731,57302842770.21%-7
Ally Financial(ALLY)163,710165,599+1,8896,6456,5695.02%-76
Occidental Petrol Co(OXY)116,725117,450+7257,5867,4035.65%-183
CarMax Inc.(KMX)51,39151,938+5474,4773,8092.91%-668
Snowflake Inc.(SNOW)29,19129,739+5484,7174,0173.07%-700
Berkshire Hathaway B111,806113,247+1,44147,01746,06935.18%-948
Lennar Corp A(LEN)52,76853,456+6889,0758,0116.12%-1,064
Micron Technology Inc.(MU)59,37540,424-18,9517,0005,3174.06%-1,683
HP Inc.(HPQ)119,4300-119,4303,6090-3,609
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