Fund Holdings

Asset Management Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
Accenture Plc016,860+16,86004,157,6762.54%+4,157,676
Alphabet Inc - Cl A(GOOG)33,24033,195-455,857,8858,069,7044.92%+2,211,819
Berkshire Hathaway B112,216112,623+40754,511,16656,620,08734.55%+2,108,921
Micron Technology Inc.(MU)41,52141,171-3505,117,4636,888,7324.20%+1,771,269
Apple Inc.(AAPL)33,55733,533-246,884,8908,538,5085.21%+1,653,618
Brookfield Corp(BN)228,403228,053-35014,126,72615,639,8759.54%+1,513,149
Lennar Corp A(LEN)55,21254,982-2306,106,9996,929,9314.23%+822,932
Occidental Petrol Co(OXY)123,295123,795+5005,179,6235,849,3143.57%+669,691
Nextera Energy Inc.(NEE)116,366115,721-6458,078,1288,735,7785.33%+657,650
Brookfield Renewable(BEPC)304,440302,840-1,6009,979,54310,423,7536.36%+444,210
Millrose Properties Inc.(MRP)27,30227,3020778,380917,6200.56%+139,240
Verizon Comm.(VZ)118,476117,876-6005,126,4575,180,6503.16%+54,193
Vanguard S&P 500 Value ETF1,5481,5480292,123308,7800.19%+16,657
The Southern Company(SO)3,0003,0000275,490284,3100.17%+8,820
Williams Companies(WMB)176,189174,709-1,48011,066,43111,067,8156.75%+1,384
Ally Financial(ALLY)168,635166,060-2,5756,568,3336,509,5523.97%-58,781
Verisign Inc.20,40020,350-505,891,5205,689,2493.47%-202,271
CarMax Inc.(KMX)45,60445,554-503,065,0452,044,0081.25%-1,021,037
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