American Money Management, LLC

CIK 0001600085 · Q1 2026

13F Equity AUM

$631.9M

-0.7% QoQ

Positions

165

+2 QoQ

AUM Rank

#3,742

Top 30%

Skill Alpha (FF)

+0.1%/yr^ns

No Clear Edge

Rank #2,257 · Top 27%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 24.1%Top 10: 37.8%Top 20: 56.1%

VGSH6.5%

VCSH5.6%

AAPL4.8%

MSFT3.6%

VEA3.5%

BIV3.4%

JCPB3.4%

TPL2.5%

STIP2.4%

GOOG2.0%

Others (155)62.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services54.5%

Technology16.6%

Industrials6.4%

Consumer Cyclical5.9%

Communication Services4.7%

Healthcare4.0%

Energy3.4%

Consumer Defensive2.8%

Other1.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 165Median: 0.13%Avg: 0.61%

0–0.5%

115(12.1%)

0.5–1%

11(7.9%)

1–3%

32(49.1%)

3–5%

5(18.8%)

5%+

2(12.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 162Unique: 3vs 20 funds

2.2%Low

165

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

3.4%

3.1%

3.2%

4.9%

3.5%

2.9%

GEODE CAPITAL MANAGEMENT, LLC

2.4%

VANGUARD CAPITAL MANAGEMENT LLC

2.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased56Decreased74Exited5

New Positions

JNK0.2%

+11K

SHYG0.1%

+10K

VLUE0.1%

+2K

MTUM0.0%

+998

EEMV0.0%

+3K

XLE0.0%

+4K

BAC0.0%

+4K

Increased

VGSH6.5%

+24K(+4%)

PAYX1.0%

+23K(+47%)

SCHX1.9%

+16K(+3%)

HON0.5%

+11K(+559%)

VCSH5.6%

+11K(+2%)

ICE1.0%

+8K(+26%)

SCHM1.4%

+8K(+3%)

JCPB3.4%

+6K(+1%)

BIV3.4%

+6K(+2%)

BR1.2%

+5K(+13%)

Decreased

EPD0.1%

-4,326(-22%)

IDV*0.6%

-4,258(-5%)

NVDA0.7%

-4,181(-14%)

SUSC0.1%

-3,483(-16%)

AAPL4.8%

-1,962(-2%)

AMAT0.5%

-1,116(-11%)

BAC0.2%

-1,087(-5%)

EAGG0.0%

-1,070(-19%)

PEP0.7%

-1,061(-4%)

4I11.4%

-1,049(-2%)

Exited

-4,629

-482

-637

-10,100

-14,010

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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