ADVANCED ASSET MANAGEMENT ADVISORS INC

PrivateCIK: 1075444
Location

DUBLIN, OH

85
Positions
$380.07M
Total AUM (reported)
2.13M
Total Shares

Allocation by class

TOTAL AUM$380.07M85 positions
COM$220.17M57.9%
S&P 500 ETF SHS$51.57M13.6%
CORE S&P500 ETF$42.69M11.2%
CL B$17.87M4.7%
CAP STK CL A$13.86M3.6%
COM CL A$10.98M2.9%
CL A$5.88M1.5%

Portfolio Concentration

Top 328.9%4–1023.8%11–2533.0%Rest14.2%TOP 1052.8%0%100%
Top 3$109.98M28.9%
4–10$90.59M23.8%
11–25$125.44M33.0%
Rest$54.05M14.2%

Top 3 weight

28.9%

Top 10 weight

52.8%

Voting Authority Distribution

Total shares with voting rights: 2.13M

Sole

Full voting authority

2.13M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares75.09K
TypeSH
Market value$51.57M
13.57%
Sole
75.09K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares57K
TypeSH
Market value$42.69M
11.23%
Sole
57K
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

SOLE
CL B
Shares250K
TypeSH
Market value$15.72M
4.14%
Sole
250K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares131.63K
TypeSH
Market value$15.46M
4.07%
Sole
131.63K
Shared
0.00
None
0.00

WW GRAINGER INC

SOLE
COM
Shares10.25K
TypeSH
Market value$13.94M
3.67%
Sole
10.25K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares38.77K
TypeSH
Market value$13.86M
3.65%
Sole
38.77K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares92.61K
TypeSH
Market value$12.66M
3.33%
Sole
92.61K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares48.40K
TypeSH
Market value$12.29M
3.23%
Sole
48.40K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares78.40K
TypeSH
Market value$11.22M
2.95%
Sole
78.40K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares98.49K
TypeSH
Market value$11.15M
2.93%
Sole
98.49K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares32K
TypeSH
Market value$10.98M
2.89%
Sole
32K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares44.14K
TypeSH
Market value$10.52M
2.77%
Sole
44.14K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares30.91K
TypeSH
Market value$10.12M
2.66%
Sole
30.91K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares13.55K
TypeSH
Market value$9.80M
2.58%
Sole
13.55K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares31.70K
TypeSH
Market value$9.45M
2.49%
Sole
31.70K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares50.91K
TypeSH
Market value$9.41M
2.48%
Sole
50.91K
Shared
0.00
None
0.00

RTX Corporation

SOLE
COM
Shares46.78K
TypeSH
Market value$8.87M
2.34%
Sole
46.78K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares29.70K
TypeSH
Market value$8.59M
2.26%
Sole
29.70K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares22.05K
TypeSH
Market value$8.22M
2.16%
Sole
22.05K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares46.72K
TypeSH
Market value$7.74M
2.04%
Sole
46.72K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares42.81K
TypeSH
Market value$7.18M
1.89%
Sole
42.81K
Shared
0.00
None
0.00

AT&T INC

SOLE
COM
Shares337.22K
TypeSH
Market value$6.98M
1.84%
Sole
337.22K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares17K
TypeSH
Market value$6.00M
1.58%
Sole
17K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares11.45K
TypeSH
Market value$5.88M
1.55%
Sole
11.45K
Shared
0.00
None
0.00

KROGER CO

SOLE
COM
Shares102.50K
TypeSH
Market value$5.69M
1.50%
Sole
102.50K
Shared
0.00
None
0.00
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