SEC 13F Intelligence

Managers / Q3 2024 · view latest →

ACCOUNT MANAGEMENT LLC

CIK 0000769954 · 24 MEETING PLACE CIRCLE, BOXFORD, MA, 01921 · 6172364200 EXT.#4

Reported Value
$84M
Q3 2024
Positions
24
Filings on Record
25
2019–present window
Filed
Nov 4, 2024
original filing

Summary

Account Management LLC reported $84M in U.S.-listed holdings across 24 positions for Q3 2024.

The portfolio is heavily concentrated: BRK/B alone accounts for 26.3% of reported value.

Compared with Q2 2024, the fund opened 1 new position and exited 1.

Portfolio Metrics

Turnover
+4.6%
vs prior filed quarter
Top-10 Concentration
+84.6%
share of reported value
Largest Position
+26.3%
Berkshire Hathaway
New / Exited
1 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $110MQ1 ’19Q2 ’19: $116MQ3 ’19: $88MQ4 ’19: $91MQ1 ’20: $74MQ1 ’20Q2 ’20: $61MQ3 ’20: $65MQ4 ’21: $116MQ1 ’22: $102MQ1 ’22Q2 ’22: $82MQ3 ’22: $74MQ4 ’22: $70MQ1 ’23: $78MQ1 ’23Q2 ’23: $75MQ3 ’23: $72MQ4 ’23: $84MQ1 ’24: $93MQ1 ’24Q2 ’24: $88MQ3 ’24: $84MQ4 ’24: $85MQ1 ’25: $91MQ1 ’25Q2 ’25: $91MQ3 ’25: $94MQ4 ’25: $93MQ1 ’26: $91MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.4%MLP: 8.9%REIT: 5.2%ETP: 1.5%
  • Common Stock · 84.4% · $71M
  • MLP · 8.9% · $7M
  • REIT · 5.2% · $4M
  • ETP · 1.5% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AEMAGNICO EAGLE MINES LTDNEW+3.0K3.0K+$244,500$244,500
SPROTT PHYSICAL GOLD TRSOLD OUT25.1K0$454,209$0
INTUINTUITTRIMMED4.4K3.5K$3M$2M
ADIANALOG DEVICES INCTRIMMED1.3K3.5K$278,681$800,761
GLDSPDR GOLD TRADDED+1.0K5.2K+$365,451$1M
ROPROPER TECHNOLOGIES INCTRIMMED250937$147,680$521,384
ASMLASML HOLDING N VTRIMMED1.2K5.8K$2M$5M
PJTPJT PARTNERS INCTRIMMED3751.9K+$8,792$258,280

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

24 positions
#IssuerClass% PortfolioValueShares
1BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW26.32%$22M48.1K
2BXBLACKSTONE INChistory →COM13.84%$12M76.0K
3EPDENTERPRISE PRODS PARTNERS Lhistory →COM8.89%$7M256.9K
4NEENEXTERA ENERGY INChistory →COM6.41%$5M63.8K
5ASMLASML HOLDING N Vhistory →N Y REGISTRY SHS5.72%$5M5.8K
6ORLYOREILLY AUTOMOTIVE INChistory →COM5.63%$5M4.1K
7AMTAMERICAN TOWER CORP NEWhistory →COM5.23%$4M18.9K
8JPMJPMORGAN CHASE & CO.history →COM4.93%$4M19.7K
9TMUST-MOBILE US INChistory →COM4.40%$4M18.0K
10FTNTFORTINET INChistory →COM3.19%$3M34.6K
11ISRGINTUITIVE SURGICAL INChistory →COM NEW2.85%$2M4.9K
12INTUINTUIThistory →COM2.56%$2M3.5K
13MSFTMICROSOFT CORPhistory →COM2.35%$2M4.6K
14ADBEADOBE INChistory →COM1.72%$1M2.8K
15GLDSPDR GOLD TRhistory →GOLD SHS1.50%$1M5.2K
16ZTSZOETIS INCCL A0.95%$801,0584.1K
17ADIANALOG DEVICES INCCOM0.95%$800,7613.5K
18ROPROPER TECHNOLOGIES INCCOM0.62%$521,384937
19AMZNAMAZON COM INCCOM0.40%$337,2571.8K
20GOOGALPHABET INCCAP STK CL C0.34%$284,2231.7K
21BABOEING COCOM0.33%$273,6721.8K
22PJTPJT PARTNERS INCCOM CL A0.31%$258,2801.9K
23AEMAGNICO EAGLE MINES LTDCOM0.29%$244,5003.0K
24CRMSALESFORCE INCCOM0.28%$236,759865

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$91M23May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$93M22Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$94M23Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$91M25Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$91M24Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$85M24Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$84M24Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$88M24Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$93M24Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$84M24Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$72M23Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$75M22Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$78M23May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$70M21Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$74M23Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$82M25Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$102M24May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$116M26Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2020$65M25Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$61M24Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$74M22Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$91M22Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$88M23Oct 23, 201913F-HRchanges · EDGAR ↗
Q2 2019$116M23Aug 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$110M22Apr 23, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.