SEC 13F Intelligence

Managers / Q4 2024 · view latest →

ACCOUNT MANAGEMENT LLC

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

Reported Value
$85M
Q4 2024
Positions
24
Filings on Record
25
2019–present window
Filed
Feb 12, 2025
original filing

Summary

Account Management LLC reported $85M in U.S.-listed holdings across 24 positions for Q4 2024.

The portfolio is heavily concentrated: BRK/B alone accounts for 24.9% of reported value.

The book was largely unchanged from Q3 2024.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+84.7%
share of reported value
Largest Position
+24.9%
Berkshire Hathaway

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: 84.9%MLP: 9.4%REIT: 4.1%ETP: 1.6%
  • Common Stock · 84.9% · $73M
  • MLP · 9.4% · $8M
  • REIT · 4.1% · $3M
  • ETP · 1.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASMLASML HOLDING N VADDED+3.0K8.8K+$1M$6M
JPMJPMORGAN CHASE & CO.TRIMMED5.6K14.1K$775,520$3M
BABOEING COADDED+3002.1K+$98,028$371,700
GLDSPDR GOLD TRADDED+4005.6K+$92,006$1M
NEENEXTERA ENERGY INCADDED+4.2K68.1K$516,815$5M
BRK/BBERKSHIRE HATHAWAY INC DELHELD1.1K47.0K$834,485$21M
ADIANALOG DEVICES INCHELD503.4K$72,236$728,525
AMTAMERICAN TOWER CORP NEWHELD+12519.1K$907,237$3M

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

Holdings — Q4 2024

24 positions
#IssuerClass% PortfolioValueShares
1BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW24.95%$21M47.0K
2BXBLACKSTONE INChistory →COM15.34%$13M76.0K
3EPDENTERPRISE PRODS PARTNERS Lhistory →COM9.39%$8M255.7K
4ASMLASML HOLDING N Vhistory →N Y REGISTRY SHS7.10%$6M8.8K
5NEENEXTERA ENERGY INChistory →COM5.71%$5M68.1K
6ORLYOREILLY AUTOMOTIVE INChistory →COM5.71%$5M4.1K
7TMUST-MOBILE US INChistory →COM4.64%$4M18.0K
8AMTAMERICAN TOWER CORP NEWhistory →COM4.09%$3M19.1K
9JPMJPMORGAN CHASE & CO.history →COM3.95%$3M14.1K
10FTNTFORTINET INChistory →COM3.82%$3M34.6K
11ISRGINTUITIVE SURGICAL INChistory →COM NEW2.98%$3M4.9K
12INTUINTUIThistory →COM2.55%$2M3.5K
13MSFTMICROSOFT CORPhistory →COM2.27%$2M4.6K
14GLDSPDR GOLD TRhistory →GOLD SHS1.59%$1M5.6K
15ADBEADOBE INChistory →COM1.46%$1M2.8K
16ADIANALOG DEVICES INCCOM0.85%$728,5253.4K
17ZTSZOETIS INCCL A0.78%$668,0134.1K
18ROPROPER TECHNOLOGIES INCCOM0.57%$487,099937
19AMZNAMAZON COM INCCOM0.46%$397,0961.8K
20BABOEING COCOM0.44%$371,7002.1K
21GOOGALPHABET INCCAP STK CL C0.38%$323,7481.7K
22PJTPJT PARTNERS INCCOM CL A0.36%$305,6781.9K
23CRMSALESFORCE INCCOM0.34%$289,195865
24AEMAGNICO EAGLE MINES LTDCOM0.28%$237,3673.0K

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 ↗.