Advanced Asset Management Advisors Inc has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's total holdings across 88 distinct positions.
The largest holding disclosed in the report is Walmart Inc., which the firm holds 9,859,090 shares. Other significant positions include Visa Inc. Class A, with 11,498,560 shares, and Vanguard S&P 500 ETF Shares, which holds 52,652,230 shares. The filing also lists substantial stakes in Apple Inc., Microsoft Corporation, and Johnson & Johnson.
The portfolio is diversified across various sectors. Energy holdings include Chevron Corporation, ExxonMobil Holdings Corp, and the iShares Global Energy ETF. Technology exposure is represented by companies such as NVIDIA Corporation, Broadcom Inc., and Cisco Systems Inc. The portfolio also includes positions in healthcare, consumer staples, and financial services, such as Eli Lilly & Co., Procter & Gamble Co., and JPMorgan Chase & Co.
The filing was signed by Robert D. Baker, President of Advanced Asset Management Advisors Inc, on October 19, 2026. The firm is headquartered at 4995 Bradenton Avenue Suite 210 in Dublin, Ohio.
