American Financial & Tax Strategies Inc

American Financial & Tax Strategies Inc reported 102 holdings worth US$221M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

American Financial & Tax Strategies Inc reported 102 holdings worth US$221M as of Jun 30, 2026. Largest: Cisco Systems, Inc., Exxon Mobil Corporation and Apple Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
102
Value as reported
US$221M

The filing in full

CompanySharesValue as reported% of portfolio
Cisco Systems, Inc.15,381US$1.81M0.82%
Exxon Mobil Corporation10,558US$1.44M0.65%
Apple Inc4,150US$1.2M0.54%
Amazon.com, Inc.4,517US$1.08M0.49%
Philip Morris International Inc5,488US$993K0.45%
Vulcan Materials Company (holding Company)2,688US$793K0.36%
Altria Group, Inc.10,671US$768K0.35%
Alphabet Inc (google) Class C2,031US$726K0.33%
Tesla, Inc.1,570US$660K0.30%
Coca-cola Company (the)5,865US$477K0.22%
Microsoft Corp.968US$361K0.16%
Mondelez International, Inc.6,125US$354K0.16%
Berkshire Hathaway Inc.534US$267K0.12%
Nvidia Corporation1,292US$259K0.12%
The Bank Of New York Mellon Corporation1,618US$234K0.11%
Ge Aerospace575US$215K0.10%

Source

View original at SEC

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