AMG Asset Management Group, Inc. Quant / Systematic

Location: Cartersville, GA

CIK: 0002113282 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

Total Value: $129M (100.0% shares, 0.0% debt)

Holdings (80)

VOO VANGUARD INDEX FDS 16.2%
Value $20.9M Shares 34,977 Est. Cost $608.87 Unrealized
SECT NORTHERN LTS FD TR IV 7.4%
Value $9.593M Shares 158,854 Est. Cost $61.46 Unrealized
NVDA NVIDIA CORPORATION 6.5%
Value $8.367M Shares 47,974 Est. Cost $186.51 Unrealized +0.1%
BUYW NORTHERN LTS FD TR IV 6.2%
Value $7.957M Shares 565,137 Est. Cost $14.13 Unrealized
AAPL APPLE INC 4.8%
Value $6.191M Shares 24,394 Est. Cost $263.96 Unrealized -0.4%
EDGF ADVISORS INNER CIRCLE FD II 4.0%
Value $5.209M Shares 210,610 Est. Cost $24.73 Unrealized
MSFT MICROSOFT CORP 3.8%
Value $4.84M Shares 13,076 Est. Cost $452.36 Unrealized -3.9%
INTL NORTHERN LTS FD TR IV 3.7%
Value $4.826M Shares 170,106 Est. Cost $28.37 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY 3.0%
Value $3.851M Shares 126,260 Est. Cost $30.50 Unrealized
AMZN AMAZON COM INC 2.7%
Value $3.501M Shares 16,808 Est. Cost $227.31 Unrealized -0.2%
IEFA ISHARES TR 2.4%
Value $3.097M Shares 34,211 Est. Cost $90.53 Unrealized
AVGO BROADCOM INC 2.3%
Value $2.998M Shares 9,687 Est. Cost $339.84 Unrealized -1.7%
GOOGL ALPHABET INC 2.2%
Value $2.855M Shares 9,929 Est. Cost $312.43 Unrealized +3.5%
VYMI VANGUARD WHITEHALL FDS 2.0%
Value $2.521M Shares 26,756 Est. Cost $94.24 Unrealized
META META PLATFORMS INC 1.9%
Value $2.423M Shares 4,235 Est. Cost $658.38 Unrealized -0.4%
TSLA TESLA INC 1.7%
Value $2.23M Shares 5,999 Est. Cost $429.90 Unrealized -0.9%
GOOG ALPHABET INC 1.6%
Value $2.094M Shares 7,301 Est. Cost $318.84 Unrealized +1.5%
EEM ISHARES TR 1.4%
Value $1.845M Shares 32,496 Est. Cost $56.79 Unrealized
EDGH ADVISORS INNER CIRCLE FD II 1.3%
Value $1.704M Shares 49,803 Est. Cost $33.13 Unrealized
LLY ELI LILLY & CO 1.3%
Value $1.656M Shares 1,800 Est. Cost $1024.66 Unrealized +2.2%
NFLX NETFLIX INC. 1.1%
Value $1.388M Shares 14,432 Est. Cost $88.84 Unrealized -5.6%
VXF VANGUARD INDEX FDS 1.0%
Value $1.307M Shares 6,349 Est. Cost $205.80 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value $1.274M Shares 2,917 Est. Cost $436.79 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.9%
Value $1.211M Shares 1,215 Est. Cost $963.77 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value $1.207M Shares 18,836 Est. Cost $64.08 Unrealized
COWZ PACER FDS TR 0.9%
Value $1.173M Shares 18,755 Est. Cost $62.56 Unrealized
EDGU ADVISORS INNER CIRCLE FD II 0.9%
Value $1.15M Shares 41,399 Est. Cost $27.90 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.9%
Value $1.121M Shares 10,001 Est. Cost $112.11 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value $932K Shares 4,749 Est. Cost $196.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $889K Shares 1,855 Est. Cost $494.39 Unrealized -0.2%
ABBV ABBVIE INC 0.7%
Value $872K Shares 4,010 Est. Cost $222.57 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value $817K Shares 2,483 Est. Cost $376.98 Unrealized 0.0%
WMT WALMART INC 0.6%
Value $792K Shares 6,375 Est. Cost $122.03 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.5%
Value $691K Shares 2,348 Est. Cost $311.42 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value $670K Shares 4,579 Est. Cost $162.38 Unrealized -5.1%
V VISA INC 0.5%
Value $596K Shares 1,971 Est. Cost $333.12 Unrealized -1.2%
IVV ISHARES TR 0.4%
Value $574K Shares 878 Est. Cost $653.37 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $564K Shares 2,773 Est. Cost $221.70 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.4%
Value $536K Shares 1,072 Est. Cost $545.71 Unrealized -1.2%
KO COCA COLA CO 0.4%
Value $525K Shares 6,899 Est. Cost $74.76 Unrealized 0.0%
EDGI ADVISORS INNER CIRCLE FD II 0.4%
Value $502K Shares 17,704 Est. Cost $28.38 Unrealized
HON HONEYWELL INTL INC 0.4%
Value $470K Shares 2,080 Est. Cost $225.93 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value $468K Shares 2,759 Est. Cost $138.74 Unrealized 0.0%
ORCL ORACLE CORP 0.4%
Value $455K Shares 3,094 Est. Cost $193.59 Unrealized -12.4%
QUAL ISHARES TR 0.3%
Value $451K Shares 2,350 Est. Cost $191.84 Unrealized
GEV GE VERNOVA INC 0.3%
Value $394K Shares 451 Est. Cost $736.93 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.3%
Value $387K Shares 1,145 Est. Cost $387.04 Unrealized 0.0%
CAT CATERPILLAR INC 0.3%
Value $376K Shares 531 Est. Cost $684.39 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.3%
Value $373K Shares 1,092 Est. Cost $326.57 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.3%
Value $357K Shares 3,475 Est. Cost $115.41 Unrealized 0.0%
APP APPLOVIN CORP 0.3%
Value $349K Shares 877 Est. Cost $507.11 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value $342K Shares 1,398 Est. Cost $227.87 Unrealized 0.0%
TJX TJX COS INC NEW 0.3%
Value $335K Shares 2,097 Est. Cost $154.23 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value $320K Shares 1,129 Est. Cost $318.19 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $312K Shares 677 Est. Cost $520.97 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $308K Shares 790 Est. Cost $431.12 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value $306K Shares 1,012 Est. Cost $356.17 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.2%
Value $301K Shares 1,410 Est. Cost $225.94 Unrealized 0.0%
RY ROYAL BK CDA 0.2%
Value $287K Shares 1,773 Est. Cost $169.94 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value $278K Shares 791 Est. Cost $349.67 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value $274K Shares 1,411 Est. Cost $206.27 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.2%
Value $267K Shares 1,292 Est. Cost $171.87 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.2%
Value $264K Shares 1,830 Est. Cost $151.77 Unrealized 0.0%
MRK MERCK & CO INC 0.2%
Value $264K Shares 2,193 Est. Cost $114.28 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $255K Shares 4,719 Est. Cost $54.05 Unrealized
CSCO CISCO SYS INC 0.2%
Value $253K Shares 3,262 Est. Cost $77.91 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value $245K Shares 1,581 Est. Cost $154.74 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value $245K Shares 2,828 Est. Cost $99.51 Unrealized 0.0%
UNP UNION PAC CORP 0.2%
Value $237K Shares 978 Est. Cost $243.32 Unrealized 0.0%
WFC WELLS FARGO & CO 0.2%
Value $230K Shares 2,895 Est. Cost $90.04 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $230K Shares 272 Est. Cost $932.60 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value $223K Shares 5,047 Est. Cost $46.43 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value $219K Shares 4,490 Est. Cost $53.66 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.2%
Value $219K Shares 3,039 Est. Cost $78.72 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value $213K Shares 1,296 Est. Cost $179.67 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value $207K Shares 1,294 Est. Cost $172.15 Unrealized 0.0%
APH AMPHENOL CORP 0.2%
Value $206K Shares 1,627 Est. Cost $146.40 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value $201K Shares 825 Est. Cost $289.87 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value $200K Shares 1,917 Est. Cost $121.19 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.0%
Value $59,868 Shares 10,130 Est. Cost $6.55 Unrealized 0.0%