Asset Management Fund

Asset Management Fund (CIK 705318) is an SEC-registered fund company with 5 reporting fund series and $564.8M in net assets as of 2026-03-31.

Registrant

Fund series (5)

SeriesNet assets
AAMA EQUITY FUND$373.5M
AAMA INCOME FUND$122.1M
AMF LARGE CAP EQUITY FUND$50.5M
Ultra Short Mortgage Fund$10.3M
AAAMCO Ultrashort Financing Fund$8.3M

Largest reported holdings (across all series)

HoldingValue
KLA Corp.$4.4M
CSX Corporation$3.9M
Alphabet Inc.$3.8M
Apple Inc.$3.7M
HCA Healthcare Inc$3.6M
NVIDIA Corp.$3.3M
Broadcom Inc$3.2M
MasterCard Incorporated$3.0M
Arista Networks Inc$2.9M
Microsoft Corp.$2.9M
Cummins Inc.$2.8M
Accenture PLC$2.8M
Home Depot Inc.$2.8M
EOG Resources Inc.$2.6M
Costco Wholesale Corporation$2.6M

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