Advisors Management Group Inc. has disclosed its latest holdings in a 13F-HR filing, reporting a total portfolio value of approximately $589.7 million as of September 30, 2026. This report is significant as it reflects the firm’s investment strategy and asset allocation, providing insights into its market positioning and investment choices.

The filing, dated November 5, 2026, outlines the firm’s holdings in various companies, indicating a diversified investment approach. Notably, the firm has substantial stakes in prominent companies such as Amazon, Johnson & Johnson, and Intel Corp, among others. This strategic allocation underscores the firm's focus on established market leaders, which can influence investor sentiment and decisions within the financial advisory sector.

Background

Advisors Management Group Inc. operates under the Central Index Key (CIK) 0000842766 and is categorized under the SIC description for financial advisory services. The firm is based in La Crosse, Wisconsin, with its business address listed as 505 King St Ste 208. The company has been active in filing various forms with the SEC, with the most recent filings including multiple 13F-HR reports throughout 2026.

What the Filing Says

The 13F-HR filing reveals that Advisors Management Group Inc. managed a total of 157 different securities, with a total value of $589,685. The firm’s investment discretion is noted as “SOLE” for all reported holdings, indicating that it has full control over these investments. Notably, the report includes significant investments in:

  • Amazon Com Inc. - $12,039
  • Johnson & Johnson - $6,021
  • Intel Corp - $18,352
  • Waste Management Inc Del - $3,058
  • Procter & Gamble Co - $1,943

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors in the financial advisory sector. Investors may look to this report to gauge the firm’s investment strategies and market outlook, while analysts may use the data to assess trends in portfolio management within the industry. Competitors may also take note of Advisors Management Group Inc.’s strategic investments as they formulate their own investment approaches.

What's Next

The filing does not specify what happens next for Advisors Management Group Inc. However, stakeholders can expect further updates in subsequent filings, as the firm continues to report on its investment activities and portfolio adjustments.