Institutions / Ami Investment Management Inc
Ami Investment Management Inc
CIK 1122241 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$444.71M
Positions
77
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$444.71M-0.1%Positions
77+4.1%Top holdings
Mar 31, 2026View all 77 โ
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard World Fd | $48.89M | 11.0% |
| Vanguard Scottsdale Fds | $43.18M | 9.7% |
| Vanguard Scottsdale Fds | $37.42M | 8.4% |
| Vanguard Malvern Fds | $32.85M | 7.4% |
| Vanguard Scottsdale Fds | $25.89M | 5.8% |
| Warren E. Buffett | $13.90M | 3.1% |
| State Str SPDR S&P 500 ETF T | $13.17M | 3.0% |
| Harbor ETF Trust | $12.64M | 2.8% |
| Doubleline ETF Trust | $12.25M | 2.8% |
| Schwab Strategic Tr | $10.95M | 2.5% |
| Alphabet Inc. | $10.64M | 2.4% |
| Vanguard Mun Bd Fds | $9.83M | 2.2% |
| Vanguard Index Fds | $9.75M | 2.2% |
| Microsoft Corp | $9.12M | 2.1% |
| JPMorgan Chase & Co | $8.67M | 1.9% |
| Dimensional ETF Trust | $8.13M | 1.8% |
| Schwab Strategic Tr | $7.43M | 1.7% |
| Select Sector SPDR Tr | $6.47M | 1.5% |
| RTX Corp | $5.76M | 1.3% |
| Johnson & Johnson | $5.74M | 1.3% |
| Meta Platforms Inc | $5.55M | 1.2% |
| Visa Inc | $5.32M | 1.2% |
| Lowes Companies Inc | $4.98M | 1.1% |
| TJX Cos Inc/The | $4.67M | 1.1% |
| Vanguard World Fd | $4.64M | 1.0% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 808524300 Common stock | $2.71M | +93K +32.88% | 375,933 2.46% of portfolio | low |
| Q1 2026 as of | New | Wells Fargo & COMPANY/MN Common stock | $2.07M | +26K | 26,013 0.47% of portfolio | low |
| Q1 2026 as of | New | Accenture plc Common stock | $1.87M | +9K | 9,409 0.42% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $1.60M | +2K +3.38% | 70,076 10.99% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.46M | -5K -12.10% | 37,095 2.39% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $1.41M | +18K +3.37% | 544,670 9.71% of portfolio | low |
| Q1 2026 as of | Add | 92206C706 Common stock | $1.25M | +21K +5.06% | 434,706 5.82% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $1.14M | +19K +3.14% | 639,260 8.42% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-1.08M | -2K -7.21% | 29,012 3.13% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.06M | +3K +13.13% | 24,644 2.05% of portfolio | low |