Ami Investment Management Inc
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| COLGATE PALMOLIVE CO | $1.49M | 0.3% |
| VANGUARD TAX-MANAGED FDS | $1.36M | 0.3% |
| SCHWAB STRATEGIC TR | $1.35M | 0.3% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.10M | 0.2% |
| Walmart Inc. | $1.03M | 0.2% |
| BLACKROCK ETF TRUST | $995.3K | 0.2% |
| ORACLE CORP | $937.2K | 0.2% |
| FISERV INC | $830.6K | 0.2% |
| PEPSICO INC | $744.3K | 0.2% |
| PROCTER & GAMBLE Co | $428.7K | 0.1% |
| ISHARES TR | $410.5K | 0.1% |
| DOW INC. | $398.6K | 0.1% |
| ANALOG DEVICES INC | $389.7K | 0.1% |
| ISHARES TR | $336.1K | 0.1% |
| Phillips 66 | $311.7K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $287.5K | 0.1% |
| Alphabet Inc. | $252.8K | 0.1% |
| ELI LILLY & Co | $243.7K | 0.1% |
| 1ST SOURCE CORP | $238.1K | 0.1% |
| VANGUARD WHITEHALL FDS | $233.7K | 0.1% |
| COCA COLA CO | $227.6K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $223.5K | 0.1% |
| VANGUARD STAR FDS | $218.8K | 0.0% |
| NEXTERA ENERGY INC | $212.7K | 0.0% |
| Energy Transfer LPET | $212.2K | 0.0% |
| COSTCO WHOLESALE CORP /NEW | $205.3K | 0.0% |
| HORIZON BANCORP INC /IN | $187.6K | 0.0% |