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Ami Asset Management Corp

All holdings · as of Mar 31, 2026

96 positions

CompanyClassValueShares% of portfolio
Apple Inc.$114.91M452,7657.3%
ALPHABET INC CLASS CLASS A$110.90M385,6507.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$94.93M280,8916.1%
QUANTA SVCS INC$78.20M142,4435.0%
BROADCOM INC$77.59M250,7005.0%
Amazon.com Inc$70.45M338,2474.5%
NETFLIX INC$69.29M720,6814.4%
MICROSOFT CORP$63.57M171,7334.1%
ELI LILLY & Co$55.01M59,8043.5%
ULTA BEAUTY INC$54.47M104,2013.5%
CHURCH & DWIGHT CO INC /DE$50.57M541,9163.2%
LABCORP HOLDINGS INC.$46.29M173,4823.0%
Palo Alto Networks Inc$43.09M268,7542.8%
COLGATE PALMOLIVE CO$42.45M498,0792.7%
SCHWAB CHARLES CORP$42.01M447,0292.7%
Becton Dickinson & Co$41.49M263,9042.6%
SPOTIFY TECHNOLOGY S A F$41.42M85,4182.6%
WASTE MGMT INC DEL$40.75M177,3572.6%
SERVICENOW INC$39.66M379,3512.5%
West Pharmaceutical Services Inc$38.70M154,4012.5%
MASTERCARD INC CLASS CLASS A$35.61M71,2702.3%
ZOETIS INC CLASS CLASS A$33.38M282,3692.1%
CROWDSTRIKE HLDGS INC CLASS A$32.84M84,1062.1%
INSULET CORP$31.55M150,3352.0%
Snowflake Inc.$26.60M176,3591.7%
ECOLAB INC.$26.52M99,6811.7%
COSTCO WHSL CORP NEW$22.33M22,4071.4%
SYNOPSYS INC$21.20M53,4671.4%
CHEWY INC CLASS CLASS A$20.06M742,9911.3%
Maplebear Inc$15.69M418,7591.0%
MCCORMICK & CO INC$15.45M306,2371.0%
CINTAS CORP$12.45M73,6030.8%
MFC ISHARES TR RUSSELL 1000 GR$6.03M14,1310.4%
STATE STREET SPDR S&P 500 ETF$2.01M3,0860.1%
CORNING INC /NY$1.76M12,9370.1%
MERIT MEDICAL SYSTEMS INC$1.50M21,8180.1%
JOHNSON & JOHNSON$1.47M6,0330.1%
SCHOLAR ROCK HLDG CORP$1.40M28,5300.1%
MADRIGAL PHARMACEUTICALS, INC.$1.37M2,6130.1%
CG Oncology, Inc.$1.36M20,1290.1%
VITA COCO CO INC$1.29M26,9540.1%
MERCK & CO. INC.$1.26M10,4960.1%
VERACYTE INC$1.24M38,5040.1%
JPMORGAN CHASE & CO$1.24M4,2160.1%
ARCUTIS BIOTHERAPEUTICS$1.20M50,8630.1%
PEPSICO INC$1.18M7,5790.1%
EXPAND ENERGY Corp$1.15M10,5160.1%
KINIKSA PHARMACEUTICAL F CLASS$1.06M21,9430.1%
MCDONALD'S CORP$1.04M3,3420.1%
PACKAGING CORP OF AMERICA$1.04M4,8840.1%
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