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Ami Asset Management Corp

All holdings · as of Mar 31, 2026

96 positions

CompanyClassValueShares% of portfolio
DOMINOS PIZZA INC—$1.03M2,8750.1%
SOUTHERN CO—$1.02M10,5480.1%
QUALCOMM INC/DE—$1.02M7,9000.1%
PRIMORIS SVCS CORP—$1.01M7,0290.1%
NEXTERA ENERGY INC—$982.8K10,5810.1%
Sempra—$979.5K10,0800.1%
CYTOKINETICS INC—$976.5K14,8160.1%
GXO LOGISTICS INC—$946.2K18,2490.1%
GSK PLC ADR F SPONSORED ADR 1—$938.9K17,0120.1%
VERA THERAPEUTICS INC CLASS A—$883.1K21,9520.1%
CHEVRON CORP—$870.4K4,2070.1%
ExlService Holdings Inc—$869.9K28,5690.1%
FREEPORT-MCMORAN INC—$834.9K14,2030.1%
NUVATION BIO INC A CLASS A—$825.5K192,4270.1%
Mirum Pharmaceuticals, Inc.—$818.4K8,8590.1%
DYCOM INDUSTRIES INC—$780.3K2,3030.0%
CISCO SYS INC—$722.0K9,3050.0%
E L F BEAUTY INC—$688.1K11,3530.0%
APPFOLIO INC CLASS CLASS A—$684.8K4,3390.0%
CASELLA WASTE SYSTEMS INC—$602.7K7,5960.0%
STARBUCKS CORP—$595.5K6,6470.0%
TRACTOR SUPPLY CO /DE—$582.8K12,8660.0%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$547.1K6,6610.0%
GUIDEWIRE SOFTWARE INC—$529.9K3,5430.0%
HALOZYME THERAPEUTICS IN—$529.8K8,1970.0%
ONTO INNOVATION INC.—$521.3K2,5420.0%
TTM TECHNOLOGIES INC—$516.5K5,3020.0%
GENEDX HLDGS CORP CLASS A—$513.3K7,9930.0%
SITEONE LANDSCAPE SUPPLY—$487.0K3,6590.0%
Freshpet, Inc.—$484.7K8,2200.0%
GENIUS SPORTS LTD F—$481.9K108,7800.0%
SAILPOINT INC—$475.1K35,8840.0%
SPDR GOLD MINISHARES—$469.8K5,0690.0%
ITRON, INC.—$432.4K4,8240.0%
INTERNATIONAL BUSINESS MACHINES CORP—$378.9K1,5630.0%
ALPHABET INC CLASS CLASS C—$374.9K1,3070.0%
PLANET LABS PBC CLASS CLASS A—$373.9K13,3760.0%
VIAVI SOLUTIONS INC.—$341.7K10,2660.0%
HOME DEPOT, INC.—$296.0K9000.0%
PALANTIR TECHNOLOGIES IN CLASS—$292.6K2,0000.0%
Walt Disney Co—$261.9K2,7170.0%
RAMBUS INC—$253.8K2,9500.0%
ISHARES RUSSELL 1000 ETF—$252.4K7080.0%
SERVICETITAN INC CLASS A—$240.9K3,7960.0%
UPSTART HLDGS INC—$225.4K8,7870.0%
LIONSGATE STUDIOS CORP F—$117.1K12,2150.0%
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