StockDriftsStockDriftsTop 49 Ami Asset Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.01% | 418.9K | $139.5M | -4.37%(-19.12K) | $53.40(+536.89%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | 4.95% | 188.8K | $86.1M | -3.34%(-6.52K) | $210.81(+103.03%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.69% | 159.3K | $81.7M | -3.97%(-6.58K) | $119.41(+345.95%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 4.52% | 316.2K | $78.8M | -4.53%(-15.02K) | $99.60(+163.87%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.36% | 190.9K | $75.8M | -3.81%(-7.56K) | $90.80(+276.41%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.76% | 56.6K | $65.5M | -3.54%(-2.08K) | $354.63(+263.19%) | 2026-09-30 | |
| WST | WEST PHARMACEUTICAL SVCS | 3.01% | 141.6K | $52.5M | -3.55%(-5.21K) | $199.80(+94.19%) | 2026-09-30 | |
| LH | LABCORP HLDGS INC | 2.9% | 163.8K | $50.5M | -3.99%(-6.80K) | $210.99(+52.37%) | 2026-09-30 | |
| CHD | CHURCH & DWIGHT INC | 2.77% | 511.3K | $48.2M | -4.05%(-21.57K) | $47.36(+122.19%) | 2026-09-30 | |
| GLW | CORNING INC | 2.72% | 308.0K | $47.4M | +29.41%(+70.00K) | $188.86(-29.70%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.64% | +58.68% | +10.93% | +68.01% |
| Top 20 Holdings Unweighted | +16.17% | +56.76% | +10.70% | +66.26% |
Ami Asset Management CORP reports $1.74B in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.0%), TSM (5.0%) and MSFT (4.7%). The top 20 holdings account for 58.33% of reported assets. Its disclosed equity book has returned +58.68% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ami Asset Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1369702). View Ami Asset Management CORP’s 13F filings on SEC