StockDriftsStockDriftsTop 50 Ami Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 12.75% | 502.0K | $60.0M | -10.45%(-58.57K) | $37.84(+223.97%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.31% | 554.0K | $43.8M | +1.71%(+9.34K) | $79.30(-0.84%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 6.9% | 420.6K | $32.5M | -0.94%(-4.00K) | $77.74(-2.19%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.07% | 484.1K | $28.6M | +11.37%(+49.43K) | $59.26(-1.48%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.05% | 488.9K | $28.5M | -23.53%(-150.41K) | $58.06(+0.15%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.2% | 20.2K | $15.0M | -0.49%(-100) | $391.90(+97.84%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.02% | 419.8K | $14.2M | +11.67%(+43.89K) | $28.80(+23.68%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.99% | 28.2K | $14.1M | -2.94%(-854) | $505.59(-0.84%) | 2026-06-30 | |
| DMBS | DOUBLELINE ETF TRUST | 2.68% | 257.1K | $12.6M | +3.62%(+8.98K) | $48.83(-0.81%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.6% | 34.6K | $12.2M | -6.60%(-2.45K) | $63.75(+437.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.41% | +6.34% | +35.96% |
| Top 20 Holdings Unweighted | +12.06% | +40.73% | +6.09% | +34.40% |
Ami Investment Management INC reports $470.53M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are VGT (12.8%), VCSH (9.3%) and VCRB (6.9%). The top 20 holdings account for 74.24% of reported assets. Its disclosed equity book has returned +38.41% on a three-year cumulative basis. Figures reflect the Q2 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 Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1122241). View Ami Investment Management INC’s 13F filings on SEC