Ami Investment Management Inc has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $265 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $33.1M, Vanguard Information Technolog with a value of $31.2M, Vanguard Sht Term Corp Bd ETF with a value of $14.3M, Spdr S&P 500 ETF Trust with a value of $12.9M, and Vanguard Intermediate Term Tre with a value of $10.9M.

Examining the 13F form we can see an increase of $1.34M in the current position value, from $264M to 265M.

Ami Investment Management Inc is based out at Kendallville, IN

Below you can find more details about Ami Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
ETFs: $160 Million
Technology: $23.1 Million
Communication Services: $16.8 Million
Consumer Cyclical: $16.1 Million
Financial Services: $14.7 Million
Industrials: $12.4 Million
Healthcare: $11.6 Million
Consumer Defensive: $8.91 Million
Other: $1.29 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $265 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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