Ami Investment Management Inc Portfolio Holdings

Ami Investment Management Inc

  • $377 Million
  • Q3 2025

Ami Investment Management Inc has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $377 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $50.2M, Vanguard with a value of $48.2M, Vanguard Sht Term Corp Bd ETF with a value of $38.9M, Vanguard Intermediate Term Tre with a value of $18.4M, and Berkshire Hathaway Inc Class B with a value of $15.5M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $347M to 377M.

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 $377 Million
ETFs: $245 Million
Financial Services: $34.3 Million
Communication Services: $21.7 Million
Technology: $19.3 Million
Consumer Cyclical: $18.5 Million
Healthcare: $14.8 Million
Industrials: $13.8 Million
Consumer Defensive: $7.84 Million
Other: $1.55 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 71
  • Current Value $377 Million
  • Prior Value $347 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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