Ami Investment Management Inc Portfolio Holdings

Ami Investment Management Inc

  • $347 Million
  • Q2 2025

Ami Investment Management Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $347 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $47.2M, Vanguard Information Technolog with a value of $42.8M, Vanguard Sht Term Corp Bd ETF with a value of $35.3M, Berkshire Hathaway Inc Class B with a value of $15.1M, and Vanguard Intermediate Term Tre with a value of $14.2M.

Examining the 13F form we can see an increase of $65.6M in the current position value, from $282M to 347M.

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 $347 Million
ETFs: $219 Million
Financial Services: $33.5 Million
Technology: $21.6 Million
Communication Services: $19.5 Million
Consumer Cyclical: $18.6 Million
Industrials: $13.4 Million
Healthcare: $13.4 Million
Consumer Defensive: $7.39 Million
Other: $1.53 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.29B
$2.86 Million 0.82% of portfolio
30,103
Q2 2025 Reduced 1.15%
$3.47B
$2.8 Million 0.81% of portfolio
2,961
Q2 2025 Reduced 3.58%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $347 Million
  • Prior Value $282 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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