Institutional Fund
Ami Investment Management Inc
Kendallville, INCIK 11222415 filings on record
Portfolio Value
$444.71M
Q1 2026
Holdings
77
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.1%
from $445.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd11.0%
- Vanguard Scottsdale Fds9.7%
- Vanguard Scottsdale Fds8.4%
- Vanguard Malvern Fds7.4%
- Vanguard Scottsdale Fds5.8%
- Berkshire Hathaway Inc Del3.1%
- Other54.5%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 70.1K | $48.89M | 11.0% | +2.3K | Added |
| 2 | Vanguard Scottsdale Fds | 544.7K | $43.18M | 9.7% | +17.8K | Added |
| 3 | Vanguard Scottsdale Fds | 639.3K | $37.42M | 8.4% | +19.4K | Added |
| 4 | Vanguard Malvern Fds | 424.6K | $32.85M | 7.4% | +10.4K | Added |
| 5 | Vanguard Scottsdale Fds | 434.7K | $25.89M | 5.8% | +20.9K | Added |
| 6 | Berkshire Hathaway Inc Del | 29.0K | $13.90M | 3.1% | −2.3K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 20.3K | $13.17M | 3.0% | −53 | Reduced |
| 8 | Harbor ETF Trust | 436.6K | $12.64M | 2.8% | +8.5K | Added |
| 9 | Doubleline ETF Trust | 248.1K | $12.25M | 2.8% | +9.9K | Added |
| 10 | Schwab Strategic Tr | 375.9K | $10.95M | 2.5% | +93.0K | Added |
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