Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMI ASSET MANAGEMENT CORP (CIK 1369702) reported $1.57B across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($114.9M, 7.34%), GOOGL ($110.9M, 7.08%), TSM ($94.9M, 6.06%), PWR ($78.2M, 4.99%), AVGO ($77.6M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $114.9M | 7.34% | 452,765 | Trimmed |
| 2 | GOOGL | ALPHABET INC CLASS CLASS A | $110.9M | 7.08% | 385,650 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR M F SPONS | $94.9M | 6.06% | 280,891 | Trimmed |
| 4 | PWR | QUANTA SVCS INC | $78.2M | 4.99% | 142,443 | Trimmed |
| 5 | AVGO | BROADCOM INC | $77.6M | 4.95% | 250,700 | Trimmed |
| 6 | AMZN | AMAZON.COM INC | $70.4M | 4.50% | 338,247 | Trimmed |
| 7 | NFLX | NETFLIX INC | $69.3M | 4.42% | 720,681 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $63.6M | 4.06% | 171,733 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $55.0M | 3.51% | 59,804 | Trimmed |
| 10 | ULTA | ULTA BEAUTY INC | $54.5M | 3.48% | 104,201 | Trimmed |
| 11 | CHD | CHURCH & DWIGHT INC | $50.6M | 3.23% | 541,916 | Trimmed |
| 12 | LH | LABCORP HLDGS INC | $46.3M | 2.96% | 173,482 | Trimmed |
| 13 | PANW | PALO ALTO NETWORKS INC | $43.1M | 2.75% | 268,754 | Added |
| 14 | CL | COLGATE PALMOLIVE CO | $42.5M | 2.71% | 498,079 | Added |
| 15 | SCHW | CHARLES SCHWAB CORP NEW | $42.0M | 2.68% | 447,029 | Trimmed |
| 16 | BDX | BECTON DICKINSON & CO | $41.5M | 2.65% | 263,904 | Trimmed |
| 17 | SPOT | SPOTIFY TECHNOLOGY S A F | $41.4M | 2.64% | 85,418 | Added |
| 18 | WM | WASTE MGMT INC DEL | $40.8M | 2.60% | 177,357 | Trimmed |
| 19 | NOW | SERVICENOW INC | $39.7M | 2.53% | 379,351 | Added |
| 20 | WST | WEST PHARMACEUTICAL SVCS | $38.7M | 2.47% | 154,401 | Trimmed |
| 21 | MA | MASTERCARD INC CLASS CLASS A | $35.6M | 2.27% | 71,270 | Trimmed |
| 22 | ZTS | ZOETIS INC CLASS CLASS A | $33.4M | 2.13% | 282,369 | Trimmed |
| 23 | CRWD | CROWDSTRIKE HLDGS INC CLASS A | $32.8M | 2.10% | 84,106 | Added |
| 24 | PODD | INSULET CORP | $31.5M | 2.01% | 150,335 | Trimmed |
| 25 | SNOW | SNOWFLAKE INC CLASS CLASS A | $26.6M | 1.70% | 176,359 | Added |
Source: SEC Form 13F filings · as of 2026-03-31