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 INVESTMENT MANAGEMENT INC (CIK 1122241) reported $444.7M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGT ($48.9M, 10.99%), VCSH ($43.2M, 9.71%), VGSH ($37.4M, 8.42%), VCRB ($32.9M, 7.39%), VGIT ($25.9M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $48.9M | 10.99% | 70,076 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $43.2M | 9.71% | 544,670 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $37.4M | 8.42% | 639,260 | Added |
| 4 | VCRB | VANGUARD MALVERN FDS | $32.9M | 7.39% | 424,563 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $25.9M | 5.82% | 434,706 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.9M | 3.13% | 29,012 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $13.2M | 2.96% | 20,253 | Trimmed |
| 8 | OSEA | HARBOR ETF TRUST | $12.6M | 2.84% | 436,578 | Added |
| 9 | DMBS | DOUBLELINE ETF TRUST | $12.3M | 2.76% | 248,126 | Added |
| 10 | SCHG | SCHWAB STRATEGIC TR | $11.0M | 2.46% | 375,933 | Added |
| 11 | GOOG | ALPHABET INC | $10.6M | 2.39% | 37,095 | Trimmed |
| 12 | VTEB | VANGUARD MUN BD FDS | $9.8M | 2.21% | 197,020 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $9.7M | 2.19% | 49,669 | Added |
| 14 | MSFT | MICROSOFT CORP | $9.1M | 2.05% | 24,644 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $8.7M | 1.95% | 29,477 | Added |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $8.1M | 1.83% | 241,373 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $7.4M | 1.67% | 289,648 | Trimmed |
| 18 | XLE | SELECT SECTOR SPDR TR | $6.5M | 1.46% | 105,654 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $5.7M | 1.29% | 23,489 | Trimmed |
| 20 | RTX | RTX CORPORATION | $5.8M | 1.29% | 29,843 | Trimmed |
| 21 | META | META PLATFORMS INC | $5.6M | 1.25% | 9,703 | Added |
| 22 | V | VISA INC | $5.3M | 1.20% | 17,613 | Added |
| 23 | LOW | LOWES COS INC | $5.0M | 1.12% | 21,074 | Trimmed |
| 24 | TJX | TJX COS INC NEW | $4.7M | 1.05% | 29,245 | Trimmed |
| 25 | VHT | VANGUARD WORLD FD | $4.6M | 1.04% | 17,030 | Added |
Source: SEC Form 13F filings · as of 2026-03-31