§ 13F · FUND PROFILE
AMI INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $387M (13F)Positions · 72Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | 70K | $49M | 11.0% | +3% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 545K | $43M | 9.7% | +3% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 639K | $37M | 8.4% | +3% |
| 4 | VCRB | VANGUARD MALVERN FDS | 425K | $33M | 7.4% | +3% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 435K | $26M | 5.8% | +5% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 29K | $14M | 3.1% | −7% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 20K | $13M | 3.0% | ±0% |
| 8 | OSEA | HARBOR ETF TRUST | 437K | $13M | 2.8% | +2% |
| 9 | DMBS | DOUBLELINE ETF TRUST | 248K | $12M | 2.8% | +4% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 376K | $11M | 2.5% | +33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMI SIGNAL
AC read
AMI INVESTMENT MANAGEMENT INC is a Other fund managing $387 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed