Ami Investment Management
Ami Investment Management reported 94 stocks worth $518M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VGT (12.2%), VCSH (8.3%) and VCRB (5.9%). Compared with Q2 2026, the fund opened new positions in SPCX, AVEM and MINV, added to VGIT, SCHG and MSFT, trimmed VGT, VCSH and VCRB and sold out of OSEA, FISV and NEE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VGT Vanguard World FD | $63M | 12.2% | 501K | −899 (−0%) | 8 of 8 | |
| 2 |  VCSH Vanguard Scottsdale Fds | $42.7M | 8.3% | 553K | −1,077 (−0%) | 8 of 8 | |
| 3 |  VCRB Vanguard Malvern Fds | $30.4M | 5.9% | 413K | −7,290 (−2%) | 6 of 8 | |
| 4 |  VGIT Vanguard Scottsdale Fds | $27.8M | 5.4% | 491K | +6,581 (+1%) | 8 of 8 | |
| 5 |  VGSH Vanguard Scottsdale Fds | $27.2M | 5.3% | 473K | −16K (−3%) | 8 of 8 | |
| 6 |  SPCX Space Exploration Techn Corp Class A Com Stk | $22.8M | 4.4% | 151K | New position | 1 of 8 | |
| 7 |  SCHG Schwab Strategic TR | $17.4M | 3.4% | 484K | +64K (+15%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $14.4M | 2.8% | 28K | +1,546 (+6%) | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $14.3M | 2.8% | 19K | −1,401 (−7%) | 8 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $14.2M | 2.8% | 29K | +390 (+1%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ami Investment Management 13F FAQ
What does Ami Investment Management own?
Ami Investment Management reported 94 stocks worth $518M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VGT (12.2%), VCSH (8.3%) and VCRB (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Ami Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 48 added to, 17 trimmed and 3 sold out. New positions include SPCX, AVEM and MINV. It sold all of OSEA, FISV and NEE.
When will Ami Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ami Investment Management's portfolio worth?
The Q3 2026 filing reports $518M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.