Ami Investment Management Inc.
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$444.7M
Holdings
77
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGT
VANGUARD WORLD FD
Q4 2025: Exited (was 67.2k shares)
11.0%
02
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 486.9k shares)
9.7%
03
$VGSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 819.4k shares)
8.4%
04
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Exited (was 423.7k shares)
7.4%
05
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 307.2k shares)
5.8%
06
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 30.9k shares)
3.1%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 20.3k shares)
3.0%
08
$OSEA
HARBOR ETF TRUST
Q4 2025: Exited (was 425.3k shares)
2.8%
09
$DMBS
DOUBLELINE ETF TRUST
Q4 2025: Exited (was 171.4k shares)
2.8%
10
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 154.4k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:28 UTC.