AMI INVESTMENT MANAGEMENT INC
•CIK: 1122241•Filing: Q4 2025
**AMI INVESTMENT MANAGEMENT INC** manages $445M across a diversified portfolio of 74 positions. The strategy exhibits a significant technology tilt, evidenced by top holdings including VGT at $51.1M and VCSH at $42.0M. Further concentration is visible in fixed income and defensive sectors, with VGSH ($36.4M) and VCRB ($32.3M) anchoring core allocations. The fund maintains notable exposure to market staples, including BRK/B ($15.7M) and SPY ($13.8M).
Total AUM
$445.0M
QoQ Performance
+3.2%
Positions
57
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VGT
VCSH
VGSH
VCRB
VGIT
VGT11.5%
VCSH9.4%
VGSH8.2%
VCRB7.2%
VGIT5.6%
BRK/B3.5%
SPY3.1%
GOOG3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.1%
Financial8.0%
Technology7.6%
ETF4.0%
Industrial3.2%
Consumer2.8%
Healthcare2.0%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑29 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023