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Ami Investment Management Inc.
AMI Investment Management Inc is a registered investment adviser headquartered in Kendallville, Indiana that provides discretionary investment management and advisory services. As of 2025, they manage over $838 million in assets for a diverse set of clients, including individuals (high net worth and others) and charitable organizations. The firm employs 5 people and has served the investment needs of clients for several years, focusing on a high-touch, client-centric approach.
Investment Strategy
AMI Investment Management Inc offers fully discretionary investment advisory services and constructs primarily equity and balanced portfolios for its clients. Its philosophy emphasizes diversification, high-quality securities, and long-term investment objectives tailored to the goals of each client. The firm manages portfolios to align with clients’ risk tolerances and needs, with a significant focus on growth and preserving capital, and invests extensively in large-cap equities with additional allocations as appropriate to fixed income and other asset classes.
Latest 13F Filing Activity
Ami Investment Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 71 equity positions with a total 13F market value of $431M. The fund increased holdings in Vanguard Malvern FDS, Vanguard World FD, Vanguard Scottsdale FDS among other positions. Ami Investment Management Inc. reduced exposure to Harbor Etf Trust, Micron Technology Inc., Vanguard World FD among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD WORLD FD | 11.64% | $50.2M | 67,199 | $290.16 | $746.63 | +$7.4M |
V VGSH | VANGUARD SCOTTSDALE FDS | 11.19% | $48.2M | 819,368 | $57.95 | $58.85 | +$1.0M |
V VCSH | VANGUARD SCOTTSDALE FDS | 9.03% | $38.9M | 486,906 | $79.29 | $79.93 | +$3.6M |
V VCRB | VANGUARD MALVERN FDS | 7.71% | $33.2M | 423,737 | $78.07 | $78.41 | +$19.8M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.28% | $18.4M | 307,232 | $58.96 | $60.03 | +$4.2M |
Industry Allocation
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