AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
AMI Investment Management Inc. reported a significant expansion in assets under management for the quarter ending December 31, 2025, with the total portfolio value surging by 71.1%, rising from $260.06M to $445.05M. This substantial increase in capital was accompanied by a strategic broadening of the portfolio, as the number of holdings grew to 74 securities. The portfolio is heavily diversified, yet it maintains a distinct "core-and-satellite" structure. ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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