American Institute for Advanced Investment Management, LLP

CIK

1805824

Location

Scottsdale, AZ

Portfolio Value

Micro $62,208,441

Diversification

Diversified

Filing Date

Global Rank

#6,558 / 8,617 ▲ 58 · as of Mar 2026

Top Industry

Medical Distribution 15.0%

3Y Alpha vs SPY

-4.5%

Period ended 4 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.7%

SPY

+69.4%

Annualised alpha

-3.8%

Max drawdown

−27.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−0.1 pts

Top 5

38.5%

−5.3 pts

Top 10

56.1%

−5.6 pts

HHI

434

Diversified−64

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.3%	$13,846,586	11
Unclassified	20.7%	$12,891,846	5
Healthcare	18.9%	$11,751,474	7
Consumer Cyclical	10.0%	$6,225,253	4
Industrials	6.4%	$3,999,117	9
Financial Services	6.0%	$3,756,050	8
Consumer Defensive	4.5%	$2,814,558	5
Energy	3.2%	$2,002,044	5
Utilities	3.1%	$1,956,094	2
Basic Materials	2.2%	$1,388,531	3
Communication Services	1.7%	$1,044,130	1
Real Estate	0.9%	$532,758	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	+18,025	37,065	$977,774
SLV	iShares Silver Trust	+3,100	13,104	$892,906
EQT	EQT Corp	+1,350	6,145	$391,067
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	+1,100	28,770	$393,285
GLD	Spdr Gold Trust	+300	6,392	$2,750,413
WMT	Walmart Inc.	+300	5,865	$728,902
COR	Cencora, Inc.	+200	19,175	$6,023,634
MSFT	Microsoft Corp	+154	9,299	$3,442,210
TSLA	Tesla, Inc.	+83	1,117	$415,244
COST	Costco Wholesale Corp /New	+1	1,112	$1,108,030
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	−5,604	10,106	$3,323,762
IRM	Iron Mountain Inc	−1,880	2,790	$284,970
AAPL	Apple Inc.	−1,491	19,720	$5,004,738
DLR	Digital Realty Trust, Inc.	−1,430	1,375	$247,788
ITW	Illinois Tool Works Inc	−1,000	4,840	$1,259,803
EPD	Enterprise Products Partners L.P.	−725	13,310	$503,650
AMZN	Amazon Com Inc	−647	10,229	$2,130,393
PG	PROCTER & GAMBLE Co	−450	2,387	$344,778
CWCO	Consolidated Water Co. Ltd.	−335	8,295	$274,730
CEG	Constellation Energy Corp	−225	6,021	$1,681,364
NVDA	Nvidia Corp	−168	11,682	$2,037,340
CVX	Chevron Corp	−145	2,641	$546,422
MCHP	Microchip Technology Inc	−133	11,706	$756,324
WM	Waste Management Inc	−125	2,080	$477,963
IBM	International Business Machines Corp	−117	1,657	$401,640
ABT	Abbott Laboratories	−100	2,699	$277,106
GOOGL	Alphabet Inc.	−90	3,631	$1,044,130
SPY	Spdr S&P 500 ETF Trust	−83	9,512	$6,186,034
CAT	Caterpillar Inc	−80	869	$615,651
MCD	Mcdonalds Corp	−80	1,145	$355,854
AVGO	Broadcom Inc.	−75	2,617	$809,987
MO	Altria Group, Inc.	−61	5,704	$376,406
BRK-B	Berkshire Hathaway Inc	−60	1,448	$693,881
QQQ	Invesco Qqq Trust, Series 1	−15	1,333	$769,380
LLY	ELI LILLY & Co	−10	390	$358,710
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MCK	Mckesson Corp	1,600	$1,384,576
RIO	Rio Tinto PLC	5,765	$537,816
FCX	Freeport-Mcmoran Inc	7,863	$462,187
SHEL	Shell plc	2,410	$224,130
EME	EMCOR Group, Inc.	300	$221,493
AMD	Advanced Micro Devices Inc	990	$201,395
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
FBLG	FibroBiologics, Inc.	88,206	$396,927
BPRE	Bluerock Private Real Estate Fund	16,732	$250,980
SAP	Sap SE	900	$218,619
ET	Energy Transfer LP	12,989	$214,188
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $62,208,441 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	9,512	-83	$6,186,034	−5.5%	9.94%
COR	Cencora, Inc. Healthcare	Added	19,175	+200	$6,023,634	−6.0%	9.68%
AAPL	Apple Inc. Technology	Reduced	19,720	-1,491	$5,004,738	−13.2%	8.05%
MSFT	Microsoft Corp Technology	Added	9,299	+154	$3,442,210	−22.2%	5.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,106	-5,604	$3,323,762	−38.5%	5.34%
GLD	Spdr Gold Trust	Added	6,392	+300	$2,750,413	+13.9%	4.42%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,718	0	$2,293,113	+2.2%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,229	-647	$2,130,393	−15.1%	3.42%
NVDA	Nvidia Corp Technology	Reduced	11,682	-168	$2,037,340	−7.8%	3.28%
CEG	Constellation Energy Corp Utilities	Reduced	6,021	-225	$1,681,364	−23.8%	2.70%
ABBV	AbbVie Inc. Healthcare	Held	7,659	0	$1,665,755	−4.8%	2.68%
JNJ	Johnson & Johnson Healthcare	Held	6,485	0	$1,585,193	+18.1%	2.55%
MCK	Mckesson Corp Healthcare	NEW	1,600	NEW	$1,384,576	NEW	2.23%
ITW	Illinois Tool Works Inc Industrials	Reduced	4,840	-1,000	$1,259,803	−12.4%	2.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,112	+1	$1,108,030	+15.7%	1.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,631	-90	$1,044,130	−10.3%	1.68%
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust Financial Services	Added	37,065	+18,025	$977,774	+99.9%	1.57%
SLV	iShares Silver Trust	Added	13,104	+3,100	$892,906	+38.6%	1.44%
AVGO	Broadcom Inc. Technology	Reduced	2,617	-75	$809,987	−13.1%	1.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,333	-15	$769,380	−7.1%	1.24%
MCHP	Microchip Technology Inc Technology	Reduced	11,706	-133	$756,324	+0.3%	1.22%
WMT	Walmart Inc. Consumer Defensive	Added	5,865	+300	$728,902	+17.6%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,448	-60	$693,881	−8.5%	1.12%
CAT	Caterpillar Inc Industrials	Reduced	869	-80	$615,651	+13.2%	0.99%
CVX	Chevron Corp Energy	Reduced	2,641	-145	$546,422	+28.7%	0.88%
RIO	Rio Tinto PLC Basic Materials	NEW	5,765	NEW	$537,816	NEW	0.86%
EPD	Enterprise Products Partners L.P. Energy	Reduced	13,310	-725	$503,650	+11.9%	0.81%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,675	0	$492,718	−8.7%	0.79%
WM	Waste Management Inc Industrials	Reduced	2,080	-125	$477,963	−1.3%	0.77%
PLTR	Palantir Technologies Inc. Technology	Held	3,220	0	$471,021	−17.7%	0.76%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	7,863	NEW	$462,187	NEW	0.74%
MRK	Merck & Co., Inc. Healthcare	Held	3,795	0	$456,500	+14.3%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,117	+83	$415,244	−10.7%	0.67%
CB	Chubb Ltd Financial Services	Held	1,240	0	$404,153	+4.4%	0.65%
IBM	International Business Machines Corp Technology	Reduced	1,657	-117	$401,640	−23.6%	0.65%
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund Financial Services	Added	28,770	+1,100	$393,285	−1.0%	0.63%
EQT	EQT Corp Energy	Added	6,145	+1,350	$391,067	+52.2%	0.63%
MLM	Martin Marietta Materials Inc Basic Materials	Held	660	0	$388,528	−5.5%	0.62%
AMAT	Applied Materials Inc /De Technology	Held	1,108	0	$378,703	+33.0%	0.61%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,704	-61	$376,406	+13.2%	0.61%
LLY	ELI LILLY & Co Healthcare	Reduced	390	-10	$358,710	−16.6%	0.58%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,145	-80	$355,854	−5.0%	0.57%
SCHW	Schwab Charles Corp Financial Services	Held	3,693	0	$347,068	−5.9%	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,387	-450	$344,778	−15.2%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Held	1,985	0	$336,775	+41.0%	0.54%
ETN	Eaton Corp plc Industrials	Held	917	0	$327,983	+12.3%	0.53%
TY	TRI-CONTINENTAL Corp Financial Services	Held	10,170	0	$321,270	−3.3%	0.52%
ORCL	Oracle Corp Technology	Held	2,163	0	$318,198	−24.5%	0.51%
HON	Honeywell International Inc Industrials	Held	1,325	0	$314,095	+15.9%	0.50%
IRM	Iron Mountain Inc Real Estate	Reduced	2,790	-1,880	$284,970	−26.4%	0.46%