American Institute for Advanced Investment Management, LLP

CIK

1805824

Location

Scottsdale, AZ

Portfolio Value

Micro $14,071,865

Diversification

Diversified

Filing Date

Global Rank

#6,184 / 8,232 ▲ 191

Top Industry

Medical Distribution 15.0%

3Y Alpha vs SPY

-4.8%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+56.0%

SPY

+76.3%

Annualised alpha

-4.8%

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

38.4%

−5.3 pts

Top 10

55.9%

−5.6 pts

HHI

431

Diversified−64

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.5%	$14,071,865	11
Unclassified	20.7%	$12,891,846	5
Healthcare	18.8%	$11,751,474	7
Consumer Cyclical	10.0%	$6,225,253	4
Industrials	6.4%	$3,984,511	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
MCD	Mcdonalds Corp	−80	1,145	$355,854
CAT	Caterpillar Inc	−80	869	$615,651
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

11 positions · $14,071,865 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	19,720	-1,491	$5,004,738	−13.2%	35.57%
MSFT	Microsoft Corp Technology	Added	9,299	+154	$3,442,210	−22.2%	24.46%
NVDA	Nvidia Corp Technology	Reduced	11,682	-168	$2,037,340	−7.8%	14.48%
AVGO	Broadcom Inc. Technology	Reduced	2,617	-75	$809,987	−13.1%	5.76%
MCHP	Microchip Technology Inc Technology	Reduced	11,706	-133	$756,324	+0.3%	5.37%
PLTR	Palantir Technologies Inc. Technology	Held	3,220	0	$471,021	−17.7%	3.35%
IBM	International Business Machines Corp Technology	Reduced	1,657	-117	$401,640	−23.6%	2.85%
AMAT	Applied Materials Inc /De Technology	Held	1,108	0	$378,703	+33.0%	2.69%
ORCL	Oracle Corp Technology	Held	2,163	0	$318,198	−24.5%	2.26%
KLAC	Kla Corp Technology	Held	170	0	$250,309	+21.2%	1.78%
AMD	Advanced Micro Devices Inc Technology	NEW	990	NEW	$201,395	NEW	1.43%