American Institute for Advanced Investment Management, LLP
Top Portfolio Positions
62 positions ·
$62,419,114 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
9,512 | $6,186,034 | 9.91% | |
| COR |
Cencora, Inc.
Healthcare
|
19,175 | $6,023,634 | 9.65% | |
| AAPL |
Apple Inc.
Technology
|
19,720 | $5,004,738 | 8.02% | |
| MSFT |
Microsoft Corp
Technology
|
9,299 | $3,442,210 | 5.51% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
10,106 | $3,323,762 | 5.32% | |
| GLD |
Spdr Gold Trust
|
6,392 | $2,750,413 | 4.41% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,718 | $2,293,113 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,229 | $2,130,393 | 3.41% | |
| NVDA |
Nvidia Corp
Technology
|
11,682 | $2,037,340 | 3.26% | |
| CEG |
Constellation Energy Corp
Utilities
|
6,021 | $1,681,364 | 2.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,270 | 10,170 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $332,152 | 10,170 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $349,282 | 10,273 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $371,150 | 11,723 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $350,864 | 11,440 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $362,533 | 11,440 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $356,270 | 10,783 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $333,949 | 10,783 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $329,005 | 10,682 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $307,962 | 10,682 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $282,997 | 10,643 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $291,831 | 10,643 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $282,120 | 10,626 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $272,344 | 10,626 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $265,338 | 10,381 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $271,670 | 10,381 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $314,136 | 10,186 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $367,546 | 11,074 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $334,968 | 10,035 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $342,093 | 10,035 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $322,646 | 9,949 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $319,778 | 10,851 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $278,047 | 10,723 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $264,965 | 10,723 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $222,398 | 10,636 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||