AMI Investment Management Inc. has filed a Form 13F-HR report disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's total holdings across 94 distinct positions.
The report identifies Erica Gulick as the Compliance Officer for the firm, which is headquartered in Kendallville, Indiana. The filing details a portfolio that includes a mix of individual equities and exchange-traded funds (ETFs). The largest position disclosed in the filing is a position in Vanguard Tax-Managed Funds Van FTSE Dev Mk, which is listed with 1,503,358 shares.
Among the individual company holdings, the report shows significant positions in Vanguard Scottsdale Fds Short Term Treas with 27,226,225 shares, and Vanguard Scottsdale Fds Inter Term Treas with 27,804,275 shares. Other notable individual stock holdings include Microsoft Corp with 14,422,250 shares, Space Exploration Techn Corp Class A Com Stk with 22,809,201 shares, and Union Pac Corp with 4,597,909 shares.
The filing also lists a substantial number of ETF positions, including Vanguard MUN BD FDS TAX EXEMPT BD with 11,485,670 shares, Vanguard SCOTTSDALE FDS SHORT TERM TREAS with 27,226,225 shares, and VANGUARD INDEX FDS S&P 500 ETF SHS with 4,346,033 shares. Other ETFs mentioned include various strategic and sector-specific funds such as the Schwab Strategic Trust US Large Cap Growth ETF and the iShares Core S&P 500 ETF.
